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 17, 2025
Q3 2025
|
Apella Capital, LLC
|
SELL
|
- |
-3.42K- 12.27% |
$239K - $297K
|
24.4K
$2.06M
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
3.73K+ 34.12% |
$260K - $324K
|
14.6K
$1.23M
|
|
|
Oct 17, 2025
Q3 2025
|
Ethic Inc.
New York, NY |
SELL
|
- |
-2.93K- 21.58% |
$204K - $254K
|
10.6K
$896K
|
|
|
Oct 17, 2025
Q3 2025
|
Retireful, LLC
|
BUY
|
- |
3.59KNew |
$250K - $312K
|
3.59K
$302K
|
|
|
Oct 17, 2025
Q3 2025
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
3+ 0.44% |
$209 - $260
|
688
$57.9K
|
|
|
Oct 17, 2025
Q3 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-17- 21.79% |
$1.19K - $1.48K
|
61
$5.14K
|
|
|
Oct 16, 2025
Q3 2025
|
Avanza Fonder Ab
Stockholm, V7 |
BUY
|
- |
5.73K+ 46.4% |
$400K - $498K
|
18.1K
$1.52M
|
|
|
Oct 16, 2025
Q3 2025
|
Collar Capital Management, LLC
Appleton, WI |
SELL
|
- |
-695- 3.24% |
$48.5K - $60.3K
|
20.8K
$1.75M
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
2+ 0.23% |
$140 - $174
|
859
$72.3K
|
|
|
Oct 16, 2025
Q3 2025
|
Highland Capital Management, LLC
|
SELL
|
- |
-470- 0.94% |
$32.8K - $40.8K
|
49.6K
$4.18M
|
|
|
Oct 16, 2025
Q3 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
29New |
$2.02K - $2.52K
|
29
$2.44K
|
|
|
Oct 15, 2025
Q3 2025
|
Vontobel Holding Ltd.
|
SELL
|
- |
-7.86K- 19.73% |
$548K - $682K
|
32K
$2.69M
|
|
|
Oct 15, 2025
Q3 2025
|
Vontobel Holding Ltd.
|
BUY
|
CALL |
41KNew |
$2.86M - $3.56M
|
41K
$3.45M
|
|
|
Oct 15, 2025
Q3 2025
|
Optas, LLC
|
SELL
|
- |
-535- 17.9% |
$37.3K - $46.5K
|
2.45K
$207K
|
|
|
Oct 15, 2025
Q3 2025
|
Swedbank Ab
Stockholm, V7 |
BUY
|
- |
14.8K+ 15.66% |
$1.04M - $1.29M
|
110K
$9.24M
|
|
|
Oct 15, 2025
Q3 2025
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
SELL
|
- |
-69- 28.05% |
$4.81K - $5.99K
|
177
$14.9K
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
SELL
|
- |
-2- 1.03% |
$140 - $174
|
192
$16.2K
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
BUY
|
- |
7.85KNew |
$548K - $682K
|
7.85K
$661K
|
|
|
Oct 15, 2025
Q3 2025
|
Alpine Woods Capital Investors, LLC
|
BUY
|
- |
15KNew |
$1.05M - $1.3M
|
15K
$1.26M
|
|
|
Oct 15, 2025
Q3 2025
|
Cornercap Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-300- 1.65% |
$20.9K - $26K
|
17.9K
$1.51M
|
|
|
Oct 15, 2025
Q3 2025
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
950K+ 54.42% |
$66.3M - $82.5M
|
2.7M
$227M
|
|
|
Oct 15, 2025
Q3 2025
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
40New |
$2.79K - $3.47K
|
40
$3.37K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
93.1K+ 76.71% |
$6.5M - $8.09M
|
215K
$18.1M
|
|
|
Oct 15, 2025
Q3 2025
|
Donald L. Hagan, LLC
|
SELL
|
- |
-655- 3.53% |
$45.7K - $56.9K
|
17.9K
$1.51M
|
|
|
Oct 14, 2025
Q3 2025
|
Brighton Jones LLC
|
BUY
|
- |
7.21K+ 68.79% |
$503K - $626K
|
17.7K
$1.49M
|
|
|
