Purchases and Sales Made in Q4 2023 in Comcast Corp (CMCSA)
This table provides information about the institutional ownership of Comcast Corp (CMCSA) during Q4 2023. The information is specifically focused on institutions that hold shares of COMCAST CORP.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 22, 2024
Q4 2023
|
First Purpose Wealth LLC
|
BUY
|
- |
146+ 1.27% |
$5.72K - $6.53K
|
11.6K
$404K
|
|
|
Jan 23, 2024
Q4 2023
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
145+ 2.28% |
$5.68K - $6.48K
|
6.5K
$226K
|
|
|
Feb 09, 2024
Q4 2023
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
145+ 2.67% |
$5.68K - $6.48K
|
5.58K
$194K
|
|
|
Feb 01, 2024
Q4 2023
|
Heritage Investment Group, Inc.
|
BUY
|
- |
144+ 2.06% |
$5.64K - $6.44K
|
7.14K
$248K
|
|
|
Jan 09, 2024
Q4 2023
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
140+ 2.0% |
$5.48K - $6.26K
|
7.16K
$248K
|
|
|
Jan 22, 2024
Q4 2023
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
139+ 1.12% |
$5.44K - $6.21K
|
12.5K
$434K
|
|
|
Feb 06, 2024
Q4 2023
|
Verus Financial Partners, Inc.
|
BUY
|
- |
139+ 2.77% |
$5.44K - $6.21K
|
5.16K
$179K
|
|
|
Jan 29, 2024
Q4 2023
|
Compass Advisory Group LLC
|
BUY
|
- |
134+ 1.4% |
$5.25K - $5.99K
|
9.69K
$336K
|
|
|
Feb 14, 2024
Q4 2023
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
128New |
$5.01K - $5.72K
|
128
$4.44K
|
|
|
Feb 05, 2024
Q4 2023
|
Pacific Sage Partners, LLC
Shoreline, WA |
BUY
|
- |
125+ 1.33% |
$4.89K - $5.59K
|
9.54K
$331K
|
|
|
Jan 30, 2024
Q4 2023
|
Kiley Juergens Wealth Management, LLC
|
BUY
|
- |
122+ 0.5% |
$4.78K - $5.45K
|
24.6K
$854K
|
|
|
Feb 12, 2024
Q4 2023
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
121+ 1.26% |
$4.74K - $5.41K
|
9.73K
$338K
|
|
|
Jan 29, 2024
Q4 2023
|
Ellis Investment Partners, LLC
|
BUY
|
- |
120+ 1.04% |
$4.7K - $5.36K
|
11.6K
$404K
|
|
|
Jan 19, 2024
Q4 2023
|
Strategic Advisors LLC
|
BUY
|
- |
117+ 1.02% |
$4.58K - $5.23K
|
11.6K
$402K
|
|
|
Feb 12, 2024
Q4 2023
|
Truepoint, Inc.
|
BUY
|
- |
113+ 0.53% |
$4.42K - $5.05K
|
21.3K
$740K
|
|
|
Jan 23, 2024
Q4 2023
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
111+ 1.51% |
$4.35K - $4.96K
|
7.45K
$258K
|
|
|
Jan 30, 2024
Q4 2023
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
110New |
$4.31K - $4.92K
|
110
$3.82K
|
|
|
Feb 06, 2024
Q4 2023
|
Ellevest, Inc.
