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 |
|---|---|---|---|---|---|---|---|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
BUY
|
- |
3.8KNew |
$57.5K - $69.7K
|
3.8K
$38.6K
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
PUT |
-9.6K- 50.53% |
$145K - $176K
|
9.4K
$95.4K
|
|
|
Apr 18, 2024
Q1 2024
|
Oak Thistle LLC
|
SELL
|
- |
-11.5K- 43.76% |
$173K - $210K
|
14.7K
$149K
|
|
|
Apr 16, 2024
Q1 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
100New |
$1.51K - $1.83K
|
100
$1.02K
|
|
|
Apr 16, 2024
Q1 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
20New |
$302 - $366
|
20
$203
|
|
|
Apr 11, 2024
Q1 2024
|
Washington Capital Management Inc
|
BUY
|
- |
12.1K+ 71.6% |
$183K - $222K
|
29K
$294K
|
|
| Q4 2023 | |||||||
|
May 29, 2025
Q4 2023
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
597K+ 143.04% |
$7.47M - $11.3M
|
1.01M
$10.3M
|
|
|
Dec 09, 2024
Q4 2023
|
Swedbank Ab
Stockholm, V7 |
SELL
|
- |
-414K- 32.1% |
$5.18M - $7.84M
|
875K
$8.88M
|
|
|
Oct 18, 2024
Q4 2023
|
Intech Investment Management LLC
West Palm Beach, FL |
SELL
|
- |
-6.85K- 28.56% |
$85.8K - $130K
|
17.1K
$174K
|
|
|
Jul 16, 2024
Q4 2023
|
Axa S.A.
Paris, I0 |
BUY
|
- |
81.3KNew |
$1.02M - $1.54M
|
81.3K
$825K
|
|
|
Jun 03, 2024
Q4 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
14.4K+ 16.53% |
$180K - $272K
|
101K
$1.03M
|
|
|
Mar 11, 2024
Q4 2023
|
Wahed Invest LLC
New York, NY |
BUY
|
- |
3K+ 140.85% |
$37.6K - $56.8K
|
5.13K
$52.1K
|
|
|
Feb 15, 2024
Q4 2023
|
Systematic Portfolios LLC
New York, NY |
BUY
|
- |
18.8KNew |
$236K - $356K
|
18.8K
$191K
|
|
|
Feb 14, 2024
Q4 2023
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
- |
277KNew |
$3.47M - $5.24M
|
277K
$2.81M
|
|
|
Feb 14, 2024
Q4 2023
|
Ta Associates, L.P.
Boston, MA |
SELL
|
- |
-834KClosed |
$10.5M - $15.8M
|
0
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Fjarde Ap Fonden
|
SELL
|
- |
-97.9K- 90.33% |
$1.23M - $1.85M
|
10.5K
$106K
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
807+ 7.59% |
$10.1K - $15.3K
|
11.4K
$116K
|
|
|
Feb 14, 2024
Q4 2023
|
Collaborative Holdings Management LP
New York, NY |
BUY
|
- |
30KNew |
$376K - $568K
|
30K
$305K
|
|
|
Feb 14, 2024
Q4 2023
|
Point72 Europe (London) LLP
London, X0 |
BUY
|
- |
46.7KNew |
$585K - $884K
|
46.7K
$474K
|
|
|
Feb 14, 2024
Q4 2023
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
PUT |
140KNew |
$1.75M - $2.65M
|
140K
$1.42M
|
|
|
Feb 14, 2024
Q4 2023
|
Prospect Capital Advisors, LLC
Sausalito, CA |
BUY
|
- |
108K+ 38.1% |
$1.35M - $2.04M
|
390K
$3.96M
|
|
|
Feb 14, 2024
Q4 2023
|
G2 Investment Partners Management LLC
New York, NY |
BUY
|
- |
118KNew |
$1.48M - $2.24M
|
118K
$1.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Kodai Capital Management LP
Chicago, IL |
BUY
|
- |
166KNew |
$2.08M - $3.15M
|
166K
$1.69M
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
22New |
$276 - $417
|
22
$223
|
|
|
Feb 13, 2024
Q4 2023
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-2K- 14.89% |
$25.1K - $37.9K
|
11.4K
$116K
|
|
|
Feb 13, 2024
Q4 2023
|
Royal London Asset Management LTD
United Kingdom, X0 |
BUY
|
- |
26.8K+ 23.41% |
$336K - $508K
|
141K
$1.44M
|
|
|
Feb 13, 2024
Q4 2023
|
Ossiam
Paris, I0 |
BUY
|
- |
2.7K+ 10.59% |
$33.8K - $51.1K
|
28.2K
$286K
|
|
|
Feb 13, 2024
Q4 2023
|
Oberndorf William E
San Francisco, CA |
SELL
|
- |
-4.78K- 3.29% |
$59.9K - $90.6K
|
140K
$1.43M
|
|
|
Feb 13, 2024
Q4 2023
|
Brant Point Investment Management LLC
New York, NY |
BUY
|
CALL |
500New |
$6.27K - $9.47K
|
500
$5.08K
|
|
|
Feb 13, 2024
Q4 2023
|
Eisler Capital (Uk) Ltd.
