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 14, 2024
Q4 2023
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
464New |
$27.5K - $34.4K
|
464
$35.9K
|
|
Feb 14, 2024
Q4 2023
|
Point72 Asia (Singapore) Pte. Ltd.
Singapore, U0 |
BUY
|
- |
13.6KNew |
$807K - $1.01M
|
13.6K
$1.05M
|
|
Feb 14, 2024
Q4 2023
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
400New |
$23.7K - $29.7K
|
400
$31K
|
|
Feb 14, 2024
Q4 2023
|
Savoie Capital LLC
Chicago, IL |
SELL
|
- |
-11K- 21.24% |
$652K - $816K
|
40.8K
$3.16M
|
|
Feb 14, 2024
Q4 2023
|
Mango Five Family, Inc.
Reno, NV |
BUY
|
- |
11KNew |
$652K - $816K
|
11K
$851K
|
|
Feb 13, 2024
Q4 2023
|
Marathon Trading Investment Management LLC
Radnor, PA |
SELL
|
- |
-8.86K- 98.88% |
$525K - $657K
|
100
$7.74K
|
|
Feb 13, 2024
Q4 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
22New |
$1.3K - $1.63K
|
22
$1.7K
|
|
Feb 13, 2024
Q4 2023
|
Maytus Capital Management, LLC
New York, NY |
BUY
|
- |
30KNew |
$1.78M - $2.23M
|
30K
$2.32M
|
|
Feb 13, 2024
Q4 2023
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
1New |
$59.3 - $74.2
|
1
$77.4
|
|
Feb 13, 2024
Q4 2023
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
CALL |
5KNew |
$296K - $371K
|
5K
$387K
|
|
Feb 13, 2024
Q4 2023
|
Center Book Partners LP
Greenwich, CT |
BUY
|
- |
14.5KNew |
$862K - $1.08M
|
14.5K
$1.13M
|
|
Feb 13, 2024
Q4 2023
|
Alkeon Capital Management LLC
New York, NY |
BUY
|
PUT |
850K+ 21.25% |
$50.4M - $63.1M
|
4.85M
$375M
|
|
Feb 12, 2024
Q4 2023
|
Capula Management LTD
Grand Cayman, E9 |
BUY
|
- |
6.63KNew |
$393K - $492K
|
6.63K
$513K
|
|
Feb 12, 2024
Q4 2023
|
Guinness Atkinson Asset Management Inc
Pasadena, CA |
SELL
|
- |
-1.27K- 2.13% |
$75.2K - $94.1K
|
58.3K
$4.51M
|
|
Feb 12, 2024
Q4 2023
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
17.3KNew |
$1.03M - $1.28M
|
17.3K
$1.34M
|
|
Feb 12, 2024
Q4 2023
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
4.7KNew |
$279K - $349K
|
4.7K
$364K
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
591+ 596.97% |
$35K - $43.9K
|
690
$53.4K
|
|
Feb 12, 2024
Q4 2023
|
F Dx Advisors, Inc.
|
SELL
|
- |
-433- 4.66% |
$25.7K - $32.1K
|
8.86K
$685K
|
|
Feb 09, 2024
Q4 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
3New |
$178 - $223
|
3
$232
|
|
Feb 09, 2024
Q4 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
3.66KNew |
$217K - $271K
|
3.66K
$283K
|
|
Feb 09, 2024
Q4 2023
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-175- 73.53% |
$10.4K - $13K
|
63
$4.87K
|
|
Feb 09, 2024
Q4 2023
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
SELL
|
- |
-300- 58.82% |
$17.8K - $22.3K
|
210
$16.2K
|
|
Feb 09, 2024
Q4 2023
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
50New |
$2.96K - $3.71K
|
50
$3.87K
|
|
Feb 09, 2024
Q4 2023
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
442New |
$26.2K - $32.8K
|
442
$34.2K
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
SELL
|
- |
-6- 2.08% |
$356 - $445
|
283
$21.9K
|
|
Feb 08, 2024
Q4 2023
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-150- 94.94% |
$8.89K - $11.1K
|
8
$619
|
|
Feb 07, 2024
Q4 2023
|
Sanctuary Wealth Management, L.L.C.
|
SELL
|
- |
-50- 33.33% |
$2.96K - $3.71K
|
100
$7.74K
|
|
Feb 06, 2024
Q4 2023
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
4KNew |
$237K - $297K
|
4K
$310K
|
|
Feb 06, 2024
Q4 2023
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
10New |
$593 - $742
|
10
$774
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
SELL
|
- |
-160- 4.48% |
$9.49K - $11.9K
|
3.42K
$264K
|
|
Feb 02, 2024
Q4 2023
|
Evolution Advisers, Inc.
|
BUY
|
- |
10New |
$593 - $742
|
10
$774
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
35New |
$2.08K - $2.6K
|
35
$2.71K
|
|
Jan 31, 2024
Q4 2023
|
Naples Money Management LLC
Naples, FL |
BUY
|
- |
125New |
$7.41K - $9.28K
|
125
$9.67K
|
|
Jan 30, 2024
Q4 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
BUY
|
- |
21+ 1.52% |
$1.25K - $1.56K
|
1.41K
$109K
|
|
Jan 30, 2024
Q4 2023
|
Phoenix Wealth Advisors
|
SELL
|
- |
-59- 1.84% |
$3.5K - $4.38K
|
3.14K
$243K
|
|
Jan 30, 2024
Q4 2023
|
Sloy Dahl & Holst, LLC
|
SELL
|
- |
-375- 9.68% |
$22.2K - $27.8K
|
3.5K
$271K
|
|
Jan 30, 2024
Q4 2023
|
Am Squared LTD
Hong Kong, K3 |
BUY
|
- |
1.3K+ 325.0% |
$77.1K - $96.5K
|
1.7K
$132K
|
|
Jan 29, 2024
Q4 2023
|
Smith, Graham & Co., Investment Advisors, LP
|
BUY
|
- |
17.4K+ 29.5% |
$1.03M - $1.29M
|
76.2K
$5.9M
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-95- 73.08% |
$5.63K - $7.05K
|
35
$2.71K
|
|
Jan 29, 2024
Q4 2023
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
3.53KNew |
$209K - $262K
|
3.53K
$273K
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
28New |
$1.66K - $2.08K
|
28
$2.17K
|
|
Jan 24, 2024
Q4 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
89New |
$5.28K - $6.6K
|
89
$6.89K
|
|
Jan 24, 2024
Q4 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
11New |
$652 - $816
|
11
$851
|
|
Jan 23, 2024
Q4 2023
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
3.99KNew |
$236K - $296K
|
3.99K
$309K
|
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
BUY
|
- |
13+ 86.67% |
$771 - $965
|
28
$2.17K
|
|
Jan 17, 2024
Q4 2023
|
B & T Capital Management Dba Alpha Capital Management
|
BUY
|
- |
1.08K+ 30.03% |
$63.9K - $79.9K
|
4.66K
$361K
|
|
Jan 12, 2024
Q4 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
296+ 6.98% |
$17.5K - $22K
|
4.54K
$351K
|
|
Jan 12, 2024
Q4 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
20New |
$1.19K - $1.48K
|
20
$1.55K
|
|
Jan 10, 2024
Q4 2023
|
Sound Income Strategies, LLC
|
SELL
|
- |
-30- 12.45% |
$1.78K - $2.23K
|
211
$16.3K
|
|
Jan 10, 2024
Q4 2023
|
Focused Wealth Management, Inc
|
SELL
|
- |
-4- 14.81% |
$237 - $297
|
23
$1.78K
|