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 |
---|---|---|---|---|---|---|---|
Aug 09, 2023
Q2 2023
|
Partners Group Holding Ag
Baar Zug, V8 |
BUY
|
- |
315KNew |
$6.45M - $8.98M
|
315K
$3.35M
|
|
Aug 08, 2023
Q2 2023
|
Spx Equities Gestao De Recursos Ltda
Rio De Janeiro, D5 |
BUY
|
- |
797KNew |
$16.3M - $22.7M
|
797K
$8.48M
|
|
Aug 08, 2023
Q2 2023
|
Candriam S.C.A.
|
SELL
|
- |
-31.9K- 76.67% |
$652K - $907K
|
9.7K
$103K
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
2K+ 13.35% |
$40.9K - $57K
|
17K
$181K
|
|
Aug 07, 2023
Q2 2023
|
Donoghue Forlines LLC
|
BUY
|
- |
11.6KNew |
$236K - $329K
|
11.6K
$123K
|
|
Aug 07, 2023
Q2 2023
|
Royce & Associates LP
|
BUY
|
- |
225K+ 117.84% |
$4.6M - $6.41M
|
416K
$4.42M
|
|
Aug 07, 2023
Q2 2023
|
Tfc Financial Management
|
SELL
|
- |
-196- 79.67% |
$4.01K - $5.58K
|
50
$532
|
|
Aug 07, 2023
Q2 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
8.17KNew |
$167K - $233K
|
8.17K
$86.9K
|
|
Aug 04, 2023
Q2 2023
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-46- 7.28% |
$940 - $1.31K
|
586
$6.23K
|
|
Aug 04, 2023
Q2 2023
|
Alp Invest Partners B.V.
Amsterdam, P7 |
BUY
|
- |
33.6K+ 3.56% |
$687K - $957K
|
980K
$10.4M
|
|
Aug 03, 2023
Q2 2023
|
Los Angeles Capital Management LLC
|
SELL
|
- |
-197K- 49.89% |
$4.02M - $5.6M
|
198K
$2.1M
|
|
Aug 03, 2023
Q2 2023
|
Jennison Associates LLC
|
BUY
|
- |
47.1K+ 5.7% |
$962K - $1.34M
|
873K
$9.28M
|
|
Aug 03, 2023
Q2 2023
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-1.23K- 13.29% |
$25.1K - $34.9K
|
8.01K
$85.2K
|
|
Aug 02, 2023
Q2 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
CALL |
11.9KNew |
$243K - $339K
|
11.9K
$126K
|
|
Aug 02, 2023
Q2 2023
|
First Growth Investment Manager LP
San Francisco, CA |
SELL
|
- |
-17K- 21.79% |
$347K - $484K
|
61K
$648K
|
|
Jul 31, 2023
Q2 2023
|
Brown Advisory Inc
|
BUY
|
- |
227KNew |
$4.64M - $6.46M
|
227K
$2.41M
|
|
Jul 24, 2023
Q2 2023
|
Wt Asset Management LTD
Hong Kong, K3 |
BUY
|
- |
16.7KNew |
$341K - $474K
|
16.7K
$177K
|
|
Jul 21, 2023
Q2 2023
|
Mass General Brigham, Inc
|
BUY
|
- |
66.4KNew |
$1.36M - $1.89M
|
66.4K
$706K
|
|
Jul 20, 2023
Q2 2023
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
537K+ 404.64% |
$11M - $15.3M
|
670K
$7.12M
|
|
Jul 20, 2023
Q2 2023
|
Davenport & CO LLC
|
BUY
|
- |
36.7K+ 46.69% |
$750K - $1.04M
|
115K
$1.23M
|
|
Jul 20, 2023
Q2 2023
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-81- 1.96% |
$1.66K - $2.31K
|
4.05K
$43.1K
|
|
Jul 19, 2023
Q2 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
21+ 91.3% |
$429 - $598
|
44
$468
|
|
Jul 17, 2023
Q2 2023
|
F Dx Advisors, Inc.
