Purchases and Sales Made in Q4 2021 in Zoom Video Communications, Inc. (ZM)
This table provides information about the institutional ownership of Zoom Video Communications, Inc. (ZM) during Q4 2021. 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 |
---|---|---|---|---|---|---|---|
Feb 11, 2022
Q4 2021
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-16- 42.11% |
$2.91K - $4.57K
|
22
$1.6K
|
|
Feb 14, 2022
Q4 2021
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-16- 13.68% |
$2.91K - $4.57K
|
101
$7.36K
|
|
Feb 10, 2022
Q4 2021
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-17- 2.49% |
$3.09K - $4.86K
|
665
$48.5K
|
|
Jan 18, 2022
Q4 2021
|
Lindbrook Capital, LLC
|
SELL
|
- |
-18- 0.91% |
$3.27K - $5.14K
|
1.97K
$143K
|
|
Feb 14, 2022
Q4 2021
|
O'Dell Group, LLC
Cincinnati, OH |
SELL
|
- |
-18- 27.69% |
$3.27K - $5.14K
|
47
$3.43K
|
|
Feb 10, 2022
Q4 2021
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-20- 0.23% |
$3.64K - $5.71K
|
8.76K
$638K
|
|
Feb 11, 2022
Q4 2021
|
Meeder Asset Management Inc
|
SELL
|
- |
-22- 18.18% |
$4K - $6.28K
|
99
$7.22K
|
|
Feb 16, 2022
Q4 2021
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-23- 0.33% |
$4.18K - $6.57K
|
6.93K
$505K
|
|
Jan 11, 2022
Q4 2021
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-25- 14.79% |
$4.55K - $7.14K
|
144
$10.5K
|
|
Feb 14, 2022
Q4 2021
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-25- 2.11% |
$4.55K - $7.14K
|
1.16K
$84.5K
|
|
Jan 14, 2022
Q4 2021
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-25Closed |
$4.55K - $7.14K
|
0
$0
|
|
Jan 09, 2024
Q4 2021
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-26- 19.4% |
$4.73K - $7.43K
|
108
$7.87K
|
|
Feb 15, 2022
Q4 2021
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-30- 9.09% |
$5.45K - $8.57K
|
300
$21.9K
|
|
Feb 07, 2022
Q4 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-30- 4.1% |
$5.45K - $8.57K
|
702
$51.2K
|
|
Feb 16, 2022
Q4 2021
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-30Closed |
$5.45K - $8.57K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Loomis Sayles & CO L P
|
SELL
|
- |
-31- 44.29% |
$5.64K - $8.86K
|
39
$2.84K
|
|
Feb 02, 2022
Q4 2021
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-31Closed |
$5.64K - $8.86K
|
0
$0
|
|
Feb 03, 2022
Q4 2021
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-34Closed |
$6.18K - $9.71K
|
0
$0
|
|
Jan 19, 2022
Q4 2021
|
Advisor Net Financial, Inc
|
SELL
|
- |
-34- 5.81% |
$6.18K - $9.71K
|
551
$40.2K
|
|
Mar 08, 2022
Q4 2021
|
Bartlett & Co. LLC
|
SELL
|
- |
-36Closed |
$6.55K - $10.3K
|
0
$0
|
|
Jan 25, 2022
Q4 2021
|
Moseley Investment Management Inc
|
SELL
|
- |
-38- 2.32% |
$6.91K - $10.9K
|
1.6K
$117K
|
|
Feb 14, 2022
Q4 2021
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-41- 14.29% |
$7.45K - $11.7K
|
246
$17.9K
|
|
Jan 12, 2022
Q4 2021
|
Webster Bank, N. A.
