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 30, 2024
Q2 2024
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
54.4KNew |
$641K - $905K
|
54.4K
$553K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
81New |
$954 - $1.35K
|
81
$822
|
|
|
Jul 25, 2024
Q2 2024
|
Bailard, Inc.
|
SELL
|
- |
-101K- 77.94% |
$1.19M - $1.68M
|
28.6K
$290K
|
|
|
Jul 23, 2024
Q2 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
9.67KNew |
$114K - $161K
|
9.67K
$98.2K
|
|
|
Jul 23, 2024
Q2 2024
|
Aquila Investment Management LLC
|
BUY
|
- |
157K+ 64.61% |
$1.85M - $2.61M
|
400K
$4.06M
|
|
|
Jul 22, 2024
Q2 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
185New |
$2.18K - $3.07K
|
185
$1.88K
|
|
|
Jul 17, 2024
Q2 2024
|
Riverbridge Partners LLC
|
SELL
|
- |
-106K- 7.36% |
$1.25M - $1.76M
|
1.33M
$13.5M
|
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-916- 7.81% |
$10.8K - $15.2K
|
10.8K
$110K
|
|
|
Jul 11, 2024
Q2 2024
|
Guinness Atkinson Asset Management Inc
Pasadena, CA |
SELL
|
- |
-257- 16.67% |
$3.03K - $4.27K
|
1.29K
$13K
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
187New |
$2.2K - $3.11K
|
187
$1.9K
|
|
|
Jul 02, 2024
Q2 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-26- 5.01% |
$306 - $432
|
493
$5K
|
|
| Q1 2024 | |||||||
|
May 14, 2025
Q1 2024
|
Norges Bank
Oslo, Q8 |
BUY
|
- |
3.3MNew |
$49.8M - $60.4M
|
3.3M
$33.5M
|
|
|
Aug 16, 2024
Q1 2024
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-554Closed |
$8.37K - $10.1K
|
0
$0
|
|
|
May 17, 2024
Q1 2024
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
200New |
$3.02K - $3.66K
|
200
$2.03K
|
|
|
May 15, 2024
Q1 2024
|
Stephens Inc
|
SELL
|
- |
-3- 0.38% |
$45.3 - $55
|
796
$8.08K
|
|
|
May 15, 2024
Q1 2024
|
Graham Capital Management, L.P.
Rowayton, CT |
BUY
|
- |
105KNew |
$1.59M - $1.93M
|
105K
$1.07M
|
|
|
May 15, 2024
Q1 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-302- 4.57% |
$4.56K - $5.53K
|
6.31K
$64K
|
|
|
May 15, 2024
Q1 2024
|
Stadium Capital Management LLC
New Canaan, CT |
BUY
|
- |
663KNew |
$10M - $12.1M
|
663K
$6.72M
|
|
|
May 15, 2024
Q1 2024
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
BUY
|
- |
25.6KNew |
$387K - $470K
|
25.6K
$260K
|
|
|
May 14, 2024
Q1 2024
|
Stephens Investment Management Group LLC
|
BUY
|
- |
3.22K+ 2.5% |
$48.6K - $58.9K
|
132K
$1.34M
|
|
|
May 14, 2024
Q1 2024
|
Sixth Street Partners Management Company, L.P.
