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 17, 2023
Q1 2023
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
20New |
$1.31K - $1.69K
|
20
$1.71K
|
|
|
Apr 14, 2023
Q1 2023
|
First Command Advisory Services, Inc.
|
BUY
|
- |
3New |
$197 - $254
|
3
$257
|
|
|
Apr 13, 2023
Q1 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
3.63KNew |
$238K - $307K
|
3.63K
$311K
|
|
|
Apr 07, 2023
Q1 2023
|
Hall Laurie J Trustee
|
BUY
|
- |
26New |
$1.71K - $2.2K
|
26
$2.23K
|
|
|
Apr 05, 2023
Q1 2023
|
Carmichael Hill & Associates, Inc.
|
SELL
|
CALL |
-400- 66.67% |
$26.2K - $33.9K
|
200
$17.1K
|
|
| Q4 2022 | |||||||
|
Sep 06, 2024
Q4 2022
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-150- 3.17% |
$9.8K - $13.2K
|
4.58K
$392K
|
|
|
Sep 26, 2023
Q4 2022
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
68New |
$4.44K - $6.01K
|
68
$5.82K
|
|
|
Sep 01, 2023
Q4 2022
|
Jag Capital Management, LLC
|
BUY
|
- |
25New |
$1.63K - $2.21K
|
25
$2.14K
|
|
|
Mar 02, 2023
Q4 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-1- 7.69% |
$65.4 - $88.3
|
12
$1.03K
|
|
|
Feb 21, 2023
Q4 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-83- 2.61% |
$5.42K - $7.33K
|
3.1K
$265K
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
7New |
$458 - $618
|
7
$599
|
|
|
Feb 14, 2023
Q4 2022
|
Herald Investment Management LTD
|
BUY
|
- |
2.06K+ 8.64% |
$135K - $182K
|
25.9K
$2.22M
|
|
|
Feb 14, 2023
Q4 2022
|
Nantahala Capital Management, LLC
New Canaan, CT |
BUY
|
CALL |
100KNew |
$6.54M - $8.83M
|
100K
$8.56M
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
100New |
$6.54K - $8.83K
|
100
$8.56K
|
|
|
Feb 14, 2023
Q4 2022
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
5.08K+ 146.68% |
$332K - $449K
|
8.55K
$732K
|
|
|
Feb 14, 2023
Q4 2022
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
PUT |
1KNew |
$65.4K - $88.3K
|
1K
$85.6K
|
|
|
Feb 14, 2023
Q4 2022
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
CALL |
24.7K+ 287.21% |
$1.61M - $2.18M
|
33.3K
$2.85M
|
|
|
Feb 14, 2023
Q4 2022
|
Allstate Corp
Northbrook, IL |
BUY
|
- |
11.7KNew |
$763K - $1.03M
|
11.7K
$999K
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
1.34MNew |
$87.5M - $118M
|
1.34M
$115M
|
|
|
Feb 14, 2023
Q4 2022
|
Caas Capital Management LP
New York, NY |
SELL
|
PUT |
-6.4K- 27.23% |
$418K - $565K
|
17.1K
$1.46M
|
|
|
Feb 14, 2023
Q4 2022
|
H&H International Investment, LLC
Palo Alto, CA |
SELL
|
- |
-30K- 14.3% |
$1.96M - $2.65M
|
180K
$15.4M
|
|
|
Feb 14, 2023
Q4 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
372New |
$24.3K - $32.9K
|
372
$31.8K
|
|
|
Feb 14, 2023
Q4 2022
|
Bluefin Capital Management, LLC
New York, NY |
BUY
|
CALL |
197KNew |
$12.9M - $17.4M
|
197K
$16.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
37New |
$2.42K - $3.27K
|
37
$3.17K
|
|
|
Feb 14, 2023
Q4 2022
|
Hhlr Advisors, Ltd.
