Latest Institutional Sells of Zoom Video Communications, Inc. (ZM)
This list provides information on the latest institutional transactions involving Zoom Video Communications, Inc. (ZM) stock that were sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 01, 2023
Q2 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-163- 90.56% |
$9.91K - $12K
|
17
$1.32K
|
|
|
Jul 28, 2023
Q2 2023
|
Lattice Capital Management, LLC
|
SELL
|
- |
-91- 1.49% |
$5.53K - $6.7K
|
6K
$464K
|
|
|
Jul 20, 2023
Q2 2023
|
Aj Wealth Strategies, LLC
|
SELL
|
- |
-74- 0.78% |
$4.5K - $5.45K
|
9.44K
$730K
|
|
|
Oct 17, 2023
Q2 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
SELL
|
- |
-10Closed |
$608 - $737
|
0
$0
|
|
|
Aug 07, 2023
Q2 2023
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-10- 62.5% |
$608 - $737
|
6
$464
|
|
|
Jul 12, 2023
Q2 2023
|
Beacon Capital Management, LLC
|
SELL
|
- |
-10- 40.0% |
$608 - $737
|
15
$1.16K
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-4- 7.41% |
$243 - $295
|
50
$3.87K
|
|
|
Aug 14, 2023
Q2 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-1- 0.13% |
$60.8 - $73.7
|
751
$58.1K
|
|
| Q1 2023 | |||||||
|
Apr 28, 2023
Q1 2023
|
Tb Alternative Assets Ltd.
|
SELL
|
- |
-26.1K- 33.81% |
$1.71M - $2.21M
|
51.1K
$3.95M
|
|
|
May 15, 2023
Q1 2023
|
Tenzing Global Management, LLC
San Francisco, CA |
SELL
|
- |
-22.5K- 37.5% |
$1.48M - $1.9M
|
37.5K
$2.9M
|
|
|
Apr 17, 2023
Q1 2023
|
ETF Managers Group, LLC
Summit, NJ |
SELL
|
- |
-8.06K- 56.7% |
$529K - $683K
|
6.16K
$476K
|
|
|
May 26, 2023
Q1 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-3.38KClosed |
$222K - $286K
|
0
$0
|
|
|
Jun 16, 2023
Q1 2023
|
Dgs Capital Management, LLC
|
SELL
|
- |
-2.1K- 40.98% |
$138K - $177K
|
3.02K
$234K
|
|
|
Apr 05, 2023
Q1 2023
|
Carmichael Hill & Associates, Inc.
|
SELL
|
CALL |
-400- 66.67% |
$26.2K - $33.9K
|
200
$15.5K
|
|
|
May 18, 2023
Q1 2023
|
Hnp Capital LLC
|
SELL
|
- |
-97- 2.61% |
$6.37K - $8.21K
|
3.62K
$280K
|
|
|
May 12, 2023
Q1 2023
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-95- 0.52% |
$6.23K - $8.04K
|
18.1K
$1.4M
|
|
|
May 12, 2023
Q1 2023
|
Estabrook Capital Management
New York, NY |
SELL
|
- |
-50- 50.0% |
$3.28K - $4.23K
|
50
$3.87K
|
|
|
Apr 18, 2023
Q1 2023
|
Horan Securities, Inc.
|
SELL
|
- |
-24- 60.0% |
$1.57K - $2.03K
|
16
$1.24K
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-7- 1.44% |
$459 - $593
|
478
$37K
|
|
|
Sep 21, 2023
Q1 2023
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-1Closed |
$65.6 - $84.7
|
0
$0
|
|
|
May 05, 2023
Q1 2023
|
Prairie View Partners, LLC
|
SELL
|
- |
-1- 0.99% |
$65.6 - $84.7
|
100
$7.74K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-446K- 98.52% |
$29.2M - $39.4M
|
6.68K
$517K
|
|
|
Feb 14, 2023
Q4 2022
|
H&H International Investment, LLC
Palo Alto, CA |
SELL
|
- |
-30K- 14.3% |
$1.96M - $2.65M
|
180K
$13.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Hhlr Advisors, Ltd.