|
BUY
|
- |
12.6KNew |
$258K - $360K
|
12.6K
$134K
|
|
Jul 17, 2023
Q2 2023
|
Riverview Trust CO
|
BUY
|
- |
129+ 24.9% |
$2.64K - $3.67K
|
647
$6.88K
|
|
Jul 14, 2023
Q2 2023
|
Park Avenue Securities LLC
|
SELL
|
- |
-388- 3.61% |
$7.93K - $11K
|
10.4K
$110K
|
|
Jul 14, 2023
Q2 2023
|
Wcm Investment Management, LLC
Laguna Beach, CA |
SELL
|
- |
-4.66K- 2.01% |
$95.2K - $133K
|
227K
$2.41M
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
2+ 40.0% |
$40.9 - $56.9
|
7
$74.4
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
54.7K+ 76.87% |
$1.12M - $1.56M
|
126K
$1.34M
|
|
Jul 10, 2023
Q2 2023
|
Tsfg, LLC
|
SELL
|
- |
-225- 69.23% |
$4.6K - $6.4K
|
100
$1.06K
|
|
Jul 07, 2023
Q2 2023
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
175New |
$3.58K - $4.98K
|
175
$1.86K
|
|
Jul 07, 2023
Q2 2023
|
Nordea Investment Management Ab
Stockholm, V7 |
BUY
|
- |
1.92K+ 12.57% |
$39.3K - $54.7K
|
17.2K
$183K
|
|
Jul 07, 2023
Q2 2023
|
Anderson Hoagland & CO
|
BUY
|
- |
5.62K+ 7.23% |
$115K - $160K
|
83.3K
$886K
|
|
Q1 2023 | |||||||
Aug 02, 2023
Q1 2023
|
Strs Ohio
|
BUY
|
- |
195KNew |
$4.17M - $5.9M
|
195K
$2.07M
|
|
May 15, 2023
Q1 2023
|
Malaga Cove Capital, LLC
|
BUY
|
- |
9.35KNew |
$200K - $283K
|
9.35K
$99.4K
|
|
May 15, 2023
Q1 2023
|
Advisory Resource Group
|
BUY
|
- |
7.12K+ 40.4% |
$152K - $215K
|
24.7K
$263K
|
|
May 15, 2023
Q1 2023
|
Tcw Group Inc
|
BUY
|
- |
2.78K+ 2.21% |
$59.3K - $83.9K
|
128K
$1.37M
|
|
May 15, 2023
Q1 2023
|
Kula Investments, LLC
Chicago, IL |
BUY
|
- |
65.6KNew |
$1.4M - $1.99M
|
65.6K
$698K
|
|
May 15, 2023
Q1 2023
|
Eventide Asset Management, LLC
Boston, MA |
SELL
|
- |
-3.21M- 99.97% |
$68.5M - $97M
|
1.07K
$11.3K
|
|
May 15, 2023
Q1 2023
|
Hbk Investments L P
Dallas, TX |
BUY
|
- |
43.3KNew |
$926K - $1.31M
|
43.3K
$461K
|
|
May 15, 2023
Q1 2023
|
Arrowstreet Capital, Limited Partnership
Boston, MA |
BUY
|
- |
218KNew |
$4.65M - $6.59M
|
218K
$2.31M
|
|
May 15, 2023
Q1 2023
|
Lmr Partners LLP
London, X0 |
BUY
|
- |
250KNew |
$5.34M - $7.56M
|
250K
$2.66M
|
|
May 15, 2023
Q1 2023
|
Values First Advisors, Inc.
|
BUY
|
- |
21.4K+ 86.4% |
$458K - $648K
|
46.2K
$491K
|
|
May 15, 2023
Q1 2023
|
Delphia (Usa) Inc.
Toronto, A6 |
BUY
|
- |
3.53K+ 53.0% |
$75.3K - $107K
|
10.2K
$108K
|
|
May 15, 2023
Q1 2023
|
La Banque Postale Asset Management Sa
Paris, I0 |
SELL
|
- |
-900- 6.51% |
$19.2K - $27.2K
|
12.9K
$137K
|
|
May 15, 2023
Q1 2023
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
127New |
$2.71K - $3.84K
|
127
$1.35K
|
|
May 12, 2023
Q1 2023
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
89.7K+ 96426.88% |
$1.92M - $2.71M
|
89.8K
$954K
|
|
May 12, 2023
Q1 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-15- 0.01% |
$320 - $454
|
149K
$1.59M
|
|
May 12, 2023
Q1 2023
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-1.82K- 16.66% |
$38.9K - $55K
|
9.1K
$96.7K
|
|
May 12, 2023
Q1 2023
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
BUY
|
- |
121K+ 3152.74% |
$2.59M - $3.67M
|
125K
$1.33M
|
|
May 12, 2023
Q1 2023
|
Old Mission Capital LLC
|
BUY
|
- |
28KNew |
$597K - $845K
|
28K
$297K
|