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 |
|---|---|---|---|---|---|---|---|
|
Apr 16, 2025
Q1 2025
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-120- 3.91% |
$8.67K - $10.6K
|
2.95K
$228K
|
|
|
Apr 16, 2025
Q1 2025
|
Granite Shares Advisors LLC
|
BUY
|
- |
13+ 0.19% |
$939 - $1.15K
|
6.73K
$519K
|
|
|
Apr 16, 2025
Q1 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
379+ 10.78% |
$27.4K - $33.6K
|
3.9K
$301K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-991- 2.2% |
$71.6K - $87.8K
|
44.2K
$3.41M
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
BUY
|
- |
17+ 28.81% |
$1.23K - $1.51K
|
76
$5.86K
|
|
|
Apr 16, 2025
Q1 2025
|
Everhart Financial Group, Inc.
|
BUY
|
- |
390+ 6.4% |
$28.2K - $34.6K
|
6.49K
$501K
|
|
|
Apr 16, 2025
Q1 2025
|
Donald L. Hagan, LLC
|
BUY
|
- |
358+ 3.87% |
$25.9K - $31.7K
|
9.6K
$741K
|
|
|
Apr 16, 2025
Q1 2025
|
Grant Private Wealth Management Inc
Pleasanton, CA |
BUY
|
- |
1.42K+ 12.4% |
$103K - $126K
|
12.9K
$993K
|
|
|
Apr 15, 2025
Q1 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-2- 6.9% |
$144 - $177
|
27
$2.08K
|
|
|
Apr 15, 2025
Q1 2025
|
Sg Americas Securities, LLC
|
SELL
|
- |
-5.76K- 17.89% |
$416K - $510K
|
26.4K
$2.04M
|
|
|
Apr 15, 2025
Q1 2025
|
Avanza Fonder Ab
Stockholm, V7 |
SELL
|
- |
-6.8K- 35.51% |
$491K - $603K
|
12.4K
$953K
|
|
|
Apr 15, 2025
Q1 2025
|
Handelsbanken Fonder Ab
|
SELL
|
- |
-3.15K- 1.23% |
$228K - $279K
|
254K
$19.6M
|
|
|
Apr 15, 2025
Q1 2025
|
Assenagon Asset Management S.A.
|
SELL
|
- |
-203K- 16.26% |
$14.7M - $18M
|
1.05M
$80.9M
|
|
|
Apr 15, 2025
Q1 2025
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-3.45K- 36.48% |
$249K - $306K
|
6.01K
$464K
|
|
|
Apr 15, 2025
Q1 2025
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-215- 5.49% |
$15.5K - $19.1K
|
3.7K
$286K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-60- 29.85% |
$4.33K - $5.32K
|
141
$10.9K
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
BUY
|
- |
28New |
$2.02K - $2.48K
|
28
$2.16K
|
|
|
Apr 14, 2025
Q1 2025
|
Clean Yield Group
|
BUY
|
- |
41New |
$2.96K - $3.63K
|
41
$3.16K
|
|
|
Apr 14, 2025
Q1 2025
|
Wynn Capital, LLC
Augusta, GA |
BUY
|
- |
160+ 1.59% |
$11.6K - $14.2K
|
10.2K
$787K
|
|
|
Apr 14, 2025
Q1 2025
|
Wedmont Private Capital
|
BUY
|
- |
12+ 0.36% |
$867 - $1.06K
|
3.36K
$259K
|
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
BUY
|
- |
5+ 27.78% |
$361 - $443
|
23
$1.77K
|
|
|
Apr 14, 2025
Q1 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
100+ 714.29% |
$7.22K - $8.86K
|
114
$8.8K
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
22New |
$1.59K - $1.95K
|
22
$1.7K
|
|
|
Apr 14, 2025
Q1 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
6.45K+ 37.38% |
$466K - $571K
|
23.7K
$1.83M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1.19K- 35.27% |
$85.7K - $105K
|
2.18K
$168K
|
|
|
Apr 14, 2025
Q1 2025
|
Yousif Capital Management, LLC
|
BUY
|
- |
1.08K+ 31.86% |
$77.7K - $95.4K
|
4.45K
$344K
|
|
|
Apr 14, 2025
Q1 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
47+ 43.52% |
$3.39K - $4.17K
|
155
$12K
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
12KNew |
$865K - $1.06M
|
12K
$924K
|
|
|
Apr 14, 2025
Q1 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
11.6K+ 40.84% |
$837K - $1.03M
|
40K
$3.08M
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-62.9K- 98.64% |
$4.55M - $5.58M
|
865
$66.8K
|
|
|
Apr 11, 2025
Q1 2025
|
Hudson Capital Management LLC
|
BUY
|
- |
1.19K+ 1.88% |
$85.9K - $105K
|
64.6K
$4.98M
|
|
|
Apr 11, 2025
Q1 2025
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-200- 2.42% |
$14.4K - $17.7K
|
8.06K
$622K
|
|
|
Apr 11, 2025
Q1 2025
|
Harrington Investments, Inc
|
SELL
|
- |
-245- 1.4% |
$17.7K - $21.7K
|
17.3K
$1.34M
|
|
|
Apr 11, 2025
Q1 2025
|
Gateway Investment Advisers LLC
|
BUY
|
- |
304+ 2.42% |
$22K - $26.9K
|
12.8K
$991K
|
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
SELL
|
- |
-5- 41.67% |
$361 - $443
|
7
$540
|
|
|
Apr 10, 2025
Q1 2025
|
Annex Advisory Services, LLC
|
SELL
|
- |
-12- 0.19% |
$867 - $1.06K
|
6.26K
$483K
|
|
|
Apr 09, 2025
Q1 2025
|
Wright Investors Service Inc
|
SELL
|
- |
-121- 0.76% |
$8.74K - $10.7K
|
15.7K
$1.21M
|
|
|
Apr 09, 2025
Q1 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
6.1KNew |
$441K - $541K
|
6.1K
$471K
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
3.87K+ 29.46% |
$279K - $343K
|
17K
$1.31M
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
SELL
|
- |
-12- 46.15% |
$867 - $1.06K
|
14
$1.08K
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
14+ 200.0% |
$1.01K - $1.24K
|
21
$1.62K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
120+ 1333.33% |
$8.67K - $10.6K
|
129
$9.95K
|
|
|
Apr 07, 2025
Q1 2025
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-3.09K- 5.75% |
$223K - $274K
|
50.7K
$3.92M
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
10+ 4.2% |
$722 - $886
|
248
$19.1K
|
|
|
Apr 02, 2025
Q1 2025
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-2.55K- 72.86% |
$184K - $226K
|
950
$73.3K
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
246+ 176.98% |
$17.8K - $21.8K
|
385
$29.7K
|
|
| Q4 2024 | |||||||
|
Jun 30, 2025
Q4 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
236K+ 28.39% |
$15.9M - $21M
|
1.07M
$82.4M
|
|
|
Jun 10, 2025
Q4 2024
|
Militia Capital Partners, LP
Las Vegas, NV |
BUY
|
- |
1.7KNew |
$114K - $151K
|
1.7K
$131K
|
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
937+ 3.4% |
$63K - $83.4K
|
28.5K
$2.2M
|
|
|
May 29, 2025
Q4 2024
|
Generali Asset Management Spa Sgr
Trieste, L6 |
BUY
|
- |
18K+ 92.24% |
$1.21M - $1.6M
|
37.5K
$2.89M
|
|