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, 2023
Q4 2022
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-70- 41.18% |
$4.58K - $6.18K
|
100
$8.56K
|
|
|
Feb 06, 2023
Q4 2022
|
Longitude (Cayman) Ltd.
Grand Cayman, E9 |
BUY
|
CALL |
3KNew |
$196K - $265K
|
3K
$257K
|
|
|
Feb 06, 2023
Q4 2022
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
29New |
$1.9K - $2.56K
|
29
$2.48K
|
|
|
Feb 06, 2023
Q4 2022
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
1.4KNew |
$91.5K - $124K
|
1.4K
$120K
|
|
|
Feb 06, 2023
Q4 2022
|
Hollencrest Capital Management
|
BUY
|
- |
105New |
$6.86K - $9.27K
|
105
$8.99K
|
|
|
Feb 03, 2023
Q4 2022
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-142- 87.65% |
$9.28K - $12.5K
|
20
$1.71K
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
10New |
$654 - $883
|
10
$856
|
|
|
Feb 01, 2023
Q4 2022
|
Hallmark Capital Management Inc
|
SELL
|
- |
-3- 60.0% |
$196 - $265
|
2
$171
|
|
|
Feb 01, 2023
Q4 2022
|
Endurance Wealth Management, Inc.
|
SELL
|
- |
-50- 66.67% |
$3.27K - $4.42K
|
25
$2.14K
|
|
|
Jan 30, 2023
Q4 2022
|
Segantii Capital Management LTD
|
BUY
|
- |
75KNew |
$4.9M - $6.62M
|
75K
$6.42M
|
|
|
Jan 26, 2023
Q4 2022
|
Dupont Capital Management Corp
|
BUY
|
- |
3.15KNew |
$206K - $278K
|
3.15K
$269K
|
|
|
Jan 24, 2023
Q4 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
596+ 15.12% |
$39K - $52.6K
|
4.54K
$389K
|
|
|
Jan 24, 2023
Q4 2022
|
Mufg Securities Emea PLC
London, X0 |
BUY
|
PUT |
34K+ 15.96% |
$2.22M - $3M
|
247K
$21.1M
|
|
|
Jan 24, 2023
Q4 2022
|
Db Fitzpatrick & Co, Inc
|
BUY
|
- |
39New |
$2.55K - $3.44K
|
39
$3.34K
|
|
|
Jan 19, 2023
Q4 2022
|
Psi Advisors, LLC
|
SELL
|
- |
-55- 36.42% |
$3.59K - $4.86K
|
96
$8.22K
|
|
|
Jan 19, 2023
Q4 2022
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-83- 62.41% |
$5.42K - $7.33K
|
50
$4.28K
|
|
|
Jan 18, 2023
Q4 2022
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
18.2KNew |
$1.19M - $1.61M
|
18.2K
$1.56M
|
|
|
Jan 18, 2023
Q4 2022
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
20New |
$1.31K - $1.77K
|
20
$1.71K
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
265New |
$17.3K - $23.4K
|
265
$22.7K
|
|
|
Jan 12, 2023
Q4 2022
|
Titleist Asset Management, Ltd.
