Purchases and Sales Made in Q3 2023 in Zoom Info Technologies Inc. (ZI)
This table provides information about the institutional ownership of Zoom Info Technologies Inc. (ZI) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 23, 2023
Q3 2023
|
Aquila Investment Management LLC
|
BUY
|
- |
7K+ 7.95% |
$110K - $203K
|
95K
$985K
|
|
|
Nov 13, 2023
Q3 2023
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
6.96K+ 63.28% |
$110K - $202K
|
18K
$186K
|
|
|
Oct 27, 2023
Q3 2023
|
State Of Michigan Retirement System
|
BUY
|
- |
6.5K+ 9.79% |
$102K - $188K
|
72.9K
$756K
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
5.72K+ 27.84% |
$89.9K - $166K
|
26.3K
$272K
|
|
|
Nov 14, 2023
Q3 2023
|
United Services Automobile Association
San Antonio, TX |
BUY
|
- |
5.14K+ 35.63% |
$80.9K - $149K
|
19.6K
$203K
|
|
|
Nov 07, 2023
Q3 2023
|
Metis Global Partners, LLC
|
BUY
|
- |
4.99K+ 42.5% |
$78.5K - $145K
|
16.7K
$174K
|
|
|
Nov 13, 2023
Q3 2023
|
Cornerstone Investment Partners, LLC
|
BUY
|
- |
4.15K+ 26.58% |
$65.3K - $120K
|
19.8K
$205K
|
|
|
Oct 26, 2023
Q3 2023
|
Ifm Investors Pty LTD
|
BUY
|
- |
3.8K+ 7.03% |
$59.8K - $110K
|
57.8K
$600K
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
3.68K+ 6.9% |
$57.9K - $107K
|
57.1K
$592K
|
|
|
Nov 09, 2023
Q3 2023
|
Prudential PLC
London, England, X0 |
BUY
|
- |
3.67K+ 14.57% |
$57.8K - $106K
|
28.9K
$299K
|
|
|
Nov 08, 2023
Q3 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
BUY
|
- |
3.43KNew |
$54K - $99.4K
|
3.43K
$35.6K
|
|
|
Nov 02, 2023
Q3 2023
|
M&T Bank Corp
|
BUY
|
- |
2.85K+ 25.99% |
$44.8K - $82.4K
|
13.8K
$143K
|
|
|
Oct 16, 2023
Q3 2023
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
2.85K+ 8.52% |
$44.8K - $82.4K
|
36.3K
$376K
|
|
|
Oct 23, 2023
Q3 2023
|
Xponance, Inc.
|
BUY
|
- |
2.53K+ 4.9% |
$39.7K - $73.2K
|
54.1K
$561K
|
|
|
Nov 14, 2023
Q3 2023
|
Natixis
Paris, I0 |
BUY
|
- |
2.52K+ 335.02% |
$39.6K - $72.8K
|
3.27K
$33.9K
|
|
|
Nov 08, 2023
Q3 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
2.49K+ 14.73% |
$39.1K - $72K
|
19.4K
$201K
|
|
|
Nov 08, 2023
Q3 2023
|
Banque Cantonale Vaudoise
|
BUY
|
- |
2.42K+ 47.35% |
$38K - $69.9K
|
7.52K
$77.9K
|
|
|
Nov 07, 2023
Q3 2023
|
Cutler Group LP
|
BUY
|
- |
2.35K+ 60.92% |
$37K - $68.1K
|
6.21K
$64.4K
|
|
|
Nov 08, 2023
Q3 2023
|
State Board Of Administration Of Florida Retirement System
|
BUY
|
- |
2.31K+ 0.91% |
$36.3K - $66.7K
|
255K
$2.65M
|
|
|
Oct 24, 2023
Q3 2023
|
Bailard, Inc.
