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 |
---|---|---|---|---|---|---|---|
May 12, 2023
Q1 2023
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
BUY
|
- |
121K+ 3152.74% |
$2.59M - $3.67M
|
125K
$1.36M
|
|
May 12, 2023
Q1 2023
|
Old Mission Capital LLC
|
BUY
|
- |
28KNew |
$597K - $845K
|
28K
$304K
|
|
May 12, 2023
Q1 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
4New |
$85.4 - $121
|
4
$43.6
|
|
May 12, 2023
Q1 2023
|
Uss Investment Management LTD
|
BUY
|
- |
11.6K+ 22.9% |
$248K - $351K
|
62.3K
$678K
|
|
May 11, 2023
Q1 2023
|
M&G Investment Management LTD
London, X0 |
BUY
|
- |
247KNew |
$5.27M - $7.46M
|
247K
$2.69M
|
|
May 11, 2023
Q1 2023
|
Citigroup Inc
|
SELL
|
CALL |
-10K- 76.92% |
$214K - $302K
|
3K
$32.7K
|
|
May 11, 2023
Q1 2023
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
SELL
|
- |
-137K- 88.38% |
$2.93M - $4.15M
|
18K
$196K
|
|
May 10, 2023
Q1 2023
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
77.3KNew |
$1.65M - $2.34M
|
77.3K
$842K
|
|
May 10, 2023
Q1 2023
|
Pier Capital, LLC
Stamford, CT |
BUY
|
- |
4.08K+ 35.28% |
$87.1K - $123K
|
15.6K
$170K
|
|
May 08, 2023
Q1 2023
|
Perpetual LTD
Sydney, New South Wales, C3 |
BUY
|
- |
45KNew |
$961K - $1.36M
|
45K
$490K
|
|
May 05, 2023
Q1 2023
|
Steward Financial Group LLC
|
BUY
|
- |
21+ 2100.0% |
$449 - $635
|
22
$240
|
|
May 05, 2023
Q1 2023
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
10.9K+ 76.26% |
$232K - $328K
|
25.1K
$273K
|
|
May 04, 2023
Q1 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
20New |
$427 - $605
|
20
$218
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
2New |
$42.7 - $60.5
|
2
$21.8
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
BUY
|
- |
4+ 133.33% |
$85.4 - $121
|
7
$76.2
|
|
Apr 27, 2023
Q1 2023
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-7.61K- 25.91% |
$163K - $230K
|
21.8K
$237K
|
|
Apr 24, 2023
Q1 2023
|
Machina Capital S.A.S.
Paris, I0 |
BUY
|
- |
2.3KNew |
$49.1K - $69.6K
|
2.3K
$25K
|
|
Apr 24, 2023
Q1 2023
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-22- 1.51% |
$470 - $665
|
1.43K
$15.6K
|
|
Apr 20, 2023
Q1 2023
|
Lgt Group Foundation
|
BUY
|
- |
5.63K+ 2.91% |
$120K - $170K
|
199K
$2.17M
|
|
Apr 20, 2023
Q1 2023
|
High Mark Wealth Management LLC
|
BUY
|
- |
1.68KNew |
$35.8K - $50.7K
|
1.68K
$18.3K
|
|
Apr 19, 2023
Q1 2023
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
13.3KNew |
$284K - $402K
|
13.3K
$145K
|
|
Apr 17, 2023
Q1 2023
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
1.35K+ 15.47% |
$28.9K - $40.9K
|
10.1K
$110K
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
3New |
$64.1 - $90.7
|
3
$32.7
|
|
Apr 17, 2023
Q1 2023
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
1.23K+ 16.31% |
$26.2K - $37K
|
8.74K
$95.1K
|
|
Apr 11, 2023
Q1 2023
|
Renaissance Capital LLC
|
SELL
|
- |
-9.97K- 9.83% |
$213K - $302K
|
91.5K
$997K
|
|
Apr 10, 2023
Q1 2023
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
2New |
$42.7 - $60.5
|
2
$21.8
|
|
Q4 2022 | |||||||
Aug 15, 2023
Q4 2022
|
United American Securities Inc. (D
New York, NY |
BUY
|
- |
25.1KNew |
$656K - $1.22M
|
25.1K
$273K
|
|
May 17, 2023
Q4 2022
|
Virginia Retirement Systems Et Al
Richmond, VA |
BUY
|
- |
128K+ 44.11% |
$3.34M - $6.2M
|
417K
$4.54M
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
407+ 115.3% |
$10.7K - $19.8K
|
760
$8.28K
|
|
Feb 16, 2023
Q4 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-258- 95.56% |
$6.75K - $12.5K
|
12
$131
|
|
Feb 15, 2023
Q4 2022
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
43+ 0.7% |
$1.13K - $2.09K
|
6.22K
$67.7K
|
|
Feb 14, 2023
Q4 2022
|
Rothschild & CO Asset Management Us Inc.
