Latest Institutional Transactions on Zoom Info Technologies Inc. (ZI)
This table provides information on the latest institutional transactions involving Zoom Info Technologies Inc. (ZI) 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 |
---|---|---|---|---|---|---|---|
Jul 11, 2025
Q2 2025
|
Diversified Trust CO
|
BUY
|
- |
25.9KNew |
$192K - $267K
|
25.9K
$263K
|
|
Jul 11, 2025
Q2 2025
|
Assenagon Asset Management S.A.
|
SELL
|
- |
-77.4K- 23.29% |
$574K - $798K
|
255K
$2.59M
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
BUY
|
- |
567+ 16.7% |
$4.2K - $5.85K
|
3.96K
$40.2K
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-660- 69.33% |
$4.89K - $6.8K
|
292
$2.96K
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
78.8K+ 69.97% |
$584K - $812K
|
191K
$1.94M
|
|
Jul 09, 2025
Q2 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
30+ 46.88% |
$222 - $309
|
94
$954
|
|
Jul 09, 2025
Q2 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
25.2K+ 43.91% |
$187K - $260K
|
82.7K
$840K
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-482- 83.25% |
$3.57K - $4.97K
|
97
$985
|
|
Jul 07, 2025
Q2 2025
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
13.9KNew |
$103K - $143K
|
13.9K
$141K
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
1.83K+ 160.65% |
$13.6K - $18.9K
|
2.97K
$30.2K
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
1.89K+ 143.64% |
$14K - $19.4K
|
3.2K
$32.5K
|
|
Jul 01, 2025
Q2 2025
|
Kera Capital Partners, Inc.
Sacramento, CA |
BUY
|
- |
21.1KNew |
$157K - $218K
|
21.1K
$215K
|
|
Q1 2025 | |||||||
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
620+ 203.28% |
$5.85K - $7.45K
|
925
$9.39K
|
|
May 27, 2025
Q1 2025
|
Villanova Investment Management CO LLC
Wayne, PA |
SELL
|
- |
-90.5K- 62.68% |
$853K - $1.09M
|
53.9K
$547K
|
|
May 21, 2025
Q1 2025
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
145KNew |
$1.37M - $1.74M
|
145K
$1.47M
|
|
May 19, 2025
Q1 2025
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
25.7K+ 2.75% |
$242K - $309K
|
962K
$9.77M
|
|
May 19, 2025
Q1 2025
|
Plato Investment Management LTD
Sydney, C3 |
SELL
|
- |
-568- 69.27% |
$5.36K - $6.82K
|
252
$2.56K
|
|
May 16, 2025
Q1 2025
|
Empowered Funds, LLC
|
SELL
|
- |
-4.53K- 14.47% |
$42.7K - $54.4K
|
26.8K
$272K
|
|
May 16, 2025
Q1 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
1New |
$9.43 - $12
|
1
$10.2
|
|
May 15, 2025
Q1 2025
|
Centiva Capital, LP
New York, NY |
BUY
|
- |
81.4K+ 290.73% |
$768K - $978K
|
109K
$1.11M
|
|
May 15, 2025
Q1 2025
|
Winton Group LTD
London, X0 |
BUY
|
- |
256KNew |
$2.41M - $3.07M
|
256K
$2.6M
|
|
May 15, 2025
Q1 2025
|
Dragoneer Investment Group, LLC
San Francisco, CA |
SELL
|
- |
-5.65M- 89.4% |
$53.3M - $67.9M
|
670K
$6.8M
|
|
May 15, 2025
Q1 2025
|
Magnetar Financial LLC
Evanston, IL |
BUY
|
- |
58.7K+ 492.63% |
$554K - $706K
|
70.7K
$717K
|
|
May 15, 2025
Q1 2025
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
8.36MNew |
$78.8M - $100M
|
8.36M
$84.8M
|
|
May 15, 2025
Q1 2025
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
