Purchases and Sales Made in Q4 2024 in Zoom Video Communications, Inc. (ZM)
This table provides information about the institutional ownership of Zoom Video Communications, Inc. (ZM) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
128New |
$8.6K - $11.4K
|
128
$9.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Measured Risk Portfolios, Inc.
San Diego, CA |
BUY
|
- |
125New |
$8.4K - $11.1K
|
125
$9.67K
|
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
121+ 35.8% |
$8.13K - $10.8K
|
459
$35.5K
|
|
|
Feb 11, 2025
Q4 2024
|
Crowley Wealth Management, Inc.
Wilmington, DE |
BUY
|
- |
120New |
$8.07K - $10.7K
|
120
$9.29K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
113+ 807.14% |
$7.59K - $10.1K
|
127
$9.83K
|
|
|
Jan 22, 2025
Q4 2024
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
BUY
|
- |
112New |
$7.53K - $9.97K
|
112
$8.67K
|
|
|
Feb 14, 2025
Q4 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
112+ 9.37% |
$7.53K - $9.97K
|
1.31K
$101K
|
|
|
Jan 13, 2025
Q4 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
111+ 0.65% |
$7.46K - $9.88K
|
17.2K
$1.33M
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
110+ 6.55% |
$7.39K - $9.79K
|
1.79K
$138K
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
106+ 3.08% |
$7.12K - $9.44K
|
3.55K
$275K
|
|
|
Feb 11, 2025
Q4 2024
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
106New |
$7.12K - $9.44K
|
106
$8.2K
|
|
|
Jan 13, 2025
Q4 2024
|
Wright Investors Service Inc
|
BUY
|
- |
102+ 0.65% |
$6.86K - $9.08K
|
15.8K
$1.23M
|
|
|
Feb 13, 2025
Q4 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
100New |
$6.72K - $8.9K
|
100
$7.74K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
92+ 1.45% |
$6.18K - $8.19K
|
6.46K
$500K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
92+ 15.57% |
$6.18K - $8.19K
|
683
$52.9K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
92+ 195.74% |
$6.18K - $8.19K
|
139
$10.8K
|
|
|
Feb 10, 2025
Q4 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
80New |
$5.38K - $7.12K
|
80
$6.19K
|
|
|
Feb 18, 2025
Q4 2024
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
75New |
$5.04K - $6.68K
|
75
$5.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Banque Transatlantique Sa
Paris, I0 |
BUY
|
- |
73New |
$4.91K - $6.5K
|
73
$5.65K
|
|
|
Feb 14, 2025
Q4 2024
|
Investment Management Corp Of Ontario
Toronto, Z4 |
BUY
|
- |
73+ 0.5% |
$4.91K - $6.5K
|
14.8K
$1.14M
|
|
|
Feb 18, 2025
Q4 2024
|
Investment Management Corp /Va/ /Adv
Roanoke, VA |
BUY
|
- |
71New |
$4.77K - $6.32K
|
71
$5.49K
|
|
|
Feb 13, 2025
Q4 2024
|
Mizuho Bank, Ltd.
Tokyo, M0 |
BUY
|
- |
60+ 11.54% |
$4.03K - $5.34K
|
580
$44.9K
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
51New |
$3.43K - $4.54K
|
51
$3.95K
|
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
51+ 14.91% |
$3.43K - $4.54K
|
393
$30.4K
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
51+ 71.83% |
$3.43K - $4.54K
|
122
$9.44K
|
|
|
Feb 12, 2025
Q4 2024
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
50New |
$3.36K - $4.45K
|
50
$3.87K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
50New |
$3.36K - $4.45K
|
50
$3.87K
|
|
|
Jan 10, 2025
Q4 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
47+ 77.05% |
$3.16K - $4.18K
|
108
$8.36K
|
|
|
Feb 11, 2025
Q4 2024
|
Graney & King, LLC
Latham, NY |
BUY
|
- |
40New |
$2.69K - $3.56K
|
40
$3.1K
|
|
|
Feb 11, 2025
Q4 2024
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
39+ 39.0% |
$2.62K - $3.47K
|
139
$10.8K
|
|
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
38New |
$2.55K - $3.38K
|
38
$2.94K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
38+ 5.31% |
$2.55K - $3.38K
|
753
$58.3K
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
37+ 46.25% |
$2.49K - $3.29K
|
117
$9.05K
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
37+ 22.16% |
$2.49K - $3.29K
|
204
$15.8K
|
|
|
Jan 23, 2025
Q4 2024
|
Emc Capital Management
Houston, TX |
BUY
|
- |
36New |
$2.42K - $3.21K
|
36
$2.79K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
35New |
$2.35K - $3.12K
|
35
$2.71K
|
|
|
Feb 12, 2025
Q4 2024
|
Allianz Se
Munich, 2M |
BUY
|
- |
31New |
$2.08K - $2.76K
|
31
$2.4K
|
|
|
May 15, 2025
Q4 2024
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
29New |
$1.95K - $2.58K
|
29
$2.24K
|
|
|
Feb 05, 2025
Q4 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
28+ 0.18% |
$1.88K - $2.49K
|
15.9K
$1.23M
|
|
|
Jan 31, 2025
Q4 2024
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
27New |
$1.81K - $2.4K
|
27
$2.09K
|
|
|
Feb 04, 2025
Q4 2024
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
26New |
$1.75K - $2.31K
|
26
$2.01K
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
25New |
$1.68K - $2.23K
|
25
$1.93K
|
|
|
Feb 13, 2025
Q4 2024
|
Claret Asset Management Corp
|
BUY
|
- |
24+ 0.26% |
$1.61K - $2.14K
|
9.43K
$730K
|
|
|
Jan 27, 2025
Q4 2024
|
Yankcom Partnership
Yankton, SD |
BUY
|
- |
23New |
$1.55K - $2.05K
|
23
$1.78K
|
|
|
Feb 18, 2025
Q4 2024
|
Gordian Capital Singapore Pte LTD
Singapore, U0 |
BUY
|
- |
20+ 2000.0% |
$1.34K - $1.78K
|
21
$1.62K
|
|
|
Feb 13, 2025
Q4 2024
|
Pilgrim Partners Asia Pte LTD
Singapore, U0 |
BUY
|
- |
20New |
$1.34K - $1.78K
|
20
$1.55K
|
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
19New |
$1.28K - $1.69K
|
19
$1.47K
|
|
|
Feb 07, 2025
Q4 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
19+ 35.85% |
$1.28K - $1.69K
|
72
$5.57K
|
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
18New |
$1.21K - $1.6K
|
18
$1.39K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
18+ 1.2% |
$1.21K - $1.6K
|
1.52K
$118K
|