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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2025
Q1 2025
|
Claret Asset Management Corp
|
BUY
|
- |
12+ 0.07% |
$113 - $144
|
16.3K
$166K
|
|
|
Apr 17, 2025
Q1 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
11New |
$104 - $132
|
11
$112
|
|
|
May 15, 2025
Q1 2025
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
10New |
$94.3 - $120
|
10
$102
|
|
|
May 09, 2025
Q1 2025
|
Hemington Wealth Management
|
BUY
|
- |
4+ 66.67% |
$37.7 - $48
|
10
$102
|
|
|
May 12, 2025
Q1 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
4+ 0.54% |
$37.7 - $48
|
738
$7.49K
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
4+ 200.0% |
$37.7 - $48
|
6
$60.9
|
|
|
May 16, 2025
Q1 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
1New |
$9.43 - $12
|
1
$10.2
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 17, 2025
Q1 2025
|
Grove Bank & Trust
|
SELL
|
- |
-1- 33.33% |
$9.43 - $12
|
2
$20.3
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-4- 0.71% |
$37.7 - $48
|
557
$5.65K
|
|
|
May 02, 2025
Q1 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-4- 6.25% |
$37.7 - $48
|
60
$609
|
|
|
Apr 29, 2025
Q1 2025
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-5- 11.36% |
$47.2 - $60.1
|
39
$396
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-28- 50.0% |
$264 - $336
|
28
$284
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-39- 4.17% |
$368 - $468
|
896
$9.09K
|
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
SELL
|
- |
-46- 44.23% |
$434 - $552
|
58
$589
|
|
|
May 02, 2025
Q1 2025
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-52- 44.44% |
$490 - $625
|
65
$660
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-65- 5.79% |
$613 - $781
|
1.06K
$10.7K
|
|
|
May 09, 2025
Q1 2025
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-73- 75.26% |
$688 - $877
|
24
$244
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-95- 56.89% |
$896 - $1.14K
|
72
$731
|
|
|
Apr 29, 2025
Q1 2025
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-101- 0.54% |
$952 - $1.21K
|
18.7K
$190K
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-111- 4.78% |
$1.05K - $1.33K
|
2.21K
$22.4K
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-168- 0.63% |
$1.58K - $2.02K
|
26.4K
$268K
|
|
|
Apr 28, 2025
Q1 2025
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-200- 0.36% |
$1.89K - $2.4K
|
55K
$559K
|
|
|
May 15, 2025
Q1 2025
|
Rise Advisors, LLC
|
SELL
|
- |
-226- 21.12% |
$2.13K - $2.71K
|
844
$8.57K
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-239- 93.0% |
$2.25K - $2.87K
|
18
$183
|
|
|
May 01, 2025
Q1 2025
|
Arizona State Retirement System
|
SELL
|
- |
-336- 0.45% |
$3.17K - $4.04K
|
73.8K
$749K
|
|
|
Apr 24, 2025
Q1 2025
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-399- 13.33% |
$3.76K - $4.79K
|
2.59K
$26.3K
|
|
|
May 14, 2025
Q1 2025
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-462- 4.01% |
$4.36K - $5.55K
|
11K
$112K
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-471- 1.35% |
$4.44K - $5.66K
|
34.5K
$351K
|
|
|
May 19, 2025
Q1 2025
|
Plato Investment Management LTD
Sydney, C3 |
SELL
|
- |
-568- 69.27% |
$5.36K - $6.82K
|
252
$2.56K
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-595- 66.11% |
$5.61K - $7.15K
|
305
$3.1K
|
|
|
Apr 30, 2025
Q1 2025
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-800- 13.08% |
$7.54K - $9.61K
|
5.32K
$53.9K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-895- 2.26% |
$8.44K - $10.7K
|
38.7K
$392K
|
|
|
Apr 03, 2025
Q1 2025
|
Versant Capital Management, Inc
|
SELL
|
- |
-975- 46.08% |
$9.19K - $11.7K
|
1.14K
$11.6K
|
|
|
May 08, 2025
Q1 2025
|
Pro Share Advisors LLC
|
SELL
|
- |
-1.13K- 8.94% |
$10.7K - $13.6K
|
11.6K
$117K
|
|
|
May 15, 2025
Q1 2025
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-1.19K- 10.62% |
$11.2K - $14.3K
|
10K
$102K
|
|
|
May 15, 2025
Q1 2025
|
Utah Retirement Systems
Salt Lake City, UT |
SELL
|
- |
-1.4K- 0.69% |
$13.2K - $16.8K
|
202K
$2.05M
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Investment Partners, LLC
|
SELL
|
- |
-1.56K- 8.05% |
$14.7K - $18.7K
|
17.8K
$181K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.77K- 86.66% |
$16.7K - $21.3K
|
273
$2.77K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-1.82K- 85.51% |
$17.1K - $21.8K
|
308
$3.13K
|
|
|
May 15, 2025
Q1 2025
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-1.93K- 54.0% |
$18.2K - $23.2K
|
1.64K
$16.7K
|
|
|
May 14, 2025
Q1 2025
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-2.59K- 1.69% |
$24.5K - $31.2K
|
151K
$1.53M
|
|
|
May 13, 2025
Q1 2025
|
Amica Retiree Medical Trust
|
SELL
|
- |
-2.6K- 16.83% |
$24.5K - $31.3K
|
12.9K
$131K
|
|
|
May 15, 2025
Q1 2025
|
Treasurer Of The State Of North Carolina
|
SELL
|
- |
-2.9K- 2.18% |
$27.3K - $34.8K
|
130K
$1.32M
|
|
|
May 13, 2025
Q1 2025
|
Sterling Capital Management LLC
Charlotte, NC |
SELL
|
- |
-2.93K- 15.67% |
$27.6K - $35.2K
|
15.8K
$160K
|
|
|
Apr 14, 2025
Q1 2025
|
Yousif Capital Management, LLC
|
SELL
|
- |
-3.24K- 3.36% |
$30.6K - $38.9K
|
93.1K
$945K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-3.44K- 14.9% |
$32.4K - $41.3K
|
19.6K
$199K
|
|
|
Apr 18, 2025
Q1 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-3.45K- 14.1% |
$32.6K - $41.5K
|
21K
$213K
|
|
|
May 15, 2025
Q1 2025
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-3.61K- 1.49% |
$34.1K - $43.4K
|
239K
$2.43M
|
|
|
May 01, 2025
Q1 2025
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-3.68K- 2.57% |
$34.7K - $44.2K
|
140K
$1.42M
|