New York, NY |
SELL
|
- |
-12.9K- 11.27% |
$337K - $626K
|
101K
$1.1M
|
|
Feb 14, 2023
Q4 2022
|
Paloma Partners Management CO
Greenwich, CT |
BUY
|
PUT |
17.8KNew |
$466K - $865K
|
17.8K
$194K
|
|
Feb 14, 2023
Q4 2022
|
Paloma Partners Management CO
Greenwich, CT |
BUY
|
- |
14.7KNew |
$384K - $713K
|
14.7K
$160K
|
|
Feb 14, 2023
Q4 2022
|
Nishkama Capital, LLC
Dorado, PR |
BUY
|
- |
51.5KNew |
$1.35M - $2.5M
|
51.5K
$561K
|
|
Feb 14, 2023
Q4 2022
|
Caas Capital Management LP
New York, NY |
BUY
|
- |
17KNew |
$445K - $827K
|
17K
$185K
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
1.53MNew |
$40M - $74.3M
|
1.53M
$16.6M
|
|
Feb 14, 2023
Q4 2022
|
Allstate Corp
Northbrook, IL |
BUY
|
- |
15.2KNew |
$399K - $741K
|
15.2K
$166K
|
|
Feb 14, 2023
Q4 2022
|
Dc Investments Management, LLC
Mclean, VA |
BUY
|
- |
13.4KNew |
$351K - $652K
|
13.4K
$146K
|
|
Feb 14, 2023
Q4 2022
|
Zeke Capital Advisors, LLC
Berwyn, PA |
BUY
|
- |
14.3KNew |
$375K - $696K
|
14.3K
$156K
|
|
Feb 14, 2023
Q4 2022
|
Ilmarinen Mutual Pension Insurance CO
Helsinki, H9 |
BUY
|
- |
100K+ 100.0% |
$2.62M - $4.86M
|
200K
$2.18M
|
|
Feb 14, 2023
Q4 2022
|
Fred Alger Management, LLC
New York, NY |
BUY
|
- |
372K+ 1836.8% |
$9.72M - $18.1M
|
392K
$4.27M
|
|
Feb 14, 2023
Q4 2022
|
Gilder Gagnon Howe & CO LLC
New York, NY |
SELL
|
- |
-48.5K- 70.83% |
$1.27M - $2.36M
|
20K
$218K
|
|
Feb 14, 2023
Q4 2022
|
Allstate Investment Management CO
Northbrook, IL |
BUY
|
- |
15.2KNew |
$399K - $741K
|
15.2K
$166K
|
|
Feb 13, 2023
Q4 2022
|
Alpha Paradigm Partners, LLC
Chicago, IL |
BUY
|
- |
1.52K+ 6.34% |
$39.9K - $74K
|
25.5K
$278K
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
3.65K+ 107.3% |
$95.4K - $177K
|
7.05K
$76.7K
|
|
Feb 13, 2023
Q4 2022
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
670New |
$17.5K - $32.6K
|
670
$7.3K
|
|
Feb 13, 2023
Q4 2022
|
Berkshire Capital Holdings Inc
San Jose, CA |
SELL
|
- |
-239K- 100.0% |
$6.26M - $11.6M
|
10
$109
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-7.62KClosed |
$199K - $371K
|
0
$0
|
|
Feb 13, 2023
Q4 2022
|
Srs Investment Management, LLC
New York, NY |
SELL
|
- |
-4.01M- 85.6% |
$105M - $195M
|
675K
$7.35M
|