Purchases and Sales Made in Q2 2023 in Zoom Info Technologies Inc. (ZI)
This table provides information about the institutional ownership of Zoom Info Technologies Inc. (ZI) during Q2 2023. 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 |
---|---|---|---|---|---|---|---|
Aug 14, 2023
Q2 2023
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
2.31K+ 10.96% |
$47.2K - $65.7K
|
23.4K
$239K
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
2.3K+ 8.46% |
$47K - $65.5K
|
29.5K
$302K
|
|
Aug 11, 2023
Q2 2023
|
Ossiam
Paris, I0 |
BUY
|
- |
2.2K+ 67.15% |
$44.9K - $62.5K
|
5.47K
$56K
|
|
Aug 09, 2023
Q2 2023
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
2.17KNew |
$44.3K - $61.6K
|
2.17K
$22.2K
|
|
Jul 25, 2023
Q2 2023
|
Assenagon Asset Management S.A.
|
BUY
|
- |
2.06K+ 12.08% |
$42.2K - $58.7K
|
19.1K
$196K
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
2K+ 13.35% |
$40.9K - $57K
|
17K
$174K
|
|
Aug 07, 2023
Q2 2023
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
1.97KNew |
$40.2K - $55.9K
|
1.97K
$20.1K
|
|
Jul 07, 2023
Q2 2023
|
Nordea Investment Management Ab
Stockholm, V7 |
BUY
|
- |
1.92K+ 12.57% |
$39.3K - $54.7K
|
17.2K
$176K
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
BUY
|
- |
1.88K+ 347.69% |
$38.4K - $53.5K
|
2.42K
$24.8K
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.86K+ 9.93% |
$37.9K - $52.8K
|
20.5K
$210K
|
|
Aug 04, 2023
Q2 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
1.81K+ 11.78% |
$37K - $51.5K
|
17.2K
$176K
|
|
Aug 14, 2023
Q2 2023
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
BUY
|
- |
1.8KNew |
$36.8K - $51.2K
|
1.8K
$18.4K
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.72K+ 15.19% |
$35.1K - $48.8K
|
13K
$133K
|
|
Jul 25, 2023
Q2 2023
|
Umb Bank, N.A.
|
BUY
|
- |
1.68K+ 19.53% |
$34.3K - $47.8K
|
10.3K
$105K
|
|
Aug 22, 2023
Q2 2023
|
Comerica Bank
|
BUY
|
- |
1.66KNew |
$34K - $47.3K
|
1.66K
$17K
|
|
Aug 14, 2023
Q2 2023
|
Public Sector Pension Investment Board
Montreal, A8 |
BUY
|
- |
1.6K+ 10.02% |
$32.7K - $45.5K
|
17.6K
$180K
|
|
Aug 09, 2023
Q2 2023
|
M&T Bank Corp
|
BUY
|
- |
1.6K+ 17.05% |
$32.6K - $45.4K
|
10.9K
$112K
|
|
Aug 14, 2023
Q2 2023
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
1.58K+ 5.57% |
$32.2K - $44.8K
|
29.8K
$306K
|
|
Jul 26, 2023
Q2 2023
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
1.47KNew |
$30K - $41.8K
|
1.47K
$15K
|
|
Aug 11, 2023
Q2 2023
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
1.43K+ 11.33% |
$29.2K - $40.6K
|
14K
$144K
|
|
Jul 18, 2023
Q2 2023
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
1.34K+ 0.06% |
$27.4K - $38.1K
|
2.38M
$24.3M
|
|
Aug 14, 2023
Q2 2023
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
1.33K+ 2.92% |
$27.1K - $37.8K
|
46.7K
$478K
|
|
Aug 10, 2023
Q2 2023
|
Russell Investments Group, Ltd.
|
BUY
|
- |
1.2K+ 4.79% |
$24.5K - $34.2K
|
26.3K
$269K
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.05K+ 22.45% |
$21.5K - $30K
|
5.75K
$58.9K
|
|
Aug 01, 2023
Q2 2023
|
Arizona State Retirement System
|
BUY
|
- |
917+ 1.2% |
$18.7K - $26.1K
|
77.2K
$790K
|
|
Jul 11, 2023
Q2 2023
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
912+ 10.19% |
$18.6K - $26K
|
9.86K
$101K
|
|
Jul 25, 2023
Q2 2023
|
Fifth Third Bancorp
|
BUY
|
- |
872New |
$17.8K - $24.8K
|
872
$8.93K
|
|
Aug 14, 2023
Q2 2023
|
Wahed Invest LLC
New York, NY |
BUY
|
- |
863+ 25.38% |
$17.6K - $24.6K
|
4.26K
$43.7K
|
|
Aug 14, 2023
Q2 2023
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
713+ 5.52% |
$14.6K - $20.3K
|
13.6K
$140K
|
|
Aug 15, 2023
Q2 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
440+ 12.58% |
$8.99K - $12.5K
|
3.94K
$40.3K
|
|
Jul 31, 2023
Q2 2023
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
275+ 0.99% |
$5.62K - $7.83K
|
28.1K
$288K
|
|
Aug 09, 2023
Q2 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
266+ 458.62% |
$5.44K - $7.57K
|
324
$3.32K
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
241New |
$4.93K - $6.86K
|
241
$2.47K
|
|
Aug 08, 2023
Q2 2023
|
Glassman Wealth Services
|
BUY
|
- |
236New |
$4.82K - $6.72K
|
236
$2.42K
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
210New |
$4.29K - $5.98K
|
210
$2.15K
|
|
Aug 14, 2023
Q2 2023
|
Apg Asset Management N.V.
Amsterdam, P7 |
BUY
|
- |
193+ 1.79% |
$3.94K - $5.49K
|
11K
$113K
|
|
Jul 07, 2023
Q2 2023
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
175New |
$3.58K - $4.98K
|
175
$1.79K
|
|
Jul 10, 2023
Q2 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
157New |
$3.21K - $4.47K
|
157
$1.61K
|
|
Aug 16, 2024
Q2 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
157+ 85.79% |
$3.21K - $4.47K
|
340
$3.48K
|
|
Jul 17, 2023
Q2 2023
|
Riverview Trust CO
|
BUY
|
- |
129+ 24.9% |
$2.64K - $3.67K
|
647
$6.63K
|
|
Aug 03, 2023
Q2 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
113+ 99.12% |
$2.31K - $3.22K
|
227
$2.32K
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
84New |
$1.72K - $2.39K
|
84
$860
|
|
Aug 01, 2023
Q2 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
80New |
$1.64K - $2.28K
|
80
$819
|
|
Jul 27, 2023
Q2 2023
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
76+ 25.33% |
$1.55K - $2.16K
|
376
$3.85K
|
|
Aug 15, 2023
Q2 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
72+ 48.0% |
$1.47K - $2.05K
|
222
$2.27K
|
|
Aug 14, 2023
Q2 2023
|
Seaport Global Advisors, LLC
Boston, MA |
BUY
|
- |
61+ 0.78% |
$1.25K - $1.74K
|
7.89K
$80.8K
|
|
Apr 01, 2024
Q2 2023
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
BUY
|
- |
54+ 0.11% |
$1.1K - $1.54K
|
47.4K
$485K
|
|
Aug 09, 2023
Q2 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
52New |
$1.06K - $1.48K
|
52
$532
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
BUY
|
- |
47+ 6.58% |
$961 - $1.34K
|
761
$7.79K
|
|
Apr 26, 2024
Q2 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
39New |
$797 - $1.11K
|
39
$399
|