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 |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2022
Q4 2021
|
Ellevest, Inc.
|
BUY
|
- |
73+ 94.81% |
$13.3K - $20.9K
|
150
$10.9K
|
|
|
Nov 14, 2022
Q4 2021
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
BUY
|
- |
70New |
$12.7K - $20K
|
70
$5.1K
|
|
|
Jan 31, 2022
Q4 2021
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
70+ 1.03% |
$12.7K - $20K
|
6.86K
$500K
|
|
|
Feb 03, 2022
Q4 2021
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
70+ 5.97% |
$12.7K - $20K
|
1.24K
$90.6K
|
|
|
Feb 15, 2022
Q4 2021
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
69+ 9.39% |
$12.5K - $19.7K
|
804
$58.6K
|
|
|
Feb 14, 2022
Q4 2021
|
James Reed Financial Services, Inc.
Cleveland, OH |
BUY
|
- |
68New |
$12.4K - $19.4K
|
68
$4.96K
|
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
65+ 9.02% |
$11.8K - $18.6K
|
786
$57.3K
|
|
|
Feb 07, 2022
Q4 2021
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
64+ 74.42% |
$11.6K - $18.3K
|
150
$10.9K
|
|
|
Feb 11, 2022
Q4 2021
|
Corient Capital Partners, LLC
Newport Beach, CA |
BUY
|
- |
63+ 4.54% |
$11.5K - $18K
|
1.45K
$106K
|
|
|
Feb 14, 2022
Q4 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
63+ 6.12% |
$11.5K - $18K
|
1.09K
$79.7K
|
|
|
Feb 14, 2022
Q4 2021
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
61New |
$11.1K - $17.4K
|
61
$4.45K
|
|
|
Feb 11, 2022
Q4 2021
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
60New |
$10.9K - $17.1K
|
60
$4.37K
|
|
|
Feb 14, 2022
Q4 2021
|
Banque Cantonale Vaudoise
|
BUY
|
- |
59+ 0.71% |
$10.7K - $16.9K
|
8.43K
$614K
|
|
|
Feb 14, 2022
Q4 2021
|
Standard Family Office LLC
Sioux Falls, SD |
BUY
|
- |
58New |
$10.5K - $16.6K
|
58
$4.23K
|
|
|
Feb 08, 2022
Q4 2021
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
56New |
$10.2K - $16K
|
56
$4.08K
|
|
|
Feb 09, 2022
Q4 2021
|
Wolverine Asset Management LLC
|
BUY
|
- |
55New |
$10K - $15.7K
|
55
$4.01K
|
|
|
Feb 11, 2022
Q4 2021
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
53+ 4.31% |
$9.64K - $15.1K
|
1.28K
$93.6K
|
|
|
Feb 15, 2022
Q4 2021
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
52+ 3.01% |
$9.45K - $14.9K
|
1.78K
$130K
|
|
|
Feb 02, 2022
Q4 2021
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
51+ 145.71% |
$9.27K - $14.6K
|
86
$6.27K
|
|
|
Feb 14, 2022
Q4 2021
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
51+ 31.87% |
$9.27K - $14.6K
|
211
$15.4K
|
|
|
Feb 09, 2022
Q4 2021
|
Mufg Americas Holdings Corp
|
BUY
|
- |
50+ 50.0% |
$9.09K - $14.3K
|
150
$10.9K
|
|
|
Dec 01, 2022
Q4 2021
|
Mufg Americas Holdings Corp
|
BUY
|
- |
50+ 50.0% |
$9.09K - $14.3K
|
150
$10.9K
|
|
|
Feb 01, 2022
Q4 2021
|
Fifth Third Bancorp
|
BUY
|
- |
50+ 3.81% |
$9.09K - $14.3K
|
1.36K
$99.4K
|
|
|
Jan 20, 2022
Q4 2021
|
Level Financial Advisors, Inc.
