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 06, 2025
Q3 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
2.63KNew |
$184K - $229K
|
2.63K
$222K
|
|
|
Nov 06, 2025
Q3 2025
|
Cbiz Investment Advisory Services, LLC
|
SELL
|
- |
-15- 23.44% |
$1.05K - $1.3K
|
49
$4.13K
|
|
|
Nov 06, 2025
Q3 2025
|
Assetmark, Inc
|
SELL
|
- |
-45- 5.84% |
$3.14K - $3.91K
|
725
$61.1K
|
|
|
Nov 06, 2025
Q3 2025
|
Metis Global Partners, LLC
|
SELL
|
- |
-230- 5.75% |
$16K - $20K
|
3.77K
$317K
|
|
|
Nov 06, 2025
Q3 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
2.6KNew |
$181K - $226K
|
2.6K
$219K
|
|
|
Nov 06, 2025
Q3 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
SELL
|
- |
-40- 2.99% |
$2.79K - $3.47K
|
1.3K
$109K
|
|
|
Nov 06, 2025
Q3 2025
|
Illinois Municipal Retirement Fund
|
SELL
|
- |
-16.6K- 5.7% |
$1.16M - $1.44M
|
275K
$23.2M
|
|
|
Nov 06, 2025
Q3 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-12.8K- 94.98% |
$895K - $1.11M
|
678
$57.1K
|
|
|
Nov 06, 2025
Q3 2025
|
Gen Trust, LLC
|
BUY
|
- |
2.43KNew |
$170K - $211K
|
2.43K
$205K
|
|
|
Nov 06, 2025
Q3 2025
|
Abrdn PLC
|
BUY
|
- |
22.9K+ 9.46% |
$1.6M - $1.99M
|
264K
$22.3M
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
807+ 1.37% |
$56.3K - $70.1K
|
59.9K
$5.04M
|
|
|
Nov 05, 2025
Q3 2025
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
SELL
|
- |
-31.2K- 68.52% |
$2.17M - $2.7M
|
14.3K
$1.21M
|
|
|
Nov 05, 2025
Q3 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
45+ 71.43% |
$3.14K - $3.91K
|
108
$9.1K
|
|
|
Nov 05, 2025
Q3 2025
|
South State Corp
|
SELL
|
- |
-117- 27.08% |
$8.16K - $10.2K
|
315
$26.5K
|
|
|
Nov 05, 2025
Q3 2025
|
Legacy Financial Group, Inc.
Tulsa, OK |
SELL
|
- |
-245- 8.56% |
$17.1K - $21.3K
|
2.62K
$220K
|
|
|
Nov 05, 2025
Q3 2025
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-58- 0.37% |
$4.05K - $5.04K
|
15.7K
$1.33M
|
|
|
Nov 05, 2025
Q3 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
845+ 166.67% |
$59K - $73.4K
|
1.35K
$114K
|
|
|
Nov 05, 2025
Q3 2025
|
Plato Investment Management LTD
Sydney, C3 |
BUY
|
- |
3.15K+ 19.26% |
$219K - $273K
|
19.5K
$1.64M
|
|
|
Nov 05, 2025
Q3 2025
|
Profund Advisors LLC
|
SELL
|
- |
-254- 2.46% |
$17.7K - $22.1K
|
10.1K
$849K
|
|
|
Nov 05, 2025
Q3 2025
|
Candriam S.C.A.
|
BUY
|
- |
366+ 2.21% |
$25.5K - $31.8K
|
16.9K
$1.43M
|
|
|
Nov 05, 2025
Q3 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
2.48KNew |
$173K - $215K
|
2.48K
$208K
|
|
|
Nov 05, 2025
Q3 2025
|
Midwest Financial Group LLC
Overland Park, KS |
SELL
|
- |
-140- 3.62% |
$9.77K - $12.2K
|
3.73K
$314K
|
|
|
Nov 05, 2025
Q3 2025
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
238+ 67.04% |
$16.6K - $20.7K
|
593
$49.9K
|
|
|
Nov 04, 2025
Q3 2025
|
Everhart Financial Group, Inc.