San Antonio, TX |
SELL
|
- |
-382- 1.3% |
$25K - $33.7K
|
29K
$2.48M
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
28New |
$1.83K - $2.47K
|
28
$2.4K
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
200New |
$13.1K - $17.7K
|
200
$17.1K
|
|
|
Jan 10, 2023
Q4 2022
|
Madden Securities Corp
|
BUY
|
- |
17New |
$1.11K - $1.5K
|
17
$1.46K
|
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
135New |
$8.82K - $11.9K
|
135
$11.6K
|
|
| Q3 2022 | |||||||
|
Jul 24, 2024
Q3 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-2.18KClosed |
$160K - $264K
|
0
$0
|
|
|
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-80Closed |
$5.87K - $9.66K
|
0
$0
|
|
|
Jan 19, 2023
Q3 2022
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-42- 29.37% |
$3.08K - $5.07K
|
101
$8.65K
|
|
|
Dec 13, 2022
Q3 2022
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
SELL
|
- |
-1.76KClosed |
$129K - $213K
|
0
$0
|
|
|
Dec 02, 2022
Q3 2022
|
American Trust
Lexington, KY |
SELL
|
- |
-2.45KClosed |
$180K - $296K
|
0
$0
|
|
|
Dec 01, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-95- 63.33% |
$6.97K - $11.5K
|
55
$4.71K
|
|
|
Nov 22, 2022
Q3 2022
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-4- 11.76% |
$293 - $483
|
30
$2.57K
|
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
SELL
|
- |
-100- 24.94% |
$7.33K - $12.1K
|
301
$25.8K
|
|
|
Nov 14, 2022
Q3 2022
|
Cpwm, LLC
Seattle, WA |
SELL
|
- |
-229- 5.76% |
$16.8K - $27.6K
|
3.75K
$321K
|
|
|
Nov 14, 2022
Q3 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
SELL
|
- |
-125- 20.0% |
$9.17K - $15.1K
|
500
$42.8K
|
|
|
Nov 14, 2022
Q3 2022
|
Dt Investment Partners, LLC
|
BUY
|
- |
12New |
$880 - $1.45K
|
12
$1.03K
|
|
|
Nov 14, 2022
Q3 2022
|
Prelude Capital Management, LLC
New York, NY |
SELL
|
CALL |
-37.8K- 85.52% |
$2.77M - $4.56M
|
6.4K
$548K
|
|
|
Nov 14, 2022
Q3 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
75+ 25.0% |
$5.5K - $9.06K
|
375
$32.1K
|
|
|
Nov 14, 2022
Q3 2022
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
1.96K+ 20.03% |
$144K - $237K
|
11.7K
$1.01M
|
|
|
Nov 14, 2022
Q3 2022
|
Osterweis Capital Management Inc
San Francisco, CA |
BUY
|
- |
45New |
$3.3K - $5.43K
|
45
$3.85K
|
|
|
Nov 14, 2022
Q3 2022
|
Berkshire Capital Holdings Inc
San Jose, CA |
SELL
|
- |
-96.2K- 99.99% |
$7.05M - $11.6M
|
10
$856
|
|
|
Nov 14, 2022
Q3 2022
|
Corient Capital Partners, LLC
Newport Beach, CA |
BUY
|
- |
78+ 1.31% |
$5.72K - $9.42K
|
6.05K
$518K
|
|
|
Nov 14, 2022
Q3 2022
|
Collaborative Holdings Management LP
New York, NY |
BUY
|
- |
5KNew |
$367K - $604K
|
5K
$428K
|
|
|
Nov 14, 2022
Q3 2022
|
Becker Capital Management Inc
|
SELL
|
- |
-1.18K- 8.72% |
$86.2K - $142K
|
12.3K
$1.05M
|
|
|
Nov 14, 2022
Q3 2022
|
Discovery Capital Management, LLC
South Norwalk, CT |
BUY
|
- |
52.3KNew |
$3.84M - $6.31M
|
52.3K
$4.48M
|
|
|
Nov 14, 2022
Q3 2022
|
Public Investment Fund
Riyadh, T0 |
BUY
|
- |
4.7MNew |
$344M - $567M
|
4.7M
$402M
|
|
|
Nov 14, 2022
Q3 2022
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
CALL |
500New |
$36.7K - $60.4K
|
500
$42.8K
|
|
|
Nov 14, 2022
Q3 2022
|
Chimera Capital Management LLC
New York, NY |
BUY
|
- |
4.91KNew |
$360K - $593K
|
4.91K
$420K
|
|
|
Nov 14, 2022
Q3 2022
|
Column Capital Advisors, LLC
|
BUY
|
- |
128+ 556.52% |
$9.39K - $15.5K
|
151
$12.9K
|
|
|
Nov 14, 2022
Q3 2022
|
Resolute Advisors LLC
|
BUY
|
- |
5.47K+ 109.32% |
$401K - $660K
|
10.5K
$896K
|
|
|
Nov 14, 2022
Q3 2022
|
Brookfield Asset Management Inc.
Toronto, A6 |
BUY
|
- |
54KNew |
$3.96M - $6.52M
|
54K
$4.62M
|
|