|
BUY
|
- |
50New |
$9.09K - $14.3K
|
50
$3.64K
|
|
|
Jan 26, 2022
Q4 2021
|
Atticus Wealth Management, LLC
|
BUY
|
- |
49+ 96.08% |
$8.91K - $14K
|
100
$7.29K
|
|
|
Jan 21, 2022
Q4 2021
|
Mascoma Wealth Management LLC
|
BUY
|
- |
49+ 53.26% |
$8.91K - $14K
|
141
$10.3K
|
|
|
Jan 26, 2022
Q4 2021
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
45New |
$8.18K - $12.9K
|
45
$3.28K
|
|
|
Feb 09, 2022
Q4 2021
|
Advanced Research Investment Solutions, LLC
|
BUY
|
- |
45New |
$8.18K - $12.9K
|
45
$3.28K
|
|
|
Feb 04, 2022
Q4 2021
|
Arizona State Retirement System
|
BUY
|
- |
43+ 0.07% |
$7.82K - $12.3K
|
59.3K
$4.32M
|
|
|
Jan 25, 2022
Q4 2021
|
Fukoku Mutual Life Insurance CO
|
BUY
|
- |
40+ 3.36% |
$7.27K - $11.4K
|
1.23K
$89.6K
|
|
|
Feb 03, 2022
Q4 2021
|
Db Fitzpatrick & Co, Inc
|
BUY
|
- |
39New |
$7.09K - $11.1K
|
39
$2.84K
|
|
|
Feb 14, 2022
Q4 2021
|
Parkside Financial Bank & Trust
|
BUY
|
- |
39+ 41.49% |
$7.09K - $11.1K
|
133
$9.69K
|
|
|
Feb 14, 2022
Q4 2021
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
31+ 2.39% |
$5.64K - $8.86K
|
1.33K
$96.7K
|
|
|
Feb 11, 2022
Q4 2021
|
Estabrook Capital Management
New York, NY |
BUY
|
- |
30+ 28.04% |
$5.45K - $8.57K
|
137
$9.98K
|
|
|
Jan 24, 2022
Q4 2021
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
30+ 9.74% |
$5.45K - $8.57K
|
338
$24.6K
|
|
|
Feb 04, 2022
Q4 2021
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
29New |
$5.27K - $8.28K
|
29
$2.11K
|
|
|
Jul 17, 2024
Q4 2021
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
24New |
$4.36K - $6.86K
|
24
$1.75K
|
|
|
Feb 09, 2022
Q4 2021
|
Horan Securities, Inc.
|
BUY
|
- |
24New |
$4.36K - $6.86K
|
24
$1.75K
|
|
|
Jan 21, 2022
Q4 2021
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
24+ 0.62% |
$4.36K - $6.86K
|
3.89K
$283K
|
|
|
Dec 19, 2023
Q4 2021
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
23+ 104.55% |
$4.18K - $6.57K
|
45
$3.28K
|
|
|
Feb 02, 2022
Q4 2021
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
21+ 150.0% |
$3.82K - $6K
|
35
$2.55K
|
|
|
Feb 11, 2022
Q4 2021
|
Papp L Roy & Associates
|
BUY
|
- |
21+ 0.15% |
$3.82K - $6K
|
14.3K
$1.04M
|
|
|
Feb 01, 2022
Q4 2021
|
Field & Main Bank
|
BUY
|
- |
20New |
$3.64K - $5.71K
|
20
$1.46K
|
|
|
Jan 10, 2022
Q4 2021
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
20+ 1.57% |
$3.64K - $5.71K
|
1.29K
$94K
|
|
|
Jan 25, 2022
Q4 2021
|
Old Second National Bank Of Aurora
|
BUY
|
- |
20New |
$3.64K - $5.71K
|
20
$1.46K
|
|
|
Feb 10, 2022
Q4 2021
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
20+ 2.12% |
$3.64K - $5.71K
|
962
$70.1K
|
|
|
Feb 07, 2022
Q4 2021
|
Column Capital Advisors, LLC
|
BUY
|
- |
20+ 400.0% |
$3.64K - $5.71K
|
25
$1.82K
|
|
|
Feb 11, 2022
Q4 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
19+ 0.73% |
$3.45K - $5.43K
|
2.64K
$192K
|
|
|
May 03, 2022
Q4 2021
|
Investmark Advisory Group LLC
|
BUY
|
- |
17New |
$3.09K - $4.86K
|
17
$1.24K
|
|
|
Feb 09, 2022
Q4 2021
|
Shell Asset Management CO
The Hague, P7 |
BUY
|
- |
17+ 0.17% |
$3.09K - $4.86K
|
10.2K
$745K
|