Purchases and Sales Made in Q4 2021 in Zoom Info Technologies Inc. (ZI)
This table provides information about the institutional ownership of Zoom Info Technologies Inc. (ZI) during Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 09, 2022
Q4 2021
|
Massmutual Trust CO Fsb
|
BUY
|
- |
51New |
$2.9K - $3.94K
|
51
$525
|
|
|
Jan 20, 2022
Q4 2021
|
Parallel Advisors, LLC
|
BUY
|
- |
44New |
$2.5K - $3.4K
|
44
$453
|
|
|
Feb 14, 2022
Q4 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
40+ 2.23% |
$2.28K - $3.09K
|
1.84K
$18.9K
|
|
|
Feb 02, 2022
Q4 2021
|
Tfc Financial Management
|
BUY
|
- |
33+ 66.0% |
$1.88K - $2.55K
|
83
$854
|
|
|
Feb 14, 2022
Q4 2021
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
32+ 400.0% |
$1.82K - $2.48K
|
40
$412
|
|
|
Jan 19, 2023
Q4 2021
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
31New |
$1.76K - $2.4K
|
31
$319
|
|
|
Jan 31, 2022
Q4 2021
|
Cwm, LLC
|
BUY
|
- |
31+ 516.67% |
$1.76K - $2.4K
|
37
$381
|
|
|
Jan 31, 2022
Q4 2021
|
Mcdonald Partners LLC
|
BUY
|
- |
30New |
$1.71K - $2.32K
|
30
$309
|
|
|
Jan 28, 2022
Q4 2021
|
Absolute Capital Management, LLC
|
BUY
|
- |
30New |
$1.71K - $2.32K
|
30
$309
|
|
|
Jan 10, 2022
Q4 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
28New |
$1.59K - $2.17K
|
28
$288
|
|
|
Mar 14, 2022
Q4 2021
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
22New |
$1.25K - $1.7K
|
22
$226
|
|
|
Feb 09, 2022
Q4 2021
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
19New |
$1.08K - $1.47K
|
19
$196
|
|
|
Feb 11, 2022
Q4 2021
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
16+ 133.33% |
$911 - $1.24K
|
28
$288
|
|
|
Jan 14, 2022
Q4 2021
|
Spire Wealth Management
|
BUY
|
- |
16New |
$911 - $1.24K
|
16
$165
|
|
|
Feb 03, 2022
Q4 2021
|
Larson Financial Group LLC
|
BUY
|
- |
6New |
$341 - $464
|
6
$61.7
|
|
|
Mar 07, 2022
Q4 2021
|
Stephens Inc
|
BUY
|
- |
3+ 3.13% |
$171 - $232
|
99
$1.02K
|
|
|
Feb 11, 2022
Q4 2021
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
3New |
$171 - $232
|
3
$30.9
|
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-5Closed |
$285 - $387
|
0
$0
|
|
|
Feb 15, 2022
Q4 2021
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-11Closed |
$626 - $851
|
0
$0
|
|
|
Feb 07, 2022
Q4 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-15- 6.98% |
$854 - $1.16K
|
200
$2.06K
|
|
|
Feb 14, 2022
Q4 2021
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-32- 29.36% |
$1.82K - $2.48K
|
77
$792
|
|
|
Feb 08, 2022
Q4 2021
|
Shaker Investments LLC
|
SELL
|
- |
-34- 0.09% |
$1.93K - $2.63K
|
37K
$380K
|
|
|
Feb 11, 2022
Q4 2021
|
Sandy Spring Bank
|
SELL
|
- |
-50Closed |
$2.85K - $3.87K
|
0
$0
|
|
|
Feb 03, 2022
Q4 2021
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-60- 37.5% |
$3.41K - $4.64K
|
100
$1.03K
|
|
|
Jan 27, 2022
Q4 2021
|