|
BUY
|
- |
313+ 4.96% |
$21.8K - $27.2K
|
6.63K
$558K
|
|
|
Nov 04, 2025
Q3 2025
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-8.83K- 34.32% |
$616K - $767K
|
16.9K
$1.42M
|
|
|
Nov 04, 2025
Q3 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
171K+ 4950.58% |
$11.9M - $14.8M
|
174K
$14.7M
|
|
|
Nov 04, 2025
Q3 2025
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
3.69KNew |
$257K - $320K
|
3.69K
$310K
|
|
|
Nov 04, 2025
Q3 2025
|
Umb Bank, N.A.
|
BUY
|
- |
2+ 5.56% |
$140 - $174
|
38
$3.2K
|
|
|
Nov 04, 2025
Q3 2025
|
Mediolanum International Funds LTD
Dublin 1, L2 |
SELL
|
- |
-9.6K- 4.86% |
$670K - $833K
|
188K
$15.8M
|
|
|
Nov 04, 2025
Q3 2025
|
Lane Generational LLC
|
SELL
|
- |
-16.8K- 25.59% |
$1.17M - $1.46M
|
48.8K
$4.11M
|
|
|
Nov 04, 2025
Q3 2025
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-1.31K- 11.94% |
$91.5K - $114K
|
9.67K
$815K
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-152- 1.43% |
$10.6K - $13.2K
|
10.5K
$885K
|
|
|
Nov 04, 2025
Q3 2025
|
State Of Wyoming
Cheyenne, WY |
SELL
|
- |
-3K- 37.34% |
$209K - $261K
|
5.04K
$424K
|
|
|
Nov 04, 2025
Q3 2025
|
Convergence Investment Partners, LLC
|
BUY
|
- |
7.35K+ 49.0% |
$513K - $638K
|
22.3K
$1.88M
|
|
|
Nov 04, 2025
Q3 2025
|
Mission Wealth Management, LP
|
SELL
|
- |
-515- 7.5% |
$35.9K - $44.7K
|
6.35K
$535K
|
|
|
Nov 04, 2025
Q3 2025
|
Imc Chicago, LLC
|
BUY
|
- |
85KNew |
$5.93M - $7.38M
|
85K
$7.16M
|
|
|
Nov 04, 2025
Q3 2025
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
2.59K+ 6.7% |
$181K - $225K
|
41.2K
$3.47M
|
|
|
Nov 04, 2025
Q3 2025
|
Peak Retirement Planning, Inc.
Columbus, OH |
BUY
|
- |
8.13K+ 44.74% |
$567K - $706K
|
26.3K
$2.21M
|
|
|
Nov 04, 2025
Q3 2025
|
Ogorek Anthony Joseph
|
BUY
|
- |
31+ 46.27% |
$2.16K - $2.69K
|
98
$8.25K
|
|
|
Nov 04, 2025
Q3 2025
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-254- 4.61% |
$17.7K - $22.1K
|
5.25K
$442K
|
|
|
Nov 04, 2025
Q3 2025
|
Guerra Advisors Inc
Miami, FL |
BUY
|
- |
10New |
$698 - $868
|
10
$842
|
|
|
Nov 04, 2025
Q3 2025
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
604K+ 49.36% |
$42.1M - $52.4M
|
1.83M
$154M
|
|
|
Nov 04, 2025
Q3 2025
|
Callan Family Office, LLC
Radnor, PA |
SELL
|
- |
-744- 20.97% |
$51.9K - $64.6K
|
2.8K
$236K
|
|
|
Nov 04, 2025
Q3 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
142+ 218.46% |
$9.91K - $12.3K
|
207
$17.4K
|
|
|
Nov 04, 2025
Q3 2025
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
10+ 0.69% |
$698 - $868
|
1.46K
$123K
|
|
|
Nov 04, 2025
Q3 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
56.6K+ 335.7% |
$3.95M - $4.91M
|
73.4K
$6.18M
|
|
|
Nov 04, 2025
Q3 2025
|
Savant Capital, LLC
|
BUY
|
- |
8.22K+ 14.36% |
$573K - $714K
|
65.4K
$5.51M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
3.77K+ 7.64% |
$263K - $327K
|
53.1K
$4.48M
|
|
|
Nov 04, 2025
Q3 2025
|
Machina Capital S.A.S.
Paris, I0 |
BUY
|
- |
2.94K+ 60.46% |
$205K - $255K
|
7.8K
$657K
|
|
|
Nov 04, 2025
Q3 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-1.51K- 6.18% |
$105K - $131K
|
23K
$1.93M
|
|