|
BUY
|
- |
109+ 0.55% |
$4.27K - $4.87K
|
20.1K
$697K
|
|
|
Jan 24, 2024
Q4 2023
|
Callahan Advisors, LLC
|
BUY
|
- |
108+ 2.23% |
$4.23K - $4.83K
|
4.94K
$171K
|
|
|
Feb 01, 2024
Q4 2023
|
Psi Advisors, LLC
|
BUY
|
- |
108+ 5.79% |
$4.23K - $4.83K
|
1.97K
$68.5K
|
|
|
Feb 02, 2024
Q4 2023
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
108+ 1.83% |
$4.23K - $4.83K
|
6K
$208K
|
|
|
Feb 02, 2024
Q4 2023
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
107+ 1.65% |
$4.19K - $4.78K
|
6.6K
$229K
|
|
|
Jan 29, 2024
Q4 2023
|
Kennedy Investment Group
West Depford, NJ |
BUY
|
- |
105+ 0.48% |
$4.11K - $4.69K
|
22.1K
$766K
|
|
|
Jun 17, 2024
Q4 2023
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
101+ 1.04% |
$3.95K - $4.51K
|
9.85K
$342K
|
|
|
Jan 18, 2024
Q4 2023
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
100+ 8.32% |
$3.92K - $4.47K
|
1.3K
$45.2K
|
|
|
Feb 05, 2024
Q4 2023
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
94+ 1.9% |
$3.68K - $4.2K
|
5.05K
$175K
|
|
|
Feb 06, 2024
Q4 2023
|
Pointe Capital Management LLC
|
BUY
|
- |
92+ 0.88% |
$3.6K - $4.11K
|
10.5K
$366K
|
|
|
Jan 29, 2024
Q4 2023
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
87+ 1.78% |
$3.41K - $3.89K
|
4.98K
$173K
|
|
|
Mar 11, 2024
Q4 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
87+ 0.0% |
$3.41K - $3.89K
|
378M
$13.1B
|
|
|
Feb 29, 2024
Q4 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
86+ 1.5% |
$3.37K - $3.84K
|
5.8K
$201K
|
|
|
Feb 08, 2024
Q4 2023
|
Pacific Global Investment Management CO
|
BUY
|
- |
85+ 1.85% |
$3.33K - $3.8K
|
4.67K
$162K
|
|
|
Feb 12, 2024
Q4 2023
|
Roberts Glore & CO Inc
Deerfield, IL |
BUY
|
- |
85+ 0.51% |
$3.33K - $3.8K
|
16.7K
$579K
|
|
|
Feb 21, 2024
Q4 2023
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
84+ 1.82% |
$3.29K - $3.75K
|
4.71K
$164K
|
|
|
Jan 18, 2024
Q4 2023
|
Ritholtz Wealth Management
|
BUY
|
- |
82+ 0.09% |
$3.21K - $3.67K
|
94.9K
$3.29M
|
|
|
Feb 08, 2024
Q4 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
82+ 3.32% |
$3.21K - $3.67K
|
2.55K
$88.6K
|
|
|
Jan 25, 2024
Q4 2023
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
80+ 1.71% |
$3.13K - $3.58K
|
4.75K
$165K
|
|
|
Feb 14, 2024
Q4 2023
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
78+ 0.31% |
$3.05K - $3.49K
|
25.5K
$886K
|
|
|
Feb 02, 2024
Q4 2023
|
Brio Consultants, LLC
|
BUY
|
- |
77+ 0.27% |
$3.01K - $3.44K
|
28.8K
$998K
|
|
|
Jan 25, 2024
Q4 2023
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
74+ 22.7% |
$2.9K - $3.31K
|
400
$13.9K
|
|
|
Feb 13, 2024
Q4 2023
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
BUY
|
- |
74+ 0.45% |
$2.9K - $3.31K
|
16.6K
$575K
|
|
|
Feb 07, 2024
Q4 2023
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
73+ 0.06% |
$2.86K - $3.26K
|
115K
$4.01M
|
|
|
Jan 08, 2024
Q4 2023
|
Traverso Chambers Private Wealth Management, LLC
|
BUY
|
- |
73+ 0.98% |
$2.86K - $3.26K
|
7.52K
$261K
|
|
|
Jan 16, 2024
Q4 2023
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
68+ 1.04% |
$2.66K - $3.04K
|
6.62K
$230K
|
|
|
Jun 10, 2025
Q4 2023
|
Birchbrook, Inc.
Bangor, ME |
BUY
|
- |
68New |
$2.66K - $3.04K
|
68
$2.36K
|
|
|
Jan 11, 2024
Q4 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
67+ 0.56% |
$2.62K - $2.99K
|
12.1K
$420K
|
|
|
Jan 23, 2024
Q4 2023
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
64+ 3.31% |
$2.51K - $2.86K
|
2K
$69.4K
|
|
|
Feb 05, 2024
Q4 2023
|
Icw Investment Advisors LLC
Scottsdale, AZ |
BUY
|
- |
63+ 0.34% |
$2.47K - $2.82K
|
18.6K
$645K
|
|
|
Feb 09, 2024
Q4 2023
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
62+ 0.14% |
$2.43K - $2.77K
|
43K
$1.49M
|
|
|
Jan 12, 2024
Q4 2023
|
Kure Advisory, LLC
Plymouth, MN |
BUY
|
- |
61+ 0.91% |
$2.39K - $2.73K
|
6.78K
$235K
|
|
|
Jan 24, 2024
Q4 2023
|
Biltmore Wealth Management, LLC
|
BUY
|
- |
61+ 0.52% |
$2.39K - $2.73K
|
11.7K
$408K
|