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 |
|---|---|---|---|---|---|---|---|
|
Apr 23, 2024
Q1 2024
|
Klr Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-687- 7.15% |
$26K - $29.2K
|
8.92K
$352K
|
|
|
Apr 23, 2024
Q1 2024
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-275- 74.73% |
$10.4K - $11.7K
|
93
$3.67K
|
|
|
Apr 23, 2024
Q1 2024
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
7.23KNew |
$274K - $307K
|
7.23K
$285K
|
|
|
Apr 23, 2024
Q1 2024
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
5.65KNew |
$214K - $240K
|
5.65K
$223K
|
|
|
Apr 22, 2024
Q1 2024
|
Graham Capital Wealth Management, LLC
Washington D.C., DC |
BUY
|
- |
98KNew |
$3.71M - $4.16M
|
98K
$3.87M
|
|
|
Apr 22, 2024
Q1 2024
|
New World Advisors LLC
Hingham, MA |
BUY
|
- |
4.94KNew |
$187K - $210K
|
4.94K
$195K
|
|
|
Apr 22, 2024
Q1 2024
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
1.26K+ 18.68% |
$47.7K - $53.5K
|
8K
$316K
|
|
|
Apr 22, 2024
Q1 2024
|
First Purpose Wealth LLC
|
SELL
|
- |
-78- 0.41% |
$2.96K - $3.31K
|
19.1K
$755K
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
PUT |
-60.2K- 95.1% |
$2.28M - $2.56M
|
3.1K
$122K
|
|
|
Apr 19, 2024
Q1 2024
|
Mezzasalma Advisors, LLC
|
SELL
|
- |
-6.34K- 44.56% |
$240K - $269K
|
7.89K
$311K
|
|
|
Apr 19, 2024
Q1 2024
|
Financial Sense Advisors, Inc.
|
SELL
|
- |
-1.13K- 10.37% |
$42.8K - $48K
|
9.76K
$385K
|
|
|
Apr 19, 2024
Q1 2024
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
5.08KNew |
$193K - $216K
|
5.08K
$201K
|
|
|
Apr 19, 2024
Q1 2024
|
American National Bank & Trust CO /Va/
Danville, VA |
BUY
|
- |
10.7KNew |
$404K - $453K
|
10.7K
$421K
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-708- 7.09% |
$26.8K - $30.1K
|
9.27K
$366K
|
|
|
Apr 17, 2024
Q1 2024
|
Zenyatta Capital Management LP
|
BUY
|
- |
100KNew |
$3.79M - $4.25M
|
100K
$3.95M
|
|
|
Apr 17, 2024
Q1 2024
|
Criterion Capital Advisors, LLC
Nashville, TN |
SELL
|
- |
-33- 4.97% |
$1.25K - $1.4K
|
631
$24.9K
|
|
|
Apr 17, 2024
Q1 2024
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-211- 21.4% |
$8K - $8.97K
|
775
$30.6K
|
|
|
Apr 16, 2024
Q1 2024
|
Norwood Financial Corp
|
SELL
|
- |
-325- 4.81% |
$12.3K - $13.8K
|
6.43K
$254K
|
|
|
Apr 16, 2024
Q1 2024
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
5.23KNew |
$198K - $222K
|
5.23K
$206K
|
|
|
Apr 15, 2024
Q1 2024
|
Security National Bank
|
BUY
|
- |
182+ 7.6% |
$6.9K - $7.73K
|
2.58K
$102K
|
|
|
Apr 15, 2024
Q1 2024
|
Falcon Wealth Planning
|
BUY
|
- |
5.02KNew |
$190K - $213K
|
5.02K
$198K
|
|
|
Apr 15, 2024
Q1 2024
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
6.52KNew |
$247K - $277K
|
6.52K
$257K
|
|
|
Apr 15, 2024
Q1 2024
|
Powell Investment Advisors, LLC
|
BUY
|
- |
4.9KNew |
$186K - $208K
|
4.9K
$193K
|
|
|
Apr 12, 2024
Q1 2024
|
Exchange Bank
Santa Rosa, CA |
SELL
|
- |
-485- 9.11% |
$18.4K - $20.6K
|
4.84K
$191K
|
|
|
Apr 12, 2024
Q1 2024
|
Morton Capital Management Llc/Ca
Calabasas, CA |
SELL
|
- |
-162- 2.62% |
$6.14K - $6.88K
|
6.01K
$237K
|
|
|
Apr 12, 2024
Q1 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
950+ 2159.09% |
$36K - $40.4K
|
994
$39.2K
|
|
|
Apr 12, 2024
Q1 2024
|
Strategic Planning Group, LLC
Bountiful, UT |
BUY
|
- |
148+ 0.8% |
$5.61K - $6.29K
|
18.7K
$738K
|
|
|
Apr 11, 2024
Q1 2024
|
Executive Wealth Group LLC
Kirkland, WA |
BUY
|
- |
9.38KNew |
$356K - $399K
|
9.38K
$370K
|
|
|
Apr 10, 2024
Q1 2024
|
Private Capital Management LLC
|
BUY
|
- |
5.17KNew |
$196K - $219K
|
5.17K
$204K
|
|
|
Apr 05, 2024
Q1 2024
|
Summit Financial Group, Inc.
