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 |
---|---|---|---|---|---|---|---|
Oct 25, 2021
Q3 2021
|
Junson Asset Management (Hong Kong) LTD
|
SELL
|
- |
-114KClosed |
$5.67M - $7.81M
|
0
$0
|
|
Oct 13, 2021
Q3 2021
|
Corbenic Partners LLC
|
SELL
|
- |
-77- 29.06% |
$3.83K - $5.28K
|
188
$2.05K
|
|
Q2 2021 | |||||||
Dec 19, 2024
Q2 2021
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-4.23KClosed |
$168K - $228K
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Lisanti Capital Growth, LLC
|
SELL
|
- |
-16.2KClosed |
$643K - $872K
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-6.65KClosed |
$264K - $358K
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Infusive Asset Management Inc.
New York, NY |
SELL
|
- |
-22Closed |
$874 - $1.18K
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-30Closed |
$1.19K - $1.62K
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-7KClosed |
$278K - $377K
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Enlightenment Research, LLC
Saddle Brook, NJ |
SELL
|
- |
-4.4KClosed |
$175K - $237K
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Sg3 Management, LLC
Dorado, PR |
SELL
|
- |
-2.5KClosed |
$99.3K - $135K
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Sg3 Management, LLC
Dorado, PR |
SELL
|
PUT |
-60KClosed |
$2.38M - $3.23M
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Crawford Lake Capital Management, LLC
Lakewood, NJ |
SELL
|
- |
-14.9KClosed |
$590K - $801K
|
0
$0
|
|
Aug 10, 2021
Q2 2021
|
Alpha Dna Investment Management LLC
Columbia, MD |
SELL
|
- |
-4Closed |
$159 - $215
|
0
$0
|
|
Aug 04, 2021
Q2 2021
|
Mach 1 Financial Group, LLC
Bentonville, AR |
SELL
|
- |
-2Closed |
$79.4 - $108
|
0
$0
|
|
Jul 21, 2021
Q2 2021
|
Manchester Financial Inc
|
SELL
|
- |
-407Closed |
$16.2K - $21.9K
|
0
$0
|
|
Jul 12, 2021
Q2 2021
|
Avitas Wealth Management LLC
|
SELL
|
- |
-13.4KClosed |
$534K - $724K
|
0
$0
|
|
Q1 2021 | |||||||
Nov 09, 2023
Q1 2021
|
Brewin Dolphin LTD
London, X0 |
SELL
|
- |
-90Closed |
$3.82K - $5.23K
|
0
$0
|
|
Sep 21, 2023
Q1 2021
|
Jefferies Group LLC
New York, NY |
BUY
|
PUT |
8.7KNew |
$369K - $505K
|
8.7K
$94.7K
|
|
May 17, 2021
Q1 2021
|
Engle Capital Management, L.P.
Greenwich, CT |
SELL
|
- |
-200KClosed |
$8.49M - $11.6M
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-50Closed |
$2.12K - $2.9K
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Pinz Capital Management, LP
New York, NY |
SELL
|
- |
-50.5KClosed |
$2.14M - $2.93M
|
0
$0
|
|
May 17, 2021
Q1 2021
|
One01 Capital, LP
Burlingame, CA |
SELL
|
- |
-234KClosed |
$9.91M - $13.6M
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Advent International Corp
Boston, MA |
SELL
|
- |
-218KClosed |
$9.24M - $12.6M
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Coatue Management LLC
New York, NY |
SELL
|
- |
-189KClosed |
$8.03M - $11M
|
0
$0
|
|
May 13, 2021
Q1 2021
|
Bullseye Asset Management LLC
Denver, CO |
SELL
|
- |
-45.6KClosed |
$1.94M - $2.65M
|
0
$0
|
|
May 11, 2021
Q1 2021
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-109KClosed |
$4.63M - $6.33M
|
0
$0
|
|
May 11, 2021
Q1 2021
|
Longitude (Cayman) Ltd.
