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 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 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
|
|
|
Jan 08, 2026
Q4 2025
|
Tabr Capital Management, LLC
Orange, CA |
BUY
|
- |
44.9KNew |
$3.55M - $3.92M
|
44.9K
$3.78M
|
|
|
Jan 07, 2026
Q4 2025
|
Everhart Financial Group, Inc.
|
BUY
|
- |
441+ 6.65% |
$34.9K - $38.5K
|
7.07K
$595K
|
|
|
Jan 07, 2026
Q4 2025
|
Riversedge Advisors, LLC
|
BUY
|
- |
4.08KNew |
$323K - $356K
|
4.08K
$344K
|
|
|
Jan 07, 2026
Q4 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
6.84K+ 10.19% |
$541K - $597K
|
74K
$6.23M
|
|
|
Jan 07, 2026
Q4 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-120- 24.95% |
$9.5K - $10.5K
|
361
$30.4K
|
|
|
Jan 07, 2026
Q4 2025
|
Cooper Financial Group
|
BUY
|
- |
2.37KNew |
$188K - $207K
|
2.37K
$200K
|
|
|
Jan 06, 2026
Q4 2025
|
Board Of The Pension Protection Fund
Croydon, X0 |
BUY
|
- |
4.4K+ 25.88% |
$348K - $384K
|
21.4K
$1.8M
|
|
|
Jan 05, 2026
Q4 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
18.8KNew |
$1.49M - $1.64M
|
18.8K
$1.58M
|
|
|
Jan 05, 2026
Q4 2025
|
Grant Private Wealth Management Inc
Pleasanton, CA |
SELL
|
- |
-1.1K- 8.45% |
$86.9K - $95.8K
|
11.9K
$1M
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
411+ 5.99% |
$32.5K - $35.9K
|
7.27K
$613K
|
|
|
Jan 02, 2026
Q4 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
424+ 41.49% |
$33.6K - $37K
|
1.45K
$122K
|
|
| Q3 2025 | |||||||
|
Jan 13, 2026
Q3 2025
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-2.23K- 15.58% |
$155K - $193K
|
12.1K
$1.02M
|
|
|
Dec 18, 2025
Q3 2025
|
Aia Group LTD
Hong Kong, K3 |
BUY
|
- |
9.13K+ 170.39% |
$637K - $793K
|
14.5K
$1.22M
|
|
|
Dec 15, 2025
Q3 2025
|
Fny Investment Advisers, LLC
|
SELL
|
- |
-365- 91.25% |
$25.5K - $31.7K
|
35
$2.95K
|
|
|
Dec 08, 2025
Q3 2025
|
Mrp Capital Investments, LLC
Alpharetta, GA |
SELL
|
- |
-450- 13.85% |
$31.4K - $39.1K
|
2.8K
$236K
|
|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
228+ 19.44% |
$15.9K - $19.8K
|
1.4K
$118K
|
|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
BUY
|
- |
1.85K+ 128.15% |
$129K - $161K
|
3.3K
$278K
|
|
|
Dec 01, 2025
Q3 2025
|
Investment Research Partners LLC
Lemont, PA |
BUY
|
- |
3.19KNew |
$222K - $277K
|
3.19K
$268K
|
|
|
Nov 26, 2025
Q3 2025
|
Strategic Advocates LLC
Logan, UT |
BUY
|
- |
8New |
$558 - $695
|
8
$674
|
|
|
Nov 21, 2025
Q3 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-62- 59.62% |
$4.33K - $5.38K
|
42
$3.54K
|
|
|
Nov 21, 2025
Q3 2025
|
Cibc Bancorp Usa Inc.
Chicago, IL |
SELL
|
- |
-690- 7.22% |
$48.1K - $59.9K
|
8.87K
$747K
|
|
|
Nov 21, 2025
Q3 2025
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-657- 51.85% |
$45.8K - $57K
|
610
$51.4K
|
|
|
Nov 20, 2025
Q3 2025
|
Maven Securities LTD
St Helier, Y9 |
BUY
|
- |
10.7KNew |
$750K - $933K
|
10.7K
$905K
|
|
|
Nov 20, 2025
Q3 2025
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
BUY
|
- |
4.23KNew |
$295K - $367K
|
4.23K
$356K
|
|
|
Nov 19, 2025
Q3 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
13.3K+ 58.88% |
$931K - $1.16M
|
36K
$3.03M
|
|
|
Nov 19, 2025
Q3 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
6.58K+ 26312.0% |
$459K - $571K
|
6.6K
$556K
|
|
|
Nov 19, 2025
Q3 2025
|
Caerus Investment Advisors, LLC
|
BUY
|
- |
11.2KNew |
$778K - $969K
|
11.2K
$940K
|
|
|
Nov 18, 2025
Q3 2025
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
BUY
|
- |
509+ 16.4% |
$35.5K - $44.2K
|
3.61K
$304K
|
|
|
Nov 18, 2025
Q3 2025
|
Pictet Asset Management Holding Sa
Carouge, V8 |
SELL
|
- |
-4.52K- 4.41% |
$315K - $392K
|
97.9K
$8.25M
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
1.76KNew |
$123K - $153K
|
1.76K
$148K
|
|