Dallas, TX |
BUY
|
- |
240K+ 92.31% |
$3.63M - $4.4M
|
500K
$5.08M
|
|
|
May 14, 2024
Q1 2024
|
Shannon River Fund Management LLC
|
BUY
|
- |
563KNew |
$8.5M - $10.3M
|
563K
$5.71M
|
|
|
May 14, 2024
Q1 2024
|
Concentric Capital Strategies, LP
Stamford, CT |
BUY
|
- |
129KNew |
$1.95M - $2.37M
|
129K
$1.31M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-1.64K- 4.95% |
$24.8K - $30.1K
|
31.5K
$320K
|
|
|
May 14, 2024
Q1 2024
|
Maplelane Capital, LLC
New York, NY |
BUY
|
- |
965KNew |
$14.6M - $17.7M
|
965K
$9.79M
|
|
|
May 14, 2024
Q1 2024
|
Maplelane Capital, LLC
New York, NY |
BUY
|
CALL |
845KNew |
$12.8M - $15.5M
|
845K
$8.58M
|
|
|
May 13, 2024
Q1 2024
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
SELL
|
- |
-1.03K- 58.44% |
$15.5K - $18.8K
|
729
$7.4K
|
|
|
May 13, 2024
Q1 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
4+ 3.08% |
$60.4 - $73.3
|
134
$1.36K
|
|
|
May 13, 2024
Q1 2024
|
Weiss Asset Management LP
Boston, MA |
BUY
|
- |
51.3KNew |
$775K - $940K
|
51.3K
$521K
|
|
|
May 13, 2024
Q1 2024
|
Boston Partners
Boston, MA |
BUY
|
- |
38.2KNew |
$577K - $700K
|
38.2K
$388K
|
|
|
May 13, 2024
Q1 2024
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-8.06K- 2.01% |
$122K - $148K
|
393K
$3.99M
|
|
|
May 10, 2024
Q1 2024
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-171K- 72.01% |
$2.58M - $3.13M
|
66.3K
$673K
|
|
|
May 10, 2024
Q1 2024
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
52K+ 14.8% |
$786K - $953K
|
404K
$4.1M
|
|
|
May 07, 2024
Q1 2024
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
188New |
$2.84K - $3.44K
|
188
$1.91K
|
|
|
May 07, 2024
Q1 2024
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-690- 59.13% |
$10.4K - $12.6K
|
477
$4.84K
|
|
|
May 07, 2024
Q1 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
1.5KNew |
$22.7K - $27.5K
|
1.5K
$15.2K
|
|
|
May 06, 2024
Q1 2024
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
861+ 1.82% |
$13K - $15.8K
|
48.2K
$489K
|
|
|
May 06, 2024
Q1 2024
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
16.7K+ 45.09% |
$252K - $306K
|
53.7K
$545K
|
|
|
May 06, 2024
Q1 2024
|
Sciencast Management LP
|
BUY
|
- |
11.4KNew |
$173K - $210K
|
11.4K
$116K
|
|
|
May 02, 2024
Q1 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
135New |
$2.04K - $2.47K
|
135
$1.37K
|
|
|
May 01, 2024
Q1 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
137New |
$2.07K - $2.51K
|
137
$1.39K
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
730New |
$11K - $13.4K
|
730
$7.41K
|
|
|
Apr 29, 2024
Q1 2024
|
La Financiere De L'Echiquier
|
SELL
|
- |
-125K- 10.55% |
$1.88M - $2.28M
|
1.06M
$10.7M
|
|
|
Apr 26, 2024
Q1 2024
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
185+ 35.71% |
$2.8K - $3.39K
|
703
$7.14K
|
|
|
Apr 26, 2024
Q1 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
26+ 16.88% |
$393 - $476
|
180
$1.83K
|
|
|
Apr 25, 2024
Q1 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
1.72K+ 14.01% |
$26K - $31.6K
|
14K
$142K
|
|
|
Apr 25, 2024
Q1 2024
|
Lecap Asset Management LTD
London, X0 |
BUY
|
- |
34.3KNew |
$519K - $629K
|
34.3K
$348K
|
|
|
Apr 24, 2024
Q1 2024
|
Deka Bank Deutsche Girozentrale
|
BUY
|
- |
5.49KNew |
$83K - $101K
|
5.49K
$55.8K
|
|
|
Apr 23, 2024
Q1 2024
|
New Mexico Educational Retirement Board
|
BUY
|
- |
62.4KNew |
$943K - $1.14M
|
62.4K
$633K
|
|
|
Apr 19, 2024
Q1 2024
|
Handelsinvest Investeringsforvaltning
|
SELL
|
- |
-5.12K- 34.18% |
$77.3K - $93.7K
|
9.85K
$100K
|
|