Oct 14, 2025
Q3 2025
|
Kaufman Rossin Wealth, LLC
Miami, FL |
BUY
|
- |
3.4KNew |
$237K - $295K
|
3.4K
$286K
|
|
|
Oct 14, 2025
Q3 2025
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
4.05KNew |
$283K - $352K
|
4.05K
$341K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.46K+ 89.73% |
$172K - $214K
|
5.21K
$439K
|
|
|
Oct 14, 2025
Q3 2025
|
Trust CO Of Vermont
|
SELL
|
- |
-100- 33.0% |
$6.98K - $8.68K
|
203
$17.1K
|
|
|
Oct 14, 2025
Q3 2025
|
Yousif Capital Management, LLC
|
BUY
|
- |
198+ 4.55% |
$13.8K - $17.2K
|
4.55K
$383K
|
|
|
Oct 14, 2025
Q3 2025
|
Ifm Investors Pty LTD
|
BUY
|
- |
1+ 0.0% |
$69.8 - $86.8
|
50.9K
$4.29M
|
|
|
Oct 14, 2025
Q3 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
SELL
|
- |
-19- 15.7% |
$1.33K - $1.65K
|
102
$8.59K
|
|
|
Oct 10, 2025
Q3 2025
|
Wedge Capital Management L L P
|
BUY
|
- |
768KNew |
$53.6M - $66.7M
|
768K
$64.7M
|
|
|
Oct 09, 2025
Q3 2025
|
Whalen Wealth Management Inc.
Las Vegas, NV |
BUY
|
- |
256+ 4.58% |
$17.9K - $22.2K
|
5.85K
$493K
|
|
|
Oct 09, 2025
Q3 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
4+ 36.36% |
$279 - $347
|
15
$1.26K
|
|
|
Oct 09, 2025
Q3 2025
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-13.3K- 26.49% |
$931K - $1.16M
|
37K
$3.12M
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
8+ 100.0% |
$558 - $695
|
16
$1.35K
|
|
|
Oct 08, 2025
Q3 2025
|
Rise Advisors, LLC
|
BUY
|
- |
12+ 15.0% |
$837 - $1.04K
|
92
$7.75K
|
|
|
Oct 06, 2025
Q3 2025
|
Oak Thistle LLC
|
BUY
|
- |
2.06K+ 7.26% |
$144K - $179K
|
30.4K
$2.56M
|
|
|
Oct 03, 2025
Q3 2025
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
18.1K+ 322.97% |
$1.26M - $1.57M
|
23.7K
$2M
|
|
|
Oct 01, 2025
Q3 2025
|
Everence Capital Management Inc
|
SELL
|
- |
-560- 13.21% |
$39.1K - $48.6K
|
3.68K
$310K
|
|
| Q2 2025 | |||||||
|
Dec 18, 2025
Q2 2025
|
Danske Bank A/S
Copenhagen K, G7 |
BUY
|
- |
25K+ 14.15% |
$1.66M - $2.11M
|
201K
$17M
|
|
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
347K+ 79.28% |
$23.1M - $29.4M
|
785K
$66.1M
|
|
|
Nov 14, 2025
Q2 2025
|
North Rock Partners, LLC
|
SELL
|
- |
-1.77K- 36.63% |
$118K - $150K
|
3.06K
$258K
|
|
|
Oct 07, 2025
Q2 2025
|
Mufg Securities Emea PLC
London, X0 |
BUY
|
PUT |
5KNew |
$334K - $423K
|
5K
$421K
|
|
|
Aug 19, 2025
Q2 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-1- 6.67% |
$66.7 - $84.6
|
14
$1.18K
|
|
|
Aug 18, 2025
Q2 2025
|
Hohimer Wealth Management, LLC
|
SELL
|
- |
-183- 0.37% |
$12.2K - $15.5K
|
49.6K
$4.18M
|
|
|
Aug 15, 2025
Q2 2025
|
Rexford Capital Inc
Bellaire, TX |
BUY
|
- |
267New |
$17.8K - $22.6K
|
267
$22.5K
|
|
|
Aug 14, 2025
Q2 2025
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
SELL
|
- |
-100- 94.34% |
$6.67K - $8.46K
|
6
$505
|
|
|
Aug 14, 2025
Q2 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
2.62KNew |
$175K - $222K
|
2.62K
$221K
|
|