Latest Institutional Transactions on Zuora Inc (ZUO)
This table provides information on the latest institutional transactions involving Zuora Inc (ZUO) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Nov 12, 2021
Q3 2021
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-50Closed |
$764 - $920
|
0
$0
|
|
Nov 09, 2021
Q3 2021
|
Keebeck Alpha, LP
Stamford, CT |
SELL
|
- |
-15.4KClosed |
$235K - $283K
|
0
$0
|
|
Nov 09, 2021
Q3 2021
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-60Closed |
$916 - $1.1K
|
0
$0
|
|
Nov 05, 2021
Q3 2021
|
Advisory Services Network, LLC
|
SELL
|
- |
-1.5KClosed |
$22.9K - $27.6K
|
0
$0
|
|
Nov 05, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
85.3K+ 577.97% |
$1.3M - $1.57M
|
100K
$994K
|
|
Oct 29, 2021
Q3 2021
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-13.1KClosed |
$200K - $241K
|
0
$0
|
|
Oct 28, 2021
Q3 2021
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-7KClosed |
$107K - $129K
|
0
$0
|
|
Oct 19, 2021
Q3 2021
|
Gemmer Asset Management LLC
|
SELL
|
- |
-1.3KClosed |
$19.9K - $23.9K
|
0
$0
|
|
Q2 2021 | |||||||
Aug 16, 2021
Q2 2021
|
Vector Capital Management, L.P.
San Francisco, CA |
SELL
|
- |
-499KClosed |
$7.2M - $9.17M
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Cinctive Capital Management LP
New York, NY |
SELL
|
- |
-129KClosed |
$1.86M - $2.36M
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Rmr Wealth Builders
|
SELL
|
- |
-120Closed |
$1.73K - $2.21K
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Hound Partners, LLC
New York, NY |
SELL
|
- |
-2.75MClosed |
$39.7M - $50.5M
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-250Closed |
$3.61K - $4.6K
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Berylson Capital Partners, LLC
Boston, MA |
SELL
|
- |
-100KClosed |
$1.44M - $1.84M
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-359- 1.25% |
$5.18K - $6.6K
|
28.5K
$283K
|
|
Aug 16, 2021
Q2 2021
|
Two Sigma Investments, LP
New York, NY |
SELL
|
PUT |
-52.7K- 83.52% |
$760K - $969K
|
10.4K
$103K
|
|
Aug 13, 2021
Q2 2021
|
California Public Employees Retirement System
Sacramento, CA |
SELL
|
- |
-204KClosed |
$2.95M - $3.76M
|
0
$0
|
|
Aug 12, 2021
Q2 2021
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-25KClosed |
$361K - $459K
|
0
$0
|
|
Aug 12, 2021
Q2 2021
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
SELL
|
- |
-64.1KClosed |
$925K - $1.18M
|
0
$0
|
|
Aug 11, 2021
Q2 2021
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-2KClosed |
$28.9K - $36.8K
|
0
$0
|
|
Aug 05, 2021
Q2 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
Aug 02, 2021
Q2 2021
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
250New |
$3.61K - $4.6K
|
250
$2.49K
|
|
Jul 29, 2021
Q2 2021
|
Your Advocates Ltd., LLP
Houston, TX |
SELL
|
- |
-478Closed |
$6.9K - $8.79K
|
0
$0
|
|
Jul 22, 2021
Q2 2021
|
Carolina Wealth Advisors, LLC
|
SELL
|
- |
-308Closed |
$4.44K - $5.66K
|
0
$0
|
|
Jul 22, 2021
Q2 2021
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-39Closed |
$563 - $717
|
0
$0
|
|
Jul 21, 2021
Q2 2021
|
Manchester Financial Inc
|
SELL
|
- |
-800Closed |
$11.5K - $14.7K
|
0
$0
|
|
Jul 14, 2021
Q2 2021
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-100Closed |
$1.44K - $1.84K
|
0
$0
|
|
Jul 08, 2021
Q2 2021
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1KClosed |
$14.4K - $18.4K
|
0
$0
|
|
Q1 2021 | |||||||
May 21, 2021
Q1 2021
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-188Closed |
$2.48K - $3.16K
|
0
$0
|
|
May 20, 2021
Q1 2021
|
Tru Independence LLC
|
SELL
|
- |
-1Closed |
$13.2 - $16.8
|
0
$0
|
|
May 18, 2021
Q1 2021
|
Steel Peak Wealth Management LLC
|
SELL
|
CALL |
-20KClosed |
$264K - $337K
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-5KClosed |
$66.1K - $84.1K
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
SELL
|
- |
-453KClosed |
$5.98M - $7.62M
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-13KClosed |
$172K - $219K
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
SELL
|
- |
-389Closed |
$5.14K - $6.55K
|
0
$0
|
|
May 12, 2021
Q1 2021
|
Burleson & Company, LLC
|
BUY
|
- |
340New |
$4.49K - $5.72K
|
340
$3.38K
|
|
May 10, 2021
Q1 2021
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-10.8KClosed |
$142K - $181K
|
0
$0
|
|
May 07, 2021
Q1 2021
|
Westchester Capital Management, Inc.
Omaha, NE |
SELL
|
- |
-100Closed |
$1.32K - $1.68K
|
0
$0
|
|
May 04, 2021
Q1 2021
|
Harvest Group Wealth Management, LLC
|
SELL
|
- |
-535Closed |
$7.07K - $9K
|
0
$0
|
|
Apr 30, 2021
Q1 2021
|
Virginia Retirement Systems Et Al
Richmond, VA |
SELL
|
- |
-37.6KClosed |
$497K - $633K
|
0
$0
|
|
Apr 29, 2021
Q1 2021
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-1.29KClosed |
$17K - $21.7K
|
0
$0
|
|
Apr 28, 2021
Q1 2021
|
Spearhead Capital Advisors, LLC
Wellington, FL |
SELL
|
- |
-18.5KClosed |
$244K - $311K
|
0
$0
|
|
Q4 2020 | |||||||
Mar 05, 2021
Q4 2020
|
Chiron Capital Management, LLC
|
SELL
|
- |
-690Closed |
$6.56K - $10.1K
|
0
$0
|
|
Feb 18, 2021
Q4 2020
|
Truist Financial Corp
|
BUY
|
- |
10.3KNew |
$98.1K - $152K
|
10.3K
$103K
|
|
Feb 16, 2021
Q4 2020
|
Adage Capital Partners Gp, L.L.C.
Boston, MA |
SELL
|
- |
-100KClosed |
$951K - $1.47M
|
0
$0
|
|
Feb 16, 2021
Q4 2020
|
Gen Trust, LLC
|
SELL
|
- |
-475KClosed |
$4.52M - $6.99M
|
0
$0
|
|
Feb 16, 2021
Q4 2020
|
Mackay Shields LLC
|
SELL
|
- |
-21KClosed |
$200K - $309K
|
0
$0
|
|
Feb 16, 2021
Q4 2020
|
Tortoise Capital Advisors, L.L.C.
Overland Park, KS |
BUY
|
- |
2.61KNew |
$24.8K - $38.4K
|
2.61K
$25.9K
|
|
Feb 16, 2021
Q4 2020
|
Impax Asset Management Group PLC
|
SELL
|
- |
-292KClosed |
$2.78M - $4.3M
|
0
$0
|
|
Feb 16, 2021
Q4 2020
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-200Closed |
$1.9K - $2.94K
|
0
$0
|