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 |
---|---|---|---|---|---|---|---|
Oct 22, 2021
Q3 2021
|
Beck Bode, LLC
|
SELL
|
- |
-2Closed |
$515 - $802
|
0
$0
|
|
Oct 22, 2021
Q3 2021
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-560Closed |
$144K - $225K
|
0
$0
|
|
Oct 20, 2021
Q3 2021
|
All Season Financial Advisors, Inc.
|
SELL
|
- |
-564Closed |
$145K - $226K
|
0
$0
|
|
Oct 20, 2021
Q3 2021
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-774Closed |
$199K - $310K
|
0
$0
|
|
Oct 20, 2021
Q3 2021
|
Personal Wealth Partners
Bloomington, MN |
SELL
|
- |
-254Closed |
$65.4K - $102K
|
0
$0
|
|
Oct 19, 2021
Q3 2021
|
South Shore Capital Advisors
|
SELL
|
- |
-666Closed |
$171K - $267K
|
0
$0
|
|
Oct 19, 2021
Q3 2021
|
Albion Financial Group
|
SELL
|
- |
-102Closed |
$26.3K - $40.9K
|
0
$0
|
|
Oct 18, 2021
Q3 2021
|
Symmetry Partners, LLC
|
SELL
|
- |
-2.35KClosed |
$604K - $941K
|
0
$0
|
|
Oct 18, 2021
Q3 2021
|
Axiom Investment Management LLC
New York, NY |
SELL
|
- |
-820Closed |
$211K - $329K
|
0
$0
|
|
Oct 15, 2021
Q3 2021
|
Paradigm, Strategies In Wealth Management, LLC
|
SELL
|
- |
-4Closed |
$1.03K - $1.6K
|
0
$0
|
|
Oct 15, 2021
Q3 2021
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-531Closed |
$137K - $213K
|
0
$0
|
|
Oct 15, 2021
Q3 2021
|
Wt Wealth Management
|
SELL
|
- |
-709Closed |
$183K - $284K
|
0
$0
|
|
Oct 14, 2021
Q3 2021
|
Procyon Advisors, LLC
|
SELL
|
- |
-616Closed |
$159K - $247K
|
0
$0
|
|
Oct 14, 2021
Q3 2021
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-18Closed |
$4.63K - $7.22K
|
0
$0
|
|
Oct 14, 2021
Q3 2021
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-1.94KClosed |
$498K - $777K
|
0
$0
|
|
Oct 14, 2021
Q3 2021
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-603Closed |
$155K - $242K
|
0
$0
|
|
Oct 14, 2021
Q3 2021
|
Schwab Charitable Fund
|
SELL
|
- |
-741Closed |
$191K - $297K
|
0
$0
|
|
Oct 12, 2021
Q3 2021
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-550Closed |
$142K - $221K
|
0
$0
|
|
Oct 12, 2021
Q3 2021
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-948Closed |
$244K - $380K
|
0
$0
|
|
Oct 08, 2021
Q3 2021
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-513Closed |
$132K - $206K
|
0
$0
|
|
Oct 08, 2021
Q3 2021
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
CALL |
-100Closed |
$25.7K - $40.1K
|
0
$0
|
|
Oct 06, 2021
Q3 2021
|
Cooper Financial Group
|
SELL
|
- |
-580Closed |
$149K - $233K
|
0
$0
|
|
Q2 2021 | |||||||
Nov 09, 2023
Q2 2021
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
SELL
|
- |
-45- 39.13% |
$13K - $17.8K
|
70
$5.59K
|
|
Aug 25, 2021
Q2 2021
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-1.12KClosed |
$322K - $440K
|
0
$0
|
|
Aug 17, 2021
Q2 2021
|
West Branch Capital LLC
|
BUY
|
- |
5New |
$1.44K - $1.97K
|
5
$400
|
|
Aug 16, 2021
Q2 2021
|
Rmr Wealth Builders
|
SELL
|
- |
-309Closed |
$89.1K - $122K
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Capital Bank & Trust CO
Irvine, CA |
SELL
|
- |
-8.41KClosed |
$2.42M - $3.32M
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-1.06KClosed |
$307K - $420K
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-2.19KClosed |
$631K - $864K
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Dsc Advisors, L.P.
Chicago, IL |
SELL
|
- |
-716Closed |
$207K - $283K
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-35Closed |
$10.1K - $13.8K
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
PUT |
2.45KNew |
$705K - $965K
|
2.45K
$195K
|
|
Aug 16, 2021
Q2 2021
|
Samlyn Capital, LLC
New York, NY |
SELL
|
CALL |
-71.6KClosed |
$20.7M - $28.3M
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Athanor Capital, LP
New York, NY |
SELL
|
- |
-3.75KClosed |
$1.08M - $1.48M
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Sqn Investors LP
Redwood City, CA |
SELL
|
- |
-165KClosed |
$47.6M - $65.2M
|
0
$0
|
|
Aug 13, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
161New |
$46.4K - $63.6K
|
161
$12.9K
|
|
Aug 13, 2021
Q2 2021
|
Mackay Shields LLC
|
SELL
|
- |
-14.1KClosed |
$4.07M - $5.57M
|
0
$0
|
|
Aug 13, 2021
Q2 2021
|
Banco De Sabadell, S.A
Miami, FL |
SELL
|
- |
-850Closed |
$245K - $336K
|
0
$0
|
|
Aug 13, 2021
Q2 2021
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-500Closed |
$144K - $197K
|
0
$0
|
|
Aug 13, 2021
Q2 2021
|
Alpha Paradigm Partners, LLC
Chicago, IL |
SELL
|
- |
-3.43KClosed |
$989K - $1.35M
|
0
$0
|
|
Aug 13, 2021
Q2 2021
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-1.34KClosed |
$386K - $529K
|
0
$0
|
|
Aug 12, 2021
Q2 2021
|
Beaumont Asset Management, L.L.C.
|
SELL
|
- |
-1.07KClosed |
$309K - $423K
|
0
$0
|
|
Aug 12, 2021
Q2 2021
|
Gainplan LLC
Bloomfield Hills, MI |
SELL
|
- |
-800Closed |
$231K - $316K
|
0
$0
|
|
Aug 12, 2021
Q2 2021
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
SELL
|
- |
-3.17KClosed |
$915K - $1.25M
|
0
$0
|
|
Aug 12, 2021
Q2 2021
|
L & S Advisors Inc
Los Angeles, CA |
SELL
|
- |
-1KClosed |
$288K - $395K
|
0
$0
|
|
Aug 11, 2021
Q2 2021
|
Prentice Wealth Management LLC
|
SELL
|
- |
-8- 66.67% |
$2.31K - $3.16K
|
4
$320
|
|
Aug 11, 2021
Q2 2021
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-685Closed |
$198K - $270K
|
0
$0
|
|
Aug 11, 2021
Q2 2021
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
CALL |
1New |
$288 - $395
|
1
$79.9
|
|
Aug 11, 2021
Q2 2021
|
Alerus Financial Na
Grand Forks, ND |
SELL
|
- |
-900Closed |
$260K - $355K
|
0
$0
|
|
Aug 10, 2021
Q2 2021
|
Mission Wealth Management, LP
|
BUY
|
PUT |
300New |
$86.5K - $118K
|
300
$24K
|