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 |
---|---|---|---|---|---|---|---|
Nov 02, 2021
Q3 2021
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-555Closed |
$143K - $223K
|
0
$0
|
|
Nov 02, 2021
Q3 2021
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-543Closed |
$140K - $218K
|
0
$0
|
|
Nov 02, 2021
Q3 2021
|
Cavalier Investments, LLC
|
SELL
|
- |
-1.86KClosed |
$479K - $746K
|
0
$0
|
|
Nov 01, 2021
Q3 2021
|
Glynn Capital Management LLC
|
SELL
|
- |
-113KClosed |
$29.1M - $45.4M
|
0
$0
|
|
Nov 01, 2021
Q3 2021
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-680Closed |
$175K - $273K
|
0
$0
|
|
Oct 29, 2021
Q3 2021
|
Good Life Advisors, LLC
|
SELL
|
- |
-555Closed |
$143K - $223K
|
0
$0
|
|
Oct 28, 2021
Q3 2021
|
Macroview Investment Management LLC
|
SELL
|
- |
-18- 38.3% |
$4.63K - $7.22K
|
29
$2.24K
|
|
Oct 28, 2021
Q3 2021
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-599Closed |
$154K - $240K
|
0
$0
|
|
Oct 28, 2021
Q3 2021
|
Bnc Wealth Management, LLC
|
SELL
|
- |
-765Closed |
$197K - $307K
|
0
$0
|
|
Oct 28, 2021
Q3 2021
|
Navellier & Associates Inc
Reno, NV |
SELL
|
- |
-18.8KClosed |
$4.85M - $7.55M
|
0
$0
|
|
Oct 28, 2021
Q3 2021
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-6.32KClosed |
$1.63M - $2.54M
|
0
$0
|
|
Oct 27, 2021
Q3 2021
|
Stephens Inc
|
SELL
|
- |
-547Closed |
$141K - $219K
|
0
$0
|
|
Oct 26, 2021
Q3 2021
|
Dock Street Asset Management Inc
|
SELL
|
- |
-2.38KClosed |
$613K - $955K
|
0
$0
|
|
Oct 26, 2021
Q3 2021
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-547Closed |
$141K - $219K
|
0
$0
|
|
Oct 26, 2021
Q3 2021
|
Benchmark Financial Wealth Advisors, LLC
|
SELL
|
- |
-703Closed |
$181K - $282K
|
0
$0
|
|
Oct 26, 2021
Q3 2021
|
Rocky Mountain Advisers, LLC
|
SELL
|
- |
-55Closed |
$14.2K - $22.1K
|
0
$0
|
|
Oct 26, 2021
Q3 2021
|
Klingenstein Fields & CO LP
|
SELL
|
- |
-616Closed |
$159K - $247K
|
0
$0
|
|
Oct 26, 2021
Q3 2021
|
Southern Farm Bureau Life Insurance
|
SELL
|
- |
-525Closed |
$135K - $211K
|
0
$0
|
|
Oct 26, 2021
Q3 2021
|
Triton Wealth Management, Pllc
|
SELL
|
- |
-1.56KClosed |
$401K - $625K
|
0
$0
|
|
Oct 25, 2021
Q3 2021
|
Rockland Trust CO
|
SELL
|
- |
-530Closed |
$136K - $213K
|
0
$0
|
|
Oct 25, 2021
Q3 2021
|
Cadent Capital Advisors, LLC
|
SELL
|
- |
-810Closed |
$209K - $325K
|
0
$0
|
|
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
$5.4K
|
|
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
$386
|
|
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
|