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 |
---|---|---|---|---|---|---|---|
Apr 20, 2020
Q1 2020
|
Toth Financial Advisory Corp
|
SELL
|
- |
-100Closed |
$719 - $1.61K
|
0
$0
|
|
Apr 20, 2020
Q1 2020
|
True Private Wealth Advisors
|
SELL
|
- |
-200Closed |
$1.44K - $3.23K
|
0
$0
|
|
Apr 20, 2020
Q1 2020
|
Toth Financial Advisory Corp
|
SELL
|
CALL |
-200Closed |
$1.44K - $3.23K
|
0
$0
|
|
Apr 10, 2020
Q1 2020
|
Campbell Capital Management Inc
|
SELL
|
- |
-58.9KClosed |
$423K - $951K
|
0
$0
|
|
Q4 2019 | |||||||
Jan 02, 2024
Q4 2019
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
73New |
$994 - $1.16K
|
73
$731
|
|
Feb 18, 2020
Q4 2019
|
Partners Group Holding Ag
Baar Zug, V8 |
SELL
|
- |
-31.3KClosed |
$426K - $498K
|
0
$0
|
|
Feb 18, 2020
Q4 2019
|
Covington Capital Management
|
SELL
|
- |
-250Closed |
$3.41K - $3.99K
|
0
$0
|
|
Feb 14, 2020
Q4 2019
|
Quantinno Capital Management LP
New York, NY |
SELL
|
- |
-15.5KClosed |
$211K - $247K
|
0
$0
|
|
Feb 14, 2020
Q4 2019
|
Wexford Capital LP
Greenwich, CT |
SELL
|
- |
-15.9KClosed |
$217K - $253K
|
0
$0
|
|
Feb 14, 2020
Q4 2019
|
Alkeon Capital Management LLC
New York, NY |
SELL
|
- |
-1.03MClosed |
$14.1M - $16.5M
|
0
$0
|
|
Feb 14, 2020
Q4 2019
|
Quantamental Technologies LLC
White Plains, NY |
SELL
|
- |
-1.69KClosed |
$23K - $27K
|
0
$0
|
|
Feb 14, 2020
Q4 2019
|
Abdiel Capital Advisors, LP
New York, NY |
SELL
|
- |
-1.36MClosed |
$18.5M - $21.7M
|
0
$0
|
|
Feb 14, 2020
Q4 2019
|
Private Capital Group, LLC
|
SELL
|
- |
-71Closed |
$967 - $1.13K
|
0
$0
|
|
Feb 13, 2020
Q4 2019
|
Wasatch Advisors Inc
Salt Lake City, UT |
SELL
|
- |
-243KClosed |
$3.31M - $3.88M
|
0
$0
|
|
Feb 13, 2020
Q4 2019
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-77.5KClosed |
$1.06M - $1.24M
|
0
$0
|
|
Feb 12, 2020
Q4 2019
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-1KClosed |
$13.6K - $15.9K
|
0
$0
|
|
Feb 10, 2020
Q4 2019
|
Nelson Capital Management, LLC
|
SELL
|
- |
-15.9KClosed |
$217K - $254K
|
0
$0
|
|
Feb 07, 2020
Q4 2019
|
Washington Capital Management Inc
|
SELL
|
- |
-15KClosed |
$204K - $239K
|
0
$0
|
|
Feb 05, 2020
Q4 2019
|
O'Brien Greene & Co. Inc
Media, PA |
SELL
|
- |
-46.6KClosed |
$635K - $743K
|
0
$0
|
|
Jan 28, 2020
Q4 2019
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-15KClosed |
$204K - $239K
|
0
$0
|
|
Jan 23, 2020
Q4 2019
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-3KClosed |
$40.9K - $47.8K
|
0
$0
|
|
Jan 21, 2020
Q4 2019
|
Focused Wealth Management, Inc
|
SELL
|
- |
-6Closed |
$81.7 - $95.6
|
0
$0
|
|
Jan 15, 2020
Q4 2019
|
Gradient Investments LLC
|
SELL
|
- |
-44Closed |
$599 - $701
|
0
$0
|
|
Q3 2019 | |||||||
Nov 14, 2019
Q3 2019
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
CALL |
50KNew |
$666K - $823K
|
50K
$501K
|
|
Nov 13, 2019
Q3 2019
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-60Closed |
$799 - $987
|
0
$0
|
|
Nov 12, 2019
Q3 2019
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-425Closed |
$5.66K - $6.99K
|
0
$0
|
|
Nov 12, 2019
Q3 2019
|
Monashee Investment Management LLC
Boston, MA |
SELL
|
- |
-87.8KClosed |
$1.17M - $1.45M
|
0
$0
|
|
Nov 12, 2019
Q3 2019
|
Cathie Wood
Ark Investment Management LLC | St. Petersburg, Fl
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
Nov 05, 2019
Q3 2019
|
Griffin Asset Management, Inc.
