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 11, 2023
Q2 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
33+ 11.74% |
$675 - $939
|
314
$3.34K
|
|
|
Apr 04, 2024
Q2 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
27New |
$552 - $768
|
27
$287
|
|
|
Jul 14, 2023
Q2 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
24New |
$491 - $683
|
24
$255
|
|
|
Jul 10, 2023
Q2 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
22New |
$450 - $626
|
22
$234
|
|
|
Jul 19, 2023
Q2 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
21+ 91.3% |
$429 - $598
|
44
$468
|
|
|
Jul 28, 2023
Q2 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
18+ 5.26% |
$368 - $512
|
360
$3.83K
|
|
|
Aug 11, 2023
Q2 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
17+ 3.97% |
$347 - $484
|
445
$4.73K
|
|
|
Aug 11, 2023
Q2 2023
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
16+ 2.06% |
$327 - $455
|
791
$8.41K
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
11+ 20.0% |
$225 - $313
|
66
$702
|
|
|
Aug 14, 2023
Q2 2023
|
Stephens Inc
|
BUY
|
- |
11+ 1.63% |
$225 - $313
|
686
$7.29K
|
|
|
Aug 11, 2023
Q2 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
10New |
$204 - $285
|
10
$106
|
|
|
Aug 14, 2023
Q2 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
8+ 2.77% |
$164 - $228
|
297
$3.16K
|
|
|
Aug 14, 2023
Q2 2023
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
7+ 0.07% |
$143 - $199
|
10.1K
$107K
|
|
|
Aug 07, 2023
Q2 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
5+ 33.33% |
$102 - $142
|
20
$213
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
4New |
$81.8 - $114
|
4
$42.5
|
|
|
Jul 13, 2023
Q2 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
3+ 0.61% |
$61.3 - $85.4
|
495
$5.26K
|
|
|
Aug 11, 2023
Q2 2023
|
Ostrum Asset Management
Paris, I0 |
BUY
|
- |
2+ 0.06% |
$40.9 - $56.9
|
3.5K
$37.2K
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
2+ 40.0% |
$40.9 - $56.9
|
7
$74.4
|
|
|
Aug 14, 2023
Q2 2023
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
1+ 100.0% |
$20.4 - $28.5
|
2
$21.3
|
|
|
Jul 26, 2023
Q2 2023
|
National Bank Of Canada
|
SELL
|
- |
-7- 0.71% |
$143 - $199
|
973
$10.3K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-24- 7.82% |
$491 - $683
|
283
$3.01K
|
|
|
Aug 04, 2023
Q2 2023
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-46- 7.28% |
$940 - $1.31K
|
586
$6.23K
|
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-63- 91.3% |
$1.29K - $1.79K
|
6
$63.8
|
|
|
Aug 14, 2023
Q2 2023
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-78- 0.77% |
$1.59K - $2.22K
|
10.1K
$107K
|
|
|
Jul 20, 2023
Q2 2023
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-81- 1.96% |
$1.66K - $2.31K
|
4.05K
$43.1K
|
|
|
Aug 09, 2023
Q2 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-87- 28.62% |
$1.78K - $2.48K
|
217
$2.31K
|
|
|
Aug 11, 2023
Q2 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-148- 71.15% |
$3.03K - $4.21K
|
60
$638
|
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-163- 69.66% |
$3.33K - $4.64K
|
71
$755
|
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-163- 69.66% |
$3.33K - $4.64K
|
71
$755
|
|
|
Aug 15, 2023
Q2 2023
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-180- 9.1% |
$3.68K - $5.12K
|
1.8K
$19.1K
|
|
|
Aug 07, 2023
Q2 2023
|
Tfc Financial Management
|
SELL
|
- |
-196- 79.67% |
$4.01K - $5.58K
|
50
$532
|
|
|
Jul 10, 2023
Q2 2023
|
Tsfg, LLC
|
SELL
|
- |
-225- 69.23% |
$4.6K - $6.4K
|
100
$1.06K
|
|
|
Aug 15, 2023
Q2 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-240- 33.66% |
$4.91K - $6.83K
|
473
$5.03K
|
|
|
Jul 24, 2023
Q2 2023
|
Arcadia Investment Management Corp
|
SELL
|
- |
-250- 25.0% |
$5.11K - $7.12K
|
750
$7.97K
|
|
|
Nov 13, 2023
Q2 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-253- 71.67% |
$5.17K - $7.2K
|
100
$1.06K
|
|
|
Jul 14, 2023
Q2 2023
|
Park Avenue Securities LLC
|
SELL
|
- |
-388- 3.61% |
$7.93K - $11K
|
10.4K
$110K
|
|
|
Aug 04, 2023
Q2 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-391- 94.9% |
$7.99K - $11.1K
|
21
$223
|
|
|
Aug 04, 2023
Q2 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-442- 52.49% |
$9.03K - $12.6K
|
400
$4.25K
|
|
|
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-442- 52.49% |
$9.03K - $12.6K
|
400
$4.25K
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-496- 0.92% |
$10.1K - $14.1K
|
53.4K
$567K
|
|
|
Aug 01, 2023
Q2 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-502- 57.57% |
$10.3K - $14.3K
|
370
$3.93K
|
|
|
Aug 14, 2023
Q2 2023
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-770- 42.68% |
$15.7K - $21.9K
|
1.03K
$11K
|
|
|
Aug 11, 2023
Q2 2023
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-809- 4.81% |
$16.5K - $23K
|
16K
$170K
|
|
|
Aug 10, 2023
Q2 2023
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-880- 0.03% |
$18K - $25K
|
3.02M
$32.1M
|
|
|
Aug 03, 2023
Q2 2023
|
Van Eck Associates Corp
|
SELL
|
- |
-1.17K- 14.79% |
$23.9K - $33.3K
|
6.74K
$71.7K
|
|
|
Aug 03, 2023
Q2 2023
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-1.23K- 13.29% |
$25.1K - $34.9K
|
8.01K
$85.2K
|
|
|
Jul 26, 2023
Q2 2023
|
Bell Bank
|
SELL
|
- |
-1.26K- 6.58% |
$25.8K - $36K
|
17.9K
$191K
|
|
|
Aug 14, 2023
Q2 2023
|
Hood River Capital Management LLC
Palm Beach Gardens, FL |
SELL
|
- |
-1.31K- 0.14% |
$26.8K - $37.3K
|
929K
$9.88M
|
|
|
Aug 14, 2023
Q2 2023
|
Parkwood LLC
Cleveland, OH |
SELL
|
- |
-1.76K- 3.3% |
$35.9K - $50K
|
51.5K
$548K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-1.88K- 4.87% |
$38.5K - $53.6K
|
36.8K
$391K
|