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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Point72 Europe (London) LLP
London, X0 |
BUY
|
- |
46.7KNew |
$585K - $884K
|
46.7K
$508K
|
|
|
Feb 14, 2024
Q4 2023
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
PUT |
140KNew |
$1.75M - $2.65M
|
140K
$1.52M
|
|
|
Feb 14, 2024
Q4 2023
|
Prospect Capital Advisors, LLC
Sausalito, CA |
BUY
|
- |
108K+ 38.1% |
$1.35M - $2.04M
|
390K
$4.25M
|
|
|
Feb 14, 2024
Q4 2023
|
G2 Investment Partners Management LLC
New York, NY |
BUY
|
- |
118KNew |
$1.48M - $2.24M
|
118K
$1.29M
|
|
|
Feb 14, 2024
Q4 2023
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
- |
277KNew |
$3.47M - $5.24M
|
277K
$3.02M
|
|
|
Feb 13, 2024
Q4 2023
|
Kodai Capital Management LP
Chicago, IL |
BUY
|
- |
166KNew |
$2.08M - $3.15M
|
166K
$1.81M
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
22New |
$276 - $417
|
22
$240
|
|
|
Feb 13, 2024
Q4 2023
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-2K- 14.89% |
$25.1K - $37.9K
|
11.4K
$124K
|
|
|
Feb 13, 2024
Q4 2023
|
Royal London Asset Management LTD
United Kingdom, X0 |
BUY
|
- |
26.8K+ 23.41% |
$336K - $508K
|
141K
$1.54M
|
|
|
Feb 13, 2024
Q4 2023
|
Ossiam
Paris, I0 |
BUY
|
- |
2.7K+ 10.59% |
$33.8K - $51.1K
|
28.2K
$307K
|
|
|
Feb 13, 2024
Q4 2023
|
Oberndorf William E
San Francisco, CA |
SELL
|
- |
-4.78K- 3.29% |
$59.9K - $90.6K
|
140K
$1.53M
|
|
|
Feb 13, 2024
Q4 2023
|
Brant Point Investment Management LLC
New York, NY |
BUY
|
CALL |
500New |
$6.27K - $9.47K
|
500
$5.45K
|
|
|
Feb 13, 2024
Q4 2023
|
Eisler Capital (Uk) Ltd.
London, X0 |
BUY
|
- |
49.6KNew |
$621K - $939K
|
49.6K
$540K
|
|
|
Feb 12, 2024
Q4 2023
|
Telemark Asset Management, LLC
Boston, MA |
BUY
|
- |
400KNew |
$5.01M - $7.58M
|
400K
$4.36M
|
|
|
Feb 12, 2024
Q4 2023
|
Achmea Investment Management B.V.
|
BUY
|
- |
62.6K+ 73.84% |
$784K - $1.19M
|
147K
$1.6M
|
|
|
Feb 12, 2024
Q4 2023
|
Alberta Investment Management Corp
Edmonton, A0 |
BUY
|
- |
34.7KNew |
$434K - $657K
|
34.7K
$378K
|
|
|
Feb 12, 2024
Q4 2023
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-713- 32.16% |
$8.93K - $13.5K
|
1.5K
$16.4K
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
BUY
|
- |
64+ 21.84% |
$802 - $1.21K
|
357
$3.89K
|
|
|
Feb 08, 2024
Q4 2023
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
SELL
|
- |
-117K- 99.84% |
$1.46M - $2.21M
|
188
$2.05K
|
|
|
Feb 07, 2024
Q4 2023
|
Ivy Rock Asset Management (Hk) LTD
Sheung Wan, K3 |
BUY
|
- |
22K+ 4.93% |
$276K - $417K
|
469K
$5.1M
|
|
|
Feb 07, 2024
Q4 2023
|
Ieq Capital, LLC
|
BUY
|
- |
10.3KNew |
$130K - $196K
|
10.3K
$113K
|
|
|
Feb 07, 2024
Q4 2023
|
Arcadia Investment Management Corp
|
SELL
|
- |
-500- 66.67% |
$6.27K - $9.47K
|
250
$2.72K
|
|
|
Feb 05, 2024
Q4 2023
|
Triumph Capital Management
|
SELL
|
- |
-1.11K- 7.81% |
$13.9K - $21.1K
|
13.1K
$143K
|
|
|
Feb 05, 2024
Q4 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
132New |
$1.65K - $2.5K
|
132
$1.44K
|
|
|
Jan 31, 2024
Q4 2023
