Purchases and Sales Made in Q4 2022 in Zoom Info Technologies Inc. (ZI)
This table provides information about the institutional ownership of Zoom Info Technologies Inc. (ZI) during Q4 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2023
Q4 2022
|
Baillie Gifford & CO
|
BUY
|
- |
62+ 16.15% |
$1.62K - $3.01K
|
446
$4.46K
|
|
|
Feb 13, 2023
Q4 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
48New |
$1.26K - $2.33K
|
48
$480
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
45New |
$1.18K - $2.19K
|
45
$450
|
|
|
Feb 15, 2023
Q4 2022
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
43+ 0.7% |
$1.13K - $2.09K
|
6.22K
$62.2K
|
|
|
Feb 09, 2023
Q4 2022
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
36New |
$942 - $1.75K
|
36
$360
|
|
|
Jan 27, 2023
Q4 2022
|
Paragon Wealth Strategies, LLC
|
BUY
|
- |
35New |
$916 - $1.7K
|
35
$350
|
|
|
Jan 25, 2023
Q4 2022
|
Versant Capital Management, Inc
|
BUY
|
- |
16New |
$419 - $778
|
16
$160
|
|
|
Jan 13, 2023
Q4 2022
|
Focused Wealth Management, Inc
|
BUY
|
- |
14New |
$366 - $681
|
14
$140
|
|
|
Feb 09, 2023
Q4 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
13+ 4.74% |
$340 - $632
|
287
$2.87K
|
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
12New |
$314 - $583
|
12
$120
|
|
|
Feb 06, 2023
Q4 2022
|
New Square Capital LLC
|
BUY
|
- |
9New |
$236 - $438
|
9
$90
|
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
9+ 16.36% |
$236 - $438
|
64
$640
|
|
|
Feb 07, 2023
Q4 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
6+ 15.79% |
$157 - $292
|
44
$440
|
|
|
Jan 18, 2023
Q4 2022
|
Private Trust CO Na
|
BUY
|
- |
4+ 0.4% |
$105 - $194
|
1.01K
$10.1K
|
|
|
Jan 31, 2023
Q4 2022
|
Schubert & CO
|
BUY
|
- |
3New |
$78.5 - $146
|
3
$30
|
|
|
Feb 13, 2023
Q4 2022
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
2New |
$52.3 - $97.2
|
2
$20
|
|
|
Feb 13, 2023
Q4 2022
|
Covestor LTD
Boston, MA |
BUY
|
- |
1+ 0.33% |
$26.2 - $48.6
|
306
$3.06K
|
|
|
Feb 01, 2023
Q4 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
1New |
$26.2 - $48.6
|
1
$10
|
|
|
Jan 23, 2023
Q4 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
1+ 0.21% |
$26.2 - $48.6
|
487
$4.87K
|
|
|
Feb 13, 2023
Q4 2022
|
Steward Financial Group LLC
|
BUY
|
- |
1New |
$26.2 - $48.6
|
1
$10
|
|
|
Feb 10, 2023
Q4 2022
|
Sandy Spring Bank
|
BUY
|
- |
1New |
$26.2 - $48.6
|
1
$10
|
|
|
Nov 26, 2024
Q4 2022
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 13, 2023
Q4 2022
|
Seeyond
Paris, I0 |
SELL
|
- |
-4- 0.12% |
$105 - $194
|
3.3K
$33K
|
|
|
Jan 30, 2023
Q4 2022
|
Sloy Dahl & Holst, LLC
|
SELL
|
- |
-7- 0.09% |
$183 - $340
|
7.47K
$74.7K
|
|
|
Feb 14, 2023
Q4 2022
|
Delphia (Usa) Inc.
