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 13, 2023
Q4 2022
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
670New |
$17.5K - $32.6K
|
670
$7.12K
|
|
|
Feb 13, 2023
Q4 2022
|
Berkshire Capital Holdings Inc
San Jose, CA |
SELL
|
- |
-239K- 100.0% |
$6.26M - $11.6M
|
10
$106
|
|
|
Feb 13, 2023
Q4 2022
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
1.18KNew |
$30.8K - $57.3K
|
1.18K
$12.5K
|
|
|
Feb 13, 2023
Q4 2022
|
Harbor Advisors LLC
|
BUY
|
- |
3K+ 19.35% |
$78.5K - $146K
|
18.5K
$197K
|
|
|
Feb 13, 2023
Q4 2022
|
Srs Investment Management, LLC
New York, NY |
SELL
|
- |
-4.01M- 85.6% |
$105M - $195M
|
675K
$7.18M
|
|
|
Feb 10, 2023
Q4 2022
|
Artisan Partners Limited Partnership
Milwaukee, WI |
SELL
|
- |
-12.8K- 0.26% |
$336K - $625K
|
4.95M
$52.6M
|
|
|
Feb 10, 2023
Q4 2022
|
Sandy Spring Bank
|
BUY
|
- |
1New |
$26.2 - $48.6
|
1
$10.6
|
|
|
Feb 10, 2023
Q4 2022
|
Connor, Clark & Lunn Investment Management Ltd.
|
BUY
|
- |
22.4K+ 74.89% |
$585K - $1.09M
|
52.2K
$555K
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
374New |
$9.79K - $18.2K
|
374
$3.98K
|
|
|
Feb 09, 2023
Q4 2022
|
Elequin Capital LP
New York, NY |
BUY
|
- |
338New |
$8.85K - $16.4K
|
338
$3.59K
|
|
|
Feb 09, 2023
Q4 2022
|
Impax Asset Management Group PLC
|
SELL
|
- |
-604- 3.78% |
$15.8K - $29.4K
|
15.4K
$163K
|
|
|
Feb 09, 2023
Q4 2022
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
36New |
$942 - $1.75K
|
36
$383
|
|
|
Feb 09, 2023
Q4 2022
|
Taika Capital, LP
Sunny Isles Beach, FL |
SELL
|
- |
-31.4K- 63.82% |
$822K - $1.53M
|
17.8K
$189K
|
|
|
Feb 08, 2023
Q4 2022
|
Cohen Lawrence B
Boston, MA |
BUY
|
- |
17.9KNew |
$467K - $868K
|
17.9K
$190K
|
|
|
Feb 06, 2023
Q4 2022
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
5.92KNew |
$155K - $288K
|
5.92K
$62.9K
|
|
|
Feb 06, 2023
Q4 2022
|
New Square Capital LLC
|
BUY
|
- |
9New |
$236 - $438
|
9
$95.7
|
|
|
Feb 02, 2023
Q4 2022
|
Kornitzer Capital Management Inc
|
BUY
|
- |
17KNew |
$445K - $827K
|
17K
$181K
|
|
|
Jan 30, 2023
Q4 2022
|
Sloy Dahl & Holst, LLC
|
SELL
|
- |
-7- 0.09% |
$183 - $340
|
7.47K
$79.4K
|
|
|
Jan 27, 2023
Q4 2022
|
Paragon Wealth Strategies, LLC
|
BUY
|
- |
35New |
$916 - $1.7K
|
35
$372
|
|
|
Jan 26, 2023
Q4 2022
|
Dupont Capital Management Corp
|
SELL
|
- |
-140- 15.5% |
$3.66K - $6.81K
|
763
$8.11K
|
|
|
Jan 24, 2023
Q4 2022
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-5.37K- 38.36% |
$141K - $261K
|
8.63K
$91.8K
|
|
|
Jan 24, 2023
Q4 2022
|
Baillie Gifford & CO
|
BUY
|
- |
62+ 16.15% |
$1.62K - $3.01K
|
446
$4.74K
|
|
|
Jan 24, 2023
Q4 2022
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
65New |
$1.7K - $3.16K
|
65
$691
|
|
|
Jan 20, 2023
Q4 2022
|
Redwood Investments, LLC
|
SELL
|
- |
-2.25K- 2.26% |
$58.9K - $109K
|
97.3K
$1.03M
|
|
|
Jan 18, 2023
Q4 2022
|
Wesbanco Bank Inc
|
BUY
|
- |
33.1KNew |
$867K - $1.61M
|
33.1K
$352K
|
|
|
Jan 13, 2023
Q4 2022
|
Focused Wealth Management, Inc
