Purchases and Sales Made in Q2 2024 in Zoom Info Technologies Inc. (ZI)
This table provides information about the institutional ownership of Zoom Info Technologies Inc. (ZI) during Q2 2024. 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 12, 2024
Q2 2024
|
Great West Life Assurance CO
Winnipeg, A2 |
BUY
|
- |
7.81K+ 1.52% |
$92K - $130K
|
523K
$5.61M
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
7.78K+ 18.73% |
$91.6K - $129K
|
49.3K
$528K
|
|
|
Aug 14, 2024
Q2 2024
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
7.72K+ 4.29% |
$91K - $128K
|
188K
$2.01M
|
|
|
Aug 02, 2024
Q2 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
7.26K+ 25.98% |
$85.5K - $121K
|
35.2K
$377K
|
|
|
Aug 14, 2024
Q2 2024
|
Petrus Trust Company, Lta
Dallas, TX |
BUY
|
- |
5.44K+ 29.68% |
$64K - $90.3K
|
23.7K
$255K
|
|
|
Aug 08, 2024
Q2 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
4.57K+ 4.42% |
$53.8K - $76K
|
108K
$1.16M
|
|
|
Aug 05, 2024
Q2 2024
|
Handelsbanken Fonder Ab
|
BUY
|
- |
4.2K+ 8.35% |
$49.5K - $69.8K
|
54.5K
$584K
|
|
|
Aug 14, 2024
Q2 2024
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
4.06K+ 3.49% |
$47.8K - $67.4K
|
120K
$1.29M
|
|
|
Dec 17, 2024
Q2 2024
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
BUY
|
- |
4KNew |
$47.1K - $66.5K
|
4K
$42.9K
|
|
|
Aug 13, 2024
Q2 2024
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
3.98K+ 2.76% |
$46.9K - $66.2K
|
148K
$1.59M
|
|
|
Aug 14, 2024
Q2 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
3.43K+ 7.75% |
$40.4K - $57K
|
47.7K
$511K
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
3.02K+ 1.11% |
$35.6K - $50.2K
|
276K
$2.95M
|
|
|
Jul 17, 2024
Q2 2024
|
J.Safra Asset Management Corp
|
BUY
|
- |
2.39K+ 955.2% |
$28.1K - $39.7K
|
2.64K
$28.3K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
2.2KNew |
$25.9K - $36.6K
|
2.2K
$23.6K
|
|
|
Aug 05, 2024
Q2 2024
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
1.57K+ 5.24% |
$18.4K - $26K
|
31.4K
$337K
|
|
|
Aug 14, 2024
Q2 2024
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
1.41K+ 1.05% |
$16.6K - $23.5K
|
136K
$1.46M
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
897+ 16.6% |
$10.6K - $14.9K
|
6.3K
$67.6K
|
|
|
Aug 12, 2024
Q2 2024
|
Performa LTD (Us), LLC
|
BUY
|
- |
850+ 89.47% |
$10K - $14.1K
|
1.8K
$19.3K
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
825+ 6.25% |
$9.72K - $13.7K
|
14K
$150K
|
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
754+ 5.53% |
$8.88K - $12.5K
|
14.4K
$154K
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
719+ 5.6% |
$8.47K - $11.9K
|
13.6K
$145K
|
|
|
Jul 31, 2024
Q2 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
592+ 170.11% |
$6.97K - $9.84K
|
940
$10.1K
|
|
|
Aug 13, 2024
Q2 2024
|
Blueshift Asset Management, LLC
Red Bank, NJ |
BUY
|
- |
511+ 2.66% |
$6.02K - $8.49K
|
19.8K
$212K
|
|
|
Aug 01, 2024
Q2 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
445+ 4.07% |
$5.24K - $7.4K
|
11.4K
$122K
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
335+ 19.45% |
$3.95K - $5.57K
|
2.06K
$22.1K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
309+ 7.62% |
$3.64K - $5.14K
|
4.36K
$46.8K
|
|
|
Aug 14, 2024
Q2 2024
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
265+ 5.34% |
$3.12K - $4.4K
|
5.23K
$56.1K
|
|
|
Jul 29, 2024
Q2 2024
|
Umb Bank, N.A.
|
BUY
|
- |
205+ 525.64% |
$2.41K - $3.41K
|
244
$2.62K
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
187New |
$2.2K - $3.11K
|
187
$2K
|
|
|
Jul 22, 2024
Q2 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
185New |
$2.18K - $3.07K
|
185
$1.98K
|
|
|
Aug 15, 2024
Q2 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
166+ 74.77% |
$1.96K - $2.76K
|
388
$4.16K
|
|
|
Aug 12, 2024
Q2 2024
|
Cornerstone Investment Partners, LLC
|
BUY
|
- |
142+ 0.56% |
$1.67K - $2.36K
|
25.4K
$272K
|
|
|
Aug 06, 2024
Q2 2024
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
132New |
$1.55K - $2.19K
|
132
$1.42K
|
|
|
Jul 19, 2024
Q2 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
131+ 11.28% |
$1.54K - $2.18K
|
1.29K
$13.9K
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
127+ 59.07% |
$1.5K - $2.11K
|
342
$3.67K
|
|
|
Aug 05, 2024
Q2 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
106+ 3.52% |
$1.25K - $1.76K
|
3.12K
$33.4K
|
|
|
Aug 14, 2024
Q2 2024
|
Swan Capital LLC
Pensacola, FL |
BUY
|
- |
100New |
$1.18K - $1.66K
|
100
$1.07K
|
|
|
Aug 07, 2024
Q2 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
91New |
$1.07K - $1.51K
|
91
$976
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
81New |
$954 - $1.35K
|
81
$868
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
53New |
$624 - $881
|
53
$568
|
|
|
Aug 08, 2024
Q2 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
50+ 0.63% |
$589 - $831
|
7.95K
$85.2K
|
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
45New |
$530 - $748
|
45
$482
|
|
|
Jul 09, 2024
Q2 2024
|
Cva Family Office, LLC
|
BUY
|
- |
39New |
$459 - $648
|
39
$418
|
|
|
Aug 15, 2024
Q2 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
36New |
$424 - $598
|
36
$386
|
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
12New |
$141 - $199
|
12
$129
|
|
|
Jul 18, 2024
Q2 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
10New |
$118 - $166
|
10
$107
|
|
|
Jul 02, 2024
Q2 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
6+ 4.26% |
$70.7 - $99.7
|
147
$1.58K
|
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
BUY
|
- |
1+ 1.79% |
$11.8 - $16.6
|
57
$611
|
|
|
Jul 30, 2024
Q2 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
1+ 25.0% |
$11.8 - $16.6
|
5
$53.6
|
|
|
Mar 04, 2025
Q2 2024
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|