Latest Institutional Transactions on Verizon Communications Inc (VZ)
This table provides information on the latest institutional transactions involving Verizon Communications Inc (VZ) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Nov 01, 2024
Q3 2024
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-17K- 62.4% |
$660K - $763K
|
10.2K
$403K
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
2.44KNew |
$95K - $110K
|
2.44K
$96.4K
|
|
Oct 31, 2024
Q3 2024
|
Rwc Asset Management LLP
London, X0 |
BUY
|
- |
354+ 2.2% |
$13.8K - $15.9K
|
16.4K
$648K
|
|
Oct 31, 2024
Q3 2024
|
Greatmark Investment Partners, Inc.
|
BUY
|
- |
1+ 0.0% |
$38.9 - $45
|
109K
$4.3M
|
|
Oct 31, 2024
Q3 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
SELL
|
- |
-140- 2.62% |
$5.44K - $6.3K
|
5.21K
$206K
|
|
Oct 31, 2024
Q3 2024
|
Advisor Resource Council
|
BUY
|
- |
4.52KNew |
$176K - $203K
|
4.52K
$178K
|
|
Oct 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
1.44K+ 3.25% |
$55.8K - $64.6K
|
45.6K
$1.8M
|
|
Oct 31, 2024
Q3 2024
|
Wealth Architects, LLC
|
SELL
|
- |
-585- 4.62% |
$22.8K - $26.3K
|
12.1K
$477K
|
|
Oct 31, 2024
Q3 2024
|
Emerald Advisors, LLC
|
BUY
|
- |
517+ 2.9% |
$20.1K - $23.3K
|
18.4K
$725K
|
|
Oct 31, 2024
Q3 2024
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
671+ 3.17% |
$26.1K - $30.2K
|
21.8K
$861K
|
|
Oct 31, 2024
Q3 2024
|
Keybank National Association
|
SELL
|
- |
-8.2K- 1.18% |
$319K - $369K
|
689K
$27.2M
|
|
Oct 31, 2024
Q3 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-9.91K- 13.27% |
$385K - $446K
|
64.8K
$2.56M
|
|
Oct 31, 2024
Q3 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
112+ 0.01% |
$4.36K - $5.04K
|
937K
$37M
|
|
Oct 31, 2024
Q3 2024
|
Seeds Investor LLC
New York, NY |
BUY
|
- |
1.06K+ 7.34% |
$41.1K - $47.5K
|
15.4K
$609K
|
|
Oct 31, 2024
Q3 2024
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
BUY
|
- |
14.3KNew |
$555K - $642K
|
14.3K
$563K
|
|
Oct 31, 2024
Q3 2024
|
Forte Capital LLC
|
SELL
|
- |
-110- 0.16% |
$4.28K - $4.95K
|
69.8K
$2.76M
|
|
Oct 31, 2024
Q3 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-1.94K- 75.68% |
$75.4K - $87.3K
|
623
$24.6K
|
|
Oct 31, 2024
Q3 2024
|
Waterfront Wealth Inc.
|
BUY
|
- |
438+ 6.1% |
$17K - $19.7K
|
7.62K
$301K
|
|
Oct 31, 2024
Q3 2024
|
Hgk Asset Management Inc
|
SELL
|
- |
-400- 4.78% |
$15.6K - $18K
|
7.97K
$315K
|
|
Oct 31, 2024
Q3 2024
|
Slagle Financial, LLC
Edwardsville, IL |
SELL
|
- |
-287- 3.3% |
$11.2K - $12.9K
|
8.41K
$332K
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-7.62K- 1.68% |
$296K - $343K
|
447K
$17.7M
|
|
Oct 31, 2024
Q3 2024
|
Physicians Financial Services, Inc.
