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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2023
Q2 2023
|
Aigen Investment Management, LP
|
BUY
|
- |
13.1KNew |
$96.2K - $155K
|
13.1K
$130K
|
|
|
Aug 14, 2023
Q2 2023
|
Essex Investment Management CO LLC
Boston, MA |
BUY
|
- |
23.5K+ 16.89% |
$172K - $277K
|
163K
$1.62M
|
|
|
Aug 11, 2023
Q2 2023
|
Eam Investors, LLC
Solana Beach, CA |
BUY
|
- |
96.8KNew |
$711K - $1.14M
|
96.8K
$962K
|
|
|
Jul 27, 2023
Q2 2023
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
50New |
$367 - $591
|
50
$497
|
|
|
Jul 19, 2023
Q2 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-45- 16.67% |
$330 - $531
|
225
$2.24K
|
|
|
Jul 18, 2023
Q2 2023
|
Cutler Group LP
|
BUY
|
- |
58New |
$426 - $685
|
58
$577
|
|
|
Jul 13, 2023
Q2 2023
|
Counterpoint Mutual Funds LLC
|
BUY
|
- |
10.9KNew |
$80.3K - $129K
|
10.9K
$109K
|
|
| Q1 2023 | |||||||
|
Dec 12, 2023
Q1 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
279New |
$1.81K - $2.8K
|
279
$2.77K
|
|
|
May 22, 2023
Q1 2023
|
American Trust
Lexington, KY |
SELL
|
- |
-216- 2.03% |
$1.4K - $2.17K
|
10.4K
$104K
|
|
|
May 16, 2023
Q1 2023
|
Quilter PLC
|
BUY
|
- |
2KNew |
$13K - $20.1K
|
2K
$19.9K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-4.04K- 92.97% |
$26.1K - $40.6K
|
305
$3.03K
|
|
|
May 15, 2023
Q1 2023
|
Saturna Capital Corp
Bellingham, WA |
BUY
|
- |
18.4KNew |
$119K - $185K
|
18.4K
$183K
|
|
|
May 15, 2023
Q1 2023
|
Delphia (Usa) Inc.
Toronto, A6 |
BUY
|
- |
10.4KNew |
$67.7K - $105K
|
10.4K
$104K
|
|
|
May 15, 2023
Q1 2023
|
Washington Harbour Partners LP
Arlington, VA |
BUY
|
- |
233KNew |
$1.51M - $2.35M
|
233K
$2.32M
|
|
|
May 12, 2023
Q1 2023
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
SELL
|
- |
-5.2K- 32.5% |
$33.7K - $52.3K
|
10.8K
$107K
|
|
|
May 12, 2023
Q1 2023
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
10.2KNew |
$65.9K - $102K
|
10.2K
$101K
|
|
|
May 12, 2023
Q1 2023
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-52- 0.21% |
$337 - $523
|
25K
$249K
|
|
|
May 12, 2023
Q1 2023
|
Teacher Retirement System Of Texas
Austin, TX |
BUY
|
- |
410+ 3.07% |
$2.66K - $4.12K
|
13.8K
$137K
|
|
|
May 12, 2023
Q1 2023
|
Black Swift Group, LLC
Boulder, CO |
BUY
|
- |
25KNew |
$162K - $251K
|
25K
$249K
|
|
|
May 10, 2023
Q1 2023
|
Ergoteles LLC
New York, NY |
SELL
|
- |
-7.23K- 20.17% |
$46.8K - $72.6K
|
28.6K
$284K
|
|
|
May 09, 2023
Q1 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
35+ 35.35% |
$227 - $352
|
134
$1.33K
|
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
SELL
|
- |
-244- 60.1% |
$1.58K - $2.45K
|
162
$1.61K
|
|
|
May 01, 2023
Q1 2023
|
Cutler Group LP
|
SELL
|
CALL |
-2.1K- 87.5% |
$13.6K - $21.1K
|
300
$2.98K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
70New |
$454 - $704
|
70
$696
|
|
|
Apr 26, 2023
Q1 2023
|
State Of New Jersey Common Pension Fund D
|
SELL
|
- |
