Purchases and Sales Made in Q1 2025 in Zscaler, Inc. (ZS)
This table provides information about the institutional ownership of Zscaler, Inc. (ZS) during Q1 2025. The information is specifically focused on institutions that hold shares of Zscaler, Inc..
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
BUY
|
- |
9+ 12.16% |
$1.63K - $1.95K
|
83
$26.3K
|
|
May 09, 2025
Q1 2025
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
9+ 0.81% |
$1.63K - $1.95K
|
1.12K
$356K
|
|
May 15, 2025
Q1 2025
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
9+ 0.76% |
$1.63K - $1.95K
|
1.19K
$377K
|
|
May 14, 2025
Q1 2025
|
Dc Investments Management, LLC
Mclean, VA |
BUY
|
- |
8+ 0.24% |
$1.45K - $1.73K
|
3.34K
$1.06M
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
7+ 350.0% |
$1.27K - $1.52K
|
9
$2.85K
|
|
Apr 11, 2025
Q1 2025
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
7New |
$1.27K - $1.52K
|
7
$2.22K
|
|
May 05, 2025
Q1 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
7+ 28.0% |
$1.27K - $1.52K
|
32
$10.1K
|
|
Apr 15, 2025
Q1 2025
|
Mv Capital Management, Inc.
|
BUY
|
- |
7+ 70.0% |
$1.27K - $1.52K
|
17
$5.38K
|
|
Apr 29, 2025
Q1 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
6New |
$1.09K - $1.3K
|
6
$1.9K
|
|
May 15, 2025
Q1 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
5+ 26.32% |
$908 - $1.08K
|
24
$7.6K
|
|
May 02, 2025
Q1 2025
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
5New |
$908 - $1.08K
|
5
$1.58K
|
|
Apr 29, 2025
Q1 2025
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
4+ 200.0% |
$727 - $867
|
6
$1.9K
|
|
Apr 30, 2025
Q1 2025
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
4New |
$727 - $867
|
4
$1.27K
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
4+ 0.17% |
$727 - $867
|
2.39K
$758K
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
4+ 20.0% |
$727 - $867
|
24
$7.6K
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
3+ 1.04% |
$545 - $651
|
292
$92.4K
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
3+ 300.0% |
$545 - $651
|
4
$1.27K
|
|
May 12, 2025
Q1 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
3+ 300.0% |
$545 - $651
|
4
$1.27K
|
|
May 15, 2025
Q1 2025
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
3+ 150.0% |
$545 - $651
|
5
$1.58K
|
|
May 06, 2025
Q1 2025
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
3+ 60.0% |
$545 - $651
|
8
$2.53K
|
|
May 12, 2025
Q1 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
2New |
$363 - $434
|
2
$633
|
|
Apr 29, 2025
Q1 2025
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
2+ 1.71% |
$363 - $434
|
119
$37.7K
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
2+ 100.0% |
$363 - $434
|
4
$1.27K
|
|
May 13, 2025
Q1 2025
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
2New |
$363 - $434
|
2
$633
|
|
May 02, 2025
Q1 2025
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
2New |
$363 - $434
|
2
$633
|
|
May 12, 2025
Q1 2025
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
2+ 9.52% |
$363 - $434
|
23
$7.28K
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
2+ 50.0% |
$363 - $434
|
6
$1.9K
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
1New |
$182 - $217
|
1
$317
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
1+ 33.33% |
$182 - $217
|
4
$1.27K
|
|
May 16, 2025
Q1 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
1New |
$182 - $217
|
1
$317
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
1New |
$182 - $217
|
1
$317
|
|
Apr 21, 2025
Q1 2025
|
Riverbridge Partners LLC
|
BUY
|
- |
1+ 0.02% |
$182 - $217
|
4.18K
$1.32M
|
|
Apr 24, 2025
Q1 2025
|
Tfc Financial Management
|
BUY
|
- |
1New |
$182 - $217
|
1
$317
|
|
Apr 28, 2025
Q1 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
1+ 0.42% |
$182 - $217
|
239
$75.6K
|
|
May 15, 2025
Q1 2025
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
1+ 0.02% |
$182 - $217
|
6.27K
$1.98M
|
|
Apr 16, 2025
Q1 2025
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
May 07, 2025
Q1 2025
|
Hallmark Capital Management Inc
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Apr 17, 2025
Q1 2025
|
Pay Pay Securities Corp
Tokyo, M0 |
SELL
|
- |
-1- 33.33% |
$182 - $217
|
2
$633
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
SELL
|
- |
-2- 3.7% |
$363 - $434
|
52
$16.5K
|
|
Apr 18, 2025
Q1 2025
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-2- 28.57% |
$363 - $434
|
5
$1.58K
|
|
Apr 17, 2025
Q1 2025
|
Strategic Advisors LLC
|
SELL
|
- |
-3- 0.04% |
$545 - $651
|
8.24K
$2.61M
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
SELL
|
- |
-5- 1.03% |
$908 - $1.08K
|
482
$153K
|
|
May 05, 2025
Q1 2025
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-7- 4.38% |
$1.27K - $1.52K
|
153
$48.4K
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
SELL
|
- |
-8- 2.79% |
$1.45K - $1.73K
|
279
$88.3K
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-8- 0.8% |
$1.45K - $1.73K
|
988
$313K
|
|
Apr 28, 2025
Q1 2025
|
Guerra Pan Advisors, LLC
Montclair, NJ |
SELL
|
- |
-10- 0.2% |
$1.82K - $2.17K
|
5.11K
$1.62M
|
|
Apr 17, 2025
Q1 2025
|
Shikiar Asset Management Inc
|
SELL
|
- |
-10- 0.14% |
$1.82K - $2.17K
|
7.22K
$2.28M
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-11- 4.33% |
$2K - $2.39K
|
243
$76.9K
|
|
May 14, 2025
Q1 2025
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-13- 0.23% |
$2.36K - $2.82K
|
5.73K
$1.81M
|
|
May 13, 2025
Q1 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-15- 0.7% |
$2.72K - $3.25K
|
2.14K
$676K
|