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 |
---|---|---|---|---|---|---|---|
May 13, 2021
Q1 2021
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
10New |
$3.08K - $4.45K
|
10
$772
|
|
May 12, 2021
Q1 2021
|
True Private Wealth Advisors
|
SELL
|
- |
-6Closed |
$1.85K - $2.67K
|
0
$0
|
|
May 12, 2021
Q1 2021
|
Wellington Shields & Co., LLC
New York, NY |
SELL
|
- |
-610Closed |
$188K - $271K
|
0
$0
|
|
May 12, 2021
Q1 2021
|
Liberty Mutual Group Asset Management Inc.
Boston, MA |
SELL
|
- |
-21.2KClosed |
$6.52M - $9.4M
|
0
$0
|
|
May 12, 2021
Q1 2021
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-50Closed |
$15.4K - $22.2K
|
0
$0
|
|
May 12, 2021
Q1 2021
|
Palisade Capital Management LLC
Fort Lee, NJ |
SELL
|
- |
-950Closed |
$293K - $422K
|
0
$0
|
|
May 11, 2021
Q1 2021
|
Birinyi Associates Inc
|
SELL
|
- |
-1.35KClosed |
$416K - $600K
|
0
$0
|
|
May 11, 2021
Q1 2021
|
Signet Investment Advisory Group, Inc.
|
SELL
|
- |
-118Closed |
$36.4K - $52.5K
|
0
$0
|
|
May 11, 2021
Q1 2021
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-848Closed |
$262K - $377K
|
0
$0
|
|
May 11, 2021
Q1 2021
|
Mma Asset Management LLC
New York, NY |
SELL
|
- |
-819Closed |
$253K - $364K
|
0
$0
|
|
May 11, 2021
Q1 2021
|
Hanseatic Management Services Inc
|
SELL
|
- |
-31Closed |
$9.56K - $13.8K
|
0
$0
|
|
May 11, 2021
Q1 2021
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-673Closed |
$208K - $299K
|
0
$0
|
|
May 11, 2021
Q1 2021
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
CALL |
-200Closed |
$61.7K - $88.9K
|
0
$0
|
|
May 10, 2021
Q1 2021
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-25Closed |
$7.71K - $11.1K
|
0
$0
|
|
May 10, 2021
Q1 2021
|
Rkl Wealth Management LLC
|
SELL
|
- |
-650Closed |
$200K - $289K
|
0
$0
|
|
May 10, 2021
Q1 2021
|
Wespac Advisors, LLC
|
SELL
|
- |
-752Closed |
$232K - $334K
|
0
$0
|
|
May 10, 2021
Q1 2021
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-69Closed |
$21.3K - $30.7K
|
0
$0
|
|
May 07, 2021
Q1 2021
|
Seaview Investment Managers LLC
|
SELL
|
- |
-104Closed |
$32.1K - $46.2K
|
0
$0
|
|
May 07, 2021
Q1 2021
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-20Closed |
$6.17K - $8.89K
|
0
$0
|
|
May 04, 2021
Q1 2021
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-774Closed |
$239K - $344K
|
0
$0
|
|
May 04, 2021
Q1 2021
|
Harvest Group Wealth Management, LLC
|
SELL
|
- |
-22Closed |
$6.78K - $9.78K
|
0
$0
|
|
May 03, 2021
Q1 2021
|
Calton & Associates, Inc.