Raleigh, NC |
SELL
|
- |
-2.36K- 6.05% |
$91.6K - $106K
|
36.6K
$1.44M
|
|
Oct 31, 2024
Q3 2024
|
Philip James Wealth Mangement, LLC
Milton, GA |
BUY
|
- |
4.47KNew |
$174K - $201K
|
4.47K
$177K
|
|
Oct 31, 2024
Q3 2024
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
SELL
|
- |
-229- 1.06% |
$8.91K - $10.3K
|
21.4K
$845K
|
|
Oct 31, 2024
Q3 2024
|
Stiles Financial Services Inc
|
SELL
|
- |
-1.52K- 24.45% |
$58.9K - $68.2K
|
4.68K
$185K
|
|
Oct 31, 2024
Q3 2024
|
Aia Group LTD
Hong Kong, K3 |
SELL
|
- |
-36K- 26.08% |
$1.4M - $1.62M
|
102K
$4.03M
|
|
Oct 31, 2024
Q3 2024
|
Perkins Capital Management Inc
|
SELL
|
- |
-2.5K- 15.33% |
$97.2K - $113K
|
13.8K
$545K
|
|
Oct 31, 2024
Q3 2024
|
First National Bank & Trust CO Of Newtown
|
SELL
|
- |
-1.67K- 2.29% |
$64.9K - $75.2K
|
71.3K
$2.81M
|
|
Oct 31, 2024
Q3 2024
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
4.72KNew |
$184K - $213K
|
4.72K
$186K
|
|
Oct 31, 2024
Q3 2024
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
825+ 9.72% |
$32.1K - $37.1K
|
9.31K
$368K
|
|
Oct 31, 2024
Q3 2024
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
1.57K+ 13.97% |
$61.1K - $70.7K
|
12.8K
$506K
|
|
Oct 31, 2024
Q3 2024
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
7.58K+ 16.45% |
$295K - $341K
|
53.6K
$2.12M
|
|
Oct 31, 2024
Q3 2024
|
Beacon Harbor Wealth Advisors, Inc.
|
BUY
|
- |
2.6K+ 1.68% |
$101K - $117K
|
158K
$6.22M
|
|
Oct 31, 2024
Q3 2024
|
Tandem Investment Advisors, Inc.
Charleston, SC |
BUY
|
- |
5.84KNew |
$227K - $263K
|
5.84K
$230K
|
|
Oct 31, 2024
Q3 2024
|
Dudley Capital Management, LLC
Middleburg, VA |
SELL
|
- |
-50- 0.18% |
$1.94K - $2.25K
|
27.2K
$1.07M
|
|
Oct 31, 2024
Q3 2024
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
1.5K+ 99.87% |
$58.4K - $67.5K
|
3K
$119K
|
|
Oct 31, 2024
Q3 2024
|
Keynote Financial Services LLC
Vernon, CT |
SELL
|
- |
-545- 1.73% |
$21.2K - $24.5K
|
31K
$1.23M
|
|
Oct 31, 2024
Q3 2024
|
Washington Trust Bank
|
BUY
|
- |
774+ 14.29% |
$30.1K - $34.8K
|
6.19K
$244K
|
|
Oct 31, 2024
Q3 2024
|
Ascent Wealth Partners, LLC
New Hartford, NY |
SELL
|
- |
-124- 0.32% |
$4.82K - $5.58K
|
39K
$1.54M
|
|
Oct 31, 2024
Q3 2024
|
Deseret Mutual Benefit Administrators
|
BUY
|
- |
509+ 1.65% |
$19.8K - $22.9K
|
31.3K
$1.23M
|
|
Oct 31, 2024
Q3 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
3.75K+ 1.87% |
$146K - $169K
|
204K
$8.06M
|
|
Oct 31, 2024
Q3 2024
|
Wood Trust Financial Corp
|
SELL
|
- |
-741- 9.74% |
$28.8K - $33.3K
|
6.87K
$271K
|
|
Oct 31, 2024
Q3 2024
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-2K- 19.76% |
$77.9K - $90.1K
|
8.13K
$321K
|
|
Oct 31, 2024
Q3 2024
|
Diligent Investors, LLC
|
BUY
|
- |
1.42K+ 3.51% |
$55.2K - $63.9K
|
41.9K
$1.65M
|
|
Oct 31, 2024
Q3 2024
|
Hollencrest Capital Management
|
BUY
|
- |
97+ 13.82% |
$3.77K - $4.37K
|
799
$31.5K
|
|
Oct 31, 2024
Q3 2024
|
Sns Financial Group, LLC
|
SELL
|
- |
-1.7K- 6.05% |
$66K - $76.4K
|
26.3K
$1.04M
|
|
Oct 31, 2024
Q3 2024
|
Navalign, LLC
|
BUY
|
- |
438+ 4.94% |
$17K - $19.7K
|
9.31K
$367K
|
|
Oct 31, 2024
Q3 2024
|
Burt Wealth Advisors
|
SELL
|
- |
-221- 2.94% |
$8.59K - $9.95K
|
7.29K
$288K
|
|
Oct 31, 2024
Q3 2024
|
Aull & Monroe Investment Management Corp
Mobile, AL |
SELL
|
- |
-3.55K- 5.84% |
$138K - $160K
|
57.3K
$2.26M
|
|
Oct 31, 2024
Q3 2024
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
1.57K+ 14.5% |
$61K - $70.6K
|
12.4K
$489K
|