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 |
|---|---|---|---|---|---|---|---|
|
Feb 02, 2022
Q4 2021
|
Davidson Capital Management Inc.
Corpus Christi, TX |
SELL
|
- |
-7Closed |
$1.27K - $2K
|
0
$0
|
|
|
Feb 01, 2022
Q4 2021
|
Field & Main Bank
|
BUY
|
- |
20New |
$3.64K - $5.71K
|
20
$1.72K
|
|
|
Feb 01, 2022
Q4 2021
|
Centaurus Financial, Inc.
|
SELL
|
- |
-1.62KClosed |
$294K - $462K
|
0
$0
|
|
|
Jan 31, 2022
Q4 2021
|
Harvest Investment Services, LLC
|
SELL
|
- |
-3.11KClosed |
$566K - $889K
|
0
$0
|
|
|
Jan 31, 2022
Q4 2021
|
Capital Planning LLC
|
SELL
|
- |
-880Closed |
$160K - $251K
|
0
$0
|
|
|
Jan 31, 2022
Q4 2021
|
Sturgeon Ventures LLP
|
SELL
|
- |
-1.97KClosed |
$358K - $563K
|
0
$0
|
|
|
Jan 31, 2022
Q4 2021
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-887Closed |
$161K - $253K
|
0
$0
|
|
|
Jan 28, 2022
Q4 2021
|
Rpg Investment Advisory, LLC
|
SELL
|
- |
-52Closed |
$9.45K - $14.9K
|
0
$0
|
|
|
Jan 28, 2022
Q4 2021
|
Ironwood Financial, LLC
|
SELL
|
- |
-6Closed |
$1.09K - $1.71K
|
0
$0
|
|
|
Jan 28, 2022
Q4 2021
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-221Closed |
$40.2K - $63.1K
|
0
$0
|
|
|
Jan 27, 2022
Q4 2021
|
Paragon Capital Management LTD
|
SELL
|
- |
-6- 0.14% |
$1.09K - $1.71K
|
4.16K
$358K
|
|
|
Jan 27, 2022
Q4 2021
|
Brown Advisory Inc
|
SELL
|
- |
-1.04KClosed |
$188K - $296K
|
0
$0
|
|
|
Jan 26, 2022
Q4 2021
|
Center Star Asset Management, LLC
|
SELL
|
PUT |
-4.4KClosed |
$800K - $1.26M
|
0
$0
|
|
|
Jan 26, 2022
Q4 2021
|
Kercheville Advisors, LLC
|
SELL
|
- |
-2.18KClosed |
$395K - $621K
|
0
$0
|
|
|
Jan 26, 2022
Q4 2021
|
Lountzis Asset Management, LLC
Wyomissing, PA |
SELL
|
- |
-2Closed |
$364 - $571
|
0
$0
|
|
|
Jan 26, 2022
Q4 2021
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
SELL
|
- |
-783Closed |
$142K - $224K
|
0
$0
|
|
|
Jan 25, 2022
Q4 2021
|
Private Ocean, LLC
|
SELL
|
- |
-12- 70.59% |
$2.18K - $3.43K
|
5
$431
|
|
|
Jan 25, 2022
Q4 2021
|
Fukoku Mutual Life Insurance CO
|
BUY
|
- |
40+ 3.36% |
$7.27K - $11.4K
|
1.23K
$106K
|
|
|
Jan 25, 2022
Q4 2021
|
Montecito Bank & Trust
|
SELL
|
- |
-835Closed |
$152K - $239K
|
0
$0
|
|
|
Jan 21, 2022
Q4 2021
|
Diligent Investors, LLC
|
SELL
|
- |
-748Closed |
$136K - $214K
|
0
$0
|
|
|
Jan 21, 2022
Q4 2021
|
Pfg Advisors
|
SELL
|
- |
-1.45KClosed |
$264K - $414K
|
0
$0
|
|
|
Jan 21, 2022
Q4 2021
|
Strategic Advisors LLC
|
SELL
|
- |
-1.09KClosed |
$198K - $311K
|
0
$0
|
|
|
Jan 20, 2022
Q4 2021
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-881Closed |
$160K - $252K
|
0
$0
|
|
|
Jan 20, 2022
Q4 2021
|
Level Financial Advisors, Inc.
