Purchases and Sales Made in Q4 2022 in Zoom Info Technologies Inc. (ZI)
This table provides information about the institutional ownership of Zoom Info Technologies Inc. (ZI) during Q4 2022. 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 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.19K+ 23.63% |
$31K - $57.7K
|
6.2K
$63.8K
|
|
Feb 13, 2023
Q4 2022
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
1.18KNew |
$30.8K - $57.3K
|
1.18K
$12.1K
|
|
Feb 10, 2023
Q4 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
1.09K+ 8.24% |
$28.5K - $52.9K
|
14.3K
$147K
|
|
Feb 02, 2023
Q4 2022
|
Mission Wealth Management, LP
|
BUY
|
- |
862+ 5.84% |
$22.6K - $41.9K
|
15.6K
$161K
|
|
Feb 14, 2023
Q4 2022
|
Quarry LP
New York, NY |
BUY
|
- |
836New |
$21.9K - $40.6K
|
836
$8.6K
|
|
Feb 06, 2023
Q4 2022
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
803+ 2.26% |
$21K - $39K
|
36.3K
$373K
|
|
Feb 14, 2023
Q4 2022
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
713New |
$18.7K - $34.7K
|
713
$7.34K
|
|
Feb 14, 2023
Q4 2022
|
Vontobel Holding Ltd.
|
BUY
|
- |
704+ 4.87% |
$18.4K - $34.2K
|
15.2K
$156K
|
|
Feb 14, 2023
Q4 2022
|
Corton Capital Inc.
Carrying Place, A6 |
BUY
|
- |
687+ 10.49% |
$18K - $33.4K
|
7.24K
$74.5K
|
|
Feb 13, 2023
Q4 2022
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
670New |
$17.5K - $32.6K
|
670
$6.89K
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
655+ 5.73% |
$17.1K - $31.8K
|
12.1K
$124K
|
|
Feb 08, 2023
Q4 2022
|
Van Eck Associates Corp
|
BUY
|
- |
650+ 9.52% |
$17K - $31.6K
|
7.48K
$76.9K
|
|
Feb 13, 2023
Q4 2022
|
Parkside Financial Bank & Trust
|
BUY
|
- |
631+ 19.35% |
$16.5K - $30.7K
|
3.89K
$40K
|
|
Feb 14, 2023
Q4 2022
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
599New |
$15.7K - $29.1K
|
599
$6.16K
|
|
Feb 14, 2023
Q4 2022
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
599+ 6.46% |
$15.7K - $29.1K
|
9.87K
$102K
|
|
Feb 14, 2023
Q4 2022
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
551New |
$14.4K - $26.8K
|
551
$5.67K
|
|
Feb 03, 2023
Q4 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
549+ 84.46% |
$14.4K - $26.7K
|
1.2K
$12.3K
|
|
Feb 14, 2023
Q4 2022
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
549+ 5.6% |
$14.4K - $26.7K
|
10.4K
$107K
|
|
Feb 13, 2023
Q4 2022
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
529+ 0.19% |
$13.8K - $25.7K
|
278K
$2.86M
|
|
Feb 13, 2023
Q4 2022
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
486+ 2.47% |
$12.7K - $23.6K
|
20.1K
$207K
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
BUY
|
- |
473+ 173.9% |
$12.4K - $23K
|
745
$7.67K
|
|
Feb 10, 2023
Q4 2022
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
452+ 123.16% |
$11.8K - $22K
|
819
$8.43K
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
450New |
$11.8K - $21.9K
|
450
$4.63K
|
|
Feb 15, 2023
Q4 2022
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
411+ 4.48% |
$10.8K - $20K
|
9.58K
$98.6K
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
407+ 115.3% |
$10.7K - $19.8K
|
760
$7.82K
|
|
Feb 09, 2023
Q4 2022
|
Intech Investment Management LLC
West Palm Beach, FL |
BUY
|
- |
397+ 1.82% |
$10.4K - $19.3K
|
22.2K
$229K
|
|
Oct 18, 2024
Q4 2022
|
Intech Investment Management LLC
West Palm Beach, FL |
BUY
|
- |
397+ 1.82% |
$10.4K - $19.3K
|
22.2K
$229K
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
374New |
$9.79K - $18.2K
|
374
$3.85K
|
|
Feb 09, 2023
Q4 2022
|
Elequin Capital LP
New York, NY |
BUY
|
- |
338New |
$8.85K - $16.4K
|
338
$3.48K
|
|
Feb 08, 2023
Q4 2022
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
300New |
$7.85K - $14.6K
|
300
$3.09K
|
|
Apr 01, 2024
Q4 2022
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
BUY
|
- |
299+ 1.01% |
$7.82K - $14.5K
|
30K
$309K
|
|
Feb 07, 2023
Q4 2022
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
289+ 20.07% |
$7.56K - $14.1K
|
1.73K
$17.8K
|
|
Feb 14, 2023
Q4 2022
|
Wahed Invest LLC
New York, NY |
BUY
|
- |
275+ 8.46% |
$7.2K - $13.4K
|
3.53K
$36.3K
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
272New |
$7.12K - $13.2K
|
272
$2.8K
|
|
Feb 06, 2023
Q4 2022
|
Glassman Wealth Services
|
BUY
|
- |
234+ 349.25% |
$6.12K - $11.4K
|
301
$3.1K
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
200New |
$5.23K - $9.72K
|
200
$2.06K
|
|
Feb 14, 2023
Q4 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
163New |
$4.27K - $7.93K
|
163
$1.68K
|
|
Jan 27, 2023
Q4 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
143+ 8.85% |
$3.74K - $6.95K
|
1.76K
$18.1K
|
|
Feb 06, 2023
Q4 2022
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
128New |
$3.35K - $6.22K
|
128
$1.32K
|
|
Feb 10, 2023
Q4 2022
|
Amalgamated Bank
New York, NY |
BUY
|
- |
128+ 0.39% |
$3.35K - $6.22K
|
33.3K
$343K
|
|
Sep 11, 2023
Q4 2022
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
117New |
$3.06K - $5.69K
|
117
$1.2K
|
|
Aug 16, 2024
Q4 2022
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
111+ 154.17% |
$2.9K - $5.4K
|
183
$1.88K
|
|
Jan 17, 2023
Q4 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
107New |
$2.8K - $5.2K
|
107
$1.1K
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
106New |
$2.77K - $5.15K
|
106
$1.09K
|
|
Feb 10, 2023
Q4 2022
|
J.Safra Asset Management Corp
|
BUY
|
- |
104New |
$2.72K - $5.06K
|
104
$1.07K
|
|
Feb 14, 2023
Q4 2022
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
100New |
$2.62K - $4.86K
|
100
$1.03K
|
|
Feb 13, 2023
Q4 2022
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
93New |
$2.43K - $4.52K
|
93
$957
|
|
Feb 14, 2023
Q4 2022
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
75+ 0.26% |
$1.96K - $3.65K
|
29.4K
$302K
|
|
Jan 24, 2023
Q4 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
71+ 887.5% |
$1.86K - $3.45K
|
79
$813
|
|
Jan 24, 2023
Q4 2022
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
65New |
$1.7K - $3.16K
|
65
$669
|