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 |
|---|---|---|---|---|---|---|---|
|
Aug 10, 2021
Q2 2021
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-10- 83.33% |
$2.88K - $3.95K
|
2
$160
|
|
|
Aug 10, 2021
Q2 2021
|
Alpha Dna Investment Management LLC
Columbia, MD |
SELL
|
- |
-2.79KClosed |
$806K - $1.1M
|
0
$0
|
|
|
Aug 10, 2021
Q2 2021
|
Phoenix Holdings Ltd.
Givatayim, L3 |
SELL
|
- |
-3.65KClosed |
$1.05M - $1.44M
|
0
$0
|
|
|
Aug 09, 2021
Q2 2021
|
Cannell & Co.
New York, NY |
SELL
|
- |
-700Closed |
$202K - $276K
|
0
$0
|
|
|
Aug 06, 2021
Q2 2021
|
Stuart Chaussee & Associates, Inc.
|
SELL
|
- |
-95Closed |
$27.4K - $37.5K
|
0
$0
|
|
|
Aug 06, 2021
Q2 2021
|
Private Capital Advisors, Inc.
|
SELL
|
- |
-872Closed |
$252K - $344K
|
0
$0
|
|
|
Aug 06, 2021
Q2 2021
|
Asset Management Corp
|
SELL
|
CALL |
-2.4KClosed |
$692K - $947K
|
0
$0
|
|
|
Aug 06, 2021
Q2 2021
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
298New |
$86K - $118K
|
298
$23.8K
|
|
|
Aug 05, 2021
Q2 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-6.11KClosed |
$1.76M - $2.41M
|
0
$0
|
|
|
Aug 03, 2021
Q2 2021
|
Parsons Capital Management Inc
|
SELL
|
- |
-3.83KClosed |
$1.1M - $1.51M
|
0
$0
|
|
|
Aug 02, 2021
Q2 2021
|
First Personal Financial Services
|
SELL
|
- |
-4Closed |
$1.15K - $1.58K
|
0
$0
|
|
|
Aug 02, 2021
Q2 2021
|
Human Investing LLC
|
SELL
|
- |
-155Closed |
$44.7K - $61.2K
|
0
$0
|
|
|
Jul 30, 2021
Q2 2021
|
Highland Capital Management, LLC
|
SELL
|
- |
-3.69KClosed |
$1.06M - $1.46M
|
0
$0
|
|
|
Jul 29, 2021
Q2 2021
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-624Closed |
$180K - $246K
|
0
$0
|
|
|
Jul 29, 2021
Q2 2021
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-44- 72.13% |
$12.7K - $17.4K
|
17
$1.36K
|
|
|
Jul 27, 2021
Q2 2021
|
West Financial Advisors, LLC
|
SELL
|
- |
-64Closed |
$18.5K - $25.3K
|
0
$0
|
|
|
Jul 26, 2021
Q2 2021
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-750Closed |
$216K - $296K
|
0
$0
|
|
|
Jul 26, 2021
Q2 2021
|
Clean Yield Group
|
BUY
|
- |
115New |
$33.2K - $45.4K
|
115
$9.19K
|
|
|
Jul 26, 2021
Q2 2021
|
Colony Family Offices, LLC
|
SELL
|
- |
-1.49KClosed |
$430K - $588K
|
0
$0
|
|
|
Jul 26, 2021
Q2 2021
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-23Closed |
$6.64K - $9.08K
|
0
$0
|
|
|
Jul 22, 2021
Q2 2021
|
Calamos Advisors LLC
|
SELL
|
- |
-6.69KClosed |
$1.93M - $2.64M
|
0
$0
|
|
|
Jul 22, 2021
Q2 2021
|
Valeo Financial Advisors, LLC
|
SELL
|
CALL |
-100- 33.33% |
$28.8K - $39.5K
|
200
$16K
|
|
|
Jul 21, 2021
Q2 2021
|
Grandview Asset Management LLC
|
SELL
|
- |
-401Closed |
$116K - $158K
|
0
$0
|
|
|
Jul 21, 2021
Q2 2021
|
Manchester Financial Inc
|
SELL
|
- |
-304Closed |
$87.7K - $120K
|
0
$0
|
|
|
Jul 21, 2021
Q2 2021
|
Tuttle Capital Management, LLC
|
BUY
|
- |
64+ 8.03% |
$18.5K - $25.3K
|
861
$68.8K
|
|
|
Jul 21, 2021
Q2 2021
|
Abundance Wealth Counselors
|
SELL
|
- |
-50Closed |
$14.4K - $19.7K
|
0
$0
|
|
|
Jul 20, 2021
Q2 2021
|
Equitec Proprietary Markets, LLC
|
SELL
|
- |
-800Closed |
$231K - $316K
|
0
$0
|
|
|
Jul 20, 2021
Q2 2021
|
Genesee Capital Advisors, LLC
|
SELL
|
- |
-5.54KClosed |
$1.6M - $2.19M
|
0
$0
|
|
|
Jul 20, 2021
Q2 2021
|
First Command Bank
|
SELL
|
- |
-40Closed |
$11.5K - $15.8K
|
0
$0
|
|
|
Jul 20, 2021
Q2 2021
|
First Command Financial Services, Inc.