1.44K+ 0.63% |
$13.6K - $17.3K
|
230K
$2.33M
|
|
May 15, 2025
Q1 2025
|
Kerrisdale Advisers, LLC
Miami, FL |
SELL
|
- |
-20.8K- 6.68% |
$196K - $250K
|
291K
$2.95M
|
|
May 15, 2025
Q1 2025
|
Hood River Capital Management LLC
Palm Beach Gardens, FL |
BUY
|
- |
1.22M+ 26.51% |
$11.5M - $14.6M
|
5.82M
$59.1M
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-16.9K- 54.04% |
$159K - $202K
|
14.3K
$145K
|
|
May 15, 2025
Q1 2025
|
State Street Corp
Boston, MA |
SELL
|
- |
-206K- 2.34% |
$1.94M - $2.47M
|
8.57M
$87M
|
|
May 15, 2025
Q1 2025
|
Lombard Odier Asset Management (Usa) Corp
New York, NY |
BUY
|
- |
118KNew |
$1.11M - $1.41M
|
118K
$1.19M
|
|
May 15, 2025
Q1 2025
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
1.39M+ 722.54% |
$13.1M - $16.7M
|
1.58M
$16.1M
|
|
May 15, 2025
Q1 2025
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
SELL
|
- |
-48.6K- 99.47% |
$459K - $584K
|
258
$2.62K
|
|
May 15, 2025
Q1 2025
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
10New |
$94.3 - $120
|
10
$102
|
|
May 15, 2025
Q1 2025
|
Activest Wealth Management
|
BUY
|
- |
127New |
$1.2K - $1.53K
|
127
$1.29K
|
|
May 15, 2025
Q1 2025
|
Frontier Capital Management CO LLC
|
SELL
|
- |
-25.1K- 3.02% |
$237K - $302K
|
808K
$8.2M
|
|
May 15, 2025
Q1 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
12.9KNew |
$122K - $155K
|
12.9K
$131K
|
|
May 15, 2025
Q1 2025
|
Tairen Capital LTD
Grand Cayman, E9 |
BUY
|
- |
585K+ 365.59% |
$5.52M - $7.03M
|
745K
$7.56M
|
|
May 15, 2025
Q1 2025
|
Verition Fund Management LLC
Greenwich, CT |
SELL
|
- |
-64.6K- 25.14% |
$609K - $776K
|
192K
$1.95M
|
|
May 15, 2025
Q1 2025
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
PUT |
57.7KNew |
$544K - $693K
|
57.7K
$586K
|
|
May 15, 2025
Q1 2025
|
Utah Retirement Systems
Salt Lake City, UT |
SELL
|
- |
-1.4K- 0.69% |
$13.2K - $16.8K
|
202K
$2.05M
|
|
May 15, 2025
Q1 2025
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
11KNew |
$104K - $132K
|
11K
$112K
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
8.5K+ 54.65% |
$80.1K - $102K
|
24.1K
$244K
|
|
May 15, 2025
Q1 2025
|
Fieldview Capital Management, LLC
Niles, MI |
BUY
|
- |
25.7KNew |
$243K - $309K
|
25.7K
$261K
|
|
May 15, 2025
Q1 2025
|
Sone Capital Management, LLC
New York, NY |
SELL
|
- |
-204K- 91.91% |
$1.92M - $2.45M
|
17.9K
$182K
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
8K+ 349.04% |
$75.4K - $96.1K
|
10.3K
$104K
|
|
May 15, 2025
Q1 2025
|
Great West Life Assurance CO
Winnipeg, A2 |
SELL
|
- |
-442K- 68.24% |
$4.17M - $5.31M
|
206K
$2.09M
|
|
May 15, 2025
Q1 2025
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
90.2K+ 16.76% |
$851K - $1.08M
|
629K
$6.38M
|
|
May 15, 2025
Q1 2025
|
State Of Wisconsin Investment Board
Madison, WI |
SELL
|
- |
-42.7K- 20.18% |
$403K - $513K
|
169K
$1.71M
|
|
May 15, 2025
Q1 2025
|
Principal Street Partners, LLC
Memphis, TN |
BUY
|
- |
6.14K+ 0.63% |
$57.9K - $73.8K
|
976K
$9.91M
|
|
May 15, 2025
Q1 2025
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-440K- 79.09% |
$4.15M - $5.29M
|
116K
$1.18M
|