Purchases and Sales Made in Q4 2021 in Zuora Inc (ZUO)
This table provides information about the institutional ownership of Zuora Inc (ZUO) during Q4 2021. The information is specifically focused on institutions that hold shares of ZUORA INC.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2022
Q4 2021
|
Motley Fool Asset Management LLC
Alexandria, VA |
BUY
|
- |
60New |
$968 - $1.38K
|
60
$599
|
|
|
Feb 14, 2022
Q4 2021
|
Bivin & Associates, Inc.
Ponca City, OK |
BUY
|
- |
50New |
$807 - $1.15K
|
50
$499
|
|
|
Feb 11, 2022
Q4 2021
|
Creative Planning
Overland Park, KS |
BUY
|
- |
40+ 0.38% |
$645 - $923
|
10.6K
$106K
|
|
|
Feb 14, 2022
Q4 2021
|
Glassman Wealth Services
|
BUY
|
- |
28+ 96.55% |
$452 - $646
|
57
$569
|
|
|
Feb 14, 2022
Q4 2021
|
Susquehanna Fundamental Investments, LLC
Bala Cynwyd, PA |
BUY
|
- |
25+ 0.02% |
$403 - $577
|
123K
$1.23M
|
|
|
Feb 10, 2022
Q4 2021
|
Covestor LTD
Boston, MA |
BUY
|
- |
25New |
$403 - $577
|
25
$250
|
|
|
Jan 25, 2022
Q4 2021
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
16+ 12.6% |
$258 - $369
|
143
$1.43K
|
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-4- -0.0% |
$64.5 - $92.3
|
81.8K
$816K
|
|
|
Feb 15, 2022
Q4 2021
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-8Closed |
$129 - $185
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Spouting Rock Asset Management, LLC
Bryn Mawr, PA |
SELL
|
- |
-13- 0.05% |
$210 - $300
|
24.5K
$244K
|
|
|
Feb 14, 2022
Q4 2021
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-13Closed |
$210 - $300
|
0
$0
|
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-16Closed |
$258 - $369
|
0
$0
|
|
|
Feb 02, 2022
Q4 2021
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-23- 3.87% |
$371 - $531
|
571
$5.7K
|
|
|
Jan 27, 2022
Q4 2021
|
Investors Research Corp
|
SELL
|
- |
-25Closed |
$403 - $577
|
0
$0
|
|
|
Feb 09, 2022
Q4 2021
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-28Closed |
$452 - $646
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-70- 0.01% |
$1.13K - $1.62K
|
1.02M
$10.1M
|
|
|
Feb 10, 2022
Q4 2021
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-72- 21.62% |
$1.16K - $1.66K
|
261
$2.6K
|
|
|
Feb 11, 2022
Q4 2021
|
Tortoise Index Solutions, LLC
Overland Park, KS |
SELL
|
- |
-73- 1.85% |
$1.18K - $1.68K
|
3.87K
$38.6K
|
|
|
Jan 31, 2022
Q4 2021
|
Ieq Capital, LLC
|
SELL
|
- |
-94- 0.58% |
$1.52K - $2.17K
|
16.2K
$162K
|
|
|
Feb 11, 2022
Q4 2021
|
Firestone Capital Management
|
SELL
|
- |
-100Closed |
$1.61K - $2.31K
|
0
$0
|
|
|
Feb 16, 2022
Q4 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-135- 57.45% |
$2.18K - $3.12K
|
100
$998
|
|
|
Feb 15, 2022
Q4 2021
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-200- 1.01% |
$3.23K - $4.62K
|
19.6K
$196K
|
|
|
Feb 14, 2022
Q4 2021
|
First Manhattan CO
New York, NY |
SELL
|
- |
-200- 9.09% |
$3.23K - $4.62K
|
2K
$20K
|
|
|
Jan 20, 2022
Q4 2021
|
High Mark Wealth Management LLC
|
SELL
|
- |
-250- 40.32% |
$4.03K - $5.77K
|
370
$3.69K
|
|
|