-24.6K- 8.45% |
$160K - $248K
|
267K
$2.65M
|
|
|
Apr 14, 2023
Q1 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
1.01KNew |
$6.54K - $10.1K
|
1.01K
$10K
|
|
|
Apr 10, 2023
Q1 2023
|
Gagnon Advisors, LLC
|
BUY
|
- |
103K+ 25.04% |
$667K - $1.03M
|
514K
$5.11M
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Winton Group LTD
London, X0 |
BUY
|
- |
13.2KNew |
$73.8K - $110K
|
13.2K
$131K
|
|
|
Feb 14, 2023
Q4 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-86- 28.29% |
$482 - $718
|
218
$2.17K
|
|
|
Feb 14, 2023
Q4 2022
|
Clari Vest Asset Management LLC
San Diego, CA |
SELL
|
- |
-410- 0.28% |
$2.3K - $3.42K
|
144K
$1.43M
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
5.81MNew |
$32.5M - $48.5M
|
5.81M
$57.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
66New |
$370 - $551
|
66
$656
|
|
|
Feb 14, 2023
Q4 2022
|
Aristides Capital LLC
Ottawa Hills, OH |
BUY
|
- |
36.6KNew |
$205K - $306K
|
36.6K
$364K
|
|
|
Feb 14, 2023
Q4 2022
|
Alpine Global Management, LLC
New York, NY |
BUY
|
- |
15.1KNew |
$84.7K - $126K
|
15.1K
$150K
|
|
|
Feb 14, 2023
Q4 2022
|
Amundi
Paris, I0 |
BUY
|
- |
37.2KNew |
$208K - $310K
|
37.2K
$370K
|
|
|
Feb 14, 2023
Q4 2022
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
190New |
$1.06K - $1.59K
|
190
$1.89K
|
|
|
Feb 14, 2023
Q4 2022
|
Point72 Middle East Fze
Stamford, CT |
BUY
|
- |
13.1KNew |
$73.1K - $109K
|
13.1K
$130K
|
|
|
Feb 14, 2023
Q4 2022
|
Woodline Partners LP
San Francisco, CA |
BUY
|
- |
29KNew |
$162K - $242K
|
29K
$288K
|
|
|
Feb 13, 2023
Q4 2022
|
Brown Advisory Inc
|
SELL
|
- |
-2.29M- 50.81% |
$12.8M - $19.1M
|
2.21M
$22M
|
|
|
Feb 10, 2023
Q4 2022
|
Zions Bancorporation, N.A.
|
BUY
|
- |
216New |
$1.21K - $1.8K
|
216
$2.15K
|
|
|
Feb 10, 2023
Q4 2022
|
Jupiter Asset Management LTD
|
SELL
|
- |
-36.1K- 11.81% |
$202K - $302K
|
270K
$2.68M
|
|
|
Feb 09, 2023
Q4 2022
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
9.24K+ 19.85% |
$51.7K - $77.1K
|
55.8K
$554K
|
|
|
Feb 07, 2023
Q4 2022
|
Lincoln National Corp
|
BUY
|
- |
22.1KNew |
$124K - $184K
|
22.1K
$219K
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
168+ 81.16% |
$941 - $1.4K
|
375
$3.73K
|
|
|
Feb 06, 2023
Q4 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
1.2KNew |
$6.73K - $10K
|
1.2K
$11.9K
|
|
|
Feb 06, 2023
Q4 2022
|
Glassman Wealth Services
|
BUY
|
- |
631New |
$3.53K - $5.27K
|
631
$6.27K
|
|
| Q3 2022 | |||||||
|
Dec 13, 2022
Q3 2022
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
SELL
|
- |
-970Closed |
$6.91K - $9.94K
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
BUY
|
- |
16.4K+ 149.63% |
$117K - $168K
|
27.3K
$271K
|
|
|
Nov 14, 2022
Q3 2022
|
Alpha Crest Capital Management LLC
New York, NY |
SELL
|
- |
-107K- 49.6% |
$760K - $1.09M
|
108K
$1.08M
|
|
|
Nov 14, 2022
Q3 2022
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
107+ 23.01% |
$762 - $1.1K
|
572
$5.69K
|
|