|
SELL
|
- |
-40Closed |
$11.5K - $15.8K
|
0
$0
|
|
|
Jul 20, 2021
Q2 2021
|
Emfo, LLC
|
BUY
|
- |
40New |
$11.5K - $15.8K
|
40
$3.2K
|
|
|
Jul 20, 2021
Q2 2021
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-3- 18.75% |
$865 - $1.18K
|
13
$1.04K
|
|
|
Jul 20, 2021
Q2 2021
|
Oakworth Capital, Inc.
|
SELL
|
- |
-92Closed |
$26.5K - $36.3K
|
0
$0
|
|
|
Jul 15, 2021
Q2 2021
|
New England Research & Management, Inc.
|
SELL
|
- |
-2.15KClosed |
$620K - $849K
|
0
$0
|
|
|
Jul 14, 2021
Q2 2021
|
Wealth Management Partners, LLC
|
SELL
|
- |
-464- 30.11% |
$134K - $183K
|
1.08K
$86.1K
|
|
|
Jul 13, 2021
Q2 2021
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-655Closed |
$189K - $259K
|
0
$0
|
|
|
Jul 12, 2021
Q2 2021
|
Enterprise Trust & Investment CO
|
BUY
|
- |
25New |
$7.21K - $9.87K
|
25
$2K
|
|
|
Jul 06, 2021
Q2 2021
|
Private Asset Management Inc
|
SELL
|
- |
-700Closed |
$202K - $276K
|
0
$0
|
|
| Q1 2021 | |||||||
|
Oct 02, 2024
Q1 2021
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-1.7KClosed |
$524K - $756K
|
0
$0
|
|
|
Sep 11, 2023
Q1 2021
|
Artemis Wealth Advisors, LLC
|
BUY
|
- |
7KNew |
$2.16M - $3.11M
|
7K
$559K
|
|
|
Jun 26, 2023
Q1 2021
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
12.7KNew |
$3.93M - $5.66M
|
12.7K
$1.02M
|
|
|
May 28, 2021
Q1 2021
|
Sierra Capital LLC
|
BUY
|
- |
18New |
$5.55K - $8K
|
18
$1.44K
|
|
|
May 25, 2021
Q1 2021
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-2Closed |
$617 - $889
|
0
$0
|
|
|
May 21, 2021
Q1 2021
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-45Closed |
$13.9K - $20K
|
0
$0
|
|
|
May 20, 2021
Q1 2021
|
Tru Independence LLC
|
SELL
|
- |
-94Closed |
$29K - $41.8K
|
0
$0
|
|
|
May 18, 2021
Q1 2021
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
SELL
|
- |
-210Closed |
$64.8K - $93.3K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Shannon River Fund Management LLC
|
BUY
|
- |
41.9KNew |
$12.9M - $18.6M
|
41.9K
$3.35M
|
|
|
May 17, 2021
Q1 2021
|
Gruss & Co., LLC
|
SELL
|
- |
-1KClosed |
$308K - $445K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Peddock Capital Advisors, LLC
|
SELL
|
- |
-17Closed |
$5.24K - $7.56K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Hitchwood Capital Management LP
New York, NY |
SELL
|
- |
-82KClosed |
$25.3M - $36.4M
|
0
$0
|
|