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 10, 2025
Q3 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
7.6K+ 236.02% |
$530K - $660K
|
10.8K
$911K
|
|
|
Nov 10, 2025
Q3 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-81- 2.71% |
$5.65K - $7.03K
|
2.91K
$245K
|
|
|
Nov 10, 2025
Q3 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-4.16K- 0.31% |
$291K - $362K
|
1.34M
$113M
|
|
|
Nov 10, 2025
Q3 2025
|
Concentrum Wealth Management
|
SELL
|
- |
-315- 6.35% |
$22K - $27.4K
|
4.64K
$391K
|
|
|
Nov 10, 2025
Q3 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
178K+ 6074.22% |
$12.4M - $15.5M
|
181K
$15.3M
|
|
|
Nov 10, 2025
Q3 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1.75K+ 40.82% |
$122K - $152K
|
6.02K
$507K
|
|
|
Nov 10, 2025
Q3 2025
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
1.06K+ 26.55% |
$74.1K - $92.2K
|
5.06K
$426K
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
SELL
|
- |
-2.16K- 78.83% |
$150K - $187K
|
579
$48.8K
|
|
|
Nov 10, 2025
Q3 2025
|
Waddell & Associates, LLC
|
BUY
|
- |
5.5KNew |
$384K - $478K
|
5.5K
$463K
|
|
|
Nov 10, 2025
Q3 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-7- 4.09% |
$488 - $608
|
164
$13.8K
|
|
|
Nov 10, 2025
Q3 2025
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
52.1KNew |
$3.64M - $4.53M
|
52.1K
$4.39M
|
|
|
Nov 10, 2025
Q3 2025
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-2.11K- 2.97% |
$147K - $183K
|
68.9K
$5.81M
|
|
|
Nov 10, 2025
Q3 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
301+ 4.35% |
$21K - $26.1K
|
7.22K
$608K
|
|
|
Nov 10, 2025
Q3 2025
|
Affinity Investment Advisors, LLC
|
BUY
|
- |
720+ 8.1% |
$50.2K - $62.5K
|
9.61K
$809K
|
|
|
Nov 10, 2025
Q3 2025
|
Td Asset Management Inc
|
SELL
|
- |
-189K- 34.45% |
$13.2M - $16.4M
|
359K
$30.2M
|
|
|
Nov 10, 2025
Q3 2025
|
Empirical Asset Management, LLC
|
BUY
|
- |
3.12K+ 38.99% |
$217K - $271K
|
11.1K
$936K
|
|
|
Nov 10, 2025
Q3 2025
|
Us Bancorp \De\
|
SELL
|
- |
-344- 5.88% |
$24K - $29.9K
|
5.5K
$463K
|
|
|
Nov 10, 2025
Q3 2025
|
Xponance, Inc.
|
BUY
|
- |
654+ 2.28% |
$45.6K - $56.8K
|
29.3K
$2.47M
|
|
|
Nov 10, 2025
Q3 2025
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
BUY
|
- |
22.7K+ 10.51% |
$1.58M - $1.97M
|
239K
$20.1M
|
|
|
Nov 10, 2025
Q3 2025
|
Interchange Capital Partners, LLC
|
BUY
|
- |
3.39KNew |
$236K - $294K
|
3.39K
$285K
|
|
|
Nov 10, 2025
Q3 2025
|
Intech Investment Management LLC
West Palm Beach, FL |
BUY
|
- |
91.8K+ 157.3% |
$6.41M - $7.97M
|
150K
$12.6M
|
|
|
Nov 10, 2025
Q3 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
4.07K+ 71.13% |
$284K - $353K
|
9.79K
$824K
|
|
|
Nov 10, 2025
Q3 2025
|
Primecap Management CO
Pasadena, CA |
SELL
|
- |
-5.7K- 0.48% |
$398K - $495K
|
1.18M
$99.1M
|
|
|
Nov 10, 2025
Q3 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
3.09KNew |
$215K - $268K
|
3.09K
$260K
|
|
|
Nov 10, 2025
Q3 2025
|
Fox Run Management, L.L.C.
