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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2023
Q3 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
CALL |
500New |
$32.3K - $37K
|
500
$42.8K
|
|
|
Nov 13, 2023
Q3 2023
|
Pro Share Advisors LLC
|
BUY
|
- |
40.2K+ 20.56% |
$2.6M - $2.97M
|
235K
$20.2M
|
|
|
Nov 13, 2023
Q3 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
4.21KNew |
$272K - $312K
|
4.21K
$360K
|
|
|
Nov 13, 2023
Q3 2023
|
River & Mercantile Asset Management LLP
London, X0 |
SELL
|
- |
-6.91K- 60.88% |
$447K - $511K
|
4.44K
$380K
|
|
|
Nov 13, 2023
Q3 2023
|
Hel Ved Capital Management LTD
Central, K3 |
BUY
|
- |
9.2KNew |
$595K - $681K
|
9.2K
$788K
|
|
|
Nov 09, 2023
Q3 2023
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-195- 76.47% |
$12.6K - $14.4K
|
60
$5.14K
|
|
|
Nov 09, 2023
Q3 2023
|
Hap Trading, LLC
New York, NY |
BUY
|
- |
33K+ 180.92% |
$2.14M - $2.44M
|
51.3K
$4.39M
|
|
|
Nov 08, 2023
Q3 2023
|
Ceera Investments, LLC
Bellaire, TX |
SELL
|
- |
-420- 1.45% |
$27.2K - $31.1K
|
28.6K
$2.45M
|
|
|
Nov 08, 2023
Q3 2023
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-106- 1.88% |
$6.86K - $7.84K
|
5.53K
$474K
|
|
|
Nov 08, 2023
Q3 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
6.03KNew |
$390K - $447K
|
6.03K
$517K
|
|
|
Nov 07, 2023
Q3 2023
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-1.18K- 3.14% |
$76.6K - $87.6K
|
36.5K
$3.12M
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-1K- 8.6% |
$64.8K - $74.1K
|
10.6K
$910K
|
|
|
Nov 06, 2023
Q3 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
5New |
$323 - $370
|
5
$428
|
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
16New |
$1.04K - $1.18K
|
16
$1.37K
|
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
50New |
$3.23K - $3.7K
|
50
$4.28K
|
|
|
Nov 03, 2023
Q3 2023
|
Stf Management LP
Frisco, TX |
BUY
|
- |
4.13KNew |
$267K - $306K
|
4.13K
$354K
|
|
|
Nov 02, 2023
Q3 2023
|
Asset Management Resources, LLC
|
BUY
|
- |
528+ 13.83% |
$34.2K - $39.1K
|
4.35K
$372K
|
|
|
Nov 02, 2023
Q3 2023
|
Icici Prudential Asset Management CO LTD
|
BUY
|
- |
557+ 32.67% |
$36K - $41.2K
|
2.26K
$194K
|
|
|
Nov 01, 2023
Q3 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
6New |
$388 - $444
|
6
$514
|
|
|
Nov 01, 2023
Q3 2023
|
Aia Group LTD
Hong Kong, K3 |
BUY
|
- |
3.27K+ 22.59% |
$212K - $242K
|
17.8K
$1.52M
|
|
|
Oct 30, 2023
Q3 2023
|
Grove Bank & Trust
|
BUY
|
- |
106New |
$6.86K - $7.84K
|
106
$9.07K
|
|
|
Oct 30, 2023
Q3 2023
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-50- 73.53% |
$3.23K - $3.7K
|
18
$1.54K
|
|
|
Oct 26, 2023
Q3 2023
|
Yorktown Management & Research CO Inc
|
SELL
|
- |
-1.89K- 31.55% |
$122K - $140K
|
4.1K
$351K
|
|
|
Oct 26, 2023
Q3 2023
|
Xr Securities LLC
|
SELL
|
PUT |
-400- 11.76% |
$25.9K - $29.6K
|
3K
$257K
|
|
|
Oct 25, 2023
Q3 2023
|
Brighton Jones LLC
|
SELL
|
- |
-50- 0.65% |
