Purchases and Sales Made in Q2 2024 in Zoom Video Communications, Inc. (ZM)
This table provides information about the institutional ownership of Zoom Video Communications, Inc. (ZM) during Q2 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Jul 12, 2024
Q2 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
143+ 71.5% |
$8.04K - $9.26K
|
343
$28.4K
|
|
|
Aug 06, 2024
Q2 2024
|
Donoghue Forlines LLC
|
BUY
|
- |
143+ 3.27% |
$8.04K - $9.26K
|
4.52K
$374K
|
|
|
Jul 30, 2024
Q2 2024
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
140+ 1.93% |
$7.87K - $9.06K
|
7.38K
$610K
|
|
|
Jul 19, 2024
Q2 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
138+ 39.32% |
$7.76K - $8.93K
|
489
$40.4K
|
|
|
Aug 07, 2024
Q2 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
135+ 13500.0% |
$7.59K - $8.74K
|
136
$11.2K
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
132+ 178.38% |
$7.42K - $8.54K
|
206
$17K
|
|
|
Jul 02, 2024
Q2 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
112+ 26.23% |
$6.3K - $7.25K
|
539
$44.6K
|
|
|
Jul 29, 2024
Q2 2024
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
BUY
|
- |
110+ 0.38% |
$6.18K - $7.12K
|
28.8K
$2.38M
|
|
|
Aug 14, 2024
Q2 2024
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
109+ 87.2% |
$6.13K - $7.06K
|
234
$19.4K
|
|
|
Nov 12, 2024
Q2 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
92+ 28.48% |
$5.17K - $5.96K
|
415
$34.3K
|
|
|
Aug 13, 2024
Q2 2024
|
Ossiam
Paris, I0 |
BUY
|
- |
91+ 0.04% |
$5.12K - $5.89K
|
230K
$19M
|
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
BUY
|
- |
86+ 80.37% |
$4.83K - $5.57K
|
193
$16K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
84+ 18.26% |
$4.72K - $5.44K
|
544
$45K
|
|
|
Aug 22, 2024
Q2 2024
|
Cypress Capital, LLC
|
BUY
|
- |
80New |
$4.5K - $5.18K
|
80
$6.62K
|
|
|
Jul 17, 2024
Q2 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
72+ 32.0% |
$4.05K - $4.66K
|
297
$24.6K
|
|
|
Jul 08, 2024
Q2 2024
|
Bank & Trust CO
Litchfield, IL |
BUY
|
- |
71New |
$3.99K - $4.6K
|
71
$5.87K
|
|
|
Jul 15, 2024
Q2 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
60+ 58.25% |
$3.37K - $3.88K
|
163
$13.5K
|
|
|
Jul 19, 2024
Q2 2024
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
57New |
$3.2K - $3.69K
|
57
$4.71K
|
|
|
Aug 13, 2024
Q2 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
56+ 4.75% |
$3.15K - $3.62K
|
1.24K
$102K
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
53+ 12.62% |
$2.98K - $3.43K
|
473
$39.1K
|
|
|
Aug 13, 2024
Q2 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
53+ 378.57% |
$2.98K - $3.43K
|
67
$5.54K
|
|
|
Jul 02, 2024
Q2 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
51+ 100.0% |
$2.87K - $3.3K
|
102
$8.44K
|
|
|
Jul 22, 2024
Q2 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
50New |
$2.81K - $3.24K
|
50
$4.14K
|
|
|
Jul 25, 2024
Q2 2024
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
50+ 13.33% |
$2.81K - $3.24K
|
425
$35.1K
|
|
|
Aug 09, 2024
Q2 2024
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
45New |
$2.53K - $2.91K
|
45
$3.72K
|
|
|
Jul 26, 2024
Q2 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
45+ 321.43% |
$2.53K - $2.91K
|
59
$4.88K
|
|
|
Aug 05, 2024
Q2 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
43+ 30.71% |
$2.42K - $2.78K
|
183
$15.1K
|
|
|
Jul 24, 2024
Q2 2024
|
Edge Rock Capital LLC
|
BUY
|
- |
35New |
$1.97K - $2.27K
|
35
$2.89K
|
|
|
Aug 05, 2024
Q2 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
32New |
$1.8K - $2.07K
|
32
$2.65K
|
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
30+ 0.63% |
$1.69K - $1.94K
|
4.82K
$398K
|
|
|
Jul 22, 2024
Q2 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
30+ 7.73% |
$1.69K - $1.94K
|
418
$34.6K
|
|
|
Jul 25, 2024
Q2 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
25+ 0.32% |
$1.41K - $1.62K
|
7.88K
$651K
|
|
|
Jul 02, 2024
Q2 2024
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
24New |
$1.35K - $1.55K
|
24
$1.98K
|
|
|
Aug 05, 2024
Q2 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
23New |
$1.29K - $1.49K
|
23
$1.9K
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
20New |
$1.12K - $1.29K
|
20
$1.65K
|
|
|
Jul 29, 2024
Q2 2024
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
20+ 400.0% |
$1.12K - $1.29K
|
25
$2.07K
|
|
|
Jul 24, 2024
Q2 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
17New |
$956 - $1.1K
|
17
$1.41K
|
|
|
Jul 26, 2024
Q2 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
16+ 48.48% |
$899 - $1.04K
|
49
$4.05K
|
|
|
Jul 09, 2024
Q2 2024
|
Cva Family Office, LLC
|
BUY
|
- |
16+ 100.0% |
$899 - $1.04K
|
32
$2.65K
|
|
|
Jul 30, 2024
Q2 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
15+ 0.08% |
$843 - $971
|
19K
$1.57M
|
|
|
Jul 30, 2024
Q2 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
13+ 144.44% |
$731 - $841
|
22
$1.82K
|
|
|
Jul 16, 2024
Q2 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
12+ 100.0% |
$675 - $777
|
24
$1.98K
|
|
|
Jul 24, 2024
Q2 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
11+ 36.67% |
$618 - $712
|
41
$3.39K
|
|
|
Jul 31, 2024
Q2 2024
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
10New |
$562 - $647
|
10
$827
|
|
|
Aug 06, 2024
Q2 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
10New |
$562 - $647
|
10
$827
|
|
|
Aug 02, 2024
Q2 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
10+ 3.19% |
$562 - $647
|
323
$26.7K
|
|
|
Jul 25, 2024
Q2 2024
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
10+ 22.73% |
$562 - $647
|
54
$4.47K
|
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
8+ 9.52% |
$450 - $518
|
92
$7.61K
|
|
|
Jul 12, 2024
Q2 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
7New |
$393 - $453
|
7
$579
|
|
|
Aug 13, 2024
Q2 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
7+ 1.04% |
$393 - $453
|
681
$56.3K
|