|
SELL
|
- |
-767Closed |
$237K - $341K
|
0
$0
|
|
May 03, 2021
Q1 2021
|
Pendal Group LTD
|
SELL
|
- |
-13.9KClosed |
$4.28M - $6.17M
|
0
$0
|
|
Apr 29, 2021
Q1 2021
|
Sitrin Capital Management LLC
|
SELL
|
- |
-14.6KClosed |
$4.5M - $6.49M
|
0
$0
|
|
Apr 29, 2021
Q1 2021
|
Hershey Trust CO
Hershey, PA |
SELL
|
- |
-6.62KClosed |
$2.04M - $2.94M
|
0
$0
|
|
Apr 28, 2021
Q1 2021
|
Davenport & CO LLC
|
SELL
|
- |
-872Closed |
$269K - $388K
|
0
$0
|
|
Apr 28, 2021
Q1 2021
|
Mizuho Markets Americas LLC
|
BUY
|
CALL |
35.3KNew |
$10.9M - $15.7M
|
35.3K
$2.72M
|
|
Apr 27, 2021
Q1 2021
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-118Closed |
$36.4K - $52.5K
|
0
$0
|
|
Apr 23, 2021
Q1 2021
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-598Closed |
$184K - $266K
|
0
$0
|
|
Apr 23, 2021
Q1 2021
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-653Closed |
$201K - $290K
|
0
$0
|
|
Apr 20, 2021
Q1 2021
|
Fortem Financial Group, LLC
|
SELL
|
- |
-150Closed |
$46.3K - $66.7K
|
0
$0
|
|
Apr 20, 2021
Q1 2021
|
Austin Private Wealth, LLC
|
SELL
|
- |
-710Closed |
$219K - $316K
|
0
$0
|
|
Apr 19, 2021
Q1 2021
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-619Closed |
$191K - $275K
|
0
$0
|
|
Apr 15, 2021
Q1 2021
|
New Capital Management LP
|
SELL
|
- |
-26Closed |
$8.02K - $11.6K
|
0
$0
|
|
Apr 14, 2021
Q1 2021
|
Dfpg Investments, LLC
|
SELL
|
- |
-2.47KClosed |
$762K - $1.1M
|
0
$0
|
|
Apr 13, 2021
Q1 2021
|
Ballew Advisors, Inc
|
SELL
|
- |
-697Closed |
$215K - $310K
|
0
$0
|
|
Q4 2020 | |||||||
Sep 21, 2023
Q4 2020
|
Jefferies Group LLC
New York, NY |
BUY
|
PUT |
11.5KNew |
$3.88M - $6.54M
|
11.5K
$887K
|
|
Jun 07, 2023
Q4 2020
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
1.19K+ 19766.67% |
$400K - $674K
|
1.19K
$92K
|
|
May 19, 2023
Q4 2020
|
Vanderbilt University
Nashville, TN |
BUY
|
- |
15.8KNew |
$5.32M - $8.97M
|
15.8K
$1.22M
|
|
Mar 23, 2023
Q4 2020
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-12.5KClosed |
$4.21M - $7.1M
|
0
$0
|
|
Feb 18, 2022
Q4 2020
|
Atlassian Corp PLC
London, X0 |
BUY
|
- |
285KNew |
$96.2M - $162M
|
285K
$22M
|
|
Mar 05, 2021
Q4 2020
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-13Closed |
$4.39K - $7.39K
|
0
$0
|
|
Mar 05, 2021
Q4 2020
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
PUT |
-100Closed |
$33.7K - $56.8K
|
0
$0
|
|
Mar 02, 2021
Q4 2020
|
Sage Private Wealth Group, LLC
|
BUY
|
- |
15New |
$5.06K - $8.53K
|
15
$1.16K
|
|
Mar 01, 2021
Q4 2020
|
Gifford Fong Associates
Lafayette, CA |
BUY
|
- |
15KNew |
$5.06M - $8.53M
|
15K
$1.16M
|
|
Feb 17, 2021
Q4 2020
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
PUT |
400New |
$135K - $227K
|
400
$30.9K
|
|
Feb 16, 2021
Q4 2020
|
Davidson Kempner Capital Management LP
New York, NY |
BUY
|
- |
79.3K+ 383.09% |
$26.7M - $45.1M
|
100K
$7.72M
|
|
Feb 16, 2021
Q4 2020
|
First National Bank Of South Miami
|
SELL
|
- |
-80Closed |
$27K - $45.5K
|
0
$0
|
|
Feb 16, 2021
Q4 2020
|
Advisory Alpha, LLC
|
SELL
|
- |
-115Closed |
$38.8K - $65.4K
|
0
$0
|
|
Feb 16, 2021
Q4 2020
|
Meridian Wealth Advisors, LLC
|
SELL
|
- |
-428Closed |
$144K - $243K
|
0
$0
|