|
SELL
|
- |
-42Closed |
$7.64K - $12K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Phoenix Wealth Advisors
|
SELL
|
- |
-43Closed |
$7.82K - $12.3K
|
0
$0
|
|
Jan 06, 2022
Q4 2021
|
Versant Capital Management, Inc
|
SELL
|
- |
-45- 35.16% |
$8.18K - $12.9K
|
83
$6.05K
|
|
Jan 10, 2022
Q4 2021
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-45- 15.36% |
$8.18K - $12.9K
|
248
$18.1K
|
|
Feb 11, 2022
Q4 2021
|
State Of Wyoming
Cheyenne, WY |
SELL
|
- |
-48- 27.43% |
$8.73K - $13.7K
|
127
$9.26K
|
|
Feb 09, 2022
Q4 2021
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-50- 1.42% |
$9.09K - $14.3K
|
3.46K
$252K
|
|
Feb 28, 2022
Q4 2021
|
Camden Capital, LLC
|
SELL
|
- |
-50- 2.37% |
$9.09K - $14.3K
|
2.06K
$150K
|
|
Jan 28, 2022
Q4 2021
|
Rpg Investment Advisory, LLC
|
SELL
|
- |
-52Closed |
$9.45K - $14.9K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
SELL
|
- |
-53- 1.36% |
$9.64K - $15.1K
|
3.84K
$280K
|
|
Feb 08, 2022
Q4 2021
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-59- 57.84% |
$10.7K - $16.9K
|
43
$3.13K
|
|
Jan 26, 2022
Q4 2021
|
New Square Capital LLC
|
SELL
|
- |
-60Closed |
$10.9K - $17.1K
|
0
$0
|
|
Feb 02, 2022
Q4 2021
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-63- 11.07% |
$11.5K - $18K
|
506
$36.9K
|
|
Feb 23, 2022
Q4 2021
|
Lake Point Wealth Management
|
SELL
|
- |
-64Closed |
$11.6K - $18.3K
|
0
$0
|
|
Feb 09, 2022
Q4 2021
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-68- 19.83% |
$12.4K - $19.4K
|
275
$20K
|
|
Apr 21, 2022
Q4 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-69Closed |
$12.5K - $19.7K
|
0
$0
|
|
Mar 11, 2022
Q4 2021
|
City Holding CO
|
SELL
|
- |
-70- 46.67% |
$12.7K - $20K
|
80
$5.83K
|
|
Feb 14, 2022
Q4 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-70- 1.9% |
$12.7K - $20K
|
3.61K
$263K
|
|
Feb 11, 2022
Q4 2021
|
Holistic Financial Partners
|
SELL
|
- |
-72- 3.93% |
$13.1K - $20.6K
|
1.76K
$128K
|
|
Feb 11, 2022
Q4 2021
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-72- 6.14% |
$13.1K - $20.6K
|
1.1K
$80.2K
|
|
Feb 10, 2022
Q4 2021
|
Crewe Advisors LLC
|
SELL
|
- |
-72Closed |
$13.1K - $20.6K
|
0
$0
|
|
Feb 10, 2022
Q4 2021
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-75- 47.47% |
$13.6K - $21.4K
|
83
$6.05K
|
|
Feb 11, 2022
Q4 2021
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-77Closed |
$14K - $22K
|
0
$0
|
|
Feb 15, 2022
Q4 2021
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-77Closed |
$14K - $22K
|
0
$0
|
|
Feb 08, 2022
Q4 2021
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-77Closed |
$14K - $22K
|
0
$0
|
|
Jan 12, 2022
Q4 2021
|
Gradient Investments LLC
|
SELL
|
- |
-77- 7.49% |
$14K - $22K
|
951
$69.3K
|
|
Feb 14, 2022
Q4 2021
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-77- 37.75% |
$14K - $22K
|
127
$9.26K
|
|
Feb 14, 2022
Q4 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-81- 4.16% |
$14.7K - $23.1K
|
1.86K
$136K
|
|
Feb 09, 2022
Q4 2021
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-81- 40.91% |
$14.7K - $23.1K
|
117
$8.53K
|