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 04, 2024
Q3 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-513- 90.8% |
$4.28K - $4.99K
|
52
$517
|
|
|
Nov 01, 2024
Q3 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-1- 0.68% |
$8.34 - $9.73
|
146
$1.45K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
145New |
$1.21K - $1.41K
|
145
$1.44K
|
|
|
Nov 01, 2024
Q3 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-242- 82.03% |
$2.02K - $2.35K
|
53
$527
|
|
|
Oct 31, 2024
Q3 2024
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-4.71K- 26.82% |
$39.3K - $45.8K
|
12.9K
$128K
|
|
|
Oct 30, 2024
Q3 2024
|
Asset Management One Co., Ltd.
|
BUY
|
- |
82.6K+ 533.99% |
$689K - $803K
|
98K
$974K
|
|
|
Oct 29, 2024
Q3 2024
|
Emerald Mutual Fund Advisers Trust
|
SELL
|
- |
-195K- 20.21% |
$1.62M - $1.9M
|
769K
$7.64M
|
|
|
Oct 29, 2024
Q3 2024
|
Emerald Advisers, LLC
|
SELL
|
- |
-109K- 8.99% |
$911K - $1.06M
|
1.11M
$11M
|
|
|
Oct 28, 2024
Q3 2024
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
1.21K+ 11.72% |
$10.1K - $11.8K
|
11.5K
$115K
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
SELL
|
- |
-261- 44.31% |
$2.18K - $2.54K
|
328
$3.26K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-50- 20.0% |
$417 - $487
|
200
$1.99K
|
|
|
Oct 28, 2024
Q3 2024
|
Rice Hall James & Associates, LLC
|
SELL
|
- |
-3.65K- 0.58% |
$30.4K - $35.5K
|
623K
$6.19M
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-111- 59.36% |
$926 - $1.08K
|
76
$755
|
|
|
Oct 28, 2024
Q3 2024
|
New York State Common Retirement Fund
|
SELL
|
- |
-179K- 19.47% |
$1.49M - $1.74M
|
739K
$7.35M
|
|
|
Oct 24, 2024
Q3 2024
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-26- 1.35% |
$217 - $253
|
1.9K
$18.8K
|
|
|
Oct 24, 2024
Q3 2024
|
Peregrine Capital Management LLC
|
BUY
|
- |
1.31K+ 0.22% |
$11K - $12.8K
|
599K
$5.96M
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-225- 40.25% |
$1.88K - $2.19K
|
334
$3.32K
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
973+ 239.07% |
$8.11K - $9.47K
|
1.38K
$13.7K
|
|
|
Oct 21, 2024
Q3 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
9.12KNew |
$76K - $88.7K
|
9.12K
$90.6K
|
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
90+ 200.0% |
$751 - $876
|
135
$1.34K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
2.96K+ 2.7% |
$24.7K - $28.8K
|
112K
$1.12M
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
428+ 124.06% |
$3.57K - $4.16K
|
773
$7.68K
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
23.9KNew |
$200K - $233K
|
23.9K
$238K
|
|
|
Oct 15, 2024
Q3 2024
|
Vontobel Holding Ltd.
|
SELL
|
- |
-465- 1.11% |
$3.88K - $4.52K
|
41.4K
$412K
|
|
|
Oct 15, 2024
Q3 2024
|
Bdf Gestion
Paris, I0 |
BUY
|
- |
120K+ 34.78% |
$1M - $1.17M
|
465K
$4.62M
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-13.9K- 51.24% |
$116K - $135K
|
13.2K
$132K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 08, 2024
Q3 2024
|
Samson Rock Capital LLP
|
BUY
|
- |
135K+ 81.82% |
$1.13M - $1.31M
|
300K
$2.98M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-1.37K- 17.19% |
$11.4K - $13.3K
|
6.58K
$65.4K
|
|
|
Oct 08, 2024
Q3 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
300New |
$2.5K - $2.92K
|
300
$2.98K
|
|
|
Oct 07, 2024
Q3 2024
|
Diversified Trust CO
|
BUY
|
- |
2.69K+ 6.93% |
$22.5K - $26.2K
|
41.6K
$413K
|
|
|
Oct 04, 2024
Q3 2024
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-39- 29.32% |
$325 - $379
|
94
$934
|
|
|
Oct 03, 2024
Q3 2024
|
Sg Americas Securities, LLC
|
BUY
|
- |
57.2KNew |
$477K - $557K
|
57.2K
$569K
|
|
| Q2 2024 | |||||||
|
Aug 16, 2024
Q2 2024
|
Capital Impact Advisors, LLC
Boston, MA |
SELL
|
- |
-14.9K- 23.89% |
$124K - $157K
|
47.3K
$470K
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna Portfolio Strategies, LLC
Bala Cynwyd, PA |
SELL
|
- |
-5.1K- 9.87% |
$42.7K - $53.9K
|
46.6K
$463K
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna Fundamental Investments, LLC
Bala Cynwyd, PA |
BUY
|
- |
1.1K+ 0.48% |
$9.21K - $11.6K
|
231K
$2.29M
|
|
|
Aug 14, 2024
Q2 2024
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
25KNew |
$209K - $264K
|
25K
$249K
|
|
|
Aug 14, 2024
Q2 2024
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
14.8K+ 675.33% |
$124K - $156K
|
16.9K
$168K
|
|
|
Aug 14, 2024
Q2 2024
|
Irenic Capital Management LP
New York, NY |
BUY
|
- |
202KNew |
$1.69M - $2.13M
|
202K
$2.01M
|
|
|
Aug 14, 2024
Q2 2024
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-690- 1.03% |
$5.78K - $7.29K
|
66.6K
$662K
|
|
|
Aug 14, 2024
Q2 2024
|
Awh Capital, L.P.
Dallas, TX |
BUY
|
- |
25KNew |
$209K - $264K
|
25K
$249K
|
|
|
Aug 14, 2024
Q2 2024
|
Atom Investors LP
Austin, TX |
BUY
|
- |
50.2K+ 17.43% |
$420K - $530K
|
338K
$3.36M
|
|
|
Aug 14, 2024
Q2 2024
|
Ardsley Advisory Partners LP
Stamford, CT |
BUY
|
CALL |
10KNew |
$83.7K - $106K
|
10K
$99.4K
|
|
|
Aug 14, 2024
Q2 2024
|
Voss Capital, LLC
Houston, TX |
BUY
|
- |
1.02MNew |
$8.52M - $10.7M
|
1.02M
$10.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
29.9KNew |
$251K - $316K
|
29.9K
$298K
|
|
|
Aug 14, 2024
Q2 2024
|
Philosophy Capital Management LLC
Menlo Park, CA |
BUY
|
- |
998KNew |
$8.35M - $10.5M
|
998K
$9.92M
|
|
|
Aug 14, 2024
Q2 2024
|
Point72 Asia (Singapore) Pte. Ltd.
Singapore, U0 |
BUY
|
- |
4.42KNew |
$37K - $46.7K
|
4.42K
$44K
|
|
|
Aug 14, 2024
Q2 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
108New |
$904 - $1.14K
|
108
$1.07K
|
|
|
Aug 14, 2024
Q2 2024
|
Bares Capital Management, Inc.
Austin, TX |
BUY
|
- |
194K+ 11.09% |
$1.62M - $2.05M
|
1.94M
$19.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Shay Capital LLC
New York, NY |
BUY
|
- |
35KNew |
$293K - $370K
|
35K
$348K
|
|