$3.23K - $3.7K
|
7.63K
$653K
|
|
|
Oct 24, 2023
Q3 2023
|
Cgc Financial Services, LLC
Lake Oswego, OR |
SELL
|
- |
-9- 75.0% |
$582 - $666
|
3
$257
|
|
|
Oct 20, 2023
Q3 2023
|
Atwood & Palmer Inc
|
BUY
|
- |
5New |
$323 - $370
|
5
$428
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
37New |
$2.39K - $2.74K
|
37
$3.17K
|
|
|
Oct 19, 2023
Q3 2023
|
Connective Portfolio Management, LLC
|
BUY
|
- |
4KNew |
$259K - $296K
|
4K
$342K
|
|
|
Oct 19, 2023
Q3 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
3.24KNew |
$209K - $240K
|
3.24K
$277K
|
|
|
Oct 18, 2023
Q3 2023
|
Counterpoint Mutual Funds LLC
|
BUY
|
- |
3.73KNew |
$241K - $276K
|
3.73K
$319K
|
|
|
Oct 18, 2023
Q3 2023
|
High Mark Wealth Management LLC
|
BUY
|
- |
500+ 105.93% |
$32.3K - $37K
|
972
$83.2K
|
|
|
Oct 17, 2023
Q3 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-50- 50.0% |
$3.23K - $3.7K
|
50
$4.28K
|
|
|
Oct 17, 2023
Q3 2023
|
Louisiana State Employees Retirement System
|
BUY
|
- |
4.4K+ 28.03% |
$285K - $326K
|
20.1K
$1.72M
|
|
|
Oct 17, 2023
Q3 2023
|
Lauer Wealth, LLC
Valparaiso, IN |
BUY
|
- |
500+ 6.15% |
$32.3K - $37K
|
8.63K
$738K
|
|
|
Oct 12, 2023
Q3 2023
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
6.3KNew |
$408K - $466K
|
6.3K
$539K
|
|
|
Oct 11, 2023
Q3 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-34- 77.27% |
$2.2K - $2.52K
|
10
$856
|
|
|
Oct 10, 2023
Q3 2023
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
23New |
$1.49K - $1.7K
|
23
$1.97K
|
|
|
Oct 05, 2023
Q3 2023
|
Life Pro Asset Management
|
BUY
|
- |
31.8KNew |
$2.06M - $2.35M
|
31.8K
$2.72M
|
|
| Q2 2023 | |||||||
|
Nov 26, 2024
Q2 2023
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 29, 2024
Q2 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-4- 2.23% |
$243 - $295
|
175
$15K
|
|
|
Jan 09, 2024
Q2 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
368+ 340.74% |
$22.4K - $27.1K
|
476
$40.7K
|
|
|
Oct 17, 2023
Q2 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
SELL
|
- |
-10Closed |
$608 - $737
|
0
$0
|
|
|
Aug 25, 2023
Q2 2023
|
Brown Shipley& CO LTD
London, X0 |
BUY
|
- |
200New |
$12.2K - $14.7K
|
200
$17.1K
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
50New |
$3.04K - $3.68K
|
50
$4.28K
|
|
|
Aug 15, 2023
Q2 2023
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
28+ 0.17% |
$1.7K - $2.06K
|
16.4K
$1.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Gladstone Capital Management LLP
London, X0 |
SELL
|
- |
-262K- 98.73% |
$15.9M - $19.3M
|
3.37K
$288K
|
|
|
Aug 14, 2023
Q2 2023
|
Quantamental Technologies LLC
White Plains, NY |
BUY
|
- |
7.73KNew |
$470K - $569K
|
7.73K
$661K
|
|
|
Aug 14, 2023
Q2 2023
|
Public Sector Pension Investment Board
Montreal, A8 |
BUY
|
- |
800+ 5.82% |
$48.7K - $58.9K
|
14.6K
$1.25M
|
|
|
Aug 14, 2023
Q2 2023
|
Cinctive Capital Management LP
New York, NY |
BUY
|
- |
15.8KNew |
$963K - $1.17M
|
15.8K
$1.36M
|
|