Purchases and Sales Made in Q3 2024 in Zoom Video Communications, Inc. (ZM)
This table provides information about the institutional ownership of Zoom Video Communications, Inc. (ZM) during Q3 2024. The information is specifically focused on institutions that hold shares of Zoom Video Communications, Inc..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2024
Q3 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
80New |
$4.43K - $5.75K
|
80
$5.83K
|
|
|
Nov 01, 2024
Q3 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
77+ 29.06% |
$4.26K - $5.54K
|
342
$24.9K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
72+ 1.14% |
$3.98K - $5.18K
|
6.37K
$464K
|
|
|
Nov 12, 2024
Q3 2024
|
Hemington Wealth Management
|
BUY
|
- |
71New |
$3.93K - $5.1K
|
71
$5.17K
|
|
|
Oct 04, 2024
Q3 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
67+ 12.43% |
$3.71K - $4.82K
|
606
$44.2K
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
65+ 7.35% |
$3.6K - $4.67K
|
949
$69.2K
|
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
45New |
$2.49K - $3.24K
|
45
$3.28K
|
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
43New |
$2.38K - $3.09K
|
43
$3.13K
|
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
40New |
$2.21K - $2.88K
|
40
$2.92K
|
|
|
Nov 20, 2024
Q3 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
35+ 35.0% |
$1.94K - $2.52K
|
135
$9.84K
|
|
|
Nov 13, 2024
Q3 2024
|
Concentrum Wealth Management
|
BUY
|
- |
31+ 0.63% |
$1.71K - $2.23K
|
4.97K
$362K
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO
|
BUY
|
- |
25+ 50.0% |
$1.38K - $1.8K
|
75
$5.47K
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
23+ 14.11% |
$1.27K - $1.65K
|
186
$13.6K
|
|
|
Oct 07, 2024
Q3 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
22+ 2.28% |
$1.22K - $1.58K
|
986
$71.9K
|
|
|
Nov 06, 2024
Q3 2024
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
20+ 3.15% |
$1.11K - $1.44K
|
654
$47.7K
|
|
|
Nov 08, 2024
Q3 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
19+ 50.0% |
$1.05K - $1.37K
|
57
$4.15K
|
|
|
Nov 04, 2024
Q3 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
19+ 211.11% |
$1.05K - $1.37K
|
28
$2.04K
|
|
|
Nov 14, 2024
Q3 2024
|
Claret Asset Management Corp
|
BUY
|
- |
18+ 0.19% |
$996 - $1.29K
|
9.41K
$686K
|
|
|
Nov 12, 2024
Q3 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
17+ 1.38% |
$940 - $1.22K
|
1.25K
$91.2K
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
14New |
$774 - $1.01K
|
14
$1.02K
|
|
|
Oct 10, 2024
Q3 2024
|
Cva Family Office, LLC
|
BUY
|
- |
14+ 43.75% |
$774 - $1.01K
|
46
$3.35K
|
|
|
Nov 01, 2024
Q3 2024
|
Tompkins Financial Corp
|
BUY
|
- |
10New |
$553 - $719
|
10
$729
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
10+ 27.78% |
$553 - $719
|
46
$3.35K
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
10+ 12.35% |
$553 - $719
|
91
$6.63K
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
BUY
|
- |
10+ 5.18% |
$553 - $719
|
203
$14.8K
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
9New |
$498 - $647
|
9
$656
|
|
|
Oct 17, 2024
Q3 2024
|
Riverview Trust CO
|
BUY
|
- |
9New |
$498 - $647
|
9
$656
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
9+ 7.32% |
$498 - $647
|
132
$9.62K
|
|
|
Nov 14, 2024
Q3 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
9New |
$498 - $647
|
9
$656
|
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
9+ 225.0% |
$498 - $647
|
13
$947
|
|
|
Oct 17, 2024
Q3 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
9New |
$498 - $647
|
9
$656
|
|
|
Nov 12, 2024
Q3 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
8New |
$443 - $575
|
8
$583
|
|
|
Oct 30, 2024
Q3 2024
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
BUY
|
- |
7+ 16.28% |
$387 - $503
|
50
$3.64K
|
|
|
Oct 16, 2024
Q3 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
7+ 31.82% |
$387 - $503
|
29
$2.11K
|
|
|
Oct 16, 2024
Q3 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
6+ 25.0% |
$332 - $431
|
30
$2.19K
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
- |
5+ 0.96% |
$277 - $360
|
526
$38.3K
|
|
|
Oct 24, 2024
Q3 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
5New |
$277 - $360
|
5
$364
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
5+ 26.32% |
$277 - $360
|
24
$1.75K
|
|
|
Oct 03, 2024
Q3 2024
|
Apella Capital, LLC
|
BUY
|
- |
4+ 0.01% |
$221 - $288
|
29.1K
$2.12M
|
|
|
Oct 09, 2024
Q3 2024
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
1New |
$55.3 - $71.9
|
1
$72.9
|
|
|
Oct 18, 2024
Q3 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
1+ 2.04% |
$55.3 - $71.9
|
50
$3.64K
|
|
|
Nov 14, 2024
Q3 2024
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 28, 2025
Q3 2024
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 21, 2024
Q3 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-1- 0.09% |
$55.3 - $71.9
|
1.17K
$85.4K
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-3- 23.08% |
$166 - $216
|
10
$729
|
|
|
Oct 08, 2024
Q3 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-5- 1.46% |
$277 - $360
|
338
$24.6K
|
|
|
Oct 31, 2024
Q3 2024
|
Pay Pay Securities Corp
Tokyo, M0 |
SELL
|
- |
-6- 54.55% |
$332 - $431
|
5
$364
|
|
|
Oct 10, 2024
Q3 2024
|
Annex Advisory Services, LLC
|
SELL
|
- |
-6- 0.1% |
$332 - $431
|
6.28K
$458K
|
|
|
Nov 06, 2024
Q3 2024
|
Archer Investment Corp
|
SELL
|
- |
-7- 46.67% |
$387 - $503
|
8
$583
|
|
|
Feb 27, 2025
Q3 2024
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-7- 8.14% |
$387 - $503
|
79
$5.76K
|