|
BUY
|
- |
50New |
$9.09K - $14.3K
|
50
$4.31K
|
|
|
Jan 20, 2022
Q4 2021
|
Cra Financial Services, LLC
|
SELL
|
- |
-1.07KClosed |
$195K - $306K
|
0
$0
|
|
|
Jan 19, 2022
Q4 2021
|
Hummer Financial Advisory Services Inc
|
SELL
|
- |
-1.01KClosed |
$184K - $289K
|
0
$0
|
|
|
Jan 19, 2022
Q4 2021
|
Welch & Forbes LLC
|
SELL
|
- |
-1.29KClosed |
$234K - $368K
|
0
$0
|
|
|
Jan 19, 2022
Q4 2021
|
Blue Fin Capital, Inc.
|
SELL
|
- |
-781Closed |
$142K - $223K
|
0
$0
|
|
|
Jan 19, 2022
Q4 2021
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-2Closed |
$364 - $571
|
0
$0
|
|
|
Jan 18, 2022
Q4 2021
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-1.08KClosed |
$197K - $309K
|
0
$0
|
|
|
Jan 18, 2022
Q4 2021
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-6- 54.55% |
$1.09K - $1.71K
|
5
$431
|
|
|
Jan 18, 2022
Q4 2021
|
Wc Walker & Associates, Inc.
|
SELL
|
- |
-5.68KClosed |
$1.03M - $1.62M
|
0
$0
|
|
|
Jan 18, 2022
Q4 2021
|
Echo Wealth Management, LLC
|
SELL
|
- |
-1.23KClosed |
$223K - $351K
|
0
$0
|
|
|
Jan 18, 2022
Q4 2021
|
Accel Wealth Management
|
BUY
|
- |
10New |
$1.82K - $2.86K
|
10
$861
|
|
|
Jan 18, 2022
Q4 2021
|
Kovack Advisors, Inc.
|
SELL
|
- |
-1.13KClosed |
$205K - $322K
|
0
$0
|
|
|
Jan 14, 2022
Q4 2021
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-25Closed |
$4.55K - $7.14K
|
0
$0
|
|
|
Jan 13, 2022
Q4 2021
|
Cottage Street Advisors LLC
|
SELL
|
- |
-2.46KClosed |
$447K - $702K
|
0
$0
|
|
|
Jan 12, 2022
Q4 2021
|
Webster Bank, N. A.
|
SELL
|
- |
-42Closed |
$7.64K - $12K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Nov 09, 2023
Q3 2021
|
Brewin Dolphin LTD
London, X0 |
SELL
|
- |
-29- 4.35% |
$7.46K - $11.6K
|
637
$54.9K
|
|
|
Mar 14, 2023
Q3 2021
|
Private Portfolio Partners LLC
|
BUY
|
- |
76+ 10.16% |
$19.6K - $30.5K
|
824
$71K
|
|
|
Jan 27, 2023
Q3 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-563- 25.42% |
$145K - $226K
|
1.65K
$142K
|
|
|
Nov 17, 2021
Q3 2021
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-584Closed |
$150K - $234K
|
0
$0
|
|
|
Nov 16, 2021
Q3 2021
|
Retirement Group, LLC
|
SELL
|
- |
-7Closed |
$1.8K - $2.81K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Ubp Investment Advisors Sa
|
SELL
|
- |
-636Closed |
$164K - $255K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Jericho Capital Asset Management L.P.
New York, NY |
SELL
|
- |
-523KClosed |
$135M - $210M
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Css LLC
Chicago, IL |
SELL
|
PUT |
-1KClosed |
$257K - $401K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
99.8KNew |
$25.7M - $40M
|
99.8K
$8.59M
|
|
|
Nov 15, 2021
Q3 2021
|
Nicholas Investment Partners, LP
Rancho Santa Fe, CA |
SELL
|
- |
-2.04KClosed |
$525K - $817K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Apogem Capital LLC
New York, NY |
SELL
|
- |
-2.06KClosed |
$531K - $828K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Soros Capital Management LLC
New York, NY |
SELL
|
- |
-22KClosed |
$5.65M - $8.8M
|
0
$0
|
|