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 |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2024
Q4 2023
|
Sanctuary Wealth Management, L.L.C.
|
SELL
|
- |
-50- 33.33% |
$2.96K - $3.71K
|
100
$8.56K
|
|
|
Feb 06, 2024
Q4 2023
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
4KNew |
$237K - $297K
|
4K
$342K
|
|
|
Feb 06, 2024
Q4 2023
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
10New |
$593 - $742
|
10
$856
|
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
SELL
|
- |
-160- 4.48% |
$9.49K - $11.9K
|
3.42K
$292K
|
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
10.9KNew |
$649K - $812K
|
10.9K
$937K
|
|
|
Feb 05, 2024
Q4 2023
|
One Day In July LLC
|
SELL
|
- |
-656- 14.03% |
$38.9K - $48.7K
|
4.02K
$344K
|
|
|
Feb 02, 2024
Q4 2023
|
Evolution Advisers, Inc.
|
BUY
|
- |
10New |
$593 - $742
|
10
$856
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
35New |
$2.08K - $2.6K
|
35
$3K
|
|
|
Jan 31, 2024
Q4 2023
|
Naples Money Management LLC
Naples, FL |
BUY
|
- |
125New |
$7.41K - $9.28K
|
125
$10.7K
|
|
|
Jan 30, 2024
Q4 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
BUY
|
- |
21+ 1.52% |
$1.25K - $1.56K
|
1.41K
$120K
|
|
|
Jan 30, 2024
Q4 2023
|
Phoenix Wealth Advisors
|
SELL
|
- |
-59- 1.84% |
$3.5K - $4.38K
|
3.14K
$269K
|
|
|
Jan 30, 2024
Q4 2023
|
Sloy Dahl & Holst, LLC
|
SELL
|
- |
-375- 9.68% |
$22.2K - $27.8K
|
3.5K
$299K
|
|
|
Jan 30, 2024
Q4 2023
|
Am Squared LTD
Hong Kong, K3 |
BUY
|
- |
1.3K+ 325.0% |
$77.1K - $96.5K
|
1.7K
$146K
|
|
|
Jan 29, 2024
Q4 2023
|
Smith, Graham & Co., Investment Advisors, LP
|
BUY
|
- |
17.4K+ 29.5% |
$1.03M - $1.29M
|
76.2K
$6.52M
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-95- 73.08% |
$5.63K - $7.05K
|
35
$3K
|
|
|
Jan 29, 2024
Q4 2023
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
3.53KNew |
$209K - $262K
|
3.53K
$302K
|
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
28New |
$1.66K - $2.08K
|
28
$2.4K
|
|
|
Jan 24, 2024
Q4 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
89New |
$5.28K - $6.6K
|
89
$7.62K
|
|
|
Jan 24, 2024
Q4 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
11New |
$652 - $816
|
11
$942
|
|
|
Jan 23, 2024
Q4 2023
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
3.99KNew |
$236K - $296K
|
3.99K
$341K
|
|
|
Jan 19, 2024
Q4 2023
|
Activest Wealth Management
|
BUY
|
- |
66New |
$3.91K - $4.9K
|
66
$5.65K
|
|
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
BUY
|
- |
13+ 86.67% |
$771 - $965
|
28
$2.4K
|
|
|
Jan 17, 2024
Q4 2023
|
B & T Capital Management Dba Alpha Capital Management
|
BUY
|
- |
1.08K+ 30.03% |
$63.9K - $79.9K
|
4.66K
$399K
|
|
|
Jan 12, 2024
Q4 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
296+ 6.98% |
$17.5K - $22K
|
4.54K
$388K
|
|
|
Jan 12, 2024
Q4 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
20New |
$1.19K - $1.48K
|
20
$1.71K
|
|
|
Jan 10, 2024
Q4 2023
|
