Purchases and Sales Made in Q3 2021 in Zoom Video Communications, Inc. (ZM)
This table provides information about the institutional ownership of Zoom Video Communications, Inc. (ZM) during Q3 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Oct 15, 2021
Q3 2021
|
Paradigm, Strategies In Wealth Management, LLC
|
SELL
|
- |
-4Closed |
$1.03K - $1.6K
|
0
$0
|
|
|
Oct 12, 2021
Q3 2021
|
Cva Family Office, LLC
|
SELL
|
- |
-5Closed |
$1.29K - $2.01K
|
0
$0
|
|
|
Nov 08, 2021
Q3 2021
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-5Closed |
$1.29K - $2.01K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-6- 8.7% |
$1.54K - $2.41K
|
63
$5.48K
|
|
|
Nov 16, 2021
Q3 2021
|
Retirement Group, LLC
|
SELL
|
- |
-7Closed |
$1.8K - $2.81K
|
0
$0
|
|
|
Oct 27, 2021
Q3 2021
|
Spearhead Capital Advisors, LLC
Wellington, FL |
SELL
|
- |
-7- 0.58% |
$1.8K - $2.81K
|
1.2K
$104K
|
|
|
Nov 10, 2021
Q3 2021
|
Glassman Wealth Services
|
SELL
|
- |
-8- 2.23% |
$2.06K - $3.21K
|
351
$30.5K
|
|
|
Oct 22, 2021
Q3 2021
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-8- 0.11% |
$2.06K - $3.21K
|
7.06K
$614K
|
|
|
Oct 21, 2021
Q3 2021
|
Lake Point Wealth Management
|
SELL
|
- |
-8- 11.11% |
$2.06K - $3.21K
|
64
$5.56K
|
|
|
Nov 12, 2021
Q3 2021
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-8Closed |
$2.06K - $3.21K
|
0
$0
|
|
|
Oct 12, 2021
Q3 2021
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-8- 0.9% |
$2.06K - $3.21K
|
881
$76.6K
|
|
|
Oct 12, 2021
Q3 2021
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-9- 75.0% |
$2.32K - $3.61K
|
3
$261
|
|
|
Nov 10, 2021
Q3 2021
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-10- 20.83% |
$2.57K - $4.01K
|
38
$3.3K
|
|
|
Oct 18, 2021
Q3 2021
|
Annex Advisory Services, LLC
|
SELL
|
- |
-11- 0.08% |
$2.83K - $4.41K
|
14.3K
$1.24M
|
|
|
Oct 29, 2021
Q3 2021
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-12- 11.32% |
$3.09K - $4.81K
|
94
$8.17K
|
|
|
Nov 05, 2021
Q3 2021
|
Benedetti & Gucer, Inc.
|
SELL
|
- |
-12- 0.83% |
$3.09K - $4.81K
|
1.44K
$125K
|
|
|
Oct 19, 2021
Q3 2021
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-14- 0.77% |
$3.6K - $5.62K
|
1.8K
$156K
|
|
|
Oct 22, 2021
Q3 2021
|
Carolina Wealth Advisors, LLC
|
SELL
|
- |
-15- 53.57% |
$3.86K - $6.02K
|
13
$1.13K
|
|
|
Nov 02, 2021
Q3 2021
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-15- 31.91% |
$3.86K - $6.02K
|
32
$2.78K
|
|
|
Nov 15, 2021
Q3 2021
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-16- 2.23% |
$4.12K - $6.42K
|
702
$61K
|
|
|
Nov 16, 2021
Q3 2021
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-16- 0.55% |
$4.12K - $6.42K
|
2.88K
$250K
|
|
|
Oct 19, 2021
Q3 2021
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-17- 54.84% |
$4.38K - $6.82K
|
14
$1.22K
|
|
|
Oct 27, 2021
Q3 2021
|
Westside Investment Management, Inc.
