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 |
|---|---|---|---|---|---|---|---|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
14+ 5.43% |
$212 - $256
|
272
$2.89K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
7+ 4.17% |
$106 - $128
|
175
$1.86K
|
|
|
May 08, 2024
Q1 2024
|
State Board Of Administration Of Florida Retirement System
|
BUY
|
- |
6+ 0.0% |
$90.7 - $110
|
243K
$2.58M
|
|
|
May 13, 2024
Q1 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
4+ 3.08% |
$60.4 - $73.3
|
134
$1.42K
|
|
|
May 13, 2024
Q1 2024
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 15, 2024
Q1 2024
|
Stephens Inc
|
SELL
|
- |
-3- 0.38% |
$45.3 - $55
|
796
$8.46K
|
|
|
May 06, 2024
Q1 2024
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-27- 6.6% |
$408 - $495
|
382
$4.06K
|
|
|
May 07, 2024
Q1 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-49- 16.9% |
$740 - $898
|
241
$2.56K
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
SELL
|
- |
-50- 47.17% |
$756 - $916
|
56
$595
|
|
|
Apr 30, 2024
Q1 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-99- 43.04% |
$1.5K - $1.81K
|
131
$1.39K
|
|
|
Apr 05, 2024
Q1 2024
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-169- 7.29% |
$2.55K - $3.1K
|
2.15K
$22.8K
|
|
|
May 13, 2024
Q1 2024
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-189- 0.92% |
$2.86K - $3.46K
|
20.3K
$216K
|
|
|
May 15, 2024
Q1 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-302- 4.57% |
$4.56K - $5.53K
|
6.31K
$67.1K
|
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-322- 26.37% |
$4.87K - $5.9K
|
899
$9.56K
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-338- 35.69% |
$5.11K - $6.19K
|
609
$6.47K
|
|
|
Apr 25, 2024
Q1 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-475- 57.72% |
$7.18K - $8.7K
|
348
$3.7K
|
|
|
Aug 16, 2024
Q1 2024
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-554Closed |
$8.37K - $10.1K
|
0
$0
|
|
|
Apr 26, 2024
Q1 2024
|
Securian Asset Management, Inc
|
SELL
|
- |
-638- 2.55% |
$9.64K - $11.7K
|
24.4K
$259K
|
|
|
May 07, 2024
Q1 2024
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-690- 59.13% |
$10.4K - $12.6K
|
477
$5.07K
|
|
|
Jul 31, 2024
Q1 2024
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-742- 5.92% |
$11.2K - $13.6K
|
11.8K
$125K
|
|
|
May 13, 2024
Q1 2024
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
SELL
|
- |
-1.03K- 58.44% |
$15.5K - $18.8K
|
729
$7.75K
|
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-1.06K- 2.94% |
$15.9K - $19.3K
|
34.8K
$370K
|
|
|
Apr 17, 2024
Q1 2024
|
Stanley Laman Group, Ltd.
Berwyn, PA |
SELL
|
- |
-1.07K- 0.26% |
$16.2K - $19.6K
|
406K
$4.32M
|
|
|
May 08, 2024
Q1 2024
|
Pro Share Advisors LLC
|
SELL
|
- |
-1.13K- 7.25% |
$17.1K - $20.7K
|
14.5K
$154K
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-1.16K- 0.2% |
$17.6K - $21.3K
|
575K
$6.11M
|
|
|
May 15, 2024
Q1 2024
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-1.17K- 3.61% |
$17.7K - $21.5K
|
31.3K
$333K
|
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.23K- 8.25% |
$18.5K - $22.4K
|
13.6K
$145K
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
SELL
|
- |
-1.44K- 73.12% |
$21.8K - $26.4K
|
530
$5.63K
|
|
|
Apr 23, 2024
Q1 2024
|
Bell Bank
|
SELL
|
- |
-1.63K- 10.44% |
$24.6K - $29.8K
|
14K
$149K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-1.64K- 4.95% |
$24.8K - $30.1K
|
31.5K
$335K
|
|
|
May 15, 2024
Q1 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-1.88K- 48.39% |
$28.4K - $34.4K
|
2.01K
$21.3K
|
|
|
May 14, 2024
Q1 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-2.24K- 9.53% |
$33.9K - $41.1K
|
21.3K
$226K
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-2.27K- 12.3% |
$34.3K - $41.6K
|
16.2K
$172K
|
|
|
May 13, 2024
Q1 2024
|
Xponance, Inc.
|
SELL
|
- |
-2.28K- 4.46% |
$34.5K - $41.8K
|
48.9K
$520K
|
|
|
May 03, 2024
Q1 2024
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-2.44K- 7.55% |
$36.8K - $44.7K
|
29.9K
$317K
|
|
|
Apr 26, 2024
Q1 2024
|
Yousif Capital Management, LLC
|
SELL
|
- |
-2.91K- 2.11% |
$44K - $53.3K
|
135K
$1.43M
|
|
|
May 07, 2024
Q1 2024
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-3.1K- 2.1% |
$46.8K - $56.7K
|
144K
$1.54M
|
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-3.45K- 22.72% |
$52.1K - $63.1K
|
11.7K
$125K
|
|
|
May 07, 2024
Q1 2024
|
Arizona State Retirement System
|
SELL
|
- |
-3.58K- 4.55% |
$54K - $65.5K
|
75K
$797K
|
|
|
May 14, 2024
Q1 2024
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-4.06K- 81.68% |
$61.3K - $74.3K
|
910
$9.67K
|
|
|
May 14, 2024
Q1 2024
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
SELL
|
- |
-4.69K- 4.8% |
$70.9K - $85.9K
|
93K
$988K
|
|
|
Apr 19, 2024
Q1 2024
|
Handelsinvest Investeringsforvaltning
|
SELL
|
- |
-5.12K- 34.18% |
$77.3K - $93.7K
|
9.85K
$105K
|
|
|
May 13, 2024
Q1 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-5.26K- 73.19% |
$79.4K - $96.3K
|
1.93K
$20.5K
|
|
|
May 02, 2024
Q1 2024
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-6.14K- 3.36% |
$92.8K - $112K
|
177K
$1.88M
|
|
|
May 13, 2024
Q1 2024
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-8.06K- 2.01% |
$122K - $148K
|
393K
$4.18M
|
|
|
May 15, 2024
Q1 2024
|
Rbf Capital, LLC
San Francisco, CA |
SELL
|
- |
-10K- 7.69% |
$151K - $183K
|
120K
$1.28M
|
|
|
May 02, 2024
Q1 2024
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-10.2K- 12.23% |
$154K - $187K
|
73.2K
$778K
|
|
|
May 15, 2024
Q1 2024
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-10.7K- 8.46% |
$162K - $197K
|
116K
$1.23M
|
|
|
May 09, 2024
Q1 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-10.8K- 25.89% |
$164K - $198K
|
31K
$329K
|
|
|
Apr 18, 2024
Q1 2024
|
Oak Thistle LLC
|
SELL
|
- |
-11.5K- 43.76% |
$173K - $210K
|
14.7K
$157K
|