Latest Institutional Transactions on Zoom Video Communications, Inc. (ZM)
This table provides information on the latest institutional transactions involving Zoom Video Communications, Inc. (ZM) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 16, 2026
Q4 2025
|
Pictet & Cie (Europe) Sa
|
BUY
|
- |
5.44KNew |
$430K - $474K
|
5.44K
$458K
|
|
|
Jan 16, 2026
Q4 2025
|
Banque Pictet & Cie Sa
|
BUY
|
- |
137KNew |
$10.9M - $12M
|
137K
$11.6M
|
|
|
Jan 16, 2026
Q4 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
6+ 0.7% |
$475 - $523
|
865
$72.9K
|
|
|
Jan 16, 2026
Q4 2025
|
Trust CO Of Vermont
|
BUY
|
- |
10+ 4.93% |
$792 - $872
|
213
$17.9K
|
|
|
Jan 16, 2026
Q4 2025
|
Capital Performance Advisors LLP
|
BUY
|
- |
2.68K+ 41.92% |
$212K - $233K
|
9.06K
$763K
|
|
|
Jan 16, 2026
Q4 2025
|
Fny Investment Advisers, LLC
|
BUY
|
- |
4.95K+ 14151.43% |
$392K - $432K
|
4.99K
$420K
|
|
|
Jan 16, 2026
Q4 2025
|
Abrdn PLC
|
SELL
|
- |
-1.83K- 0.69% |
$145K - $160K
|
263K
$22.1M
|
|
|
Jan 16, 2026
Q4 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.2K+ 8.21% |
$95.2K - $105K
|
15.9K
$1.33M
|
|
|
Jan 15, 2026
Q4 2025
|
Mn Services Vermogensbeheer B.V.
|
BUY
|
- |
1.35K+ 1.44% |
$107K - $118K
|
95.3K
$8.02M
|
|
|
Jan 15, 2026
Q4 2025
|
J. Safra Sarasin Holding Ag
Basel, V8 |
BUY
|
- |
10.9KNew |
$861K - $949K
|
10.9K
$916K
|
|
|
Jan 15, 2026
Q4 2025
|
Boston Common Asset Management, LLC
Boston, MA |
BUY
|
- |
25.1KNew |
$1.98M - $2.19M
|
25.1K
$2.11M
|
|
|
Jan 15, 2026
Q4 2025
|
Brookstone Capital Management
|
BUY
|
- |
170+ 2.16% |
$13.5K - $14.8K
|
8.02K
$676K
|
|
|
Jan 15, 2026
Q4 2025
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-20.6K- 19.07% |
$1.63M - $1.8M
|
87.6K
$7.38M
|
|
|
Jan 15, 2026
Q4 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-49- 1.08% |
$3.88K - $4.27K
|
4.5K
$379K
|
|
|
Jan 15, 2026
Q4 2025
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
2.94KNew |
$233K - $256K
|
2.94K
$248K
|
|
|
Jan 15, 2026
Q4 2025
|
Hara Capital LLC
Bellevue, WA |
SELL
|
- |
-353- 77.75% |
$27.9K - $30.8K
|
101
$8.51K
|
|
|
Jan 15, 2026
Q4 2025
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
1.97K+ 115.48% |
$156K - $172K
|
3.67K
$309K
|
|
|
Jan 15, 2026
Q4 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
6+ 9.84% |
$475 - $523
|
67
$5.64K
|
|
|
Jan 15, 2026
Q4 2025
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
329+ 8.93% |
$26K - $28.7K
|
4.01K
$338K
|
|
|
Jan 15, 2026
Q4 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
2.93K+ 90.94% |
$232K - $256K
|
6.16K
$518K
|
|
|
Jan 14, 2026
Q4 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
18.6K+ 62.55% |
$1.47M - $1.62M
|
48.3K
$4.06M
|
|
|
Jan 14, 2026
Q4 2025
|
Wedge Capital Management L L P
|
SELL
|
- |
-57.7K- 7.51% |
$4.57M - $5.03M
|
710K
$59.8M
|
|
|
Jan 14, 2026
Q4 2025
|
Kaufman Rossin Wealth, LLC
Miami, FL |
BUY
|
- |
2.01K+ 59.08% |
$159K - $175K
|
5.41K
$455K
|
|
|
Jan 14, 2026
Q4 2025
|
Spire Wealth Management
|
SELL
|
- |
-15- 20.0% |
$1.19K - $1.31K
|
60
$5.05K
|
|
|
Jan 14, 2026
Q4 2025
|
Klein Pavlis & Peasley Financial, Inc.
