Purchases and Sales Made in Q3 2021 in Zoom Info Technologies Inc. (ZI)
This table provides information about the institutional ownership of Zoom Info Technologies Inc. (ZI) during Q3 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 09, 2021
Q3 2021
|
First Horizon Advisors, Inc.
|
BUY
|
- |
227+ 7566.67% |
$11.3K - $15.6K
|
230
$2.33K
|
|
|
Nov 09, 2021
Q3 2021
|
Hudock, Inc.
|
BUY
|
- |
200New |
$9.95K - $13.7K
|
200
$2.03K
|
|
|
Nov 09, 2021
Q3 2021
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
150New |
$7.46K - $10.3K
|
150
$1.52K
|
|
|
Oct 29, 2021
Q3 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
130+ 1.58% |
$6.47K - $8.91K
|
8.34K
$84.7K
|
|
|
Nov 05, 2021
Q3 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
105+ 175.0% |
$5.22K - $7.19K
|
165
$1.67K
|
|
|
Oct 27, 2021
Q3 2021
|
Stephens Inc
|
BUY
|
- |
96New |
$4.78K - $6.58K
|
96
$974
|
|
|
Nov 08, 2021
Q3 2021
|
Shaker Investments LLC
|
BUY
|
- |
82+ 0.22% |
$4.08K - $5.62K
|
37K
$376K
|
|
|
Nov 15, 2021
Q3 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
60+ 60.0% |
$2.99K - $4.11K
|
160
$1.62K
|
|
|
Nov 05, 2021
Q3 2021
|
Sandy Spring Bank
|
BUY
|
- |
50New |
$2.49K - $3.43K
|
50
$508
|
|
|
Nov 02, 2021
Q3 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
43+ 1.09% |
$2.14K - $2.95K
|
4K
$40.6K
|
|
|
Mar 22, 2023
Q3 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
35+ 8.24% |
$1.74K - $2.4K
|
460
$4.67K
|
|
|
Nov 12, 2021
Q3 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
33+ 43.42% |
$1.64K - $2.26K
|
109
$1.11K
|
|
|
Oct 28, 2021
Q3 2021
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
13New |
$647 - $891
|
13
$132
|
|
|
Nov 12, 2021
Q3 2021
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
12New |
$597 - $822
|
12
$122
|
|
|
Nov 15, 2021
Q3 2021
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
11New |
$547 - $754
|
11
$112
|
|
|
Oct 12, 2021
Q3 2021
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
10New |
$498 - $685
|
10
$102
|
|
|
Nov 12, 2021
Q3 2021
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
8New |
$398 - $548
|
8
$81.2
|
|
|
Nov 16, 2021
Q3 2021
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
5New |
$249 - $343
|
5
$50.8
|
|
|
Nov 15, 2021
Q3 2021
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
3+ 0.03% |
$149 - $206
|
9.75K
$98.9K
|
|
|
Nov 09, 2021
Q3 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 10, 2025
Q3 2021
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 13, 2024
Q3 2021
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-5Closed |
$249 - $343
|
0
$0
|
|
|
Oct 15, 2021
Q3 2021
|
Bartlett & Co. LLC
|
SELL
|
- |
-5Closed |
$249 - $343
|
0
$0
|
|
|
Nov 09, 2021
Q3 2021
|
Saban Cheryl
Los Angeles, CA |
SELL
|
- |
-60Closed |
$2.99K - $4.11K
|
0
$0
|
|
|
Oct 13, 2021
Q3 2021
|
Corbenic Partners LLC
|
SELL
|
- |
-77- 29.06% |
$3.83K - $5.28K
|
188
$1.91K
|
|
|
Nov 04, 2021
Q3 2021
|
Larson Financial Group LLC
|
SELL
|
- |
-86Closed |
$4.28K - $5.89K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-137- 0.06% |
$6.82K - $9.39K
|
214K
$2.17M
|
|
|
Nov 12, 2021
Q3 2021
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-146- 2.98% |
$7.26K - $10K
|
4.75K
$48.2K
|
|
|
Nov 05, 2021
Q3 2021
|
Lindbrook Capital, LLC
|
SELL
|
- |
-150Closed |
$7.46K - $10.3K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-193- 83.91% |
$9.6K - $13.2K
|
37
$376
|
|
|
Feb 11, 2022
Q3 2021
|
State Of Wyoming
Cheyenne, WY |
SELL
|
- |
-354- 8.77% |
$17.6K - $24.3K
|
3.68K
$37.4K
|
|
|
Nov 12, 2021
Q3 2021
|
Mc Carthy Asset Management, Inc.
|
SELL
|
- |
-406Closed |
$20.2K - $27.8K
|
0
$0
|
|
|
Oct 26, 2021
Q3 2021
|
Advisory Resource Group
|
SELL
|
- |
-603- 9.56% |
$30K - $41.3K
|
5.71K
$57.9K
|
|
|
Nov 01, 2021
Q3 2021
|
Sg Americas Securities, LLC
|
SELL
|
- |
-945- 1.91% |
$47K - $64.8K
|
48.5K
$492K
|
|
|
Nov 02, 2021
Q3 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-1.02K- 82.62% |
$50.8K - $70K
|
215
$2.18K
|
|
|
Nov 15, 2021
Q3 2021
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-1.42K- 25.72% |
$70.7K - $97.4K
|
4.1K
$41.7K
|
|
|
Oct 12, 2021
Q3 2021
|
Focused Wealth Management, Inc
|
SELL
|
- |
-2.8KClosed |
$139K - $192K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Primecap Management CO
Pasadena, CA |
SELL
|
- |
-3.15K- 0.97% |
$157K - $216K
|
321K
$3.25M
|
|
|
Nov 15, 2021
Q3 2021
|
Bayesian Capital Management, LP
Brooklyn, NY |
SELL
|
- |
-3.18K- 25.5% |
$158K - $218K
|
9.3K
$94.4K
|
|
|
Nov 09, 2021
Q3 2021
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-3.76K- 88.7% |
$187K - $258K
|
479
$4.86K
|
|
|
Oct 12, 2021
Q3 2021
|
Altfest L J & CO Inc
|
SELL
|
- |
-4.14KClosed |
$206K - $284K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Alkeon Capital Management LLC
New York, NY |
SELL
|
- |
-4.9K- 0.19% |
$244K - $336K
|
2.59M
$26.3M
|
|
|
Nov 10, 2021
Q3 2021
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
SELL
|
- |
-5.31K- 50.0% |
$264K - $364K
|
5.31K
$53.9K
|
|
|
Nov 12, 2021
Q3 2021
|
Ray Dalio
Bridgewater Associates, LP | Westport, Ct
|
SELL
|
- |
-6.08K- 62.43% |
$303K - $417K
|
3.66K
$37.2K
|
|
|
Nov 12, 2021
Q3 2021
|
Bamco Inc
New York, NY |
SELL
|
- |
-7.77K- 0.18% |
$386K - $532K
|
4.24M
$43.1M
|
|
|
Oct 28, 2021
Q3 2021
|
Illinois Municipal Retirement Fund
|
SELL
|
- |
-8.19KClosed |
$408K - $561K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
SELL
|
- |
-8.3KClosed |
$413K - $568K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Texas Treasury Safekeeping Trust CO
Austin, TX |
SELL
|
- |
-10.7KClosed |
$532K - $732K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Trexquant Investment LP
Stamford, CT |
SELL
|
- |
-10.7KClosed |
$535K - $736K
|
0
$0
|