Solstein Capital, LLC
Menlo Park, CA |
SELL
|
- |
-80- 10.81% |
$4.55K - $6.19K
|
660
$6.79K
|
|
|
Jan 12, 2022
Q4 2021
|
Ifp Advisors, Inc
|
SELL
|
- |
-168- 1.7% |
$9.56K - $13K
|
9.7K
$99.8K
|
|
|
Feb 08, 2022
Q4 2021
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-212- 4.47% |
$12.1K - $16.4K
|
4.54K
$46.7K
|
|
|
Feb 11, 2022
Q4 2021
|
State Of Wyoming
Cheyenne, WY |
SELL
|
- |
-239- 4.17% |
$13.6K - $18.5K
|
5.49K
$56.5K
|
|
|
Feb 11, 2022
Q4 2021
|
Brant Point Investment Management LLC
New York, NY |
SELL
|
- |
-326- 0.46% |
$18.6K - $25.2K
|
69.9K
$719K
|
|
|
Feb 11, 2022
Q4 2021
|
Dark Forest Capital Management LP
Weston, CT |
SELL
|
- |
-395- 12.12% |
$22.5K - $30.6K
|
2.86K
$29.5K
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-440- 0.48% |
$25K - $34K
|
90.3K
$930K
|
|
|
Jan 28, 2022
Q4 2021
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-479Closed |
$27.3K - $37.1K
|
0
$0
|
|
|
Feb 01, 2022
Q4 2021
|
Oak Ridge Investments LLC
|
SELL
|
- |
-489- 5.52% |
$27.8K - $37.8K
|
8.38K
$86.2K
|
|
|
Jan 21, 2022
Q4 2021
|
Wealthfront Advisers LLC
|
SELL
|
- |
-915- 21.47% |
$52.1K - $70.8K
|
3.35K
$34.4K
|
|
|
Feb 03, 2022
Q4 2021
|
Pacer Advisors, Inc.
Malvern, PA |
SELL
|
- |
-987- 49.7% |
$56.2K - $76.3K
|
999
$10.3K
|
|
|
Jan 26, 2022
Q4 2021
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-1.23KClosed |
$69.9K - $95K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-1.28K- 2.51% |
$72.8K - $98.9K
|
49.7K
$511K
|
|
|
Jan 18, 2022
Q4 2021
|
Pendal Group LTD
|
SELL
|
- |
-1.87K- 6.76% |
$106K - $144K
|
25.7K
$265K
|
|
|
Jan 26, 2022
Q4 2021
|
Tcw Group Inc
|
SELL
|
- |
-2.52K- 0.96% |
$144K - $195K
|
261K
$2.69M
|
|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-2.83K- 33.98% |
$161K - $219K
|
5.51K
$56.7K
|
|
|
Jan 28, 2022
Q4 2021
|
Exane Derivatives
|
SELL
|
- |
-3.02KClosed |
$172K - $234K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-3.48KClosed |
$198K - $269K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Bayesian Capital Management, LP
Brooklyn, NY |
SELL
|
- |
-3.6K- 38.71% |
$205K - $278K
|
5.7K
$58.7K
|
|
|
Feb 14, 2022
Q4 2021
|
Ray Dalio
Bridgewater Associates, LP | Westport, Ct
|
SELL
|
- |
-3.66KClosed |
$208K - $283K
|
0
$0
|
|
|
Feb 15, 2022
Q4 2021
|
Stephens Investment Management Group LLC
|
SELL
|
- |
-4.09K- 4.6% |
$233K - $316K
|
84.8K
$872K
|
|
|
Feb 11, 2022
Q4 2021
|
Fora Capital, LLC
Miami, FL |
SELL
|
- |
-4.22KClosed |
$240K - $326K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Primecap Management CO
Pasadena, CA |
SELL
|
- |
-4.72K- 1.47% |
$269K - $365K
|
316K
$3.25M
|
|
|
Jan 18, 2022
Q4 2021
|
Cutler Group LP
|
SELL
|
- |
-4.86K- 72.38% |
$276K - $376K
|
1.85K
$19.1K
|
|
|
Jan 27, 2022
Q4 2021
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-4.86KClosed |
$277K - $376K
|
0
$0
|