Greenwich, CT |
SELL
|
- |
-13K- 66.03% |
$904K - $1.12M
|
6.66K
$561K
|
|
|
Nov 10, 2025
Q3 2025
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
2.81KNew |
$196K - $244K
|
2.81K
$236K
|
|
|
Nov 10, 2025
Q3 2025
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
9New |
$628 - $781
|
9
$758
|
|
|
Nov 07, 2025
Q3 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
382+ 6.78% |
$26.7K - $33.2K
|
6.02K
$507K
|
|
|
Nov 07, 2025
Q3 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
4.98K+ 20.18% |
$348K - $433K
|
29.7K
$2.5M
|
|
|
Nov 07, 2025
Q3 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
SELL
|
- |
-2- 10.53% |
$140 - $174
|
17
$1.43K
|
|
|
Nov 07, 2025
Q3 2025
|
State Of New Jersey Common Pension Fund D
|
BUY
|
- |
3.31K+ 3.97% |
$231K - $287K
|
86.6K
$7.29M
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-330K- 6.03% |
$23M - $28.7M
|
5.15M
$433M
|
|
|
Nov 07, 2025
Q3 2025
|
Addison Advisors LLC
|
SELL
|
- |
-28- 50.91% |
$1.95K - $2.43K
|
27
$2.27K
|
|
|
Nov 07, 2025
Q3 2025
|
Fifth Third Bancorp
|
BUY
|
- |
1.44K+ 10307.14% |
$101K - $125K
|
1.46K
$123K
|
|
|
Nov 07, 2025
Q3 2025
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
986K+ 3.95% |
$68.8M - $85.6M
|
25.9M
$2.18B
|
|
|
Nov 07, 2025
Q3 2025
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
BUY
|
- |
70K+ 15.06% |
$4.89M - $6.08M
|
535K
$45.1M
|
|
|
Nov 07, 2025
Q3 2025
|
Denkapparat Operations Gmb H
Berlin, 2M |
BUY
|
- |
4.7K+ 59.21% |
$328K - $408K
|
12.6K
$1.06M
|
|
|
Nov 07, 2025
Q3 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
5.19K+ 34600.0% |
$362K - $451K
|
5.21K
$438K
|
|
|
Nov 07, 2025
Q3 2025
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
5.01K+ 83.03% |
$349K - $435K
|
11K
$930K
|
|
|
Nov 07, 2025
Q3 2025
|
Excalibur Management Corp
|
SELL
|
- |
-87- 2.66% |
$6.07K - $7.55K
|
3.18K
$268K
|
|
|
Nov 07, 2025
Q3 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
3.22KNew |
$225K - $280K
|
3.22K
$272K
|
|
|
Nov 06, 2025
Q3 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
2.13K+ 18.52% |
$149K - $185K
|
13.6K
$1.15M
|
|
|
Nov 06, 2025
Q3 2025
|
Versor Investments LP
|
BUY
|
- |
1.1K+ 17.38% |
$77K - $95.8K
|
7.45K
$627K
|
|
|
Nov 06, 2025
Q3 2025
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
23New |
$1.6K - $2K
|
23
$1.94K
|
|
|
Nov 06, 2025
Q3 2025
|
Applied Finance Capital Management, LLC
San Juan, PR |
SELL
|
- |
-1.05K- 14.15% |
$73.3K - $91.3K
|
6.38K
$537K
|
|
|
Nov 06, 2025
Q3 2025
|
Caprock Group, Inc.
|
BUY
|
- |
539+ 4.03% |
$37.6K - $46.8K
|
13.9K
$1.17M
|
|
|
Nov 06, 2025
Q3 2025
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
2.48K+ 82.94% |
$173K - $216K
|
5.48K
$461K
|
|
|
Nov 06, 2025
Q3 2025
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
12.3K+ 2.72% |
$856K - $1.07M
|
462K
$38.9M
|
|
|
Nov 06, 2025
Q3 2025
|
Krilogy Financial LLC
|
BUY
|
- |
23.5KNew |
$1.64M - $2.04M
|
23.5K
$1.98M
|
|
|
Nov 06, 2025
Q3 2025
|
Lsv Asset Management
Chicago, IL |
BUY
|
- |
50.6K+ 4.96% |
$3.53M - $4.39M
|
1.07M
$90.1M
|
|