Latest Institutional Transactions on Legalzoom.Com, Inc. (LZ)
This table provides information on the latest institutional transactions involving Legalzoom.Com, Inc. (LZ) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Aug 14, 2023
Q2 2023
|
Evr Research LP
Richmond, VA |
BUY
|
- |
200KNew |
$1.49M - $2.64M
|
200K
$1.57M
|
|
Aug 11, 2023
Q2 2023
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
BUY
|
- |
22.2KNew |
$166K - $292K
|
22.2K
$174K
|
|
Aug 11, 2023
Q2 2023
|
Eam Investors, LLC
Solana Beach, CA |
BUY
|
- |
197KNew |
$1.47M - $2.6M
|
197K
$1.55M
|
|
Aug 11, 2023
Q2 2023
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
BUY
|
- |
96KNew |
$717K - $1.27M
|
96K
$752K
|
|
Aug 11, 2023
Q2 2023
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
5.28K+ 27.27% |
$39.4K - $69.6K
|
24.6K
$193K
|
|
Aug 10, 2023
Q2 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
BUY
|
- |
11.1KNew |
$82.8K - $146K
|
11.1K
$86.8K
|
|
Aug 09, 2023
Q2 2023
|
Verdad Advisers, LP
Boston, MA |
BUY
|
- |
8.01KNew |
$59.8K - $106K
|
8.01K
$62.7K
|
|
Aug 08, 2023
Q2 2023
|
Glassman Wealth Services
|
BUY
|
- |
57New |
$426 - $751
|
57
$446
|
|
Aug 08, 2023
Q2 2023
|
Kpcb Dgf Associates, LLC
|
SELL
|
- |
-1M- 15.85% |
$7.47M - $13.2M
|
5.31M
$41.6M
|
|
Aug 03, 2023
Q2 2023
|
Pathway Capital Management, LP
Irvine, CA |
BUY
|
- |
672KNew |
$5.02M - $8.85M
|
672K
$5.26M
|
|
Jul 19, 2023
Q2 2023
|
Hillman CO
|
SELL
|
- |
-27.8K- 2.25% |
$208K - $367K
|
1.21M
$9.45M
|
|
Q1 2023 | |||||||
May 15, 2023
Q1 2023
|
Chimera Capital Management LLC
New York, NY |
BUY
|
- |
53.7K+ 35.67% |
$414K - $504K
|
204K
$1.6M
|
|
May 15, 2023
Q1 2023
|
Kula Investments, LLC
Chicago, IL |
BUY
|
- |
39.2KNew |
$302K - $368K
|
39.2K
$307K
|
|
May 12, 2023
Q1 2023
|
Shannon River Fund Management LLC
|
BUY
|
- |
828KNew |
$6.38M - $7.76M
|
828K
$6.48M
|
|
May 12, 2023
Q1 2023
|
Ethic Inc.
New York, NY |
BUY
|
- |
10.7KNew |
$82.8K - $101K
|
10.7K
$84K
|
|
May 11, 2023
Q1 2023
|
Diametric Capital, LP
Boston, MA |
BUY
|
- |
29.5KNew |
$228K - $277K
|
29.5K
$231K
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
BUY
|
- |
887+ 461.98% |
$6.84K - $8.32K
|
1.08K
$8.45K
|
|
Apr 25, 2023
Q1 2023
|
Psi Advisors, LLC
|
BUY
|
- |
200New |
$1.54K - $1.88K
|
200
$1.57K
|
|
Apr 21, 2023
Q1 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
64New |
$493 - $600
|
64
$501
|
|
Apr 19, 2023
Q1 2023
|
Pasadena Private Wealth, LLC
Pasadena, CA |
SELL
|
- |
-963- 6.88% |
$7.42K - $9.03K
|
13K
$102K
|
|
Apr 18, 2023
Q1 2023
|
Claret Asset Management Corp
|
SELL
|
- |
-16- 0.15% |
$123 - $150
|
10.8K
$84.4K
|
|
Q4 2022 | |||||||
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-106- 0.99% |
$797 - $1.11K
|
10.6K
$82.9K
|
|
Feb 14, 2023
Q4 2022
|
Harbourvest Partners LLC
Boston, MA |
BUY
|
- |
45.8KNew |
$344K - $478K
|
45.8K
$358K
|
|
Feb 14, 2023
Q4 2022
|
Wasatch Advisors Inc
Salt Lake City, UT |
SELL
|
- |
-1.51M- 21.32% |
$11.4M - $15.8M
|
5.58M
$43.7M
|
|
Feb 14, 2023
Q4 2022
|
Ta Associates, L.P.