Grand Cayman, E9 |
SELL
|
- |
-14.9K- 3.54% |
$974K - $1.32M
|
406K
$31.4M
|
|
|
Feb 09, 2023
Q4 2022
|
Hourglass Capital, LLC
|
SELL
|
- |
-2.37K- 16.56% |
$155K - $209K
|
11.9K
$924K
|
|
|
Jan 12, 2023
Q4 2022
|
Titleist Asset Management, Ltd.
San Antonio, TX |
SELL
|
- |
-382- 1.3% |
$25K - $33.7K
|
29K
$2.24M
|
|
|
Feb 14, 2023
Q4 2022
|
Momentum Advisors, LLC
|
SELL
|
- |
-150- 1.36% |
$9.8K - $13.2K
|
10.8K
$839K
|
|
|
Feb 03, 2023
Q4 2022
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-142- 87.65% |
$9.28K - $12.5K
|
20
$1.55K
|
|
|
Feb 21, 2023
Q4 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-83- 2.61% |
$5.42K - $7.33K
|
3.1K
$240K
|
|
|
Feb 14, 2023
Q4 2022
|
Capital Impact Advisors, LLC
Boston, MA |
SELL
|
- |
-64- 1.47% |
$4.18K - $5.65K
|
4.3K
$333K
|
|
|
Feb 01, 2023
Q4 2022
|
Endurance Wealth Management, Inc.
|
SELL
|
- |
-50- 66.67% |
$3.27K - $4.42K
|
25
$1.93K
|
|
|
Feb 13, 2023
Q4 2022
|
Seeyond
Paris, I0 |
SELL
|
- |
-3- 0.14% |
$196 - $265
|
2.13K
$164K
|
|
|
Feb 13, 2023
Q4 2022
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-3- 0.06% |
$196 - $265
|
4.72K
$365K
|
|
|
Feb 01, 2023
Q4 2022
|
Hallmark Capital Management Inc
|
SELL
|
- |
-3- 60.0% |
$196 - $265
|
2
$155
|
|
|
Mar 02, 2023
Q4 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-1- 7.69% |
$65.4 - $88.3
|
12
$929
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Berkshire Capital Holdings Inc
San Jose, CA |
SELL
|
- |
-96.2K- 99.99% |
$7.05M - $11.6M
|
10
$774
|
|
|
Nov 14, 2022
Q3 2022
|
Prelude Capital Management, LLC
New York, NY |
SELL
|
CALL |
-37.8K- 85.52% |
$2.77M - $4.56M
|
6.4K
$495K
|
|
|
Oct 07, 2022
Q3 2022
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-3.04K- 99.12% |
$223K - $367K
|
27
$2.09K
|
|
|
Dec 02, 2022
Q3 2022
|
American Trust
Lexington, KY |
SELL
|
- |
-2.45KClosed |
$180K - $296K
|
0
$0
|
|
|
Jul 24, 2024
Q3 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-2.18KClosed |
$160K - $264K
|
0
$0
|
|
|
Dec 13, 2022
Q3 2022
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
SELL
|
- |
-1.76KClosed |
$129K - $213K
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-1.41K- 6.22% |
$103K - $170K
|
21.2K
$1.64M
|
|
|
Nov 14, 2022
Q3 2022
|
Becker Capital Management Inc
|
SELL
|
- |
-1.18K- 8.72% |
$86.2K - $142K
|
12.3K
$952K
|
|
|
Oct 14, 2022
Q3 2022
|
Redpoint Investment Management Pty LTD
|
SELL
|
- |
-759- 12.87% |
$55.7K - $91.6K
|
5.14K
$398K
|
|
|
Oct 12, 2022
Q3 2022
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-374- 93.5% |
$27.4K - $45.2K
|
26
$2.01K
|
|
|
Nov 14, 2022
Q3 2022
|
Cpwm, LLC
Seattle, WA |
SELL
|
- |
-229- 5.76% |
$16.8K - $27.6K
|
3.75K
$290K
|
|
|
Nov 14, 2022
Q3 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
SELL
|
- |
-125- 20.0% |
$9.17K - $15.1K
|
500
$38.7K
|
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
SELL
|
- |
-100- 24.94% |
$7.33K - $12.1K
|
301
$23.3K
|
|
|
Dec 01, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-95- 63.33% |
$6.97K - $11.5K
|
55
$4.26K
|
|
|
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-80Closed |
$5.87K - $9.66K
|
0
$0
|
|