Purchases and Sales Made in Q4 2023 in Zoom Info Technologies Inc. (ZI)
This table provides information about the institutional ownership of Zoom Info Technologies Inc. (ZI) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 01, 2024
Q4 2023
|
Handelsbanken Fonder Ab
|
BUY
|
- |
6.3K+ 14.32% |
$78.9K - $119K
|
50.3K
$503K
|
|
|
Jan 31, 2024
Q4 2023
|
Cornerstone Investment Partners, LLC
|
BUY
|
- |
5.14K+ 25.96% |
$64.3K - $97.3K
|
24.9K
$249K
|
|
|
Jan 24, 2024
Q4 2023
|
New York State Teachers Retirement System
|
BUY
|
- |
4.48K+ 1.84% |
$56.1K - $84.8K
|
248K
$2.48M
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
3.75K+ 1873.0% |
$46.9K - $70.9K
|
3.95K
$39.5K
|
|
|
Feb 05, 2024
Q4 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
3.7K+ 19.17% |
$46.3K - $70K
|
23K
$230K
|
|
|
Feb 12, 2024
Q4 2023
|
United Services Automobile Association
San Antonio, TX |
BUY
|
- |
3.61K+ 18.44% |
$45.2K - $68.4K
|
23.2K
$232K
|
|
|
Feb 09, 2024
Q4 2023
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
3.58K+ 5.79% |
$44.9K - $67.8K
|
65.4K
$654K
|
|
|
Jan 08, 2024
Q4 2023
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
3.49K+ 30.61% |
$43.7K - $66.1K
|
14.9K
$149K
|
|
|
Feb 09, 2024
Q4 2023
|
Quest Partners LLC
New York, NY |
BUY
|
- |
3.33KNew |
$41.7K - $63K
|
3.33K
$33.3K
|
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
3.31KNew |
$41.5K - $62.7K
|
3.31K
$33.1K
|
|
|
Mar 11, 2024
Q4 2023
|
Wahed Invest LLC
New York, NY |
BUY
|
- |
3K+ 140.85% |
$37.6K - $56.8K
|
5.13K
$51.3K
|
|
|
Feb 13, 2024
Q4 2023
|
Ossiam
Paris, I0 |
BUY
|
- |
2.7K+ 10.59% |
$33.8K - $51.1K
|
28.2K
$282K
|
|
|
Feb 14, 2024
Q4 2023
|
Entry Point Capital, LLC
New York, NY |
BUY
|
- |
2.6KNew |
$32.5K - $49.1K
|
2.6K
$26K
|
|
|
Feb 14, 2024
Q4 2023
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
2.38K+ 230.46% |
$29.9K - $45.1K
|
3.42K
$34.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Profund Advisors LLC
|
BUY
|
- |
2.33K+ 4.3% |
$29.2K - $44.1K
|
56.5K
$565K
|
|
|
Feb 01, 2024
Q4 2023
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
2.32KNew |
$29K - $43.9K
|
2.32K
$23.2K
|
|
|
Feb 13, 2024
Q4 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
2.06K+ 9.6% |
$25.8K - $39.1K
|
23.5K
$235K
|
|
|
Feb 05, 2024
Q4 2023
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
2.03K+ 6.72% |
$25.5K - $38.5K
|
32.3K
$323K
|
|
|
Feb 08, 2024
Q4 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
1.79K+ 85.09% |
$22.4K - $33.8K
|
3.89K
$38.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Quarry LP
New York, NY |
BUY
|
- |
1.53KNew |
$19.1K - $28.9K
|
1.53K
$15.3K
|
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
1.45KNew |
$18.2K - $27.5K
|
1.45K
$14.5K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
1.2KNew |
$15K - $22.7K
|
1.2K
$12K
|
|
|
Feb 13, 2024
Q4 2023
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
1.07K+ 102.1% |
$13.4K - $20.3K
|
2.12K
$21.2K
|
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
900New |
$11.3K - $17K
|
900
$9K
|
|
|
Jan 31, 2024
Q4 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
815+ 10187.5% |
$10.2K - $15.4K
|
823
$8.23K
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
807+ 7.59% |
$10.1K - $15.3K
|
11.4K
$114K
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
775+ 450.58% |
$9.71K - $14.7K
|
947
$9.47K
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
BUY
|
- |
736+ 0.54% |
$9.22K - $13.9K
|
137K
$1.37M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
710+ 2.19% |
$8.9K - $13.4K
|
33.2K
$332K
|
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
BUY
|
- |
646+ 64.15% |
$8.09K - $12.2K
|
1.65K
$16.5K
|
|
|
Feb 21, 2024
Q4 2023
|
American Trust
Lexington, KY |
BUY
|
- |
628+ 5.87% |
$7.87K - $11.9K
|
11.3K
$113K
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
626+ 0.05% |
$7.84K - $11.9K
|
1.15M
$11.5M
|
|
|
Jan 18, 2024
Q4 2023
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
563+ 93.21% |
$7.05K - $10.7K
|
1.17K
$11.7K
|
|
|
Feb 13, 2024
Q4 2023
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
542+ 2.72% |
$6.79K - $10.3K
|
20.5K
$205K
|
|
|
Feb 14, 2024
Q4 2023
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
518New |
$6.49K - $9.81K
|
518
$5.18K
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
481+ 32.26% |
$6.03K - $9.11K
|
1.97K
$19.7K
|
|
|
Jan 18, 2024
Q4 2023
|
Caprock Group, Inc.
|
BUY
|
- |
386+ 0.28% |
$4.84K - $7.31K
|
140K
$1.4M
|
|
|
Feb 06, 2024
Q4 2023
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
349+ 0.74% |
$4.37K - $6.61K
|
47.3K
$473K
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
285New |
$3.57K - $5.4K
|
285
$2.85K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
258New |
$3.23K - $4.89K
|
258
$2.58K
|
|
|
Feb 08, 2024
Q4 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
251+ 158.86% |
$3.15K - $4.75K
|
409
$4.09K
|
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
230New |
$2.88K - $4.36K
|
230
$2.3K
|
|
|
Jan 31, 2024
Q4 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
220+ 21.98% |
$2.76K - $4.17K
|
1.22K
$12.2K
|
|
|
Aug 16, 2024
Q4 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
180+ 48.13% |
$2.26K - $3.41K
|
554
$5.54K
|
|
|
Feb 06, 2024
Q4 2023
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
154New |
$1.93K - $2.92K
|
154
$1.54K
|
|
|
Feb 05, 2024
Q4 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
132New |
$1.65K - $2.5K
|
132
$1.32K
|
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
130New |
$1.63K - $2.46K
|
130
$1.3K
|
|
|
Feb 13, 2024
Q4 2023
|
Stephens Investment Management Group LLC
|
BUY
|
- |
81+ 0.06% |
$1.01K - $1.53K
|
128K
$1.28M
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
BUY
|
- |
64+ 21.84% |
$802 - $1.21K
|
357
$3.57K
|
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
60+ 25.53% |
$752 - $1.14K
|
295
$2.95K
|