Boston, MA |
SELL
|
- |
-2.1M- 51.03% |
$15.8M - $22M
|
2.02M
$15.8M
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
380KNew |
$2.86M - $3.97M
|
380K
$2.98M
|
|
Feb 14, 2023
Q4 2022
|
Alpine Global Management, LLC
New York, NY |
BUY
|
- |
15KNew |
$113K - $156K
|
15K
$117K
|
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
SELL
|
- |
-68K- 35.44% |
$511K - $709K
|
124K
$969K
|
|
Feb 13, 2023
Q4 2022
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
SELL
|
- |
-18.5K- 19.45% |
$139K - $193K
|
76.7K
$601K
|
|
Feb 10, 2023
Q4 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
55New |
$414 - $574
|
55
$431
|
|
Feb 06, 2023
Q4 2022
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-7.52K- 11.29% |
$56.5K - $78.5K
|
59K
$462K
|
|
Feb 06, 2023
Q4 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
27+ 7.56% |
$203 - $282
|
384
$3.01K
|
|
Jan 23, 2023
Q4 2022
|
Caprock Group, Inc.
|
BUY
|
- |
251+ 2.01% |
$1.89K - $2.62K
|
12.8K
$99.8K
|
|
Q3 2022 | |||||||
Sep 25, 2024
Q3 2022
|
Paragon Capital Management Inc
Provo, UT |
SELL
|
- |
-85.4KClosed |
$705K - $1.11M
|
0
$0
|
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
871+ 16.86% |
$7.19K - $11.3K
|
6.04K
$47.3K
|
|
Nov 14, 2022
Q3 2022
|
Legion Partners Asset Management, LLC
Los Angeles, CA |
SELL
|
- |
-589K- 45.95% |
$4.87M - $7.64M
|
693K
$5.43M
|
|
Nov 14, 2022
Q3 2022
|
Holocene Advisors, LP
New York, NY |
SELL
|
- |
-19.8K- 10.62% |
$164K - $257K
|
167K
$1.3M
|
|
Nov 14, 2022
Q3 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
PUT |
26.6KNew |
$220K - $345K
|
26.6K
$208K
|
|
Nov 14, 2022
Q3 2022
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
12.7KNew |
$105K - $164K
|
12.7K
$99.1K
|
|
Nov 10, 2022
Q3 2022
|
Cross Creek Advisors, LLC
Salt Lake City, UT |
SELL
|
- |
-39.5K- 10.3% |
$327K - $513K
|
344K
$2.7M
|
|
Nov 07, 2022
Q3 2022
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
17.5KNew |
$144K - $227K
|
17.5K
$137K
|
|
Nov 07, 2022
Q3 2022
|
Advanced Research Investment Solutions, LLC
|
BUY
|
- |
75New |
$620 - $973
|
75
$587
|
|
Oct 13, 2022
Q3 2022
|
Umb Bank, N.A.
|
BUY
|
- |
96New |
$793 - $1.25K
|
96
$752
|
|
Q2 2022 | |||||||
Dec 09, 2024
Q2 2022
|
Swedbank Ab
Stockholm, V7 |
SELL
|
- |
-362KClosed |
$3.79M - $5.6M
|
0
$0
|
|
Aug 16, 2024
Q2 2022
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-48Closed |
$502 - $742
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-48Closed |
$502 - $742
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Comprehensive Financial Management LLC
Los Gatos, CA |
BUY
|
- |
13.6KNew |
$142K - $210K
|
13.6K
$106K
|
|
Aug 15, 2022
Q2 2022
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-508KClosed |
$5.31M - $7.85M
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Gyon Technologies Capital Management, LP
Denville, NJ |
BUY
|
- |
16.3KNew |
$170K - $251K
|
16.3K
$127K
|
|
Aug 15, 2022
Q2 2022
|
Contour Asset Management LLC
New York, NY |
SELL
|
- |
-660KClosed |
$6.9M - $10.2M
|
0
$0
|