|
SELL
|
- |
-395- 1.35% |
$15K - $16.8K
|
28.8K
$1.14M
|
|
|
Apr 04, 2024
Q1 2024
|
Verity Wealth Advisors
|
SELL
|
- |
-407- 6.64% |
$15.4K - $17.3K
|
5.73K
$226K
|
|
| Q4 2023 | |||||||
|
Jan 08, 2025
Q4 2023
|
Arcadia Investment Advisors LLC
Eagle, ID |
BUY
|
- |
403+ 13433.33% |
$12.4K - $15.6K
|
406
$16K
|
|
|
Nov 04, 2024
Q4 2023
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
5+ 1.96% |
$153 - $193
|
260
$10.3K
|
|
|
Sep 30, 2024
Q4 2023
|
Jarislowsky, Fraser LTD
|
BUY
|
- |
24.5KNew |
$751K - $947K
|
24.5K
$967K
|
|
|
Jun 27, 2024
Q4 2023
|
Hfg Wealth Management, LLC
The Woodlands, TX |
SELL
|
- |
-7KClosed |
$215K - $271K
|
0
$0
|
|
|
Apr 12, 2024
Q4 2023
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
5New |
$153 - $193
|
5
$197
|
|
|
Apr 09, 2024
Q4 2023
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
407New |
$12.5K - $15.7K
|
407
$16.1K
|
|
|
Apr 09, 2024
Q4 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
20+ 1.08% |
$613 - $773
|
1.87K
$73.9K
|
|
|
Mar 22, 2024
Q4 2023
|
Livelsberger Financial Advisory
Ashland, OH |
BUY
|
- |
1.37KNew |
$42.1K - $53.1K
|
1.37K
$54.2K
|
|
|
Mar 21, 2024
Q4 2023
|
Cooksen Wealth, LLC
The Woodlands, TX |
BUY
|
- |
80New |
$2.45K - $3.09K
|
80
$3.16K
|
|
|
Mar 19, 2024
Q4 2023
|
Accent Capital Management, LLC
Dayton, OH |
BUY
|
- |
4KNew |
$123K - $155K
|
4K
$158K
|
|
|
Mar 14, 2024
Q4 2023
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
BUY
|
- |
14New |
$429 - $541
|
14
$553
|
|
|
Mar 12, 2024
Q4 2023
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
7.54K+ 125716.67% |
$231K - $292K
|
7.55K
$298K
|
|
|
Feb 26, 2024
Q4 2023
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-115K- 55.91% |
$3.52M - $4.43M
|
90.4K
$3.57M
|
|
|
Feb 23, 2024
Q4 2023
|
Tkg Advisors, LLC
|
SELL
|
- |
-2.08K- 23.81% |
$63.8K - $80.4K
|
6.65K
$263K
|
|
|
Feb 22, 2024
Q4 2023
|
Napa Wealth Management
Napa, CA |
BUY
|
- |
69.1KNew |
$2.12M - $2.67M
|
69.1K
$2.73M
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
1.24KNew |
$38.2K - $48.1K
|
1.24K
$49.1K
|
|
|
Feb 16, 2024
Q4 2023
|
Trail Ridge Investment Advisors, LLC
|
SELL
|
- |
-14- 0.18% |
$429 - $541
|
7.61K
$300K
|
|
|
Feb 15, 2024
Q4 2023
|
Park Circle CO
|
BUY
|
- |
2.01K+ 1.48% |
$61.5K - $77.5K
|
137K
$5.42M
|
|
|
Feb 15, 2024
Q4 2023
|
Virtus Investment Advisers, Inc.
Hartford, CT |
BUY
|
- |
5.12KNew |
$157K - $198K
|
5.12K
$202K
|
|