Purchases and Sales Made in Q1 2025 in Zoom Video Communications, Inc. (ZM)
This table provides information about the institutional ownership of Zoom Video Communications, Inc. (ZM) during Q1 2025. The information is specifically focused on institutions that hold shares of Zoom Video Communications, Inc..
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Apr 17, 2025
Q1 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
7New |
$506 - $620
|
7
$543
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
6+ 1.0% |
$433 - $532
|
606
$47K
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
BUY
|
- |
5+ 27.78% |
$361 - $443
|
23
$1.78K
|
|
Apr 29, 2025
Q1 2025
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
4+ 1.53% |
$289 - $355
|
265
$20.5K
|
|
Apr 21, 2025
Q1 2025
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
4+ 2.02% |
$289 - $355
|
202
$15.7K
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
4New |
$289 - $355
|
4
$310
|
|
Apr 25, 2025
Q1 2025
|
Lansing Street Advisors
|
BUY
|
- |
2+ 0.04% |
$144 - $177
|
4.61K
$358K
|
|
Apr 17, 2025
Q1 2025
|
Pay Pay Securities Corp
Tokyo, M0 |
BUY
|
- |
1+ 12.5% |
$72.2 - $88.6
|
9
$698
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
SELL
|
- |
-1- 0.51% |
$72.2 - $88.6
|
195
$15.1K
|
|
Apr 15, 2025
Q1 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-2- 6.9% |
$144 - $177
|
27
$2.09K
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
SELL
|
- |
-5- 41.67% |
$361 - $443
|
7
$543
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-5- 10.0% |
$361 - $443
|
45
$3.49K
|
|
May 02, 2025
Q1 2025
|
Concord Wealth Partners
|
SELL
|
- |
-10- 28.57% |
$722 - $886
|
25
$1.94K
|
|
Apr 17, 2025
Q1 2025
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-10- 40.0% |
$722 - $886
|
15
$1.16K
|
|
Apr 10, 2025
Q1 2025
|
Annex Advisory Services, LLC
|
SELL
|
- |
-12- 0.19% |
$867 - $1.06K
|
6.26K
$486K
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
SELL
|
- |
-12- 46.15% |
$867 - $1.06K
|
14
$1.09K
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-17- 68.0% |
$1.23K - $1.51K
|
8
$620
|
|
Apr 23, 2025
Q1 2025
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-19- 0.54% |
$1.37K - $1.68K
|
3.53K
$273K
|
|
May 02, 2025
Q1 2025
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-21- 36.84% |
$1.52K - $1.86K
|
36
$2.79K
|
|
Apr 29, 2025
Q1 2025
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-50- 24.51% |
$3.61K - $4.43K
|
154
$11.9K
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-60- 29.85% |
$4.33K - $5.32K
|
141
$10.9K
|
|
Apr 21, 2025
Q1 2025
|
Psi Advisors, LLC
|
SELL
|
- |
-60- 62.5% |
$4.33K - $5.32K
|
36
$2.79K
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-61- 54.95% |
$4.41K - $5.41K
|
50
$3.88K
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-62- 0.25% |
$4.48K - $5.5K
|
24.9K
$1.93M
|
|
Apr 30, 2025
Q1 2025
|
Poinciana Advisors Group, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-63- 1.29% |
$4.55K - $5.58K
|
4.83K
$374K
|
|
Apr 30, 2025
Q1 2025
|
Tru Independence Asset Management 2, LLC
|
SELL
|
- |
-90- 1.91% |
$6.5K - $7.98K
|
4.63K
$359K
|
|
Apr 16, 2025
Q1 2025
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-120- 3.91% |
$8.67K - $10.6K
|
2.95K
$229K
|
|
Apr 09, 2025
Q1 2025
|
Wright Investors Service Inc
|
SELL
|
- |
-121- 0.76% |
$8.74K - $10.7K
|
15.7K
$1.22M
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-125- 27.23% |
$9.03K - $11.1K
|
334
$25.9K
|
|
Apr 22, 2025
Q1 2025
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
SELL
|
- |
-130- 3.58% |
$9.39K - $11.5K
|
3.5K
$272K
|
|
Apr 18, 2025
Q1 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-142- 16.53% |
$10.3K - $12.6K
|
717
$55.6K
|
|
Apr 22, 2025
Q1 2025
|
Midwest Financial Group LLC
Overland Park, KS |
SELL
|
- |
-150- 3.61% |
$10.8K - $13.3K
|
4.01K
$311K
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-162- 2.65% |
$11.7K - $14.4K
|
5.96K
$462K
|
|
May 01, 2025
Q1 2025
|
Arizona State Retirement System
|
SELL
|
- |
-164- 0.23% |
$11.8K - $14.5K
|
72.1K
$5.59M
|
|
Apr 30, 2025
Q1 2025
|
Xponance, Inc.
|
SELL
|
- |
-166- 0.6% |
$12K - $14.7K
|
27.4K
$2.13M
|
|
Apr 24, 2025
Q1 2025
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-171- 91.44% |
$12.4K - $15.2K
|
16
$1.24K
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-181- 3.7% |
$13.1K - $16K
|
4.71K
$365K
|
|
Apr 11, 2025
Q1 2025
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-200- 2.42% |
$14.4K - $17.7K
|
8.06K
$625K
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-211- 1.94% |
$15.2K - $18.7K
|
10.7K
$829K
|
|
Apr 15, 2025
Q1 2025
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-215- 5.49% |
$15.5K - $19.1K
|
3.7K
$287K
|
|
May 02, 2025
Q1 2025
|
Cornercap Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-236- 1.25% |
$17K - $20.9K
|
18.7K
$1.45M
|
|
Apr 11, 2025
Q1 2025
|
Harrington Investments, Inc
|
SELL
|
- |
-245- 1.4% |
$17.7K - $21.7K
|
17.3K
$1.34M
|
|
Apr 24, 2025
Q1 2025
|
Diversified Trust CO
|
SELL
|
- |
-401- 1.81% |
$29K - $35.5K
|
21.7K
$1.68M
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
SELL
|
- |
-515- 6.95% |
$37.2K - $45.6K
|
6.9K
$535K
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-751- 21.16% |
$54.2K - $66.6K
|
2.8K
$217K
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-991- 2.2% |
$71.6K - $87.8K
|
44.2K
$3.42M
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1.19K- 35.27% |
$85.7K - $105K
|
2.18K
$169K
|
|
Apr 24, 2025
Q1 2025
|
Achmea Investment Management B.V.
|
SELL
|
- |
-1.33K- 12.19% |
$96.1K - $118K
|
9.59K
$744K
|
|
Apr 30, 2025
Q1 2025
|
Hara Capital LLC
Bellevue, WA |
SELL
|
- |
-1.34K- 21.69% |
$96.6K - $119K
|
4.83K
$375K
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-1.4K- 9.29% |
$101K - $124K
|
13.7K
$1.06M
|