Latest Institutional Transactions on Zoom Info Technologies Inc. (ZI)
This table provides information on the latest institutional transactions involving Zoom Info Technologies Inc. (ZI) 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 10, 2022
Q3 2022
|
Qtron Investments LLC
Boston, MA |
BUY
|
- |
5.4KNew |
$183K - $279K
|
5.4K
$56.7K
|
|
|
Nov 09, 2022
Q3 2022
|
Silvant Capital Management LLC
|
BUY
|
- |
95.1KNew |
$3.22M - $4.9M
|
95.1K
$998K
|
|
|
Nov 09, 2022
Q3 2022
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
20.7KNew |
$700K - $1.07M
|
20.7K
$217K
|
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
67New |
$2.27K - $3.46K
|
67
$704
|
|
|
Nov 08, 2022
Q3 2022
|
Proem Advisors LLC
|
BUY
|
- |
74KNew |
$2.51M - $3.82M
|
74K
$777K
|
|
|
Nov 08, 2022
Q3 2022
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-16- 19.28% |
$542 - $825
|
67
$704
|
|
|
Nov 07, 2022
Q3 2022
|
Asahi Life Asset Management Co., Ltd.
|
BUY
|
- |
4.03KNew |
$137K - $208K
|
4.03K
$42.3K
|
|
|
Nov 07, 2022
Q3 2022
|
Simon Quick Advisors, LLC
|
BUY
|
- |
4+ 0.07% |
$136 - $206
|
5.86K
$61.5K
|
|
|
Nov 04, 2022
Q3 2022
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
5.61KNew |
$190K - $289K
|
5.61K
$58.9K
|
|
|
Nov 03, 2022
Q3 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-55- 34.38% |
$1.86K - $2.84K
|
105
$1.1K
|
|
|
Nov 02, 2022
Q3 2022
|
Ellevest, Inc.
|
BUY
|
- |
119New |
$4.03K - $6.14K
|
119
$1.25K
|
|
|
Nov 01, 2022
Q3 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
5.74KNew |
$194K - $296K
|
5.74K
$60.2K
|
|
|
Oct 28, 2022
Q3 2022
|
Northeast Investment Management
|
BUY
|
- |
4.88KNew |
$165K - $252K
|
4.88K
$51.2K
|
|
|
Oct 28, 2022
Q3 2022
|
Zweig Di Menna Associates LLC
|
BUY
|
- |
46KNew |
$1.56M - $2.37M
|
46K
$483K
|
|
|
Oct 27, 2022
Q3 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-300- 99.34% |
$10.2K - $15.5K
|
2
$21
|
|
|
Oct 27, 2022
Q3 2022
|
Bourgeon Capital Management LLC
|
BUY
|
- |
118New |
$4K - $6.09K
|
118
$1.24K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
189New |
$6.41K - $9.75K
|
189
$1.98K
|
|
|
Oct 26, 2022
Q3 2022
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
44New |
$1.49K - $2.27K
|
44
$462
|
|
|
Oct 24, 2022
Q3 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
4New |
$136 - $206
|
4
$42
|
|
|
Oct 24, 2022
Q3 2022
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-35- 0.54% |
$1.19K - $1.81K
|
6.39K
$67.1K
|
|
|
Oct 20, 2022
Q3 2022
|
First Financial Corp
|
BUY
|
- |
11New |
$373 - $567
|
11
$116
|
|
|
Oct 19, 2022
Q3 2022
|
Shaker Investments LLC
|
SELL
|
- |
-18.1K- 48.53% |
$615K - $936K
|
19.2K
$202K
|
|
|
Oct 18, 2022
Q3 2022
|
Ritholtz Wealth Management
|
BUY
|
- |
5.57KNew |
$189K - $287K
|
5.57K
$58.4K
|
|
|
Oct 17, 2022
Q3 2022
|
Forsta Ap Fonden
Stockholm, V7 |
SELL
|
- |
-2.9K- 14.65% |
$98.3K - $150K
|
16.9K
$177K
|
|
|
Oct 14, 2022
Q3 2022
|
Redpoint Investment Management Pty LTD
|
SELL
|
- |
-1.23K- 18.81% |
$41.7K - $63.5K
|
5.31K
$55.7K
|
|
|
Oct 13, 2022
Q3 2022
|
Activest Wealth Management
|
SELL
|
- |
-99Closed |
$3.36K - $5.11K
|
0
$0
|
|
|
Oct 07, 2022
Q3 2022
|
Worth Asset Management, LLC
|
BUY
|
- |
100New |
$3.39K - $5.16K
|
100
$1.05K
|
|
| Q2 2022 | |||||||
|
Sep 21, 2023
Q2 2022
|
Jefferies Group LLC
New York, NY |
SELL
|
- |
-13.7K- 49.66% |
$424K - $830K
|
13.8K
$145K
|
|
|
Aug 16, 2022
Q2 2022
|
Apollo Management Holdings, L.P.
