Latest Institutional Purchases of Zoom Video Communications, Inc. (ZM)
This list provides information on the latest institutional transactions involving Zoom Video Communications, Inc. (ZM) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Feb 01, 2022
Q4 2021
|
Field & Main Bank
|
BUY
|
- |
20New |
$3.64K - $5.71K
|
20
$1.55K
|
|
May 03, 2022
Q4 2021
|
Investmark Advisory Group LLC
|
BUY
|
- |
17New |
$3.09K - $4.86K
|
17
$1.32K
|
|
Aug 05, 2022
Q4 2021
|
Tevis Investment Management
|
BUY
|
- |
10New |
$1.82K - $2.86K
|
10
$774
|
|
Jan 18, 2022
Q4 2021
|
Accel Wealth Management
|
BUY
|
- |
10New |
$1.82K - $2.86K
|
10
$774
|
|
Feb 09, 2022
Q4 2021
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
2New |
$364 - $571
|
2
$155
|
|
Feb 09, 2022
Q4 2021
|
Curi Wealth Management, LLC
|
BUY
|
- |
1New |
$182 - $286
|
1
$77.4
|
|
Q3 2021 | |||||||
Nov 05, 2021
Q3 2021
|
Imc Chicago, LLC
|
BUY
|
PUT |
555KNew |
$143M - $222M
|
555K
$42.9M
|
|
Nov 15, 2021
Q3 2021
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
99.8KNew |
$25.7M - $40M
|
99.8K
$7.72M
|
|
Nov 15, 2021
Q3 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
CALL |
23.9KNew |
$6.15M - $9.59M
|
23.9K
$1.85M
|
|
Nov 02, 2021
Q3 2021
|
Burleson & Company, LLC
|
BUY
|
PUT |
1.3KNew |
$335K - $521K
|
1.3K
$101K
|
|
Mar 14, 2023
Q3 2021
|
Private Portfolio Partners LLC
|
BUY
|
- |
76+ 10.16% |
$19.6K - $30.5K
|
824
$63.8K
|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
51New |
$13.1K - $20.5K
|
51
$3.95K
|
|
Nov 08, 2021
Q3 2021
|
Princeton Global Asset Management LLC
|
BUY
|
- |
44+ 275.0% |
$11.3K - $17.6K
|
60
$4.64K
|
|
Nov 12, 2021
Q3 2021
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
25New |
$6.44K - $10K
|
25
$1.93K
|
|
Q2 2021 | |||||||
Aug 16, 2021
Q2 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
PUT |
2.45KNew |
$705K - $965K
|
2.45K
$189K
|
|
Aug 10, 2021
Q2 2021
|
Mission Wealth Management, LP
|
BUY
|
PUT |
300New |
$86.5K - $118K
|
300
$23.2K
|
|
Aug 06, 2021
Q2 2021
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
298New |
$86K - $118K
|
298
$23.1K
|
|
Aug 13, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
161New |
$46.4K - $63.6K
|
161
$12.5K
|
|
Jul 21, 2021
Q2 2021
|
Tuttle Capital Management, LLC
|
BUY
|
- |
64+ 8.03% |
$18.5K - $25.3K
|
861
$66.6K
|
|
Jul 20, 2021
Q2 2021
|
Emfo, LLC
|
BUY
|
- |
40New |
$11.5K - $15.8K
|
40
$3.1K
|
|
Jul 12, 2021
Q2 2021
|
Enterprise Trust & Investment CO
|
BUY
|
- |
25New |
$7.21K - $9.87K
|
25
$1.93K
|
|
Aug 17, 2021
Q2 2021
|
West Branch Capital LLC
|
BUY
|
- |
5New |
$1.44K - $1.97K
|
5
$387
|
|
Aug 11, 2021
Q2 2021
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
CALL |
1New |
$288 - $395
|
1
$77.4
|
|
Q1 2021 | |||||||
May 17, 2021
Q1 2021
|
First Growth Investment Manager LP
San Francisco, CA |
BUY
|
PUT |
40KNew |
$12.3M - $17.8M
|
40K
$3.1M
|
|
Apr 28, 2021
