Purchases and Sales Made in Q1 2023 in Zoom Info Technologies Inc. (ZI)
This table provides information about the institutional ownership of Zoom Info Technologies Inc. (ZI) during Q1 2023. The information is specifically focused on institutions that hold shares of ZoomInfo Technologies Inc..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 19, 2023
Q1 2023
|
Bell Bank
|
BUY
|
- |
186+ 0.98% |
$3.97K - $5.62K
|
19.2K
$209K
|
|
|
May 02, 2023
Q1 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
162New |
$3.46K - $4.9K
|
162
$1.76K
|
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
150New |
$3.2K - $4.54K
|
150
$1.63K
|
|
|
May 15, 2023
Q1 2023
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
127New |
$2.71K - $3.84K
|
127
$1.38K
|
|
|
May 15, 2023
Q1 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
122+ 39.87% |
$2.61K - $3.69K
|
428
$4.66K
|
|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
117+ 100.0% |
$2.5K - $3.54K
|
234
$2.55K
|
|
|
May 11, 2023
Q1 2023
|
Panagora Asset Management Inc
Boston, MA |
BUY
|
- |
86+ 0.18% |
$1.84K - $2.6K
|
48.6K
$529K
|
|
|
Apr 18, 2023
Q1 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
59+ 0.55% |
$1.26K - $1.78K
|
10.8K
$117K
|
|
|
Apr 05, 2023
Q1 2023
|
Quent Capital, LLC
|
BUY
|
- |
54New |
$1.15K - $1.63K
|
54
$588
|
|
|
Apr 21, 2023
Q1 2023
|
West Oak Capital, LLC
|
BUY
|
- |
50New |
$1.07K - $1.51K
|
50
$545
|
|
|
May 15, 2023
Q1 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
39+ 0.23% |
$833 - $1.18K
|
16.7K
$181K
|
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
37+ 115.63% |
$790 - $1.12K
|
69
$751
|
|
|
May 09, 2023
Q1 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
23New |
$491 - $696
|
23
$250
|
|
|
May 05, 2023
Q1 2023
|
Steward Financial Group LLC
|
BUY
|
- |
21+ 2100.0% |
$449 - $635
|
22
$240
|
|
|
May 04, 2023
Q1 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
20New |
$427 - $605
|
20
$218
|
|
|
May 04, 2023
Q1 2023
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
17+ 0.01% |
$363 - $514
|
189K
$2.06M
|
|
|
Apr 19, 2023
Q1 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
13+ 650.0% |
$278 - $393
|
15
$163
|
|
|
Apr 20, 2023
Q1 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
5+ 1.03% |
$107 - $151
|
492
$5.36K
|
|
|
May 12, 2023
Q1 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
4New |
$85.4 - $121
|
4
$43.6
|
|
|
May 10, 2023
Q1 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
4+ 400.0% |
$85.4 - $121
|
5
$54.5
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
BUY
|
- |
4+ 133.33% |
$85.4 - $121
|
7
$76.2
|
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
3New |
$64.1 - $90.7
|
3
$32.7
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
2New |
$42.7 - $60.5
|
2
$21.8
|
|
|
Apr 10, 2023
Q1 2023
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
2New |
$42.7 - $60.5
|
2
$21.8
|
|
|
May 12, 2023
Q1 2023
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
1New |
$21.4 - $30.2
|
1
$10.9
|
|
|
Nov 26, 2024
Q1 2023
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 10, 2023
Q1 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-6- 2.09% |
$128 - $181
|
281
$3.06K
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-9- 14.06% |
$192 - $272
|
55
$599
|
|
|
May 12, 2023
Q1 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-15- 0.01% |
$320 - $454
|
149K
$1.63M
|
|
|
Apr 26, 2023
Q1 2023
|
Cva Family Office, LLC
|
SELL
|
- |
-15- 13.04% |
$320 - $454
|
100
$1.09K
|
|
|
Apr 24, 2023
Q1 2023
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-22- 1.51% |
$470 - $665
|
1.43K
$15.6K
|
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
SELL
|
- |
-31- 4.16% |
$662 - $937
|
714
$7.78K
|
|
|
May 15, 2023
Q1 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-38- 25.0% |
$812 - $1.15K
|
114
$1.24K
|
|
|
May 12, 2023
Q1 2023
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-44- 5.37% |
$940 - $1.33K
|
775
$8.44K
|
|
|
May 12, 2023
Q1 2023
|
British Columbia Investment Management Corp
Victoria, A1 |
SELL
|
- |
-47- 0.2% |
$1K - $1.42K
|
23.1K
$251K
|
|
|
Apr 19, 2023
Q1 2023
|
Nordea Investment Management Ab
Stockholm, V7 |
SELL
|
- |
-64- 0.42% |
$1.37K - $1.94K
|
15.3K
$166K
|
|
|
May 11, 2023
Q1 2023
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-65- 20.7% |
$1.39K - $1.97K
|
249
$2.71K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-66- 24.26% |
$1.41K - $2K
|
206
$2.24K
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-72- 67.92% |
$1.54K - $2.18K
|
34
$370
|
|
|
May 15, 2023
Q1 2023
|
Stephens Investment Management Group LLC
|
SELL
|
- |
-74- 0.06% |
$1.58K - $2.24K
|
128K
$1.39M
|
|
|
May 12, 2023
Q1 2023
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-77- 0.01% |
$1.64K - $2.33K
|
857K
$9.33M
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-89- 22.47% |
$1.9K - $2.69K
|
307
$3.34K
|
|
|
Apr 10, 2023
Q1 2023
|
Guinness Atkinson Asset Management Inc
Pasadena, CA |
SELL
|
- |
-111- 11.11% |
$2.37K - $3.36K
|
888
$9.67K
|
|
|
May 12, 2023
Q1 2023
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-120- 2.85% |
$2.56K - $3.63K
|
4.09K
$44.5K
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
SELL
|
- |
-122- 18.4% |
$2.61K - $3.69K
|
541
$5.89K
|
|
|
May 15, 2023
Q1 2023
|
Wahed Invest LLC
New York, NY |
SELL
|
- |
-126- 3.57% |
$2.69K - $3.81K
|
3.4K
$37K
|
|
|
Jun 14, 2024
Q1 2023
|
Quent Capital, LLC
|
SELL
|
- |
-180- 76.92% |
$3.84K - $5.44K
|
54
$588
|
|
|
May 12, 2023
Q1 2023
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-252- 2.43% |
$5.38K - $7.62K
|
10.1K
$110K
|
|
|
May 15, 2023
Q1 2023
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-265- 0.65% |
$5.66K - $8.01K
|
40.7K
$443K
|
|
|
Apr 07, 2023
Q1 2023
|
Mission Wealth Management, LP
|
SELL
|
- |
-280- 1.79% |
$5.98K - $8.47K
|
15.4K
$167K
|