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 |
|---|---|---|---|---|---|---|---|
|
Jul 27, 2022
Q2 2022
|
Udine Wealth Management, Inc.
|
BUY
|
- |
11KNew |
$935K - $1.37M
|
11K
$945K
|
|
|
Jul 26, 2022
Q2 2022
|
Key F Inancial Inc
|
SELL
|
- |
-50- 55.56% |
$4.23K - $6.21K
|
40
$3.42K
|
|
|
Jul 26, 2022
Q2 2022
|
New Square Capital LLC
|
SELL
|
- |
-52Closed |
$4.4K - $6.46K
|
0
$0
|
|
|
Jul 26, 2022
Q2 2022
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-2KClosed |
$169K - $249K
|
0
$0
|
|
|
Jul 25, 2022
Q2 2022
|
Chiron Capital Management, LLC
|
SELL
|
- |
-1.74KClosed |
$147K - $216K
|
0
$0
|
|
|
Jul 25, 2022
Q2 2022
|
Wd Rutherford LLC
|
SELL
|
- |
-35Closed |
$2.96K - $4.35K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Congress Park Capital LLC
|
SELL
|
- |
-2.13K- 50.9% |
$180K - $264K
|
2.05K
$175K
|
|
|
Jul 22, 2022
Q2 2022
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
1.89KNew |
$160K - $234K
|
1.89K
$161K
|
|
|
Jul 22, 2022
Q2 2022
|
Signature Wealth Management Partners, LLC
|
BUY
|
- |
105+ 4.52% |
$8.89K - $13K
|
2.43K
$208K
|
|
|
Jul 22, 2022
Q2 2022
|
Spire Wealth Management
|
SELL
|
- |
-5.51KClosed |
$466K - $685K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Urban Wealth Management, LLC
|
BUY
|
- |
2.68K+ 215.71% |
$227K - $333K
|
3.92K
$335K
|
|
|
Jul 21, 2022
Q2 2022
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-144- 5.76% |
$12.2K - $17.9K
|
2.36K
$202K
|
|
|
Jul 21, 2022
Q2 2022
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-18- 46.15% |
$1.52K - $2.24K
|
21
$1.8K
|
|
|
Jul 21, 2022
Q2 2022
|
Le Jeune Puetz Investment Counsel LLC
|
BUY
|
- |
2.33KNew |
$197K - $289K
|
2.33K
$199K
|
|
|
Jul 21, 2022
Q2 2022
|
Ogorek Anthony Joseph
|
SELL
|
- |
-114Closed |
$9.65K - $14.2K
|
0
$0
|
|
|
Jul 21, 2022
Q2 2022
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-51- 59.3% |
$4.32K - $6.34K
|
35
$3K
|
|
|
Jul 20, 2022
Q2 2022
|
Ibm Retirement Fund
|
SELL
|
- |
-3.47KClosed |
$294K - $431K
|
0
$0
|
|
|
Jul 20, 2022
Q2 2022
|
Mc Carthy Asset Management, Inc.
|
SELL
|
- |
-591Closed |
$50.1K - $73.4K
|
0
$0
|
|
|
Jul 20, 2022
Q2 2022
|
O'Shares Investment Advisers, LLC
|
SELL
|
- |
-11.9KClosed |
$1.01M - $1.48M
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Griffin Asset Management, Inc.
|
SELL
|
- |
-1.83KClosed |
$155K - $228K
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-223Closed |
$18.9K - $27.7K
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
100New |
$8.47K - $12.4K
|
100
$8.56K
|
|
|
Jul 18, 2022
Q2 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
120+ 5.22% |
$10.2K - $14.9K
|
2.42K
$207K
|
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-2.14K- 97.62% |
$181K - $266K
|
52
$4.45K
|
|
|
Jul 18, 2022
Q2 2022
|
Tfo Tdc, LLC
|
BUY
|
- |
24New |
$2.03K - $2.98K
|
24
$2.05K
|
|
|
Jul 18, 2022
Q2 2022
|
Western Wealth Management, LLC
|
SELL
|
- |
-326- 14.17% |
$27.6K - $40.5K
|
1.97K
$169K
|
|
|
Jul 15, 2022
Q2 2022
|
Herold Advisors, Inc.
|
SELL
|
- |
-100Closed |
$8.47K - $12.4K
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
764New |
$64.7K - $94.9K
|
764
$65.4K
|
|
|
Jul 13, 2022
Q2 2022
|
Gleason Group, Inc.
|
BUY
|
- |
250+ 25.0% |
$21.2K - $31.1K
|
1.25K
$107K
|
|
|
Jul 12, 2022
Q2 2022
|
Exane Derivatives
|
SELL
|
- |
-82Closed |
$6.94K - $10.2K
|
0
$0
|
|
|
Jul 12, 2022
Q2 2022
|
Global Trust Asset Management, LLC
|
BUY
|
- |
881+ 740.34% |
$74.6K - $109K
|
1K
$85.6K
|
|
|
Jul 12, 2022
Q2 2022
|
Insight Folios Inc
|
SELL
|
- |
-1.96KClosed |
$166K - $244K
|
0
$0
|
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-513Closed |
$43.4K - $63.8K
|
0
$0
|
|
|
Jul 11, 2022
Q2 2022
|
Brookstone Capital Management
|
SELL
|
- |
-425- 12.37% |
$36K - $52.8K
|
3.01K
$258K
|
|
|
Jul 11, 2022
Q2 2022
|
Renaissance Capital LLC
|
SELL
|
- |
-68.3KClosed |
$5.79M - $8.49M
|
0
$0
|
|
|
Jul 08, 2022
Q2 2022
|
Worth Asset Management, LLC
|
SELL
|
- |
-15Closed |
$1.27K - $1.86K
|
0
$0
|
|
|
Jul 08, 2022
Q2 2022
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
33+ 1.19% |
$2.79K - $4.1K
|
2.8K
$239K
|
|
| Q1 2022 | |||||||
|
Feb 08, 2024
Q1 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
2.1KNew |
$199K - $388K
|
2.1K
$180K
|
|
|
Aug 02, 2023
Q1 2022
|
Hudson Canyon Capital Management
New York, NY |
SELL
|
- |
-6.45KClosed |
$610K - $1.19M
|
0
$0
|
|
|
Jul 28, 2022
Q1 2022
|
Sanford Advisory Services, LLC
|
SELL
|
- |
-1.26KClosed |
$119K - $232K
|
0
$0
|
|
|
May 20, 2022
Q1 2022
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-239Closed |
$22.6K - $44K
|
0
$0
|
|
|
May 17, 2022
Q1 2022
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-1.43KClosed |
$136K - $264K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.3KClosed |
$123K - $239K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Iron Bridge Private Wealth, LLC
|
SELL
|
- |
-100Closed |
$9.46K - $18.4K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
1776 Wealth LLC
|
SELL
|
- |
-1.4KClosed |
$132K - $258K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Pluribus Labs, LLC
Mill Valley, CA |
SELL
|
- |
-1.44KClosed |
$137K - $266K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Lombard Odier Asset Management (Europe) LTD
London, X0 |
SELL
|
- |
-4.03KClosed |
$382K - $743K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Standard Family Office LLC
Sioux Falls, SD |
SELL
|
- |
-58Closed |
$5.49K - $10.7K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Melqart Asset Management (Uk) LTD
London, X0 |
SELL
|
- |
-120KClosed |
$11.4M - $22.2M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Personal Capital Advisors Corp
|
SELL
|
- |
-1.67KClosed |
$158K - $307K
|
0
$0
|
|