Q1 2021
|
Mizuho Markets Americas LLC
|
BUY
|
CALL |
35.3KNew |
$10.9M - $15.7M
|
35.3K
$2.73M
|
|
Jun 26, 2023
Q1 2021
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
12.7KNew |
$3.93M - $5.66M
|
12.7K
$986K
|
|
Sep 11, 2023
Q1 2021
|
Artemis Wealth Advisors, LLC
|
BUY
|
- |
7KNew |
$2.16M - $3.11M
|
7K
$542K
|
|
May 28, 2021
Q1 2021
|
Sierra Capital LLC
|
BUY
|
- |
18New |
$5.55K - $8K
|
18
$1.39K
|
|
May 13, 2021
Q1 2021
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
10New |
$3.08K - $4.45K
|
10
$774
|
|
Q4 2020 | |||||||
Feb 18, 2022
Q4 2020
|
Atlassian Corp PLC
London, X0 |
BUY
|
- |
285KNew |
$96.2M - $162M
|
285K
$22.1M
|
|
Feb 16, 2021
Q4 2020
|
Davidson Kempner Capital Management LP
New York, NY |
BUY
|
- |
79.3K+ 383.09% |
$26.7M - $45.1M
|
100K
$7.74M
|
|
Feb 16, 2021
Q4 2020
|
Sg3 Management, LLC
Dorado, PR |
BUY
|
PUT |
53.2K+ 198.51% |
$17.9M - $30.2M
|
80K
$6.19M
|
|
May 19, 2023
Q4 2020
|
Vanderbilt University
Nashville, TN |
BUY
|
- |
15.8KNew |
$5.32M - $8.97M
|
15.8K
$1.22M
|
|
Mar 01, 2021
Q4 2020
|
Gifford Fong Associates
Lafayette, CA |
BUY
|
- |
15KNew |
$5.06M - $8.53M
|
15K
$1.16M
|
|
Sep 21, 2023
Q4 2020
|
Jefferies Group LLC
New York, NY |
BUY
|
PUT |
11.5KNew |
$3.88M - $6.54M
|
11.5K
$890K
|
|
Jan 20, 2021
Q4 2020
|
Concentrum Wealth Management
|
BUY
|
PUT |
10KNew |
$3.37M - $5.68M
|
10K
$774K
|
|
Feb 12, 2021
Q4 2020
|
1776 Wealth LLC
|
BUY
|
CALL |
6KNew |
$2.02M - $3.41M
|
6K
$464K
|
|
Jun 07, 2023
Q4 2020
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
1.19K+ 19766.67% |
$400K - $674K
|
1.19K
$92.2K
|
|
Jan 26, 2021
Q4 2020
|
Pfg Advisors
|
BUY
|
CALL |
1KNew |
$337K - $568K
|
1K
$77.4K
|
|
Feb 17, 2021
Q4 2020
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
PUT |
400New |
$135K - $227K
|
400
$31K
|
|
Jan 29, 2021
Q4 2020
|
Corbenic Partners LLC
|
BUY
|
- |
50+ 333.33% |
$16.9K - $28.4K
|
65
$5.03K
|
|
Jan 21, 2021
Q4 2020
|
Investors Research Corp
|
BUY
|
- |
50New |
$16.9K - $28.4K
|
50
$3.87K
|
|
Jan 20, 2021
Q4 2020
|
Ellis Investment Partners, LLC
|
BUY
|
- |
23New |
$7.76K - $13.1K
|
23
$1.78K
|
|
Mar 02, 2021
Q4 2020
|
Sage Private Wealth Group, LLC
|
BUY
|
- |
15New |
$5.06K - $8.53K
|
15
$1.16K
|
|
Feb 16, 2021
Q4 2020
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
10New |
$3.37K - $5.68K
|
10
$774
|
|
Feb 03, 2021
Q4 2020
|
Hartford Financial Management Inc.
|
BUY
|
- |
10New |
$3.37K - $5.68K
|
10
$774
|
|
Feb 11, 2021
Q4 2020
|
Annapolis Financial Services, LLC
|
BUY
|
- |
8New |
$2.7K - $4.55K
|
8
$619
|
|
Q3 2020 | |||||||
Nov 16, 2020
Q3 2020
|
Whale Rock Capital Management LLC
Boston, MA |
BUY
|
PUT |
390KNew |
$90.1M - $195M
|
390K
$30.2M
|
|
Nov 16, 2020
Q3 2020
|
Gen Trust, LLC
|
BUY
|
- |
20KNew |
$4.62M - $10M
|
20K
$1.55M
|
|
Nov 03, 2020
Q3 2020
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
PUT |
4KNew |
$924K - $2M
|
4K
$310K
|