Grand Cayman, E9 |
SELL
|
- |
-14.9K- 3.54% |
$974K - $1.32M
|
406K
$34.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
591+ 23.73% |
$38.6K - $52.2K
|
3.08K
$264K
|
|
|
Feb 14, 2023
Q4 2022
|
Jim Chanos
Kynikos Associates LP | New York, Ny
|
BUY
|
PUT |
26.4KNew |
$1.73M - $2.33M
|
26.4K
$2.26M
|
|
|
Feb 14, 2023
Q4 2022
|
Allstate Investment Management CO
Northbrook, IL |
BUY
|
- |
11.7KNew |
$763K - $1.03M
|
11.7K
$999K
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
7New |
$458 - $618
|
7
$599
|
|
|
Feb 14, 2023
Q4 2022
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
1.57KNew |
$102K - $138K
|
1.57K
$134K
|
|
|
Feb 14, 2023
Q4 2022
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
11New |
$719 - $972
|
11
$942
|
|
|
Feb 14, 2023
Q4 2022
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-446K- 98.52% |
$29.2M - $39.4M
|
6.68K
$572K
|
|
|
Feb 14, 2023
Q4 2022
|
Momentum Advisors, LLC
|
SELL
|
- |
-150- 1.36% |
$9.8K - $13.2K
|
10.8K
$928K
|
|
|
Feb 14, 2023
Q4 2022
|
Capital Impact Advisors, LLC
Boston, MA |
SELL
|
- |
-64- 1.47% |
$4.18K - $5.65K
|
4.3K
$368K
|
|
|
Feb 13, 2023
Q4 2022
|
Townsquare Capital LLC
|
BUY
|
- |
4.4KNew |
$288K - $389K
|
4.4K
$377K
|
|
|
Feb 13, 2023
Q4 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
65New |
$4.25K - $5.74K
|
65
$5.56K
|
|
|
Feb 13, 2023
Q4 2022
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
BUY
|
- |
1.98K+ 36.33% |
$129K - $175K
|
7.43K
$636K
|
|
|
Feb 13, 2023
Q4 2022
|
Oribel Capital Management, LP
New York, NY |
BUY
|
CALL |
107K+ 296.13% |
$7.01M - $9.47M
|
143K
$12.3M
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
8+ 100.0% |
$523 - $707
|
16
$1.37K
|
|
|
Feb 13, 2023
Q4 2022
|
Clear Street Markets LLC
|
BUY
|
CALL |
88.3K+ 1605.45% |
$5.77M - $7.8M
|
93.8K
$8.03M
|
|
|
Feb 13, 2023
Q4 2022
|
Seeyond
Paris, I0 |
SELL
|
- |
-3- 0.14% |
$196 - $265
|
2.13K
$182K
|
|
|
Feb 13, 2023
Q4 2022
|
Anson Funds Management LP
Dallas, TX |
BUY
|
- |
187KNew |
$12.2M - $16.5M
|
187K
$16M
|
|
|
Feb 13, 2023
Q4 2022
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-3- 0.06% |
$196 - $265
|
4.72K
$404K
|
|
|
Feb 13, 2023
Q4 2022
|
Financial Connections Group, Inc.
|
BUY
|
- |
97New |
$6.34K - $8.57K
|
97
$8.3K
|
|
|
Feb 13, 2023
Q4 2022
|
Echo Street Capital Management LLC
New York, NY |
BUY
|
- |
6.14KNew |
$401K - $542K
|
6.14K
$525K
|
|
|
Feb 10, 2023
Q4 2022
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-2.23K- 19.93% |
$146K - $197K
|
8.95K
$766K
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
1.05KNew |
$68.7K - $92.8K
|
1.05K
$90K
|
|
|
Feb 09, 2023
Q4 2022
|
Hourglass Capital, LLC
|
SELL
|
- |
-2.37K- 16.56% |
$155K - $209K
|
11.9K
$1.02M
|
|
|
Feb 09, 2023
Q4 2022
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
7New |
$458 - $618
|
7
$599
|
|
|
Feb 07, 2023
Q4 2022
|
Granite Point Capital Management, L.P.
|
BUY
|
- |
2K+ 66.67% |
$131K - $177K
|
5K
$428K
|
|