Jan 20, 2022
Q4 2021
|
Parallel Advisors, LLC
|
SELL
|
- |
-257- 1.16% |
$4.15K - $5.93K
|
21.9K
$219K
|
|
|
Feb 11, 2022
Q4 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-267- 1.12% |
$4.31K - $6.16K
|
23.7K
$236K
|
|
|
Feb 14, 2022
Q4 2021
|
Aspire Private Capital, LLC
|
SELL
|
- |
-300Closed |
$4.84K - $6.92K
|
0
$0
|
|
|
Feb 04, 2022
Q4 2021
|
Arizona State Retirement System
|
SELL
|
- |
-322- 1.06% |
$5.19K - $7.43K
|
30K
$299K
|
|
|
Feb 10, 2022
Q4 2021
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-374- 0.15% |
$6.03K - $8.63K
|
246K
$2.45M
|
|
|
Aug 30, 2024
Q4 2021
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-500- 2.55% |
$8.06K - $11.5K
|
19.1K
$190K
|
|
|
Feb 14, 2022
Q4 2021
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-783- 1.21% |
$12.6K - $18.1K
|
63.8K
$637K
|
|
|
Feb 15, 2022
Q4 2021
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-843- 2.9% |
$13.6K - $19.5K
|
28.2K
$282K
|
|
|
Mar 30, 2023
Q4 2021
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-843- 2.9% |
$13.6K - $19.5K
|
28.2K
$282K
|
|
|
Feb 14, 2022
Q4 2021
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
SELL
|
- |
-860- 2.69% |
$13.9K - $19.8K
|
31.1K
$310K
|
|
|
Feb 03, 2022
Q4 2021
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-870- 19.64% |
$14K - $20.1K
|
3.56K
$35.5K
|
|
|
Feb 10, 2022
Q4 2021
|
Essex Investment Management CO LLC
Boston, MA |
SELL
|
- |
-1.22K- 0.96% |
$19.6K - $28.1K
|
126K
$1.26M
|
|
|
Jan 19, 2022
Q4 2021
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-1.36K- 90.08% |
$22K - $31.4K
|
150
$1.5K
|
|
|
Feb 11, 2022
Q4 2021
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-1.77K- 2.9% |
$28.6K - $40.9K
|
59.3K
$591K
|
|
|
Feb 14, 2022
Q4 2021
|
Thompson Davis & Co., Inc.
|
SELL
|
- |
-2.2KClosed |
$35.5K - $50.8K
|
0
$0
|
|
|
Feb 04, 2022
Q4 2021
|
Envestnet Asset Management Inc
|
SELL
|
- |
-2.21K- 15.87% |
$35.7K - $51.1K
|
11.7K
$117K
|
|
|
Feb 07, 2022
Q4 2021
|
M&T Bank Corp
|
SELL
|
- |
-2.23K- 8.54% |
$35.9K - $51.4K
|
23.8K
$238K
|
|
|
Jan 26, 2022
Q4 2021
|
Creative Financial Designs Inc
|
SELL
|
- |
-2.9K- 24.77% |
$46.7K - $66.9K
|
8.8K
$87.8K
|
|
|
Feb 23, 2022
Q4 2021
|
Simplex Trading, LLC
|
SELL
|
- |
-3.9K- 97.5% |
$62.9K - $90K
|
100
$998
|
|
|
Feb 11, 2022
Q4 2021
|
Quantbot Technologies LP
New York, NY |
SELL
|
- |
-4.08KClosed |
$65.7K - $94.1K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Dark Forest Capital Management LP
Weston, CT |
SELL
|
- |
-4.12K- 79.34% |
$66.5K - $95.2K
|
1.07K
$10.7K
|
|
|
Feb 14, 2022
Q4 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-5.08K- 74.84% |
$81.9K - $117K
|
1.71K
$17K
|
|
|
Feb 11, 2022
Q4 2021
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-5.36KClosed |
$86.5K - $124K
|
0
$0
|
|
|
Jan 20, 2022
Q4 2021
|
Nordea Investment Management Ab
Stockholm, V7 |
SELL
|
- |
-5.47K- 1.72% |
$88.2K - $126K
|
311K
$3.11M
|
|
|
Jan 24, 2022
Q4 2021
|
Strs Ohio
|
SELL
|
- |
-5.8K- 8.72% |
$93.6K - $134K
|
60.7K
$606K
|