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 07, 2025
Q1 2025
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
22.4K+ 388.4% |
$1.62M - $1.99M
|
28.2K
$2.17M
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
1.85K+ 49.76% |
$134K - $164K
|
5.58K
$430K
|
|
May 06, 2025
Q1 2025
|
Universal Beteiligungs Und Servicegesellschaft Mb H
Frankfurt Am Main, 2M |
BUY
|
- |
1.01K+ 0.4% |
$72.7K - $89.3K
|
251K
$19.4M
|
|
May 06, 2025
Q1 2025
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-361- 12.07% |
$26.1K - $32K
|
2.63K
$203K
|
|
May 06, 2025
Q1 2025
|
Klp Kapitalforvaltning As
Oslo, Q8 |
BUY
|
- |
2.2K+ 0.68% |
$159K - $195K
|
325K
$25.1M
|
|
May 06, 2025
Q1 2025
|
Lane Generational LLC
|
SELL
|
- |
-261- 0.32% |
$18.9K - $23.1K
|
80.2K
$6.19M
|
|
May 06, 2025
Q1 2025
|
Sym Financial Corp
|
SELL
|
- |
-37- 0.81% |
$2.67K - $3.28K
|
4.54K
$350K
|
|
May 06, 2025
Q1 2025
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
1.34K+ 53.62% |
$96.8K - $119K
|
3.84K
$296K
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
22.7KNew |
$1.64M - $2.01M
|
22.7K
$1.75M
|
|
May 06, 2025
Q1 2025
|
Convergence Investment Partners, LLC
|
BUY
|
- |
15.3KNew |
$1.11M - $1.36M
|
15.3K
$1.18M
|
|
May 06, 2025
Q1 2025
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
3New |
$217 - $266
|
3
$232
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.47K+ 22.76% |
$106K - $130K
|
7.93K
$612K
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
7.62K+ 45.91% |
$550K - $675K
|
24.2K
$1.87M
|
|
May 06, 2025
Q1 2025
|
Pacer Advisors, Inc.
Malvern, PA |
SELL
|
- |
-2.8M- 58.41% |
$202M - $248M
|
1.99M
$154M
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
SELL
|
- |
-16- 12.6% |
$1.16K - $1.42K
|
111
$8.57K
|
|
May 06, 2025
Q1 2025
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
BUY
|
- |
3.38KNew |
$244K - $299K
|
3.38K
$260K
|
|
May 05, 2025
Q1 2025
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
51+ 0.94% |
$3.68K - $4.52K
|
5.49K
$423K
|
|
May 05, 2025
Q1 2025
|
Pictet Asset Management Holding Sa
Carouge, V8 |
SELL
|
- |
-69.2K- 40.6% |
$5M - $6.13M
|
101K
$7.81M
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-364- 1.24% |
$26.3K - $32.3K
|
28.9K
$2.23M
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
4.18KNew |
$302K - $370K
|
4.18K
$322K
|
|
May 05, 2025
Q1 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
28+ 350.0% |
$2.02K - $2.48K
|
36
$2.78K
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-321- 42.63% |
$23.2K - $28.5K
|
432
$33.3K
|
|
May 05, 2025
Q1 2025
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
41.5KNew |
$3M - $3.68M
|
41.5K
$3.2M
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
BUY
|
- |
1.08K+ 275.83% |
$78.3K - $96.1K
|
1.48K
$114K
|
|
May 05, 2025
Q1 2025
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
83.7K+ 8.14% |
$6.05M - $7.42M
|
1.11M
$85.8M
|
|
May 05, 2025
Q1 2025
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
1+ 25.0% |
$72.2 - $88.6
|
5
$386
|
|
May 02, 2025
Q1 2025
|
Massachusetts Financial Services CO
Boston, MA |
BUY
|
- |
45.3K+ 43.76% |
$3.27M - $4.02M
|
149K
$11.5M
|
|
May 02, 2025
Q1 2025
|
Cornercap Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-236- 1.25% |
$17K - $20.9K
|
18.7K
$1.44M
|
|
May 02, 2025
Q1 2025
|
Wealthfront Advisers LLC
|
SELL
|
- |
-1.77K- 14.45% |
$128K - $157K
|
10.5K
$810K
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
58+ 15.34% |
$4.19K - $5.14K
|
436
$33.6K
|
|
May 02, 2025
Q1 2025
|
Victory Capital Management Inc
|
BUY
|
- |
765K+ 119.5% |
$55.3M - $67.8M
|
1.41M
$108M
|
|
May 02, 2025
Q1 2025
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
177+ 3.15% |
$12.8K - $15.7K
|
5.8K
$448K
|
|
May 02, 2025
Q1 2025
|
Easterly Investment Partners LLC
|
SELL
|
- |
-64.5K- 78.29% |
$4.66M - $5.72M
|
17.9K
$1.38M
|
|
May 02, 2025
Q1 2025
|
Concord Wealth Partners
|
SELL
|
- |
-10- 28.57% |
$722 - $886
|
25
$1.93K
|
|
May 02, 2025
Q1 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
39+ 0.92% |
$2.82K - $3.46K
|
4.26K
$329K
|
|
May 02, 2025
Q1 2025
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-21- 36.84% |
$1.52K - $1.86K
|
36
$2.78K
|
|
May 01, 2025
Q1 2025
|
New York State Common Retirement Fund
|
BUY
|
- |
10.9K+ 7.01% |
$787K - $966K
|
166K
$12.8M
|
|
May 01, 2025
Q1 2025
|
Arizona State Retirement System
|
SELL
|
- |
-164- 0.23% |
$11.8K - $14.5K
|
72.1K
$5.56M
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
4.56K+ 5.94% |
$329K - $404K
|
81.3K
$6.27M
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
14New |
$1.01K - $1.24K
|
14
$1.08K
|
|
May 01, 2025
Q1 2025
|
Legacy Financial Group, Inc.
Tulsa, OK |
BUY
|
- |
2.73KNew |
$197K - $242K
|
2.73K
$210K
|
|
May 01, 2025
Q1 2025
|
Mqs Management LLC
|
BUY
|
- |
2.84KNew |
$205K - $251K
|
2.84K
$219K
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
11+ 183.33% |
$795 - $975
|
17
$1.31K
|
|
May 01, 2025
Q1 2025
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
19+ 0.04% |
$1.37K - $1.68K
|
49.8K
$3.84M
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-751- 21.16% |
$54.2K - $66.6K
|
2.8K
$216K
|
|
May 01, 2025
Q1 2025
|
Edgestream Partners, L.P.
Princeton, NJ |
SELL
|
- |
-7.01K- 69.24% |
$506K - $621K
|
3.11K
$240K
|
|
May 01, 2025
Q1 2025
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
SELL
|
- |
-14.5K- 70.36% |
$1.05M - $1.29M
|
6.12K
$472K
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-62- 0.25% |
$4.48K - $5.5K
|
24.9K
$1.92M
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
SELL
|
- |
-5.36K- 44.61% |
$387K - $475K
|
6.65K
$513K
|
|
Apr 30, 2025
Q1 2025
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-10K- 58.07% |
$726K - $891K
|
7.26K
$560K
|