Irvine, CA |
BUY
|
- |
3.62K+ 25.78% |
$286K - $316K
|
17.7K
$1.49M
|
|
|
Jan 14, 2026
Q4 2025
|
Northwest Wealth Management, LLC
|
BUY
|
- |
4.98KNew |
$394K - $434K
|
4.98K
$419K
|
|
|
Jan 14, 2026
Q4 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
131New |
$10.4K - $11.4K
|
131
$11K
|
|
|
Jan 13, 2026
Q4 2025
|
Albert D Mason Inc
|
BUY
|
- |
344+ 12.28% |
$27.2K - $30K
|
3.15K
$265K
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
224+ 35.5% |
$17.7K - $19.5K
|
855
$72K
|
|
|
Jan 13, 2026
Q4 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-3- 1.83% |
$238 - $262
|
161
$13.6K
|
|
|
Jan 13, 2026
Q4 2025
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-5.24K- 11.59% |
$415K - $457K
|
40K
$3.37M
|
|
|
Jan 13, 2026
Q4 2025
|
Family Wealth Partners, LLC
Matthews, NC |
BUY
|
- |
3.18KNew |
$252K - $277K
|
3.18K
$268K
|
|
|
Jan 12, 2026
Q4 2025
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
BUY
|
- |
9.05KNew |
$716K - $789K
|
9.05K
$762K
|
|
|
Jan 12, 2026
Q4 2025
|
Cva Family Office, LLC
|
BUY
|
- |
64+ 58.18% |
$5.07K - $5.58K
|
174
$14.7K
|
|
|
Jan 12, 2026
Q4 2025
|
Harrington Investments, Inc
|
BUY
|
- |
169+ 1.06% |
$13.4K - $14.7K
|
16.2K
$1.36M
|
|
|
Jan 12, 2026
Q4 2025
|
Wynn Capital, LLC
Augusta, GA |
SELL
|
- |
-257- 2.46% |
$20.3K - $22.4K
|
10.2K
$857K
|
|
|
Jan 09, 2026
Q4 2025
|
Diversified Trust CO
|
BUY
|
- |
80+ 0.3% |
$6.33K - $6.98K
|
26.8K
$2.26M
|
|
|
Jan 09, 2026
Q4 2025
|
Assenagon Asset Management S.A.
|
SELL
|
- |
-52.8K- 5.15% |
$4.18M - $4.6M
|
972K
$81.9M
|
|
|
Jan 09, 2026
Q4 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
161K+ 1343.02% |
$12.8M - $14.1M
|
174K
$14.6M
|
|
|
Jan 09, 2026
Q4 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
SELL
|
- |
-2- 11.76% |
$158 - $174
|
15
$1.26K
|
|
|
Jan 08, 2026
Q4 2025
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
2.5KNew |
$198K - $218K
|
2.5K
$211K
|
|
|
Jan 08, 2026
Q4 2025
|
Nordea Investment Management Ab
Stockholm, V7 |
SELL
|
- |
-46.9K- 5.24% |
$3.71M - $4.09M
|
848K
$71.4M
|
|
|
Jan 08, 2026
Q4 2025
|
Wedmont Private Capital
|
BUY
|
- |
282+ 8.81% |
$22.3K - $24.6K
|
3.48K
$293K
|
|
|
Jan 08, 2026
Q4 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
9.18K+ 54.97% |
$727K - $801K
|
25.9K
$2.18M
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-171K- 52.28% |
$13.5M - $14.9M
|
156K
$13.1M
|
|
|
Jan 08, 2026
Q4 2025
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
2.47KNew |
$195K - $215K
|
2.47K
$208K
|
|
|
Jan 08, 2026
Q4 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
1.68K+ 20.17% |
$133K - $146K
|
10K
$843K
|
|
|
Jan 08, 2026
Q4 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
1.02K+ 44.79% |
$80.9K - $89.1K
|
3.3K
$278K
|
|
|
Jan 08, 2026
Q4 2025
|
Silver Lake Advisory, LLC
|
BUY
|
- |
1.91K+ 4.44% |
$151K - $167K
|
44.9K
$3.78M
|
|
|
Jan 08, 2026
Q4 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
28+ 30.43% |
$2.22K - $2.44K
|
120
$10.1K
|
|