Purchases and Sales Made in Q1 2024 in Zoom Info Technologies Inc. (ZI)
This table provides information about the institutional ownership of Zoom Info Technologies Inc. (ZI) during Q1 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 30, 2024
Q1 2024
|
Retirement Systems Of Alabama
|
BUY
|
- |
976+ 0.26% |
$14.7K - $17.9K
|
372K
$3.95M
|
|
|
May 09, 2024
Q1 2024
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
920+ 0.69% |
$13.9K - $16.9K
|
134K
$1.43M
|
|
|
Apr 23, 2024
Q1 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
912+ 366.27% |
$13.8K - $16.7K
|
1.16K
$12.3K
|
|
|
May 15, 2024
Q1 2024
|
Aquatic Capital Management LLC
Chicago, IL |
BUY
|
- |
900New |
$13.6K - $16.5K
|
900
$9.57K
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
865+ 48.62% |
$13.1K - $15.8K
|
2.64K
$28.1K
|
|
|
May 06, 2024
Q1 2024
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
861+ 1.82% |
$13K - $15.8K
|
48.2K
$512K
|
|
|
May 14, 2024
Q1 2024
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
852+ 2.51% |
$12.9K - $15.6K
|
34.9K
$371K
|
|
|
May 07, 2024
Q1 2024
|
M&T Bank Corp
|
BUY
|
- |
838+ 6.78% |
$12.7K - $15.4K
|
13.2K
$140K
|
|
|
May 14, 2024
Q1 2024
|
Plato Investment Management LTD
Sydney, C3 |
BUY
|
- |
820New |
$12.4K - $15K
|
820
$8.72K
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
730New |
$11K - $13.4K
|
730
$7.76K
|
|
|
Apr 23, 2024
Q1 2024
|
Fifth Third Bancorp
|
BUY
|
- |
728+ 44.04% |
$11K - $13.3K
|
2.38K
$25.3K
|
|
|
Apr 25, 2024
Q1 2024
|
N Verses Capital, LLC
Wellington, FL |
BUY
|
- |
500New |
$7.56K - $9.16K
|
500
$5.32K
|
|
|
May 10, 2024
Q1 2024
|
Performa LTD (Us), LLC
|
BUY
|
- |
500+ 111.11% |
$7.56K - $9.16K
|
950
$10.1K
|
|
|
Apr 18, 2024
Q1 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
414+ 726.32% |
$6.26K - $7.58K
|
471
$5.01K
|
|
|
Apr 29, 2024
Q1 2024
|
Cornerstone Investment Partners, LLC
|
BUY
|
- |
311+ 1.25% |
$4.7K - $5.7K
|
25.2K
$268K
|
|
|
May 08, 2024
Q1 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
306+ 257.14% |
$4.62K - $5.61K
|
425
$4.52K
|
|
|
May 01, 2024
Q1 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
271+ 9.88% |
$4.09K - $4.96K
|
3.01K
$32K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
262+ 17.95% |
$3.96K - $4.8K
|
1.72K
$18.3K
|
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
256+ 64.48% |
$3.87K - $4.69K
|
653
$6.94K
|
|
|
May 09, 2024
Q1 2024
|
J.Safra Asset Management Corp
|
BUY
|
- |
250New |
$3.78K - $4.58K
|
250
$2.66K
|
|
|
Jun 11, 2024
Q1 2024
|
American Trust
Lexington, KY |
BUY
|
- |
249+ 2.2% |
$3.76K - $4.56K
|
11.6K
$123K
|
|
|
May 14, 2024
Q1 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
232+ 0.31% |
$3.51K - $4.25K
|
74.8K
$795K
|
|
|
May 17, 2024
Q1 2024
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
200New |
$3.02K - $3.66K
|
200
$2.13K
|
|
|
Apr 12, 2024
Q1 2024
|
Guinness Atkinson Asset Management Inc
Pasadena, CA |
BUY
|
- |
198+ 14.73% |
$2.99K - $3.63K
|
1.54K
$16.4K
|
|
|
May 07, 2024
Q1 2024
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
188New |
$2.84K - $3.44K
|
188
$2K
|
|
|
Oct 07, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
187+ 12.94% |
$2.83K - $3.43K
|
1.63K
$17.3K
|
|
|
Apr 26, 2024
Q1 2024
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
185+ 35.71% |
$2.8K - $3.39K
|
703
$7.47K
|
|
|
May 02, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
182+ 12.55% |
$2.75K - $3.33K
|
1.63K
$17.3K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
171+ 0.26% |
$2.58K - $3.13K
|
66.1K
$702K
|
|
|
May 08, 2024
Q1 2024
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
162+ 0.25% |
$2.45K - $2.97K
|
65.5K
$697K
|
|
|
May 01, 2024
Q1 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
137New |
$2.07K - $2.51K
|
137
$1.46K
|
|
|
May 02, 2024
Q1 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
135New |
$2.04K - $2.47K
|
135
$1.44K
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
109+ 2.76% |
$1.65K - $2K
|
4.06K
$43.1K
|
|
|
May 13, 2024
Q1 2024
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
103+ 23.68% |
$1.56K - $1.89K
|
538
$5.72K
|
|
|
Apr 16, 2024
Q1 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
100New |
$1.51K - $1.83K
|
100
$1.06K
|
|
|
Apr 18, 2024
Q1 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
100+ 1000.0% |
$1.51K - $1.83K
|
110
$1.17K
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
87+ 67.97% |
$1.31K - $1.59K
|
215
$2.29K
|
|
|
May 13, 2024
Q1 2024
|
Natixis
Paris, I0 |
BUY
|
- |
82New |
$1.24K - $1.5K
|
82
$872
|
|
|
May 02, 2024
Q1 2024
|
Quent Capital, LLC
|
BUY
|
- |
77+ 49.04% |
$1.16K - $1.41K
|
234
$2.49K
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
69+ 3.82% |
$1.04K - $1.26K
|
1.87K
$19.9K
|
|
|
Apr 26, 2024
Q1 2024
|
Umb Bank, N.A.
|
BUY
|
- |
39New |
$589 - $714
|
39
$415
|
|
|
May 03, 2024
Q1 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
31+ 39.24% |
$468 - $568
|
110
$1.17K
|
|
|
Apr 18, 2024
Q1 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
28New |
$423 - $513
|
28
$298
|
|
|
Apr 18, 2024
Q1 2024
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
26+ 5.27% |
$393 - $476
|
519
$5.52K
|
|
|
Apr 09, 2024
Q1 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
26+ 22.61% |
$393 - $476
|
141
$1.5K
|
|
|
Apr 26, 2024
Q1 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
26+ 16.88% |
$393 - $476
|
180
$1.91K
|
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
24+ 4.58% |
$363 - $440
|
548
$5.83K
|
|
|
Apr 26, 2024
Q1 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
20+ 6.78% |
$302 - $366
|
315
$3.35K
|
|
|
Apr 16, 2024
Q1 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
20New |
$302 - $366
|
20
$213
|
|
|
Apr 10, 2024
Q1 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
19+ 35.19% |
$287 - $348
|
73
$776
|