Sound Income Strategies, LLC
|
SELL
|
- |
-30- 12.45% |
$1.78K - $2.23K
|
211
$18.1K
|
|
|
Jan 10, 2024
Q4 2023
|
Focused Wealth Management, Inc
|
SELL
|
- |
-4- 14.81% |
$237 - $297
|
23
$1.97K
|
|
|
Jan 08, 2024
Q4 2023
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
53+ 2.08% |
$3.14K - $3.93K
|
2.6K
$223K
|
|
|
Jan 08, 2024
Q4 2023
|
Optimum Investment Advisors
|
SELL
|
- |
-75- 23.08% |
$4.45K - $5.57K
|
250
$21.4K
|
|
| Q3 2023 | |||||||
|
Nov 13, 2024
Q3 2023
|
Norges Bank
Oslo, Q8 |
BUY
|
- |
6.63MNew |
$429M - $491M
|
6.63M
$568M
|
|
|
Aug 16, 2024
Q3 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-16Closed |
$1.04K - $1.18K
|
0
$0
|
|
|
Jul 22, 2024
Q3 2023
|
Cloud Alpha Capital Management Limited
Hong Kong, K3 |
BUY
|
CALL |
4.35MNew |
$281M - $322M
|
4.35M
$372M
|
|
|
Jul 17, 2024
Q3 2023
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-30Closed |
$1.94K - $2.22K
|
0
$0
|
|
|
May 21, 2024
Q3 2023
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
BUY
|
- |
665+ 24.42% |
$43K - $49.2K
|
3.39K
$290K
|
|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
150New |
$9.7K - $11.1K
|
150
$12.8K
|
|
|
Nov 15, 2023
Q3 2023
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-5- 62.5% |
$323 - $370
|
3
$257
|
|
|
Nov 15, 2023
Q3 2023
|
Orion Capital Management LLC
|
BUY
|
- |
39New |
$2.52K - $2.89K
|
39
$3.34K
|
|
|
Nov 14, 2023
Q3 2023
|
Flaharty Asset Management, LLC
|
BUY
|
- |
7New |
$453 - $518
|
7
$599
|
|
|
Nov 14, 2023
Q3 2023
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
3.59KNew |
$232K - $265K
|
3.59K
$307K
|
|
|
Nov 14, 2023
Q3 2023
|
Capital Markets Trading Uk LLP
London, X0 |
BUY
|
- |
3.9KNew |
$252K - $289K
|
3.9K
$334K
|
|
|
Nov 14, 2023
Q3 2023
|
Nine Point Two Capital LLC
Los Angeles, CA |
BUY
|
- |
3.81KNew |
$247K - $282K
|
3.81K
$326K
|
|
|
Nov 14, 2023
Q3 2023
|
Caz Investments LP
Houston, TX |
SELL
|
- |
-1.2K- 54.55% |
$77.6K - $88.8K
|
1K
$85.6K
|
|
|
Nov 14, 2023
Q3 2023
|
Fred Alger Management, LLC
New York, NY |
BUY
|
- |
283New |
$18.3K - $20.9K
|
283
$24.2K
|
|
|
Nov 14, 2023
Q3 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
3.24KNew |
$209K - $240K
|
3.24K
$277K
|
|
|
Nov 14, 2023
Q3 2023
|
La Banque Postale Asset Management Sa
Paris, I0 |
BUY
|
- |
6.16KNew |
$399K - $456K
|
6.16K
$527K
|
|
|
Nov 14, 2023
Q3 2023
|
Shelton Capital Management
Denver, CO |
BUY
|
- |
6.04K+ 29.86% |
$390K - $447K
|
26.3K
$2.25M
|
|
|
Nov 14, 2023
Q3 2023
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
2.92KNew |
$189K - $216K
|
2.92K
$250K
|
|
|
Nov 14, 2023
Q3 2023
|
Neos Investment Management LLC
Westport, CT |
BUY
|
- |
8.64KNew |
$559K - $639K
|
8.64K
$740K
|
|
|
Nov 14, 2023
Q3 2023
|
Seaport Global Advisors, LLC
Boston, MA |
SELL
|
- |
-186- 9.31% |
$12K - $13.8K
|
1.81K
$155K
|
|
|
Nov 13, 2023
Q3 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
22New |
$1.42K - $1.63K
|
22
$1.88K
|
|