Toronto, A6 |
SELL
|
- |
-23- 0.34% |
$602 - $1.12K
|
6.65K
$66.5K
|
|
|
Feb 10, 2023
Q4 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-29- 7.77% |
$759 - $1.41K
|
344
$3.44K
|
|
|
Jan 10, 2023
Q4 2022
|
Gradient Investments LLC
|
SELL
|
- |
-38- 90.48% |
$994 - $1.85K
|
4
$40
|
|
|
Jun 14, 2023
Q4 2022
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-39- 0.23% |
$1.02K - $1.9K
|
16.6K
$166K
|
|
|
Feb 14, 2023
Q4 2022
|
Tcw Group Inc
|
SELL
|
- |
-42- 0.03% |
$1.1K - $2.04K
|
126K
$1.26M
|
|
|
Jan 25, 2023
Q4 2022
|
Stephens Inc
|
SELL
|
- |
-54- 13.43% |
$1.41K - $2.63K
|
348
$3.48K
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-56- 12.39% |
$1.47K - $2.72K
|
396
$3.96K
|
|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-68- 68.0% |
$1.78K - $3.31K
|
32
$320
|
|
|
Feb 10, 2023
Q4 2022
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-97- 2.25% |
$2.54K - $4.72K
|
4.21K
$42.1K
|
|
|
Feb 08, 2023
Q4 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-109- 76.22% |
$2.85K - $5.3K
|
34
$340
|
|
|
Feb 02, 2023
Q4 2022
|
Guinness Atkinson Asset Management Inc
Pasadena, CA |
SELL
|
- |
-111- 10.0% |
$2.9K - $5.4K
|
999
$9.99K
|
|
|
Jan 26, 2023
Q4 2022
|
Dupont Capital Management Corp
|
SELL
|
- |
-140- 15.5% |
$3.66K - $6.81K
|
763
$7.63K
|
|
|
Feb 14, 2023
Q4 2022
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-164- 0.57% |
$4.29K - $7.97K
|
28.8K
$288K
|
|
|
Jan 26, 2023
Q4 2022
|
Stephens Investment Management Group LLC
|
SELL
|
- |
-191- 0.15% |
$5K - $9.29K
|
128K
$1.28M
|
|
|
Feb 10, 2023
Q4 2022
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-247- 61.9% |
$6.46K - $12K
|
152
$1.52K
|
|
|
Feb 16, 2023
Q4 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-258- 95.56% |
$6.75K - $12.5K
|
12
$120
|
|
|
Feb 08, 2023
Q4 2022
|
Arcadia Investment Management Corp
|
SELL
|
- |
-400- 28.57% |
$10.5K - $19.4K
|
1K
$10K
|
|
|
May 10, 2024
Q4 2022
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-437- 2.56% |
$11.4K - $21.2K
|
16.6K
$166K
|
|
|
Feb 15, 2023
Q4 2022
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-437- 2.56% |
$11.4K - $21.2K
|
16.6K
$166K
|
|
|
Mar 22, 2023
Q4 2022
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-437- 2.56% |
$11.4K - $21.2K
|
16.6K
$166K
|
|
|
Jan 24, 2023
Q4 2022
|
Park Avenue Securities LLC
|
SELL
|
- |
-446- 4.0% |
$11.7K - $21.7K
|
10.7K
$107K
|
|
|
Feb 13, 2023
Q4 2022
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-478- 24.75% |
$12.5K - $23.2K
|
1.45K
$14.5K
|
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
SELL
|
- |
-530- 44.43% |
$13.9K - $25.8K
|
663
$6.63K
|
|
|
Feb 09, 2023
Q4 2022
|
Impax Asset Management Group PLC
|
SELL
|
- |
-604- 3.78% |
$15.8K - $29.4K
|
15.4K
$154K
|
|
|
Feb 21, 2023
Q4 2022
|
Cva Family Office, LLC
|
SELL
|
- |
-665- 85.26% |
$17.4K - $32.3K
|
115
$1.15K
|
|
|
Feb 14, 2023
Q4 2022
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-693- 6.59% |
$18.1K - $33.7K
|
9.83K
$98.3K
|