Latest Institutional Transactions on Zoom Video Communications, Inc. (ZM)
This table provides information on the latest institutional transactions involving Zoom Video Communications, Inc. (ZM) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 17, 2024
Q3 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
3.94KNew |
$218K - $284K
|
3.94K
$338K
|
|
|
Oct 17, 2024
Q3 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
3.95KNew |
$219K - $284K
|
3.95K
$338K
|
|
|
Oct 17, 2024
Q3 2024
|
Riverview Trust CO
|
BUY
|
- |
9New |
$498 - $647
|
9
$770
|
|
|
Oct 16, 2024
Q3 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
6+ 25.0% |
$332 - $431
|
30
$2.57K
|
|
|
Oct 16, 2024
Q3 2024
|
Paragon Capital Management Inc
Provo, UT |
BUY
|
- |
30.9KNew |
$1.71M - $2.22M
|
30.9K
$2.64M
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
149+ 59.36% |
$8.24K - $10.7K
|
400
$34.2K
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
11KNew |
$608K - $791K
|
11K
$942K
|
|
|
Oct 16, 2024
Q3 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
7+ 31.82% |
$387 - $503
|
29
$2.48K
|
|
|
Oct 15, 2024
Q3 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-48- 18.53% |
$2.66K - $3.45K
|
211
$18.1K
|
|
|
Oct 15, 2024
Q3 2024
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-10- 31.25% |
$553 - $719
|
22
$1.88K
|
|
|
Oct 15, 2024
Q3 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-23.9K- 35.59% |
$1.32M - $1.72M
|
43.3K
$3.71M
|
|
|
Oct 15, 2024
Q3 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-10- 19.23% |
$553 - $719
|
42
$3.6K
|
|
|
Oct 15, 2024
Q3 2024
|
Alhambra Investment Partners LLC
|
BUY
|
- |
8.1KNew |
$448K - $582K
|
8.1K
$693K
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
5+ 26.32% |
$277 - $360
|
24
$2.05K
|
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-19- 82.61% |
$1.05K - $1.37K
|
4
$342
|
|
|
Oct 15, 2024
Q3 2024
|
Vontobel Holding Ltd.
|
BUY
|
- |
16.1K+ 43.46% |
$893K - $1.16M
|
53.3K
$4.56M
|
|
|
Oct 11, 2024
Q3 2024
|
Center Star Asset Management, LLC
|
BUY
|
- |
7.5KNew |
$415K - $539K
|
7.5K
$642K
|
|
|
Oct 11, 2024
Q3 2024
|
Rise Advisors, LLC
|
SELL
|
- |
-25- 14.37% |
$1.38K - $1.8K
|
149
$12.8K
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-11- 26.83% |
$609 - $791
|
30
$2.57K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
5.4K+ 18.53% |
$299K - $388K
|
34.5K
$2.96M
|
|
|
Oct 11, 2024
Q3 2024
|
Harrington Investments, Inc
|
BUY
|
- |
2.06K+ 12.39% |
$114K - $148K
|
18.6K
$1.6M
|
|
|
Oct 11, 2024
Q3 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-198- 98.02% |
$11K - $14.2K
|
4
$342
|
|
|
Oct 11, 2024
Q3 2024
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
198New |
$11K - $14.2K
|
198
$16.9K
|
|
|
Oct 10, 2024
Q3 2024
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
BUY
|
- |
2.4K+ 340.91% |
$133K - $173K
|
3.1K
$266K
|
|
|
Oct 10, 2024
