Purchases and Sales Made in Q2 2022 in Zoom Info Technologies Inc. (ZI)
This table provides information about the institutional ownership of Zoom Info Technologies Inc. (ZI) during Q2 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 |
---|---|---|---|---|---|---|---|
Jul 27, 2022
Q2 2022
|
Vontobel Holding Ltd.
|
BUY
|
- |
810+ 5.88% |
$25.2K - $49.2K
|
14.6K
$149K
|
|
Aug 15, 2022
Q2 2022
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
783+ 71.31% |
$24.3K - $47.6K
|
1.88K
$19.3K
|
|
Aug 15, 2022
Q2 2022
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
633+ 7.39% |
$19.7K - $38.5K
|
9.2K
$94.2K
|
|
Aug 15, 2022
Q2 2022
|
Fred Alger Management, LLC
New York, NY |
BUY
|
- |
584+ 4.14% |
$18.1K - $35.5K
|
14.7K
$150K
|
|
Jul 11, 2022
Q2 2022
|
Cva Family Office, LLC
|
BUY
|
- |
565+ 941.67% |
$17.5K - $34.3K
|
625
$6.4K
|
|
Aug 14, 2024
Q2 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
520+ 173.33% |
$16.1K - $31.6K
|
820
$8.4K
|
|
Aug 02, 2022
Q2 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
432+ 2160.0% |
$13.4K - $26.2K
|
452
$4.63K
|
|
Aug 10, 2022
Q2 2022
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
431+ 0.24% |
$13.4K - $26.2K
|
179K
$1.83M
|
|
Mar 22, 2023
Q2 2022
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
425+ 2.56% |
$13.2K - $25.8K
|
17K
$174K
|
|
Aug 09, 2022
Q2 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
407New |
$12.6K - $24.7K
|
407
$4.17K
|
|
Jun 20, 2023
Q2 2022
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
386+ 2.32% |
$12K - $23.4K
|
17K
$174K
|
|
Jul 25, 2022
Q2 2022
|
Arlington Partners LLC
|
BUY
|
- |
300New |
$9.32K - $18.2K
|
300
$3.07K
|
|
Jul 28, 2022
Q2 2022
|
Cwm, LLC
|
BUY
|
- |
286+ 650.0% |
$8.88K - $17.4K
|
330
$3.38K
|
|
Aug 10, 2022
Q2 2022
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
BUY
|
- |
281+ 0.62% |
$8.73K - $17.1K
|
45.4K
$465K
|
|
Aug 12, 2022
Q2 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
246+ 102.07% |
$7.64K - $14.9K
|
487
$4.99K
|
|
Aug 12, 2022
Q2 2022
|
Chiron Investment Management, LLC
New York, NY |
BUY
|
- |
232New |
$7.2K - $14.1K
|
232
$2.38K
|
|
Feb 14, 2024
Q2 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
178New |
$5.53K - $10.8K
|
178
$1.82K
|
|
Aug 02, 2022
Q2 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
178New |
$5.53K - $10.8K
|
178
$1.82K
|
|
Aug 16, 2022
Q2 2022
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
127New |
$3.94K - $7.72K
|
127
$1.3K
|
|
Aug 01, 2022
Q2 2022
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
100New |
$3.11K - $6.08K
|
100
$1.02K
|
|
Jul 27, 2022
Q2 2022
|
Shaker Investments LLC
|
BUY
|
- |
94+ 0.25% |
$2.92K - $5.71K
|
37.4K
$383K
|
|
Aug 09, 2022
Q2 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
87+ 669.23% |
$2.7K - $5.29K
|
100
$1.02K
|
|
Aug 03, 2022
Q2 2022
|
Stephens Inc
|
BUY
|
- |
66+ 49.25% |
$2.05K - $4.01K
|
200
$2.05K
|
|
Jul 07, 2022
Q2 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
60+ 300.0% |
$1.86K - $3.65K
|
80
$819
|
|
Jul 22, 2022
Q2 2022
|
Spire Wealth Management
|
BUY
|
- |
56New |
$1.74K - $3.4K
|
56
$573
|
|
Aug 01, 2022
Q2 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
51+ 850.0% |
$1.58K - $3.1K
|
57
$584
|
|
Aug 10, 2022
Q2 2022
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
47+ 104.44% |
$1.46K - $2.86K
|
92
$942
|
|
Mar 20, 2023
Q2 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
40+ 9.41% |
$1.24K - $2.43K
|
465
$4.76K
|
|
Nov 07, 2023
Q2 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
27New |
$838 - $1.64K
|
27
$276
|
|
Jul 18, 2022
Q2 2022
|
Tfo Tdc, LLC
|
BUY
|
- |
23New |
$714 - $1.4K
|
23
$236
|
|
Jul 28, 2022
Q2 2022
|
National Bank Of Canada
|
BUY
|
- |
19+ 1.81% |
$590 - $1.15K
|
1.07K
$10.9K
|
|
Aug 12, 2022
Q2 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
13+ 32.5% |
$404 - $790
|
53
$543
|
|
Jul 28, 2022
Q2 2022
|
Private Capital Group, LLC
|
BUY
|
- |
10+ 22.22% |
$311 - $608
|
55
$563
|
|
Aug 04, 2022
Q2 2022
|
Glassman Wealth Services
|
BUY
|
- |
6New |
$186 - $365
|
6
$61.4
|
|
Aug 12, 2022
Q2 2022
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
6+ 21.43% |
$186 - $365
|
34
$348
|
|
Jul 15, 2022
Q2 2022
|
Wolff Wiese Magana LLC
|
BUY
|
- |
5New |
$155 - $304
|
5
$51.2
|
|
Jul 11, 2022
Q2 2022
|
Gradient Investments LLC
|
BUY
|
- |
4New |
$124 - $243
|
4
$41
|
|
Aug 09, 2022
Q2 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
2+ 10.0% |
$62.1 - $122
|
22
$225
|
|
Aug 15, 2022
Q2 2022
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
1New |
$31.1 - $60.8
|
1
$10.2
|
|
Aug 08, 2022
Q2 2022
|
Meeder Asset Management Inc
|
SELL
|
- |
-4- 7.84% |
$124 - $243
|
47
$481
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-10Closed |
$311 - $608
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Lansing Street Advisors
|
SELL
|
- |
-10Closed |
$311 - $608
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-12Closed |
$373 - $729
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Seeyond
Paris, I0 |
SELL
|
- |
-28- 1.97% |
$869 - $1.7K
|
1.4K
$14.3K
|
|
Jul 28, 2022
Q2 2022
|
Bordeaux Wealth Advisors LLC
|
SELL
|
- |
-29- 0.03% |
$900 - $1.76K
|
86.6K
$886K
|
|
Aug 04, 2022
Q2 2022
|
Fifth Third Bancorp
|
SELL
|
- |
-36- 16.29% |
$1.12K - $2.19K
|
185
$1.89K
|
|
Aug 05, 2022
Q2 2022
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-37- 30.83% |
$1.15K - $2.25K
|
83
$850
|
|
Aug 15, 2022
Q2 2022
|
Dark Forest Capital Management LP
Weston, CT |
SELL
|
- |
-48- 12.34% |
$1.49K - $2.92K
|
341
$3.49K
|
|
Aug 04, 2022
Q2 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-50- 3.02% |
$1.55K - $3.04K
|
1.61K
$16.5K
|
|
Jul 07, 2022
Q2 2022
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-51Closed |
$1.58K - $3.1K
|
0
$0
|