London, X0 |
BUY
|
- |
49.6KNew |
$621K - $939K
|
49.6K
$503K
|
|
|
Feb 12, 2024
Q4 2023
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-713- 32.16% |
$8.93K - $13.5K
|
1.5K
$15.3K
|
|
|
Feb 12, 2024
Q4 2023
|
Telemark Asset Management, LLC
Boston, MA |
BUY
|
- |
400KNew |
$5.01M - $7.58M
|
400K
$4.06M
|
|
|
Feb 12, 2024
Q4 2023
|
Achmea Investment Management B.V.
|
BUY
|
- |
62.6K+ 73.84% |
$784K - $1.19M
|
147K
$1.5M
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
BUY
|
- |
64+ 21.84% |
$802 - $1.21K
|
357
$3.62K
|
|
|
Feb 08, 2024
Q4 2023
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
SELL
|
- |
-117K- 99.84% |
$1.46M - $2.21M
|
188
$1.91K
|
|
|
Feb 07, 2024
Q4 2023
|
Arcadia Investment Management Corp
|
SELL
|
- |
-500- 66.67% |
$6.27K - $9.47K
|
250
$2.54K
|
|
|
Feb 07, 2024
Q4 2023
|
Ivy Rock Asset Management (Hk) LTD
Sheung Wan, K3 |
BUY
|
- |
22K+ 4.93% |
$276K - $417K
|
469K
$4.76M
|
|
|
Feb 05, 2024
Q4 2023
|
Triumph Capital Management
|
SELL
|
- |
-1.11K- 7.81% |
$13.9K - $21.1K
|
13.1K
$133K
|
|
|
Feb 05, 2024
Q4 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
132New |
$1.65K - $2.5K
|
132
$1.34K
|
|
|
Jan 31, 2024
Q4 2023
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
16KNew |
$201K - $304K
|
16K
$163K
|
|
|
Jan 30, 2024
Q4 2023
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-602K- 85.94% |
$7.55M - $11.4M
|
98.6K
$1M
|
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
900New |
$11.3K - $17K
|
900
$9.14K
|
|
|
Jan 25, 2024
Q4 2023
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-2.3M- 100.0% |
$28.8M - $43.5M
|
109
$1.11K
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
SELL
|
- |
-950- 47.83% |
$11.9K - $18K
|
1.04K
$10.5K
|
|
|
Jan 24, 2024
Q4 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
19.8K+ 153.54% |
$248K - $375K
|
32.7K
$332K
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
4New |
$50.1 - $75.8
|
4
$40.6
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-36.7K- 64.3% |
$460K - $695K
|
20.4K
$207K
|
|
|
Jan 08, 2024
Q4 2023
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
3.49K+ 30.61% |
$43.7K - $66.1K
|
14.9K
$151K
|
|
| Q3 2023 | |||||||
|
May 20, 2024
Q3 2023
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-296- 2.85% |
$4.66K - $8.57K
|
10.1K
$103K
|
|
|
Apr 04, 2024
Q3 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-27Closed |
$425 - $782
|
0
$0
|
|