|
BUY
|
- |
2.29K+ 10.12% |
$36K - $66.3K
|
24.9K
$258K
|
|
|
Oct 23, 2023
Q3 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
2.12K+ 12.35% |
$33.3K - $61.4K
|
19.3K
$200K
|
|
|
Nov 09, 2023
Q3 2023
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
2.01K+ 1.02% |
$31.6K - $58.1K
|
198K
$2.05M
|
|
|
Oct 30, 2023
Q3 2023
|
Securian Asset Management, Inc
|
BUY
|
- |
1.83K+ 7.62% |
$28.8K - $53K
|
25.8K
$268K
|
|
|
Nov 14, 2023
Q3 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
1.78K+ 547.84% |
$27.9K - $51.4K
|
2.1K
$21.8K
|
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.63K+ 28.29% |
$25.6K - $47.1K
|
7.37K
$76.5K
|
|
|
Oct 20, 2023
Q3 2023
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
1.55K+ 15.67% |
$24.3K - $44.7K
|
11.4K
$118K
|
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.14K+ 0.51% |
$18K - $33.1K
|
225K
$2.33M
|
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
1.11K+ 1.65% |
$17.5K - $32.3K
|
68.4K
$710K
|
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
850+ 139.34% |
$13.4K - $24.6K
|
1.46K
$15.1K
|
|
|
Nov 13, 2023
Q3 2023
|
Pro Share Advisors LLC
|
BUY
|
- |
730+ 4.64% |
$11.5K - $21.1K
|
16.5K
$171K
|
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
BUY
|
- |
730+ 95.93% |
$11.5K - $21.1K
|
1.49K
$15.5K
|
|
|
Nov 13, 2023
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
694+ 173.5% |
$10.9K - $20.1K
|
1.09K
$11.3K
|
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
694+ 173.5% |
$10.9K - $20.1K
|
1.09K
$11.3K
|
|
|
Nov 14, 2023
Q3 2023
|
West Tower Group, LLC
Richmond, VA |
BUY
|
- |
644New |
$10.1K - $18.6K
|
644
$6.68K
|
|
|
Nov 14, 2023
Q3 2023
|
Wahed Invest LLC
New York, NY |
BUY
|
- |
633+ 14.85% |
$9.96K - $18.3K
|
4.9K
$50.8K
|
|
|
Nov 03, 2023
Q3 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
631+ 170.54% |
$9.93K - $18.3K
|
1K
$10.4K
|
|
|
Nov 08, 2023
Q3 2023
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
483+ 2.48% |
$7.6K - $14K
|
19.9K
$207K
|
|
|
Nov 14, 2023
Q3 2023
|
Stephens Investment Management Group LLC
|
BUY
|
- |
477+ 0.37% |
$7.5K - $13.8K
|
128K
$1.33M
|
|
|
Nov 06, 2023
Q3 2023
|
Guinness Atkinson Asset Management Inc
Pasadena, CA |
BUY
|
- |
456+ 51.35% |
$7.17K - $13.2K
|
1.34K
$13.9K
|
|
|
Nov 02, 2023
Q3 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
418New |
$6.58K - $12.1K
|
418
$4.33K
|
|
|
Nov 15, 2023
Q3 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
400New |
$6.29K - $11.6K
|
400
$4.15K
|
|
|
Nov 01, 2023
Q3 2023
|
Performa LTD (Us), LLC
|
BUY
|
- |
400+ 80.0% |
$6.29K - $11.6K
|
900
$9.33K
|
|
|
Oct 04, 2023
Q3 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
371New |
$5.84K - $10.7K
|
371
$3.85K
|
|
|
Oct 27, 2023
Q3 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
367New |
$5.77K - $10.6K
|
367
$3.81K
|
|
|
Nov 09, 2023
Q3 2023
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
343New |
$5.4K - $9.93K
|
343
$3.56K
|
|
|
Nov 13, 2023
Q3 2023
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
313+ 21.34% |
$4.92K - $9.06K
|
1.78K
$18.5K
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
256+ 121.9% |
$4.03K - $7.41K
|
466
$4.83K
|
|
|
Oct 03, 2023
Q3 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
253+ 683.78% |
$3.98K - $7.32K
|
290
$3.01K
|
|
|
Oct 05, 2023
Q3 2023
|
West Oak Capital, LLC
|
BUY
|
- |
250+ 500.0% |
$3.93K - $7.24K
|
300
$3.11K
|
|
|
Nov 14, 2023
Q3 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
238+ 1.54% |
$3.74K - $6.89K
|
15.7K
$163K
|