Purchases and Sales Made in Q1 2023 in Zuora Inc (ZUO)
This table provides information about the institutional ownership of Zuora Inc (ZUO) during Q1 2023. The information is specifically focused on institutions that hold shares of ZUORA INC.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 15, 2023
Q1 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
26.1K+ 41.61% |
$169K - $262K
|
88.8K
$886K
|
|
May 15, 2023
Q1 2023
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
25.9KNew |
$168K - $261K
|
25.9K
$259K
|
|
May 12, 2023
Q1 2023
|
Black Swift Group, LLC
Boulder, CO |
BUY
|
- |
25KNew |
$162K - $251K
|
25K
$250K
|
|
May 12, 2023
Q1 2023
|
Great West Life Assurance CO
Winnipeg, A2 |
BUY
|
- |
22.3K+ 4.12% |
$144K - $224K
|
563K
$5.62M
|
|
Apr 26, 2023
Q1 2023
|
Peregrine Capital Management LLC
|
BUY
|
- |
21.3K+ 3.01% |
$138K - $214K
|
729K
$7.27M
|
|
May 15, 2023
Q1 2023
|
Saturna Capital Corp
Bellingham, WA |
BUY
|
- |
18.4KNew |
$119K - $185K
|
18.4K
$184K
|
|
May 11, 2023
Q1 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
16.9K+ 1.72% |
$109K - $170K
|
998K
$9.96M
|
|
May 11, 2023
Q1 2023
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
14.8K+ 9.77% |
$95.6K - $148K
|
166K
$1.65M
|
|
May 15, 2023
Q1 2023
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
14.5K+ 11.74% |
$93.9K - $146K
|
138K
$1.38M
|
|
May 15, 2023
Q1 2023
|
Corton Capital Inc.
Carrying Place, A6 |
BUY
|
- |
12.9KNew |
$83.5K - $130K
|
12.9K
$129K
|
|
May 15, 2023
Q1 2023
|
Cipher Capital LP
New York, NY |
BUY
|
- |
11.6KNew |
$75.2K - $117K
|
11.6K
$116K
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
11K+ 146.1% |
$71.3K - $111K
|
18.5K
$185K
|
|
May 15, 2023
Q1 2023
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
10.5KNew |
$68.1K - $106K
|
10.5K
$105K
|
|
May 15, 2023
Q1 2023
|
Delphia (Usa) Inc.
Toronto, A6 |
BUY
|
- |
10.4KNew |
$67.7K - $105K
|
10.4K
$104K
|
|
May 15, 2023
Q1 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
10.4KNew |
$67.2K - $104K
|
10.4K
$103K
|
|
May 12, 2023
Q1 2023
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
10.2KNew |
$65.9K - $102K
|
10.2K
$101K
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
BUY
|
- |
9.15K+ 59.31% |
$59.3K - $92K
|
24.6K
$245K
|
|
May 10, 2023
Q1 2023
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
9.12K+ 6.61% |
$59.1K - $91.7K
|
147K
$1.47M
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
7.16K+ 20.11% |
$46.4K - $72K
|
42.8K
$427K
|
|
May 15, 2023
Q1 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
6.72K+ 11.38% |
$43.5K - $67.5K
|
65.7K
$656K
|
|
May 11, 2023
Q1 2023
|
Citigroup Inc
|
BUY
|
- |
3.94K+ 11.7% |
$25.5K - $39.6K
|
37.6K
$375K
|
|
May 15, 2023
Q1 2023
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
3.71K+ 6.32% |
$24K - $37.3K
|
62.4K
$622K
|
|
May 02, 2023
Q1 2023
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
3.28K+ 8200.0% |
$21.3K - $33K
|
3.32K
$33.1K
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
2.12K+ 6.67% |
$13.7K - $21.3K
|
33.9K
$338K
|
|
May 12, 2023
Q1 2023
|
American International Group, Inc.
New York, NY |
BUY
|
- |
2.02K+ 3.43% |
$13.1K - $20.3K
|
60.8K
$607K
|
|
May 16, 2023
Q1 2023
|
Quilter PLC
|
BUY
|
- |
2KNew |
$13K - $20.1K
|
2K
$20K
|
|
Apr 27, 2023
Q1 2023
|
Arizona State Retirement System
|
BUY
|
- |
1.67K+ 4.89% |
$10.8K - $16.8K
|
35.9K
$358K
|
|
May 01, 2023
Q1 2023
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
1.11KNew |
$7.18K - $11.1K
|
1.11K
$11.1K
|
|
Apr 14, 2023
Q1 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
1.01KNew |
$6.54K - $10.1K
|
1.01K
$10.1K
|
|
May 10, 2023
Q1 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
1K+ 11.59% |
$6.48K - $10.1K
|
9.63K
$96.1K
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
913+ 1.06% |
$5.92K - $9.18K
|
87.4K
$872K
|
|
May 09, 2023
Q1 2023
|
California State Teachers Retirement System
West Sacramento, CA |
BUY
|
- |
716+ 0.46% |
$4.64K - $7.2K
|
156K
$1.55M
|
|
May 12, 2023
Q1 2023
|
Teacher Retirement System Of Texas
Austin, TX |
BUY
|
- |
410+ 3.07% |
$2.66K - $4.12K
|
13.8K
$137K
|
|
Dec 12, 2023
Q1 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
279New |
$1.81K - $2.8K
|
279
$2.78K
|
|
May 01, 2023
Q1 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
279New |
$1.81K - $2.8K
|
279
$2.78K
|
|
Apr 17, 2023
Q1 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
206+ 588.57% |
$1.33K - $2.07K
|
241
$2.41K
|
|
May 03, 2023
Q1 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
177+ 0.75% |
$1.15K - $1.78K
|
23.8K
$238K
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
70New |
$454 - $704
|
70
$699
|
|
May 09, 2023
Q1 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
35+ 35.35% |
$227 - $352
|
134
$1.34K
|
|
May 02, 2023
Q1 2023
|
Victory Capital Management Inc
|
BUY
|
- |
10+ 0.07% |
$64.8 - $101
|
13.9K
$139K
|
|
May 15, 2023
Q1 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
7+ 58.33% |
$45.4 - $70.4
|
19
$190
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-20- 48.78% |
$130 - $201
|
21
$210
|
|
Apr 04, 2024
Q1 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-25Closed |
$162 - $251
|
0
$0
|
|
May 12, 2023
Q1 2023
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-52- 0.21% |
$337 - $523
|
25K
$250K
|
|
May 22, 2023
Q1 2023
|
American Trust
Lexington, KY |
SELL
|
- |
-216- 2.03% |
$1.4K - $2.17K
|
10.4K
$104K
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-243- 0.99% |
$1.57K - $2.44K
|
24.2K
$242K
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
SELL
|
- |
-244- 60.1% |
$1.58K - $2.45K
|
162
$1.62K
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-257- 8.89% |
$1.67K - $2.58K
|
2.63K
$26.3K
|
|
Apr 28, 2023
Q1 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-292- 36.64% |
$1.89K - $2.93K
|
505
$5.04K
|