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 |
|---|---|---|---|---|---|---|---|
|
Oct 23, 2024
Q3 2024
|
Lyell Wealth Management, LP
|
SELL
|
- |
-1.8K- 21.36% |
$99.5K - $129K
|
6.62K
$576K
|
|
|
Oct 23, 2024
Q3 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
3.28KNew |
$181K - $235K
|
3.28K
$285K
|
|
|
Oct 22, 2024
Q3 2024
|
Lecap Asset Management LTD
London, X0 |
SELL
|
- |
-22.9K- 75.12% |
$1.27M - $1.65M
|
7.6K
$661K
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
18.3K+ 145.98% |
$1.01M - $1.31M
|
30.8K
$2.68M
|
|
|
Oct 22, 2024
Q3 2024
|
Ifm Investors Pty LTD
|
BUY
|
- |
2.5K+ 4.93% |
$139K - $180K
|
53.3K
$4.63M
|
|
|
Oct 21, 2024
Q3 2024
|
Toth Financial Advisory Corp
|
SELL
|
- |
-100- 50.0% |
$5.53K - $7.19K
|
100
$8.69K
|
|
|
Oct 21, 2024
Q3 2024
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-63- 15.07% |
$3.49K - $4.53K
|
355
$30.9K
|
|
|
Oct 21, 2024
Q3 2024
|
Bellecapital International Ltd.
|
SELL
|
- |
-805- 3.34% |
$44.5K - $57.9K
|
23.3K
$2.03M
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO
|
BUY
|
- |
25+ 50.0% |
$1.38K - $1.8K
|
75
$6.52K
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
387+ 12.66% |
$21.4K - $27.8K
|
3.44K
$299K
|
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
45New |
$2.49K - $3.24K
|
45
$3.91K
|
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
9+ 225.0% |
$498 - $647
|
13
$1.13K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-7.41K- 18.44% |
$410K - $533K
|
32.8K
$2.85M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
383+ 0.73% |
$21.2K - $27.5K
|
53.1K
$4.62M
|
|
|
Oct 18, 2024
Q3 2024
|
Burney CO
Reston, VA |
BUY
|
- |
3.33KNew |
$184K - $239K
|
3.33K
$289K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-6.59K- 9.89% |
$365K - $474K
|
60K
$5.22M
|
|
|
Oct 18, 2024
Q3 2024
|
Fny Investment Advisers, LLC
|
SELL
|
- |
-2.01K- 88.88% |
$111K - $145K
|
252
$21.9K
|
|
|
Oct 18, 2024
Q3 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-45- 76.27% |
$2.49K - $3.24K
|
14
$1.22K
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-3- 23.08% |
$166 - $216
|
10
$869
|
|
|
Oct 17, 2024
Q3 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
9New |
$498 - $647
|
9
$782
|
|
|
Oct 17, 2024
Q3 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-35- 31.82% |
$1.94K - $2.52K
|
75
$6.52K
|
|
|
Oct 17, 2024
Q3 2024
|
Riverview Trust CO
|
BUY
|
- |
9New |
$498 - $647
|
9
$782
|
|
|
Oct 16, 2024
Q3 2024
|
Paragon Capital Management Inc
Provo, UT |
BUY
|
- |
30.9KNew |
$1.71M - $2.22M
|
30.9K
$2.68M
|
|
|
Oct 15, 2024
Q3 2024
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-10- 31.25% |
$553 - $719
|
22
$1.91K
|
|
|
Oct 15, 2024
Q3 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-23.9K- 35.59% |
$1.32M - $1.72M
|
43.3K
$3.76M
|
|
|
Oct 15, 2024
Q3 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-10- 19.23% |
$553 - $719
|
42
$3.65K
|
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-19- 82.61% |
$1.05K - $1.37K
|
4
$348
|
|
|
Oct 11, 2024
Q3 2024
|
Center Star Asset Management, LLC
|
BUY
|
- |
7.5KNew |
$415K - $539K
|
7.5K
$652K
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-11- 26.83% |
$609 - $791
|
30
$2.61K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
5.4K+ 18.53% |
$299K - $388K
|
34.5K
$3M
|
|
|
Oct 11, 2024
Q3 2024
|
Harrington Investments, Inc
|
BUY
|
- |
2.06K+ 12.39% |
$114K - $148K
|
18.6K
$1.62M
|
|
|
Oct 11, 2024
Q3 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-198- 98.02% |
$11K - $14.2K
|
4
$348
|
|
|
Oct 11, 2024
Q3 2024
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
198New |
$11K - $14.2K
|
198
$17.2K
|
|
|
Oct 10, 2024
Q3 2024
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
BUY
|
- |
2.4K+ 340.91% |
$133K - $173K
|
3.1K
$270K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
187+ 2.74% |
$10.3K - $13.4K
|
7.02K
$610K
|
|
|
Oct 09, 2024
Q3 2024
|
Bank & Trust CO
Litchfield, IL |
SELL
|
- |
-13- 18.31% |
$719 - $935
|
58
$5.04K
|
|
|
Oct 09, 2024
Q3 2024
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
1New |
$55.3 - $71.9
|
1
$86.9
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
54.6K+ 657.67% |
$3.02M - $3.93M
|
62.9K
$5.47M
|
|
|
Oct 08, 2024
Q3 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-5- 1.46% |
$277 - $360
|
338
$29.4K
|
|
|
Oct 08, 2024
Q3 2024
|
Royal Fund Management, LLC
|
BUY
|
- |
3.8K+ 90.48% |
$210K - $273K
|
8K
$696K
|
|
|
Oct 08, 2024
Q3 2024
|
Royal Fund Management, LLC
|
SELL
|
CALL |
-200- 50.0% |
$11.1K - $14.4K
|
200
$17.4K
|
|
|
Oct 08, 2024
Q3 2024
|
Sanders Morris Harris LLC
|
BUY
|
- |
2.9KNew |
$160K - $209K
|
2.9K
$252K
|
|
|
Oct 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-274- 93.84% |
$15.2K - $19.7K
|
18
$1.56K
|
|
|
Oct 07, 2024
Q3 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
183+ 1.59% |
$10.1K - $13.2K
|
11.7K
$1.02M
|
|
|
Oct 04, 2024
Q3 2024
|
Handelsbanken Fonder Ab
|
SELL
|
- |
-19.5K- 10.4% |
$1.08M - $1.4M
|
168K
$14.6M
|
|
| Q2 2024 | |||||||
|
Dec 17, 2024
Q2 2024
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
BUY
|
- |
200New |
$11.2K - $12.9K
|
200
$17.4K
|
|
|
Sep 20, 2024
Q2 2024
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-1- 3.85% |
$56.2 - $64.7
|
25
$2.17K
|
|
|
Aug 29, 2024
Q2 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
3.49KNew |
$196K - $226K
|
3.49K
$303K
|
|
|
Aug 22, 2024
Q2 2024
|
Cypress Capital, LLC
|
BUY
|
- |
80New |
$4.5K - $5.18K
|
80
$6.96K
|
|
|
Aug 19, 2024
Q2 2024
|
Kimelman & Baird, LLC
New York, NY |
BUY
|
- |
5New |
$281 - $324
|
5
$435
|
|