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 |
|---|---|---|---|---|---|---|---|
|
Jan 17, 2024
Q4 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
59+ 0.12% |
$2.31K - $2.64K
|
50.1K
$1.74M
|
|
|
Feb 06, 2024
Q4 2023
|
Carson Advisory Inc.
|
BUY
|
- |
59+ 1.31% |
$2.31K - $2.64K
|
4.58K
$159K
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
59+ 0.21% |
$2.31K - $2.64K
|
28K
$972K
|
|
|
Jan 22, 2024
Q4 2023
|
Holland Advisory Services, Inc.
|
BUY
|
- |
56+ 0.76% |
$2.19K - $2.5K
|
7.41K
$257K
|
|
|
Jan 05, 2024
Q4 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
55+ 0.62% |
$2.15K - $2.46K
|
8.97K
$311K
|
|
|
Jan 18, 2024
Q4 2023
|
Austin Private Wealth, LLC
|
BUY
|
- |
55+ 0.75% |
$2.15K - $2.46K
|
7.36K
$255K
|
|
|
Feb 08, 2024
Q4 2023
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
54+ 1.13% |
$2.11K - $2.41K
|
4.83K
$167K
|
|
|
Feb 14, 2024
Q4 2023
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
51+ 4.54% |
$2K - $2.28K
|
1.18K
$40.8K
|
|
|
Feb 09, 2024
Q4 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
50+ 1.28% |
$1.96K - $2.24K
|
3.95K
$137K
|
|
|
Mar 22, 2024
Q4 2023
|
Livelsberger Financial Advisory
Ashland, OH |
BUY
|
- |
48New |
$1.88K - $2.15K
|
48
$1.67K
|
|
|
Jan 08, 2024
Q4 2023
|
Country Trust Bank
|
BUY
|
- |
46+ 11.73% |
$1.8K - $2.06K
|
438
$15.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
46+ 0.72% |
$1.8K - $2.06K
|
6.47K
$225K
|
|
|
Feb 09, 2024
Q4 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
45+ 0.51% |
$1.76K - $2.01K
|
8.92K
$309K
|
|
|
Feb 12, 2024
Q4 2023
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
45+ 3.74% |
$1.76K - $2.01K
|
1.25K
$43.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
44+ 78.57% |
$1.72K - $1.97K
|
100
$3.47K
|
|
|
Feb 09, 2024
Q4 2023
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
42+ 0.34% |
$1.64K - $1.88K
|
12.2K
$424K
|
|
|
Jan 22, 2024
Q4 2023
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
40+ 0.41% |
$1.57K - $1.79K
|
9.71K
$337K
|
|
|
Feb 13, 2024
Q4 2023
|
Landmark Financial Advisors, LLC
|
BUY
|
- |
40+ 0.55% |
$1.57K - $1.79K
|
7.26K
$252K
|
|
|
Feb 06, 2024
Q4 2023
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
39+ 0.77% |
$1.53K - $1.74K
|
5.08K
$176K
|
|
|
Feb 13, 2024
Q4 2023
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
38+ 0.82% |
$1.49K - $1.7K
|
4.67K
$162K
|
|
|
Jan 18, 2024
Q4 2023
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
37+ 0.44% |
$1.45K - $1.65K
|
8.49K
$295K
|
|
|
Feb 14, 2024
Q4 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
37+ 0.67% |
$1.45K - $1.65K
|
5.53K
$192K
|
|
|
Feb 08, 2024
Q4 2023
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
36+ 0.68% |
$1.41K - $1.61K
|
5.35K
$186K
|
|
|
Feb 02, 2024
Q4 2023
|
Investment Partners, Ltd.
|
BUY
|
- |
35+ 0.5% |
$1.37K - $1.56K
|
7.03K
$244K
|
|
|
Feb 14, 2024
Q4 2023
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
BUY
|
- |
35+ 0.95% |
$1.37K - $1.56K
|
3.74K
$130K
|
|
|
Jan 10, 2024
Q4 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
34+ 0.09% |
$1.33K - $1.52K
|
37.4K
$1.3M
|
|
|
Feb 05, 2024
Q4 2023
|
Cora Capital Advisors LLC
Marlton, NJ |
BUY
|
- |
34+ 0.17% |
$1.33K - $1.52K
|
19.5K
$676K
|
|
|
Feb 13, 2024
Q4 2023
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
34+ 0.54% |
$1.33K - $1.52K
|
6.29K
$218K
|
|
|
Feb 13, 2024
Q4 2023
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
33+ 0.55% |
$1.29K - $1.48K
|
6.04K
$210K
|
|
|
Feb 14, 2024
Q4 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
32+ 0.13% |
$1.25K - $1.43K
|
24.4K
$848K
|
|
|
Jan 16, 2024
Q4 2023
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
32+ 133.33% |
$1.25K - $1.43K
|
56
$1.94K
|
|
|
Jan 30, 2024
Q4 2023
|
Pay Pay Securities Corp
Tokyo, M0 |
BUY
|
- |
32+ 33.68% |
$1.25K - $1.43K
|
127
$4.41K
|
|
|
Apr 12, 2024
Q4 2023
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
32New |
$1.25K - $1.43K
|
32
$1.11K
|
|
|
Jan 30, 2024
Q4 2023
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
28+ 0.3% |
$1.1K - $1.25K
|
9.48K
$329K
|
|
|
Jan 31, 2024
Q4 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
25+ 0.13% |
$979 - $1.12K
|
19.9K
$692K
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
25+ 0.31% |
$979 - $1.12K
|
7.97K
$276K
|
|
|
Dec 02, 2024
Q4 2023
|
Cypress Capital, LLC
|
BUY
|
- |
23+ 1.7% |
$900 - $1.03K
|
1.37K
$47.6K
|
|
|
Feb 01, 2024
Q4 2023
|
Bfsg, LLC
|
BUY
|
- |
21+ 0.27% |
$822 - $939
|
7.81K
$271K
|
|
|
Jan 30, 2024
Q4 2023
|
Archer Investment Corp
|
BUY
|
- |
20+ 7.6% |
$783 - $894
|
283
$9.82K
|
|
|
May 28, 2025
Q4 2023
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
BUY
|
- |
20+ 0.08% |
$783 - $894
|
26.3K
$911K
|
|
|
Jan 10, 2024
Q4 2023
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
19+ 0.03% |
$744 - $849
|
55.4K
$1.92M
|
|
|
Jan 31, 2024
Q4 2023
|
John G Ullman & Associates Inc
|
BUY
|
- |
18+ 0.11% |
$705 - $805
|
16.9K
$587K
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
18+ 0.01% |
$705 - $805
|
347K
$12M
|
|
|
Feb 01, 2024
Q4 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
17+ 0.32% |
$666 - $760
|
5.38K
$187K
|
|
|
Jan 23, 2024
Q4 2023
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
15+ 0.2% |
$587 - $671
|
7.59K
$263K
|
|
|
Feb 06, 2024
Q4 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
15+ 0.74% |
$587 - $671
|
2.05K
$71.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
- |
15New |
$587 - $671
|
15
$521
|
|
|
Jan 10, 2024
Q4 2023
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
14+ 0.35% |
$548 - $626
|
4.04K
$140K
|
|
|
Jan 31, 2024
Q4 2023
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
14+ 3.26% |
$548 - $626
|
444
$15.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Ofi Invest Asset Management
Paris, I0 |
BUY
|
- |
14+ 1.09% |
$548 - $626
|
1.3K
$45K
|