A detailed history of Creative Planning transactions in Zoom Info Technologies Inc. stock. As of the latest transaction made, Creative Planning holds 49,045 shares of ZI stock, worth $497,806. This represents 0.0% of its overall portfolio holdings.

Number of Shares
49,045
Previous 39,440 24.35%
Holding current value
$497,806
Previous $400,000 24.25%
% of portfolio
0.0%
Previous 0.0%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 14, 2025

BUY
N/A
9,605 Added 24.35%
49,045 $497,000
Q2 2025

Aug 08, 2025

BUY
$7.41 - $10.31 $50,402 - $70,128
6,802 Added 20.84%
39,440 $400,000
Q1 2025

May 15, 2025

BUY
$9.43 - $12.01 $121,147 - $154,292
12,847 Added 64.91%
32,638 $326,000
Q4 2024

Feb 14, 2025

SELL
$9.44 - $13.08 $45,236 - $62,679
-4,792 Reduced 19.49%
19,791 $208,000
Q3 2024

Oct 11, 2024

BUY
$8.01 - $12.68 $196,909 - $311,712
24,583 New
24,583 $253,000
Q3 2023

Nov 16, 2023

BUY
$15.73 - $28.95 $25,576 - $47,072
1,626 Added 28.29%
7,374 $120,000
Q2 2023

Jul 21, 2023

BUY
$20.44 - $28.46 $21,543 - $29,996
1,054 Added 22.45%
5,748 $145,000
Q1 2023

May 15, 2023

SELL
$21.36 - $30.24 $32,253 - $45,662
-1,510 Reduced 24.34%
4,694 $115,000
Q4 2022

Feb 10, 2023

BUY
$26.17 - $48.62 $31,037 - $57,663
1,186 Added 23.63%
6,204 $186,000
Q3 2022

Nov 03, 2022

BUY
$33.89 - $51.59 $170,060 - $258,878
5,018 New
5,018 $209,000
Q2 2022

Aug 15, 2022

SELL
$31.05 - $60.75 $125,752 - $246,037
-4,050 Closed
0 $0
Q1 2022

May 16, 2022

BUY
$45.99 - $61.46 $186,259 - $248,913
4,050 New
4,050 $242,000
Q1 2021

Apr 30, 2021

SELL
$42.43 - $58.08 $227,000 - $310,728
-5,350 Closed
0 $0
Q4 2020

Jan 29, 2021

BUY
$36.95 - $51.25 $923 - $1,281
25 Added 0.47%
5,350 $258,000
Q3 2020

Nov 05, 2020

SELL
$31.11 - $48.4 $161,180 - $250,760
-5,181 Reduced 49.31%
5,325 $229,000
Q2 2020

Jul 23, 2020

BUY
$34.0 - $53.19 $357,204 - $558,814
10,506 New
10,506 $536,000

Others Institutions Holding ZI

About ZoomInfo Technologies Inc.


  • Ticker ZI
  • Exchange NASDAQ
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 403,441,984
  • Market Cap $4.09B
  • Description
  • ZoomInfo Technologies Inc., through its subsidiaries, provides go-to-market intelligence and engagement platform for sales and marketing teams in the United States and internationally. The company's cloud-based platform provides information on organizations and professionals to help users identify target customers and decision makers, obtain con...
More about ZI
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