Purchases and Sales Made in Q2 2025 in Zoom Info Technologies Inc. (ZI)
This table provides information about the institutional ownership of Zoom Info Technologies Inc. (ZI) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
78.8K+ 69.97% |
$584K - $812K
|
191K
$1.94M
|
|
|
Jul 11, 2025
Q2 2025
|
Diversified Trust CO
|
BUY
|
- |
25.9KNew |
$192K - $267K
|
25.9K
$263K
|
|
|
Jul 09, 2025
Q2 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
25.2K+ 43.91% |
$187K - $260K
|
82.7K
$840K
|
|
|
Jul 01, 2025
Q2 2025
|
Kera Capital Partners, Inc.
Sacramento, CA |
BUY
|
- |
21.1KNew |
$157K - $218K
|
21.1K
$215K
|
|
|
Jul 07, 2025
Q2 2025
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
13.9KNew |
$103K - $143K
|
13.9K
$141K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
1.89K+ 143.64% |
$14K - $19.4K
|
3.2K
$32.5K
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
1.83K+ 160.65% |
$13.6K - $18.9K
|
2.97K
$30.2K
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
BUY
|
- |
567+ 16.7% |
$4.2K - $5.85K
|
3.96K
$40.2K
|
|
|
Jul 09, 2025
Q2 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
30+ 46.88% |
$222 - $309
|
94
$954
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-482- 83.25% |
$3.57K - $4.97K
|
97
$985
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-660- 69.33% |
$4.89K - $6.8K
|
292
$2.96K
|
|
|
Jul 11, 2025
Q2 2025
|
Assenagon Asset Management S.A.
|
SELL
|
- |
-77.4K- 23.29% |
$574K - $798K
|
255K
$2.59M
|