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
16KNew |
$201K - $304K
|
16K
$175K
|
|
|
Jan 30, 2024
Q4 2023
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-602K- 85.94% |
$7.55M - $11.4M
|
98.6K
$1.07M
|
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
900New |
$11.3K - $17K
|
900
$9.8K
|
|
|
Jan 25, 2024
Q4 2023
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-2.3M- 100.0% |
$28.8M - $43.5M
|
109
$1.19K
|
|
|
Jan 24, 2024
Q4 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
19.8K+ 153.54% |
$248K - $375K
|
32.7K
$356K
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
SELL
|
- |
-950- 47.83% |
$11.9K - $18K
|
1.04K
$11.3K
|
|
|
Jan 23, 2024
Q4 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
10+ 10.0% |
$125 - $189
|
110
$1.2K
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
4New |
$50.1 - $75.8
|
4
$43.6
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-36.7K- 64.3% |
$460K - $695K
|
20.4K
$222K
|
|
|
Jan 08, 2024
Q4 2023
|
Versant Capital Management, Inc
|
SELL
|
- |
-111- 48.47% |
$1.39K - $2.1K
|
118
$1.29K
|
|
|
Jan 08, 2024
Q4 2023
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
3.49K+ 30.61% |
$43.7K - $66.1K
|
14.9K
$162K
|
|
| Q3 2023 | |||||||
|
Nov 13, 2024
Q3 2023
|
Norges Bank
Oslo, Q8 |
BUY
|
- |
2.98MNew |
$46.9M - $86.3M
|
2.98M
$32.5M
|
|
|
May 20, 2024
Q3 2023
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-296- 2.85% |
$4.66K - $8.57K
|
10.1K
$110K
|
|
|
Apr 04, 2024
Q3 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-27Closed |
$425 - $782
|
0
$0
|
|
|
Apr 01, 2024
Q3 2023
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
SELL
|
- |
-47.4KClosed |
$745K - $1.37M
|
0
$0
|
|
|
Feb 14, 2024
Q3 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
SELL
|
- |
-18K- 26.4% |
$283K - $521K
|
50.2K
$547K
|
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
SELL
|
CALL |
-4K- 57.14% |
$62.9K - $116K
|
3K
$32.7K
|
|
|
Nov 15, 2023
Q3 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
400New |
$6.29K - $11.6K
|
400
$4.36K
|
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
34+ 850.0% |
$535 - $984
|
38
$414
|
|
|
Nov 14, 2023
Q3 2023
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
CALL |
333KNew |
$5.24M - $9.64M
|
333K
$3.63M
|
|
|
Nov 14, 2023
Q3 2023
|
Bamco Inc
New York, NY |
SELL
|
- |
-2.11M- 66.44% |
$33.2M - $61.1M
|
1.07M
$11.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Elo Mutual Pension Insurance CO
|
SELL
|
- |
-1.47K- 6.28% |
$23.1K - $42.4K
|
21.9K
$238K
|
|
|
Nov 14, 2023
Q3 2023
|
Viking Global Investors LP
|
BUY
|
- |
2.52M+ 204.1% |
$39.6M - $72.9M
|
3.75M
$40.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Ophir Asset Management Pty LTD
|
BUY
|
- |
17.8KNew |
$280K - $516K
|
17.8K
$194K
|
|
|
Nov 14, 2023
Q3 2023
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-4.36M- 99.31% |
$68.6M - $126M
|
30.2K
$329K
|
|
|
Nov 14, 2023
Q3 2023
|
Ostrum Asset Management
Paris, I0 |
SELL
|
- |
-23- 0.66% |
$362 - $666
|
3.48K
$37.9K
|
|