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 |
|---|---|---|---|---|---|---|---|
|
Nov 02, 2023
Q3 2023
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
230New |
$3.62K - $6.66K
|
230
$2.44K
|
|
|
Oct 18, 2023
Q3 2023
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
228+ 60.64% |
$3.59K - $6.6K
|
604
$6.42K
|
|
|
Oct 30, 2023
Q3 2023
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
212+ 0.03% |
$3.33K - $6.14K
|
701K
$7.45M
|
|
|
Nov 07, 2023
Q3 2023
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
BUY
|
- |
188+ 0.16% |
$2.96K - $5.44K
|
117K
$1.24M
|
|
|
Nov 08, 2023
Q3 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
160+ 73.73% |
$2.52K - $4.63K
|
377
$4.01K
|
|
|
Nov 08, 2023
Q3 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
154+ 49.04% |
$2.42K - $4.46K
|
468
$4.97K
|
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO
|
BUY
|
- |
153New |
$2.41K - $4.43K
|
153
$1.63K
|
|
|
Nov 03, 2023
Q3 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
151+ 719.05% |
$2.38K - $4.37K
|
172
$1.83K
|
|
|
Oct 31, 2023
Q3 2023
|
Fifth Third Bancorp
|
BUY
|
- |
135+ 15.48% |
$2.12K - $3.91K
|
1.01K
$10.7K
|
|
|
Oct 10, 2023
Q3 2023
|
National Bank Of Canada
|
BUY
|
- |
121+ 12.44% |
$1.9K - $3.5K
|
1.09K
$11.6K
|
|
|
Nov 14, 2023
Q3 2023
|
Stephens Inc
|
BUY
|
- |
109+ 15.89% |
$1.71K - $3.16K
|
795
$8.45K
|
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
101+ 1010.0% |
$1.59K - $2.92K
|
111
$1.18K
|
|
|
Oct 27, 2023
Q3 2023
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
99+ 0.03% |
$1.56K - $2.87K
|
330K
$3.51M
|
|
|
Nov 13, 2023
Q3 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
98+ 49.0% |
$1.54K - $2.84K
|
298
$3.17K
|
|
|
Oct 30, 2023
Q3 2023
|
Grove Bank & Trust
|
BUY
|
- |
85New |
$1.34K - $2.46K
|
85
$904
|
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
77New |
$1.21K - $2.23K
|
77
$819
|
|
|
Oct 11, 2023
Q3 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
72+ 45.86% |
$1.13K - $2.08K
|
229
$2.43K
|
|
|
Nov 13, 2023
Q3 2023
|
Glassman Wealth Services
|
BUY
|
- |
57+ 24.15% |
$897 - $1.65K
|
293
$3.11K
|
|
|
Nov 13, 2023
Q3 2023
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
52+ 2.4% |
$818 - $1.51K
|
2.22K
$23.6K
|
|
|
Oct 10, 2023
Q3 2023
|
Quent Capital, LLC
|
BUY
|
- |
45+ 83.33% |
$708 - $1.3K
|
99
$1.05K
|
|
|
Jun 14, 2024
Q3 2023
|
Quent Capital, LLC
|
BUY
|
- |
45+ 83.33% |
$708 - $1.3K
|
99
$1.05K
|
|
|
Nov 03, 2023
Q3 2023
|
Larson Financial Group LLC
|
BUY
|
- |
43New |
$676 - $1.24K
|
43
$457
|
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
34+ 850.0% |
$535 - $984
|
38
$404
|
|
|
Aug 16, 2024
Q3 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
34+ 10.0% |
$535 - $984
|
374
$3.98K
|
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
21+ 31.82% |
$330 - $608
|
87
$925
|
|
|
Oct 25, 2023
Q3 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
20+ 25.0% |
$315 - $579
|
100
$1.06K
|
|
|
Nov 13, 2023
Q3 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
17+ 3.82% |
$267 - $492
|
462
$4.91K
|
|
|
Nov 13, 2023
Q3 2023
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
17+ 8.5% |
$267 - $492
|
217
$2.31K
|
|
|
Oct 27, 2023
Q3 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
8+ 3.52% |
$126 - $232
|
235
$2.5K
|
|
|
Oct 20, 2023
Q3 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
7+ 29.17% |
$110 - $203
|
31
$330
|
|
|
Nov 13, 2023
Q3 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
1+ 0.06% |
$15.7 - $29
|
1.8K
$19.1K
|
|
|
Oct 17, 2023
Q3 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-2- 0.4% |
$31.5 - $57.9
|
493
$5.24K
|
|
|
Nov 14, 2023
Q3 2023
|
Ostrum Asset Management
Paris, I0 |
SELL
|
- |
-23- 0.66% |
$362 - $666
|
3.48K
$37K
|
|
|
Apr 04, 2024
Q3 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-27Closed |
$425 - $782
|
0
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-29- 40.85% |
$456 - $840
|
42
$446
|
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
SELL
|
- |
-65- 3.17% |
$1.02K - $1.88K
|
1.99K
$21.1K
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-65- 22.97% |
$1.02K - $1.88K
|
218
$2.32K
|
|
|
Nov 13, 2023
Q3 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-100Closed |
$1.57K - $2.9K
|
0
$0
|
|
|
Nov 09, 2023
Q3 2023
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-139- 46.8% |
$2.19K - $4.02K
|
158
$1.68K
|
|
|
Nov 08, 2023
Q3 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-183- 38.69% |
$2.88K - $5.3K
|
290
$3.08K
|
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
SELL
|
- |
-196- 8.09% |
$3.08K - $5.67K
|
2.23K
$23.7K
|
|
|
Nov 08, 2023
Q3 2023
|
Van Eck Associates Corp
|
SELL
|
- |
-228- 3.38% |
$3.59K - $6.6K
|
6.52K
$69.3K
|
|
|
May 20, 2024
Q3 2023
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-296- 2.85% |
$4.66K - $8.57K
|
10.1K
$107K
|
|
|
Nov 14, 2023
Q3 2023
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-320- 0.88% |
$5.03K - $9.26K
|
36K
$382K
|
|
|
Oct 25, 2023
Q3 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-352- 97.78% |
$5.54K - $10.2K
|
8
$85
|
|
|
Nov 13, 2023
Q3 2023
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-356- 45.01% |
$5.6K - $10.3K
|
435
$4.62K
|
|
|
Nov 14, 2023
Q3 2023
|
Seaport Global Advisors, LLC
Boston, MA |
SELL
|
- |
-446- 5.65% |
$7.02K - $12.9K
|
7.45K
$79.2K
|
|
|
Nov 14, 2023
Q3 2023
|
Quantinno Capital Management LP
New York, NY |
SELL
|
- |
-497- 1.49% |
$7.82K - $14.4K
|
33K
$350K
|
|
|
Nov 06, 2023
Q3 2023
|
Achmea Investment Management B.V.
|
SELL
|
- |
-570- 0.67% |
$8.97K - $16.5K
|
84.8K
$901K
|
|
|
Nov 13, 2023
Q3 2023
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
SELL
|
- |
-587- 0.54% |
$9.23K - $17K
|
108K
$1.14M
|