Purchases and Sales Made in Q1 2025 in Zoom Info Technologies Inc. (ZI)
This table provides information about the institutional ownership of Zoom Info Technologies Inc. (ZI) during Q1 2025. 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 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
BUY
|
- |
1.89K+ 125.35% |
$17.8K - $22.7K
|
3.4K
$34.5K
|
|
|
Apr 23, 2025
Q1 2025
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
1.85KNew |
$17.4K - $22.2K
|
1.85K
$18.8K
|
|
|
May 15, 2025
Q1 2025
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
1.44K+ 0.63% |
$13.6K - $17.3K
|
230K
$2.33M
|
|
|
Apr 28, 2025
Q1 2025
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
1.09K+ 0.17% |
$10.3K - $13.1K
|
625K
$6.34M
|
|
|
May 15, 2025
Q1 2025
|
Quarry LP
New York, NY |
BUY
|
- |
915New |
$8.63K - $11K
|
915
$9.29K
|
|
|
May 15, 2025
Q1 2025
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
BUY
|
- |
909+ 49.62% |
$8.57K - $10.9K
|
2.74K
$27.8K
|
|
|
May 09, 2025
Q1 2025
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
781New |
$7.36K - $9.38K
|
781
$7.93K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
722New |
$6.81K - $8.67K
|
722
$7.33K
|
|
|
Apr 30, 2025
Q1 2025
|
State Of Michigan Retirement System
|
BUY
|
- |
700+ 1.09% |
$6.6K - $8.41K
|
64.9K
$659K
|
|
|
May 01, 2025
Q1 2025
|
Louisiana State Employees Retirement System
|
BUY
|
- |
700+ 0.93% |
$6.6K - $8.41K
|
76K
$771K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
699+ 276.28% |
$6.59K - $8.39K
|
952
$9.66K
|
|
|
May 13, 2025
Q1 2025
|
Clear Street Markets LLC
|
BUY
|
- |
678New |
$6.39K - $8.14K
|
678
$6.88K
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
620+ 203.28% |
$5.85K - $7.45K
|
925
$9.39K
|
|
|
May 05, 2025
Q1 2025
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
599+ 1.76% |
$5.65K - $7.19K
|
34.6K
$351K
|
|
|
May 13, 2025
Q1 2025
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
BUY
|
- |
542New |
$5.11K - $6.51K
|
542
$5.5K
|
|
|
May 05, 2025
Q1 2025
|
Crestwood Advisors Group LLC
|
BUY
|
- |
540+ 4.73% |
$5.09K - $6.49K
|
11.9K
$121K
|
|
|
May 13, 2025
Q1 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
530New |
$5K - $6.37K
|
530
$5.38K
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
468+ 3.54% |
$4.41K - $5.62K
|
13.7K
$139K
|
|
|
Apr 21, 2025
Q1 2025
|
Retirement Systems Of Alabama
|
BUY
|
- |
325+ 0.02% |
$3.06K - $3.9K
|
1.42M
$14.4M
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
317+ 38.71% |
$2.99K - $3.81K
|
1.14K
$11.5K
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
315+ 119.32% |
$2.97K - $3.78K
|
579
$5.88K
|
|
|
Apr 21, 2025
Q1 2025
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
315+ 1.02% |
$2.97K - $3.78K
|
31.2K
$317K
|
|
|
May 13, 2025
Q1 2025
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
311+ 2.63% |
$2.93K - $3.74K
|
12.1K
$123K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
286+ 27.85% |
$2.7K - $3.43K
|
1.31K
$13.3K
|
|
|
May 14, 2025
Q1 2025
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
273New |
$2.57K - $3.28K
|
273
$2.77K
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
BUY
|
- |
235+ 6.13% |
$2.22K - $2.82K
|
4.07K
$41.3K
|
|
|
Apr 29, 2025
Q1 2025
|
Ceera Investments, LLC
Bellaire, TX |
BUY
|
- |
185+ 0.62% |
$1.74K - $2.22K
|
30K
$305K
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
BUY
|
- |
133+ 7.06% |
$1.25K - $1.6K
|
2.02K
$20.5K
|
|
|
May 14, 2025
Q1 2025
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
131New |
$1.24K - $1.57K
|
131
$1.33K
|
|
|
May 15, 2025
Q1 2025
|
Activest Wealth Management
|
BUY
|
- |
127New |
$1.2K - $1.53K
|
127
$1.29K
|
|
|
Apr 30, 2025
Q1 2025
|
Xponance, Inc.
|
BUY
|
- |
126+ 0.35% |
$1.19K - $1.51K
|
36.3K
$368K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
106New |
$1K - $1.27K
|
106
$1.08K
|
|
|
Apr 29, 2025
Q1 2025
|
Abound Financial, LLC
Granite Bay, CA |
BUY
|
- |
100New |
$943 - $1.2K
|
100
$1.02K
|
|
|
May 15, 2025
Q1 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
97+ 26.72% |
$915 - $1.16K
|
460
$4.67K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
95+ 131.94% |
$896 - $1.14K
|
167
$1.7K
|
|
|
Apr 16, 2025
Q1 2025
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
93+ 84.55% |
$877 - $1.12K
|
203
$2.06K
|
|
|
Apr 28, 2025
Q1 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
92New |
$868 - $1.1K
|
92
$934
|
|
|
Apr 29, 2025
Q1 2025
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
87New |
$820 - $1.04K
|
87
$883
|
|
|
May 09, 2025
Q1 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
57New |
$538 - $685
|
57
$579
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
55New |
$519 - $661
|
55
$558
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
BUY
|
- |
45New |
$424 - $540
|
45
$457
|
|
|
May 12, 2025
Q1 2025
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
38New |
$358 - $456
|
38
$386
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
35New |
$330 - $420
|
35
$355
|
|
|
Apr 14, 2025
Q1 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
34+ 113.33% |
$321 - $408
|
64
$650
|
|
|
May 09, 2025
Q1 2025
|
Performa LTD (Us), LLC
|
BUY
|
- |
33+ 6.57% |
$311 - $396
|
535
$5.43K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
26+ 0.04% |
$245 - $312
|
60.3K
$612K
|
|
|
May 12, 2025
Q1 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
23New |
$217 - $276
|
23
$233
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
23+ 1.66% |
$217 - $276
|
1.41K
$14.3K
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
20New |
$189 - $240
|
20
$203
|
|
|
Apr 15, 2025
Q1 2025
|
Mv Capital Management, Inc.
|
BUY
|
- |
14+ 87.5% |
$132 - $168
|
30
$305
|