Latest Institutional Sells of Zoom Info Technologies Inc. (ZI)
This list provides information on the latest institutional transactions involving Zoom Info Technologies Inc. (ZI) stock that were sells. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
SELL
|
CALL |
-4K- 57.14% |
$62.9K - $116K
|
3K
$31.9K
|
|
Oct 19, 2023
Q3 2023
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-2.16K- 1.88% |
$33.9K - $62.4K
|
112K
$1.19M
|
|
Oct 27, 2023
Q3 2023
|
Td Asset Management Inc
|
SELL
|
- |
-1.9K- 9.97% |
$29.9K - $55K
|
17.2K
$182K
|
|
Nov 14, 2023
Q3 2023
|
Elo Mutual Pension Insurance CO
|
SELL
|
- |
-1.47K- 6.28% |
$23.1K - $42.4K
|
21.9K
$232K
|
|
Nov 14, 2023
Q3 2023
|
Nissay Asset Management Corp
Tokyo, M0 |
SELL
|
- |
-1.22K- 4.1% |
$19.3K - $35.4K
|
28.6K
$304K
|
|
Nov 14, 2023
Q3 2023
|
Seaport Global Advisors, LLC
Boston, MA |
SELL
|
- |
-446- 5.65% |
$7.02K - $12.9K
|
7.45K
$79.1K
|
|
May 20, 2024
Q3 2023
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-296- 2.85% |
$4.66K - $8.57K
|
10.1K
$107K
|
|
Nov 08, 2023
Q3 2023
|
Van Eck Associates Corp
|
SELL
|
- |
-228- 3.38% |
$3.59K - $6.6K
|
6.52K
$69.2K
|
|
Nov 13, 2023
Q3 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-100Closed |
$1.57K - $2.9K
|
0
$0
|
|
Apr 04, 2024
Q3 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-27Closed |
$425 - $782
|
0
$0
|
|
Nov 14, 2023
Q3 2023
|
Ostrum Asset Management
Paris, I0 |
SELL
|
- |
-23- 0.66% |
$362 - $666
|
3.48K
$36.9K
|
|
Q2 2023 | |||||||
Aug 11, 2023
Q2 2023
|
Capital World Investors
Los Angeles, CA |
SELL
|
- |
-1.51M- 4.13% |
$30.9M - $43.1M
|
35.2M
$373M
|
|
Aug 14, 2023
Q2 2023
|
Spyglass Capital Management LLC
San Francisco, CA |
SELL
|
- |
-212K- 7.84% |
$4.32M - $6.02M
|
2.49M
$26.4M
|
|
Aug 03, 2023
Q2 2023
|
Los Angeles Capital Management LLC
|
SELL
|
- |
-197K- 49.89% |
$4.02M - $5.6M
|
198K
$2.1M
|
|
Aug 11, 2023
Q2 2023
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-159K- 94.28% |
$3.25M - $4.52M
|
9.64K
$102K
|
|
Aug 08, 2023
Q2 2023
|
Candriam S.C.A.
|
SELL
|
- |
-31.9K- 76.67% |
$652K - $907K
|
9.7K
$103K
|
|
Aug 02, 2023
Q2 2023
|
First Growth Investment Manager LP
San Francisco, CA |
SELL
|
- |
-17K- 21.79% |
$347K - $484K
|
61K
$648K
|
|
Aug 10, 2023
Q2 2023
|
Bessemer Securities LLC
New York, NY |
SELL
|
- |
-12.6K- 52.94% |
$258K - $359K
|
11.2K
$119K
|
|
Jul 14, 2023
Q2 2023
|
Wcm Investment Management, LLC
Laguna Beach, CA |
SELL
|
- |
-4.66K- 2.01% |
$95.2K - $133K
|
227K
$2.41M
|
|
Aug 14, 2023
Q2 2023
|
Kempen Capital Management N.V.