|
BUY
|
- |
14New |
$366 - $681
|
14
$149
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
45New |
$1.18K - $2.19K
|
45
$478
|
|
|
Jan 10, 2023
Q4 2022
|
Gradient Investments LLC
|
SELL
|
- |
-38- 90.48% |
$994 - $1.85K
|
4
$42.5
|
|
| Q3 2022 | |||||||
|
Feb 14, 2024
Q3 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-178Closed |
$6.03K - $9.18K
|
0
$0
|
|
|
Oct 23, 2023
Q3 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
5.57KNew |
$189K - $287K
|
5.57K
$59.2K
|
|
|
Feb 23, 2023
Q3 2022
|
National Pension Service
Jeonju Si, Jeollabuk Do, M5 |
BUY
|
- |
473KNew |
$16M - $24.4M
|
473K
$5.03M
|
|
|
Nov 16, 2022
Q3 2022
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
6.51KNew |
$220K - $336K
|
6.51K
$69.2K
|
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
SELL
|
- |
-14K- 94.44% |
$474K - $722K
|
825
$8.77K
|
|
|
Nov 14, 2022
Q3 2022
|
Summit Partners Public Asset Management, LLC
Boston, MA |
SELL
|
PUT |
-53K- 32.52% |
$1.8M - $2.73M
|
110K
$1.17M
|
|
|
Nov 14, 2022
Q3 2022
|
Resolute Advisors LLC
|
BUY
|
- |
1.42KNew |
$48.1K - $73.2K
|
1.42K
$15.1K
|
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-12.3K- 16.75% |
$417K - $635K
|
61.2K
$650K
|
|
|
Nov 14, 2022
Q3 2022
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-2.22M- 89.41% |
$75.2M - $115M
|
263K
$2.79M
|
|
|
Nov 14, 2022
Q3 2022
|
Meeder Asset Management Inc
|
SELL
|
- |
-28- 59.57% |
$949 - $1.44K
|
19
$202
|
|
|
Nov 14, 2022
Q3 2022
|
Summit Partners Public Asset Management, LLC
Boston, MA |
BUY
|
- |
201K+ 31.17% |
$6.82M - $10.4M
|
847K
$9.01M
|
|
|
Nov 14, 2022
Q3 2022
|
Capital Research Global Investors
Los Angeles, CA |
SELL
|
- |
-390K- 25.0% |
$13.2M - $20.1M
|
1.17M
$12.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
72New |
$2.44K - $3.71K
|
72
$765
|
|
|
Nov 14, 2022
Q3 2022
|
Pier 88 Investment Partners LLC
San Francisco, CA |
BUY
|
- |
32.3KNew |
$1.09M - $1.67M
|
32.3K
$343K
|
|
|
Nov 14, 2022
Q3 2022
|
Gyon Technologies Capital Management, LP
Denville, NJ |
SELL
|
- |
-42K- 67.94% |
$1.42M - $2.17M
|
19.8K
$211K
|
|
|
Nov 14, 2022
Q3 2022
|
Westfield Capital Management CO LP
Boston, MA |
BUY
|
- |
47.7K+ 2.36% |
$1.62M - $2.46M
|
2.07M
$22M
|
|
|
Nov 14, 2022
Q3 2022
|
General Atlantic LLC
New York, NY |
BUY
|
- |
15.9K+ 11.81% |
$539K - $820K
|
150K
$1.6M
|
|
|
Nov 14, 2022
Q3 2022
|
Center Book Partners LP
Greenwich, CT |
BUY
|
- |
1.94K+ 18.57% |
$65.6K - $99.9K
|
12.4K
$131K
|
|
|
Nov 14, 2022
Q3 2022
|
Maven Securities LTD
St Helier, Y9 |
BUY
|
- |
11.8KNew |
$400K - $609K
|
11.8K
$125K
|
|
|
Nov 14, 2022
Q3 2022
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
BUY
|
- |
22.4KNew |
$759K - $1.16M
|
22.4K
$238K
|
|
|
Nov 14, 2022
Q3 2022
|
Akkr Management Company, LLC
Menlo Park, CA |
SELL
|
- |
-15.4K- 14.98% |
$523K - $796K
|
87.6K
$932K
|
|
|
Nov 14, 2022
Q3 2022
|
Jat Capital Mgmt LP
Greenwich, CT |
BUY
|
- |
95.1KNew |
$3.22M - $4.9M
|
95.1K
$1.01M
|
|