New York, NY |
SELL
|
- |
-10.7KClosed |
$332K - $649K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Davidson Kempner Capital Management LP
New York, NY |
BUY
|
- |
73.4K+ 7.79% |
$2.28M - $4.46M
|
1.02M
$10.7M
|
|
|
Aug 15, 2022
Q2 2022
|
Light Street Capital Management, LLC
Palo Alto, CA |
SELL
|
- |
-774KClosed |
$24M - $47M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Julian Robertson
Tiger Management L.L.C. | New York, Ny
|
SELL
|
- |
-10.6KClosed |
$330K - $646K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Honeycomb Asset Management LP
New York, NY |
BUY
|
- |
100KNew |
$3.11M - $6.08M
|
100K
$1.05M
|
|
|
Aug 15, 2022
Q2 2022
|
Interval Partners, LP
New York, NY |
BUY
|
- |
40.6K+ 153.79% |
$1.26M - $2.47M
|
67K
$704K
|
|
|
Aug 15, 2022
Q2 2022
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
1New |
$31.1 - $60.8
|
1
$10.5
|
|
|
Aug 15, 2022
Q2 2022
|
Melqart Asset Management (Uk) LTD
London, X0 |
BUY
|
- |
185KNew |
$5.73M - $11.2M
|
185K
$1.94M
|
|
|
Aug 15, 2022
Q2 2022
|
Anomaly Capital Management, LP
New York, NY |
SELL
|
- |
-535KClosed |
$16.6M - $32.5M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Pdt Partners, LLC
New York, NY |
SELL
|
- |
-22.8KClosed |
$709K - $1.39M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Chai Trust CO LLC
Chicago, IL |
SELL
|
- |
-26.6KClosed |
$826K - $1.62M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
One Fin Capital Management LP
San Francisco, CA |
SELL
|
- |
-110KClosed |
$3.42M - $6.68M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Alpha Family Trust
Los Angeles, CA |
SELL
|
- |
-37.6K- 37.66% |
$1.17M - $2.29M
|
62.3K
$654K
|
|
|
Aug 15, 2022
Q2 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-12Closed |
$373 - $729
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Weiss Multi Strategy Advisers LLC
New York, NY |
SELL
|
- |
-23.1KClosed |
$718K - $1.4M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Junto Capital Management LP
New York, NY |
SELL
|
- |
-86.8K- 23.03% |
$2.69M - $5.27M
|
290K
$3.05M
|
|
|
Aug 15, 2022
Q2 2022
|
Putnam Investments LLC
Boston, MA |
SELL
|
- |
-700KClosed |
$21.7M - $42.5M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Mass Ave Global Inc.
New York, NY |
SELL
|
- |
-48.2KClosed |
$1.5M - $2.93M
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
PUT |
63KNew |
$1.96M - $3.83M
|
63K
$662K
|
|
|
Aug 12, 2022
Q2 2022
|
Mirabella Financial Services LLP
London, X0 |
SELL
|
- |
-3.47KClosed |
$108K - $211K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-6.35KClosed |
$197K - $386K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-146Closed |
$4.53K - $8.87K
|
0
$0
|
|