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 |
|---|---|---|---|---|---|---|---|
|
Jan 19, 2024
Q4 2023
|
Quent Capital, LLC
|
BUY
|
- |
58+ 58.59% |
$727 - $1.1K
|
157
$1.57K
|
|
|
Jun 14, 2024
Q4 2023
|
Quent Capital, LLC
|
BUY
|
- |
58+ 58.59% |
$727 - $1.1K
|
157
$1.57K
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
56+ 11.97% |
$702 - $1.06K
|
524
$5.24K
|
|
|
Jan 10, 2024
Q4 2023
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
54New |
$677 - $1.02K
|
54
$540
|
|
|
Jan 26, 2024
Q4 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
48+ 154.84% |
$601 - $909
|
79
$790
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
41+ 47.13% |
$514 - $777
|
128
$1.28K
|
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
24New |
$301 - $455
|
24
$240
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
22New |
$276 - $417
|
22
$220
|
|
|
Feb 09, 2024
Q4 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
16+ 3.46% |
$200 - $303
|
478
$4.78K
|
|
|
Feb 06, 2024
Q4 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
12New |
$150 - $227
|
12
$120
|
|
|
Jan 23, 2024
Q4 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
10+ 10.0% |
$125 - $189
|
110
$1.1K
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
7+ 0.39% |
$87.7 - $133
|
1.81K
$18.1K
|
|
|
Feb 05, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
4New |
$50.1 - $75.8
|
4
$40
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
4New |
$50.1 - $75.8
|
4
$40
|
|
|
Feb 13, 2024
Q4 2023
|
Stephens Inc
|
BUY
|
- |
4+ 0.5% |
$50.1 - $75.8
|
799
$7.99K
|
|
|
Jan 25, 2024
Q4 2023
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-10- 4.35% |
$125 - $189
|
220
$2.2K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-50- 22.94% |
$627 - $947
|
168
$1.68K
|
|
|
Jan 24, 2024
Q4 2023
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-58- 10.53% |
$727 - $1.1K
|
493
$4.93K
|
|
|
Jan 08, 2024
Q4 2023
|
Versant Capital Management, Inc
|
SELL
|
- |
-111- 48.47% |
$1.39K - $2.1K
|
118
$1.18K
|
|
|
Feb 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-143- 4.95% |
$1.79K - $2.71K
|
2.74K
$27.4K
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-149- 0.97% |
$1.87K - $2.82K
|
15.2K
$152K
|
|
|
Jan 23, 2024
Q4 2023
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-169- 40.43% |
$2.12K - $3.2K
|
249
$2.49K
|
|
|
Jan 03, 2024
Q4 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-175- 60.34% |
$2.19K - $3.31K
|
115
$1.15K
|
|
|
Feb 14, 2024
Q4 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-258- 68.44% |
$3.23K - $4.89K
|
119
$1.19K
|
|
|
Feb 14, 2024
Q4 2023
|
Utah Retirement Systems
Salt Lake City, UT |
SELL
|
- |
-300- 0.12% |
$3.76K - $5.68K
|
240K
$2.4M
|
|
|
Feb 02, 2024
Q4 2023
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-310- 84.47% |
$3.88K - $5.87K
|
57
$570
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
SELL
|
- |
-447- 20.08% |
$5.6K - $8.47K
|
1.78K
$17.8K
|
|
|
Feb 06, 2024
Q4 2023
|
Performa LTD (Us), LLC
|
SELL
|
- |
-450- 50.0% |
$5.64K - $8.52K
|
450
$4.5K
|
|
|
Jan 16, 2024
Q4 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-483- 97.97% |
$6.05K - $9.15K
|
10
$100
|
|
|
Feb 07, 2024
Q4 2023
|
Arcadia Investment Management Corp
|
SELL
|
- |
-500- 66.67% |
$6.27K - $9.47K
|
250
$2.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-502- 9.18% |
$6.29K - $9.51K
|
4.97K
$49.7K
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-697- 63.71% |
$8.73K - $13.2K
|
397
$3.97K
|
|
|
Feb 12, 2024
Q4 2023
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-713- 32.16% |
$8.93K - $13.5K
|
1.5K
$15K
|
|
|
Feb 15, 2024
Q4 2023
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-793- 0.62% |
$9.94K - $15K
|
127K
$1.27M
|
|
|
Feb 08, 2024
Q4 2023
|
Securian Asset Management, Inc
|
SELL
|
- |
-844- 3.27% |
$10.6K - $16K
|
25K
$250K
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-847- 5.4% |
$10.6K - $16K
|
14.8K
$148K
|
|
|
Feb 14, 2024
Q4 2023
|
Pro Share Advisors LLC
|
SELL
|
- |
-896- 5.44% |
$11.2K - $17K
|
15.6K
$156K
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
SELL
|
- |
-950- 47.83% |
$11.9K - $18K
|
1.04K
$10.4K
|
|
|
Jan 25, 2024
Q4 2023
|
La Financiere De L'Echiquier
|
SELL
|
- |
-1.07K- 0.09% |
$13.4K - $20.3K
|
1.18M
$11.8M
|
|
|
Feb 05, 2024
Q4 2023
|
Triumph Capital Management
|
SELL
|
- |
-1.11K- 7.81% |
$13.9K - $21.1K
|
13.1K
$131K
|
|
|
Feb 06, 2024
Q4 2023
|
M&T Bank Corp
|
SELL
|
- |
-1.43K- 10.35% |
$17.9K - $27K
|
12.4K
$124K
|
|
|
Jan 22, 2024
Q4 2023
|
Bell Bank
|
SELL
|
- |
-1.44K- 8.42% |
$18K - $27.2K
|
15.6K
$156K
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.64K- 6.22% |
$20.5K - $31K
|
24.6K
$246K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-1.77K- 2.61% |
$22.1K - $33.4K
|
65.9K
$659K
|
|
|
Jan 22, 2024
Q4 2023
|
State Of Michigan Retirement System
|
SELL
|
- |
-1.8K- 2.47% |
$22.6K - $34.1K
|
71.1K
$711K
|
|
|
Feb 13, 2024
Q4 2023
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-2K- 14.89% |
$25.1K - $37.9K
|
11.4K
$114K
|
|
|
Feb 12, 2024
Q4 2023
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-2.2K- 2.57% |
$27.6K - $41.7K
|
83.4K
$834K
|
|
|
Feb 09, 2024
Q4 2023
|
Imc Chicago, LLC
|
SELL
|
- |
-2.25K- 14.52% |
$28.2K - $42.6K
|
13.2K
$132K
|
|
|
Feb 14, 2024
Q4 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-2.36K- 3.07% |
$29.6K - $44.7K
|
74.5K
$745K
|
|
|
Feb 14, 2024
Q4 2023
|
Wahed Invest LLC
New York, NY |
SELL
|
- |
-2.77K- 56.5% |
$34.7K - $52.4K
|
2.13K
$21.3K
|