Amsterdam, P7 |
SELL
|
- |
-4.2K- 9.76% |
$85.9K - $120K
|
38.8K
$413K
|
|
Aug 14, 2023
Q2 2023
|
Hood River Capital Management LLC
Palm Beach Gardens, FL |
SELL
|
- |
-1.31K- 0.14% |
$26.8K - $37.3K
|
929K
$9.87M
|
|
Aug 03, 2023
Q2 2023
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-1.23K- 13.29% |
$25.1K - $34.9K
|
8.01K
$85.1K
|
|
Jul 14, 2023
Q2 2023
|
Park Avenue Securities LLC
|
SELL
|
- |
-388- 3.61% |
$7.93K - $11K
|
10.4K
$110K
|
|
Jul 10, 2023
Q2 2023
|
Tsfg, LLC
|
SELL
|
- |
-225- 69.23% |
$4.6K - $6.4K
|
100
$1.06K
|
|
Aug 07, 2023
Q2 2023
|
Tfc Financial Management
|
SELL
|
- |
-196- 79.67% |
$4.01K - $5.58K
|
50
$531
|
|
Aug 11, 2023
Q2 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-148- 71.15% |
$3.03K - $4.21K
|
60
$637
|
|
Jul 20, 2023
Q2 2023
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-81- 1.96% |
$1.66K - $2.31K
|
4.05K
$43K
|
|
Aug 14, 2023
Q2 2023
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-78- 0.77% |
$1.59K - $2.22K
|
10.1K
$107K
|
|
Aug 04, 2023
Q2 2023
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-46- 7.28% |
$940 - $1.31K
|
586
$6.22K
|
|
Q1 2023 | |||||||
May 15, 2023
Q1 2023
|
Eventide Asset Management, LLC
Boston, MA |
SELL
|
- |
-3.21M- 99.97% |
$68.5M - $97M
|
1.07K
$11.3K
|
|
May 11, 2023
Q1 2023
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
SELL
|
- |
-137K- 88.38% |
$2.93M - $4.15M
|
18K
$192K
|
|
May 11, 2023
Q1 2023
|
Citigroup Inc
|
SELL
|
CALL |
-10K- 76.92% |
$214K - $302K
|
3K
$31.9K
|
|
Apr 11, 2023
Q1 2023
|
Renaissance Capital LLC
|
SELL
|
- |
-9.97K- 9.83% |
$213K - $302K
|
91.5K
$972K
|
|
Apr 27, 2023
Q1 2023
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-7.61K- 25.91% |
$163K - $230K
|
21.8K
$231K
|
|
May 12, 2023
Q1 2023
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-1.82K- 16.66% |
$38.9K - $55K
|
9.1K
$96.6K
|
|
May 15, 2023
Q1 2023
|
La Banque Postale Asset Management Sa
Paris, I0 |
SELL
|
- |
-900- 6.51% |
$19.2K - $27.2K
|
12.9K
$137K
|
|
Apr 24, 2023
Q1 2023
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-22- 1.51% |
$470 - $665
|
1.43K
$15.2K
|
|
May 12, 2023
Q1 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-15- 0.01% |
$320 - $454
|
149K
$1.59M
|
|
Q4 2022 | |||||||
Feb 13, 2023
Q4 2022
|
Srs Investment Management, LLC
New York, NY |
SELL
|
- |
-4.01M- 85.6% |
$105M - $195M
|
675K
$7.17M
|
|
Feb 13, 2023
Q4 2022
|
Berkshire Capital Holdings Inc
San Jose, CA |
SELL
|
- |
-239K- 100.0% |
$6.26M - $11.6M
|
10
$106
|
|
Feb 14, 2023
Q4 2022
|
Gilder Gagnon Howe & CO LLC
New York, NY |
SELL
|
- |
-48.5K- 70.83% |
$1.27M - $2.36M
|
20K
$212K
|
|
Feb 09, 2023
Q4 2022
|
Taika Capital, LP
Sunny Isles Beach, FL |
SELL
|
- |
-31.4K- 63.82% |
$822K - $1.53M
|
17.8K
$189K
|
|
Feb 14, 2023
Q4 2022
|
Rothschild & CO Asset Management Us Inc.
New York, NY |
SELL
|
- |
-12.9K- 11.27% |
$337K - $626K
|
101K
$1.08M
|
|
Feb 10, 2023
Q4 2022
|
Artisan Partners Limited Partnership
Milwaukee, WI |
SELL
|
- |
-12.8K- 0.26% |
$336K - $625K
|
4.95M
$52.5M
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-7.62KClosed |
$199K - $371K
|
0
$0
|
|
Jan 24, 2023
Q4 2022
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-5.37K- 38.36% |
$141K - $261K
|
8.63K
$91.7K
|
|
Jan 20, 2023
Q4 2022
|
Redwood Investments, LLC
|
SELL
|
- |
-2.25K- 2.26% |
$58.9K - $109K
|
97.3K
$1.03M
|
|
Feb 09, 2023
Q4 2022
|
Impax Asset Management Group PLC
|
SELL
|
- |
-604- 3.78% |
$15.8K - $29.4K
|
15.4K
$163K
|
|
Feb 16, 2023
Q4 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-258- 95.56% |
$6.75K - $12.5K
|
12
$127
|
|
Jan 26, 2023
Q4 2022
|
Dupont Capital Management Corp
|
SELL
|
- |
-140- 15.5% |
$3.66K - $6.81K
|
763
$8.1K
|