Grand Cayman, E9 |
SELL
|
- |
-8.1KClosed |
$344K - $470K
|
0
$0
|
|
May 03, 2021
Q1 2021
|
Macroview Investment Management LLC
|
SELL
|
- |
-77Closed |
$3.27K - $4.47K
|
0
$0
|
|
Apr 28, 2021
Q1 2021
|
Ironwood Financial, LLC
|
SELL
|
- |
-610Closed |
$25.9K - $35.4K
|
0
$0
|
|
Apr 28, 2021
Q1 2021
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-1.43KClosed |
$60.5K - $82.8K
|
0
$0
|
|
Q4 2020 | |||||||
Aug 30, 2024
Q4 2020
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
100+ 50.0% |
$3.7K - $5.13K
|
300
$3.27K
|
|
Mar 05, 2021
Q4 2020
|
Catalyst Private Wealth, LLC
|
SELL
|
- |
-453Closed |
$16.7K - $23.2K
|
0
$0
|
|
Feb 16, 2021
Q4 2020
|
Advisory Alpha, LLC
|
SELL
|
- |
-75Closed |
$2.77K - $3.84K
|
0
$0
|
|
Feb 16, 2021
Q4 2020
|
Select Equity Group, L.P.
New York, NY |
SELL
|
- |
-19KClosed |
$703K - $975K
|
0
$0
|
|
Feb 16, 2021
Q4 2020
|
Vista Equity Partners Management, LLC
San Francisco, CA |
SELL
|
- |
-256KClosed |
$9.47M - $13.1M
|
0
$0
|
|
Feb 16, 2021
Q4 2020
|
Blue Mar Capital Management, LLC
Miami, FL |
SELL
|
- |
-120KClosed |
$4.43M - $6.15M
|
0
$0
|
|
Feb 12, 2021
Q4 2020
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-5.34KClosed |
$197K - $273K
|
0
$0
|
|
Feb 12, 2021
Q4 2020
|
Wolverine Asset Management LLC
|
SELL
|
- |
-5.37KClosed |
$198K - $275K
|
0
$0
|
|
Feb 12, 2021
Q4 2020
|
Credit Agricole S A
|
SELL
|
- |
-1KClosed |
$37K - $51.3K
|
0
$0
|
|
Feb 10, 2021
Q4 2020
|
Cooper/Haims Advisors, LLC
|
SELL
|
- |
-9.88KClosed |
$365K - $506K
|
0
$0
|
|
Feb 08, 2021
Q4 2020
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-12Closed |
$443 - $615
|
0
$0
|
|
Jan 26, 2021
Q4 2020
|
Paragon Advisors, LLC
|
SELL
|
- |
-11.9KClosed |
$439K - $609K
|
0
$0
|
|
Jan 20, 2021
Q4 2020
|
Mirador Capital Partners LP
|
SELL
|
- |
-5.2KClosed |
$192K - $267K
|
0
$0
|
|
Jan 19, 2021
Q4 2020
|
Edge Wealth Management LLC
|
SELL
|
- |
-25Closed |
$924 - $1.28K
|
0
$0
|
|
Q3 2020 | |||||||
Nov 16, 2020
Q3 2020
|
Point State Capital LP
New York, NY |
SELL
|
- |
-15.3KClosed |
$476K - $740K
|
0
$0
|
|
Nov 16, 2020
Q3 2020
|
Aqr Arbitrage LLC
Greenwich, CT |
SELL
|
- |
-35KClosed |
$1.09M - $1.69M
|
0
$0
|
|
Nov 16, 2020
Q3 2020
|
Bramshill Investments, LLC
Naples, FL |
SELL
|
- |
-5KClosed |
$156K - $242K
|
0
$0
|
|
Nov 16, 2020
Q3 2020
|
Discovery Capital Management, LLC
South Norwalk, CT |
SELL
|
- |
-100KClosed |
$3.11M - $4.84M
|
0
$0
|
|
Nov 16, 2020
Q3 2020
|
Symmetry Peak Management LLC
Radnor, PA |
SELL
|
- |
-4.5KClosed |
$140K - $218K
|
0
$0
|
|
Nov 16, 2020
Q3 2020
|
Whale Rock Capital Management LLC
Boston, MA |
SELL
|
- |
-303KClosed |
$9.43M - $14.7M
|
0
$0
|