Q3 2024
|
Cva Family Office, LLC
|
BUY
|
- |
14+ 43.75% |
$774 - $1.01K
|
46
$3.94K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
187+ 2.74% |
$10.3K - $13.4K
|
7.02K
$601K
|
|
|
Oct 10, 2024
Q3 2024
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
5.7KNew |
$315K - $410K
|
5.7K
$488K
|
|
|
Oct 10, 2024
Q3 2024
|
Annex Advisory Services, LLC
|
SELL
|
- |
-6- 0.1% |
$332 - $431
|
6.28K
$537K
|
|
|
Oct 09, 2024
Q3 2024
|
Perpetual LTD
Sydney, New South Wales, C3 |
BUY
|
- |
7.18K+ 44.66% |
$397K - $516K
|
23.2K
$1.99M
|
|
|
Oct 09, 2024
Q3 2024
|
Bank & Trust CO
Litchfield, IL |
SELL
|
- |
-13- 18.31% |
$719 - $935
|
58
$4.96K
|
|
|
Oct 09, 2024
Q3 2024
|
Hudson Capital Management LLC
|
BUY
|
- |
1.98K+ 3.04% |
$109K - $142K
|
66.9K
$5.72M
|
|
|
Oct 09, 2024
Q3 2024
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
1New |
$55.3 - $71.9
|
1
$85.6
|
|
|
Oct 09, 2024
Q3 2024
|
Wynn Capital, LLC
Augusta, GA |
BUY
|
- |
540+ 5.81% |
$29.9K - $38.8K
|
9.83K
$842K
|
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
1.14K+ 22.02% |
$62.9K - $81.8K
|
6.3K
$539K
|
|
|
Oct 08, 2024
Q3 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-16- 20.78% |
$885 - $1.15K
|
61
$5.22K
|
|
|
Oct 08, 2024
Q3 2024
|
Wedmont Private Capital
|
BUY
|
- |
2.98KNew |
$165K - $214K
|
2.98K
$255K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
54.6K+ 657.67% |
$3.02M - $3.93M
|
62.9K
$5.39M
|
|
|
Oct 08, 2024
Q3 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-5- 1.46% |
$277 - $360
|
338
$28.9K
|
|
|
Oct 08, 2024
Q3 2024
|
Royal Fund Management, LLC
|
BUY
|
- |
3.8K+ 90.48% |
$210K - $273K
|
8K
$685K
|
|
|
Oct 08, 2024
Q3 2024
|
Royal Fund Management, LLC
|
SELL
|
CALL |
-200- 50.0% |
$11.1K - $14.4K
|
200
$17.1K
|
|
|
Oct 08, 2024
Q3 2024
|
Sanders Morris Harris LLC
|
BUY
|
- |
2.9KNew |
$160K - $209K
|
2.9K
$248K
|
|
|
Oct 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-274- 93.84% |
$15.2K - $19.7K
|
18
$1.54K
|
|
|
Oct 07, 2024
Q3 2024
|
Diversified Trust CO
|
SELL
|
- |
-9.52K- 21.57% |
$526K - $684K
|
34.6K
$2.96M
|
|
|
Oct 07, 2024
Q3 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
183+ 1.59% |
$10.1K - $13.2K
|
11.7K
$1M
|
|
|
Oct 07, 2024
Q3 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
22+ 2.28% |
$1.22K - $1.58K
|
986
$84.4K
|
|
|
Oct 07, 2024
Q3 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
129+ 129.0% |
$7.14K - $9.28K
|
229
$19.6K
|
|
|
Oct 04, 2024
Q3 2024
|
Handelsbanken Fonder Ab
|
SELL
|
- |
-19.5K- 10.4% |
$1.08M - $1.4M
|
168K
$14.4M
|
|
|
Oct 04, 2024
Q3 2024
|
Wright Investors Service Inc
|
BUY
|
- |
15.7KNew |
$871K - $1.13M
|
15.7K
$1.35M
|
|
|
Oct 04, 2024
Q3 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
67+ 12.43% |
$3.71K - $4.82K
|
606
$51.9K
|
|
|
Oct 03, 2024
Q3 2024
|
Sg Americas Securities, LLC
|
BUY
|
- |
7.2K+ 49.56% |
$398K - $518K
|
21.7K
$1.86M
|