Purchases and Sales Made in Q1 2022 in Zoom Info Technologies Inc. (ZI)
This table provides information about the institutional ownership of Zoom Info Technologies Inc. (ZI) during Q1 2022. The information is specifically focused on institutions that hold shares of ZoomInfo Technologies Inc..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 13, 2022
Q1 2022
|
Zions Bancorporation, N.A.
|
BUY
|
- |
120New |
$5.52K - $7.38K
|
120
$1.2K
|
|
|
Apr 22, 2022
Q1 2022
|
Allworth Financial LP
|
BUY
|
- |
114New |
$5.24K - $7.01K
|
114
$1.14K
|
|
|
Apr 26, 2022
Q1 2022
|
Activest Wealth Management
|
BUY
|
- |
99New |
$4.55K - $6.08K
|
99
$990
|
|
|
May 13, 2022
Q1 2022
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
66+ 6.4% |
$3.04K - $4.06K
|
1.1K
$11K
|
|
|
Apr 22, 2022
Q1 2022
|
Cva Family Office, LLC
|
BUY
|
- |
60New |
$2.76K - $3.69K
|
60
$600
|
|
|
May 09, 2022
Q1 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
55+ 52.38% |
$2.53K - $3.38K
|
160
$1.6K
|
|
|
May 12, 2022
Q1 2022
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
45New |
$2.07K - $2.77K
|
45
$450
|
|
|
Mar 21, 2023
Q1 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
40+ 9.41% |
$1.84K - $2.46K
|
465
$4.65K
|
|
|
May 04, 2022
Q1 2022
|
Stephens Inc
|
BUY
|
- |
35+ 35.35% |
$1.61K - $2.15K
|
134
$1.34K
|
|
|
May 03, 2022
Q1 2022
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
29+ 0.03% |
$1.33K - $1.78K
|
86.6K
$866K
|
|
|
Apr 14, 2022
Q1 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
20New |
$920 - $1.23K
|
20
$200
|
|
|
May 06, 2022
Q1 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
20New |
$920 - $1.23K
|
20
$200
|
|
|
May 10, 2022
Q1 2022
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
12New |
$552 - $738
|
12
$120
|
|
|
May 09, 2022
Q1 2022
|
Lansing Street Advisors
|
BUY
|
- |
10New |
$460 - $615
|
10
$100
|
|
|
Apr 21, 2022
Q1 2022
|
Cwm, LLC
|
BUY
|
- |
7+ 18.92% |
$322 - $430
|
44
$440
|
|
|
May 04, 2022
Q1 2022
|
Shell Asset Management CO
The Hague, P7 |
BUY
|
- |
4+ 0.1% |
$184 - $246
|
4.19K
$41.9K
|
|
|
May 16, 2022
Q1 2022
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
4+ 18.18% |
$184 - $246
|
26
$260
|
|
|
May 09, 2022
Q1 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-4- 2.67% |
$184 - $246
|
146
$1.46K
|
|
|
May 05, 2022
Q1 2022
|
Larson Financial Group LLC
|
SELL
|
- |
-6Closed |
$276 - $369
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-10- 52.63% |
$460 - $615
|
9
$90
|
|
|
Apr 18, 2022
Q1 2022
|
Spire Wealth Management
|
SELL
|
- |
-16Closed |
$736 - $983
|
0
$0
|
|
|
Apr 22, 2022
Q1 2022
|
Oak Ridge Investments LLC
|
SELL
|
- |
-20- 0.24% |
$920 - $1.23K
|
8.36K
$83.6K
|
|
|
May 11, 2022
Q1 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-28Closed |
$1.29K - $1.72K
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Mcdonald Partners LLC
|
SELL
|
- |
-30Closed |
$1.38K - $1.84K
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Absolute Capital Management, LLC
|
SELL
|
- |
-30Closed |
$1.38K - $1.84K
|
0
$0
|
|
|
Jan 19, 2023
Q1 2022
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-31Closed |
$1.43K - $1.91K
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Tfc Financial Management
|
SELL
|
- |
-33- 39.76% |
$1.52K - $2.03K
|
50
$500
|
|
|
Apr 28, 2022
Q1 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-38- 86.36% |
$1.75K - $2.34K
|
6
$60
|
|
|
Apr 11, 2022
Q1 2022
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-55- 0.99% |
$2.53K - $3.38K
|
5.52K
$55.2K
|
|
|
Apr 21, 2022
Q1 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-82- 64.57% |
$3.77K - $5.04K
|
45
$450
|
|
|
May 04, 2022
Q1 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-97- 1.76% |
$4.46K - $5.96K
|
5.41K
$54.1K
|
|
|
May 10, 2022
Q1 2022
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-100- 83.33% |
$4.6K - $6.15K
|
20
$200
|
|
|
Apr 29, 2022
Q1 2022
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-100Closed |
$4.6K - $6.15K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-127Closed |
$5.84K - $7.81K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-145- 0.17% |
$6.67K - $8.91K
|
85.4K
$854K
|
|
|
May 02, 2022
Q1 2022
|
Beck Bode, LLC
|
SELL
|
- |
-483- 0.23% |
$22.2K - $29.7K
|
211K
$2.11M
|
|
|
May 02, 2022
Q1 2022
|
Simplex Trading, LLC
|
SELL
|
- |
-530- 99.44% |
$24.4K - $32.6K
|
3
$30
|
|
|
May 04, 2022
Q1 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-709- 3.06% |
$32.6K - $43.6K
|
22.5K
$225K
|
|
|
May 16, 2022
Q1 2022
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
SELL
|
- |
-738- 7.04% |
$33.9K - $45.4K
|
9.75K
$97.5K
|
|
|
May 13, 2022
Q1 2022
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
SELL
|
- |
-762- 1.51% |
$35K - $46.8K
|
49.5K
$495K
|
|
|
May 02, 2022
Q1 2022
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-900Closed |
$41.4K - $55.3K
|
0
$0
|
|
|
Apr 05, 2022
Q1 2022
|
Pacer Advisors, Inc.
Malvern, PA |
SELL
|
- |
-999Closed |
$45.9K - $61.4K
|
0
$0
|
|
|
May 20, 2022
Q1 2022
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-1KClosed |
$46K - $61.5K
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Focused Wealth Management, Inc
|
SELL
|
- |
-1.3KClosed |
$59.8K - $79.9K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Fred Alger Management, LLC
New York, NY |
SELL
|
- |
-1.34K- 8.69% |
$61.7K - $82.4K
|
14.1K
$141K
|
|
|
May 06, 2022
Q1 2022
|
Granite Shares Advisors LLC
|
SELL
|
- |
-1.94KClosed |
$89K - $119K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-1.94K- 13.96% |
$89.2K - $119K
|
11.9K
$119K
|
|
|
May 16, 2022
Q1 2022
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-2.04K- 24.79% |
$93.9K - $126K
|
6.2K
$62K
|
|
|
May 13, 2022
Q1 2022
|
Dark Forest Capital Management LP
Weston, CT |
SELL
|
- |
-2.47K- 86.41% |
$114K - $152K
|
389
$3.89K
|