|
SELL
|
- |
-18- 12.59% |
$4.63K - $7.22K
|
125
$10.9K
|
|
|
Oct 28, 2021
Q3 2021
|
Macroview Investment Management LLC
|
SELL
|
- |
-18- 38.3% |
$4.63K - $7.22K
|
29
$2.52K
|
|
|
Nov 15, 2021
Q3 2021
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-18- 1.19% |
$4.63K - $7.22K
|
1.49K
$130K
|
|
|
Oct 21, 2021
Q3 2021
|
1776 Wealth LLC
|
SELL
|
- |
-18- 0.6% |
$4.63K - $7.22K
|
2.96K
$257K
|
|
|
Oct 14, 2021
Q3 2021
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-18Closed |
$4.63K - $7.22K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-20- 60.61% |
$5.15K - $8.02K
|
13
$1.13K
|
|
|
Nov 15, 2021
Q3 2021
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-20- 1.95% |
$5.15K - $8.02K
|
1.01K
$87.5K
|
|
|
Nov 12, 2021
Q3 2021
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-23- 1.44% |
$5.92K - $9.23K
|
1.57K
$137K
|
|
|
Nov 12, 2021
Q3 2021
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-24- 2.97% |
$6.18K - $9.63K
|
785
$68.2K
|
|
|
Nov 16, 2021
Q3 2021
|
Parisi Gray Wealth Management
|
SELL
|
- |
-24- 2.3% |
$6.18K - $9.63K
|
1.02K
$88.7K
|
|
|
Oct 25, 2021
Q3 2021
|
Blue Fin Capital, Inc.
|
SELL
|
- |
-25- 3.1% |
$6.44K - $10K
|
781
$67.9K
|
|
|
Nov 03, 2021
Q3 2021
|
Camden Capital, LLC
|
SELL
|
- |
-28- 1.56% |
$7.21K - $11.2K
|
1.77K
$154K
|
|
|
Aug 13, 2024
Q3 2021
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-28- 38.36% |
$7.21K - $11.2K
|
45
$3.91K
|
|
|
Nov 10, 2021
Q3 2021
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-29Closed |
$7.46K - $11.6K
|
0
$0
|
|
|
Nov 09, 2023
Q3 2021
|
Brewin Dolphin LTD
London, X0 |
SELL
|
- |
-29- 4.35% |
$7.46K - $11.6K
|
637
$55.4K
|
|
|
Nov 05, 2021
Q3 2021
|
Bradley & Co. Private Wealth Management, LLC
|
SELL
|
- |
-30Closed |
$7.72K - $12K
|
0
$0
|
|
|
Oct 29, 2021
Q3 2021
|
Archer Investment Corp
|
SELL
|
- |
-31Closed |
$7.98K - $12.4K
|
0
$0
|
|
|
Nov 05, 2021
Q3 2021
|
Lindbrook Capital, LLC
|
SELL
|
- |
-31- 1.54% |
$7.98K - $12.4K
|
1.98K
$172K
|
|
|
Nov 08, 2021
Q3 2021
|
Meeder Asset Management Inc
|
SELL
|
- |
-32- 20.92% |
$8.24K - $12.8K
|
121
$10.5K
|
|
|
Oct 28, 2021
Q3 2021
|
Better Money Decisions, LLC
|
SELL
|
- |
-34- 29.06% |
$8.75K - $13.6K
|
83
$7.22K
|
|
|
Nov 04, 2021
Q3 2021
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-35- 3.57% |
$9.01K - $14K
|
946
$82.2K
|
|
|
Nov 04, 2021
Q3 2021
|
Larson Financial Group LLC
|
SELL
|
- |
-36- 21.69% |
$9.27K - $14.4K
|
130
$11.3K
|
|
|
Oct 13, 2021
Q3 2021
|
Private Capital Group, LLC
|
SELL
|
- |
-37- 13.81% |
$9.52K - $14.8K
|
231
$20.1K
|
|
|
Oct 22, 2021
Q3 2021
|
Echo Wealth Management, LLC
|
SELL
|
- |
-40- 3.15% |
$10.3K - $16K
|
1.23K
$107K
|
|
|
Nov 12, 2021
Q3 2021
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-40- 4.12% |
$10.3K - $16K
|
932
$81K
|
|
|
Nov 10, 2021
Q3 2021
|
Agf Investments LLC
Boston, MA |
SELL
|
- |
-41- 1.7% |
$10.6K - $16.4K
|
2.37K
$206K
|
|
|
Oct 07, 2021
Q3 2021
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-42- 75.0% |
$10.8K - $16.8K
|
14
$1.22K
|
|
|
Nov 03, 2021
Q3 2021
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-44- 73.33% |
$11.3K - $17.6K
|
16
$1.39K
|