|
SELL
|
- |
-400Closed |
$5.33K - $6.58K
|
0
$0
|
|
Nov 04, 2019
Q3 2019
|
New England Research & Management, Inc.
|
SELL
|
- |
-12.9KClosed |
$172K - $212K
|
0
$0
|
|
Oct 24, 2019
Q3 2019
|
Congress Park Capital LLC
|
SELL
|
- |
-21.7KClosed |
$289K - $357K
|
0
$0
|
|
Oct 09, 2019
Q3 2019
|
Adirondack Trust CO
|
BUY
|
- |
494New |
$6.58K - $8.13K
|
494
$4.95K
|
|
Q2 2019 | |||||||
Aug 15, 2019
Q2 2019
|
Centaurus Financial, Inc.
|
SELL
|
- |
-604Closed |
$8.01K - $13.8K
|
0
$0
|
|
Aug 14, 2019
Q2 2019
|
William Marsh Rice University
|
SELL
|
- |
-42.3KClosed |
$562K - $968K
|
0
$0
|
|
Aug 14, 2019
Q2 2019
|
Jefferies Group LLC
New York, NY |
SELL
|
PUT |
-35.5KClosed |
$471K - $812K
|
0
$0
|
|
Aug 14, 2019
Q2 2019
|
Southport Management, L.L.C.
Wilson, WY |
SELL
|
- |
-10KClosed |
$133K - $229K
|
0
$0
|
|
Aug 14, 2019
Q2 2019
|
Summit Partners Public Asset Management, LLC
Boston, MA |
SELL
|
- |
-81KClosed |
$1.07M - $1.85M
|
0
$0
|
|
Aug 14, 2019
Q2 2019
|
Blue Crest Capital Management LTD
St Helier, Y9 |
SELL
|
- |
-34.6KClosed |
$459K - $791K
|
0
$0
|
|
Aug 14, 2019
Q2 2019
|
Tenzing Global Management, LLC
San Francisco, CA |
SELL
|
- |
-95KClosed |
$1.26M - $2.17M
|
0
$0
|
|
Aug 14, 2019
Q2 2019
|
Summit Partners Public Asset Management, LLC
Boston, MA |
SELL
|
PUT |
-50KClosed |
$663K - $1.14M
|
0
$0
|
|
Aug 14, 2019
Q2 2019
|
Little House Capital LLC
Braintree, MA |
SELL
|
- |
-4.75KClosed |
$62.9K - $109K
|
0
$0
|
|
Aug 13, 2019
Q2 2019
|
Yale University
New Haven, CT |
SELL
|
- |
-55.1KClosed |
$730K - $1.26M
|
0
$0
|
|
Aug 13, 2019
Q2 2019
|
Scotia Capital Inc.
|
SELL
|
- |
-15.5KClosed |
$206K - $355K
|
0
$0
|
|
Aug 12, 2019
Q2 2019
|
Spark Investment Management LLC
New York, NY |
SELL
|
- |
-253KClosed |
$3.35M - $5.78M
|
0
$0
|
|
Aug 09, 2019
Q2 2019
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
10.7KNew |
$141K - $244K
|
10.7K
$107K
|
|
Aug 08, 2019
Q2 2019
|
Liberty Mutual Group Asset Management Inc.
Boston, MA |
SELL
|
- |
-20.8KClosed |
$276K - $477K
|
0
$0
|
|
Aug 07, 2019
Q2 2019
|
Nvwm, LLC
|
SELL
|
- |
-19.7KClosed |
$261K - $450K
|
0
$0
|
|
Aug 07, 2019
Q2 2019
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-113KClosed |
$1.49M - $2.58M
|
0
$0
|
|
Aug 07, 2019
Q2 2019
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
2.9MNew |
$38.4M - $66.3M
|
2.9M
$29M
|
|
Aug 06, 2019
Q2 2019
|
Wcm Investment Management, LLC
Laguna Beach, CA |
SELL
|
- |
-55.1KClosed |
$731K - $1.26M
|
0
$0
|