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 |
---|---|---|---|---|---|---|---|
Jul 20, 2023
Q2 2023
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-532- 6.48% |
$18.3K - $21.3K
|
7.68K
$303K
|
|
Jul 20, 2023
Q2 2023
|
Nvest Financial, LLC
|
SELL
|
- |
-1.29K- 4.25% |
$44.3K - $51.5K
|
28.9K
$1.14M
|
|
Jul 20, 2023
Q2 2023
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
SELL
|
- |
-1K- 3.62% |
$34.5K - $40.1K
|
26.6K
$1.05M
|
|
Jul 20, 2023
Q2 2023
|
Von Berge Wealth Management Group, LLC
|
BUY
|
- |
18+ 0.33% |
$620 - $722
|
5.43K
$214K
|
|
Jul 20, 2023
Q2 2023
|
River Road Asset Management, LLC
|
SELL
|
- |
-300K- 45.69% |
$10.3M - $12M
|
357K
$14.1M
|
|
Jul 19, 2023
Q2 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
49+ 25.52% |
$1.69K - $1.97K
|
241
$9.51K
|
|
Jul 19, 2023
Q2 2023
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
BUY
|
- |
190+ 2.71% |
$6.55K - $7.62K
|
7.2K
$284K
|
|
Jul 18, 2023
Q2 2023
|
Landmark Financial Advisors, LLC
|
BUY
|
- |
22+ 0.41% |
$758 - $882
|
5.45K
$215K
|
|
Jul 18, 2023
Q2 2023
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-276- 4.66% |
$9.51K - $11.1K
|
5.65K
$223K
|
|
Jul 17, 2023
Q2 2023
|
Merrion Investment Management Co, LLC
|
SELL
|
- |
-155- 2.49% |
$5.34K - $6.22K
|
6.08K
$240K
|
|
Jul 17, 2023
Q2 2023
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
BUY
|
- |
1.23K+ 2.14% |
$42.3K - $49.2K
|
58.5K
$2.31M
|
|
Jul 17, 2023
Q2 2023
|
Nepsis Inc.
|
BUY
|
- |
10.3K+ 13.14% |
$355K - $414K
|
88.8K
$3.5M
|
|
Jul 14, 2023
Q2 2023
|
Cherry Creek Investment Advisors, Inc.
|
SELL
|
- |
-1.28K- 9.09% |
$44.1K - $51.4K
|
12.8K
$505K
|
|
Jul 13, 2023
Q2 2023
|
Hfg Advisors, Inc.
|
BUY
|
- |
174+ 2.89% |
$6K - $6.98K
|
6.2K
$245K
|
|
Jul 13, 2023
Q2 2023
|
Prairie Sky Financial Group LLC
Westchester, IL |
BUY
|
- |
17.3KNew |
$598K - $695K
|
17.3K
$684K
|
|
Jul 13, 2023
Q2 2023
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
124+ 2.35% |
$4.27K - $4.97K
|
5.4K
$213K
|
|
Jul 13, 2023
Q2 2023
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-135- 4.8% |
$4.65K - $5.41K
|
2.68K
$106K
|
|
Jul 13, 2023
Q2 2023
|
Edge Wealth Management LLC
|
BUY
|
- |
15K+ 5.5% |
$515K - $600K
|
287K
$11.3M
|
|
Jul 12, 2023
Q2 2023
|
First National Bank Of South Miami
|
SELL
|
- |
-531- 2.81% |
$18.3K - $21.3K
|
18.3K
$724K
|
|
Jul 12, 2023
Q2 2023
|
Community Trust & Investment CO
|
BUY
|
- |
2.19K+ 2.83% |
$75.4K - $87.8K
|
79.5K
$3.14M
|
|
Jul 12, 2023
Q2 2023
|
Sterling Investment Management, LLC
|
SELL
|
- |
-127- 0.41% |
$4.38K - $5.09K
|
31K
$1.23M
|
|
Jul 11, 2023
Q2 2023
|
Canton Hathaway, LLC
|
SELL
|
- |
-234- 11.67% |
$8.06K - $9.39K
|
1.77K
$69.9K
|
|
Jul 11, 2023
Q2 2023
|
Washington Capital Management Inc
|
SELL
|
PUT |
-1.32K- 7.58% |
$45.5K - $52.9K
|
16.1K
$635K
|
|
Jul 10, 2023
Q2 2023
|
Single Point Partners, LLC
|
SELL
|
- |
-8.48K- 58.12% |
$292K - $340K
|
6.11K
$241K
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
2.89K+ 136.66% |
$99.6K - $116K
|
5K
$197K
|
|
Jul 10, 2023
Q2 2023
|
Curated Wealth Partners LLC
|
SELL
|
- |
-644- 10.33% |
$22.2K - $25.8K
|
5.59K
$221K
|
|
Jul 07, 2023
Q2 2023
|
Legacy Private Trust Co.
|
SELL
|
- |
-848- 9.31% |
$29.2K - $34K
|
8.26K
$326K
|
|
Jul 07, 2023
Q2 2023
|
Savior LLC
|
SELL
|
- |
-668- 25.65% |
$23K - $26.8K
|
1.94K
$76.4K
|
|
Jul 06, 2023
Q2 2023
|
In Track Investment Management Inc
|
BUY
|
- |
5.48K+ 44.68% |
$189K - $220K
|
17.7K
$700K
|
|
Jul 06, 2023
Q2 2023
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
BUY
|
- |
8+ 0.13% |
$276 - $321
|
5.95K
$235K
|
|
Jul 05, 2023
Q2 2023
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-64- 44.14% |
$2.21K - $2.57K
|
81
$3.2K
|
|
Q1 2023 | |||||||
Jan 29, 2025
Q1 2023
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
6.98K+ 107.02% |
$255K - $294K
|
13.5K
$533K
|
|
Jan 10, 2025
Q1 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
410+ 0.03% |
$15K - $17.3K
|
1.55M
$61.2M
|
|
Dec 19, 2024
Q1 2023
|
Pearl River Capital, LLC
Niles, MI |
BUY
|
- |
18.6KNew |
$678K - $783K
|
18.6K
$732K
|
|
Nov 26, 2024
Q1 2023
|
Erste Asset Management Gmb H
Vienna, C4 |
SELL
|
- |
-1.68K- 59.07% |
$61.3K - $70.8K
|
1.16K
$45.9K
|
|
May 17, 2024
Q1 2023
|
Cim, LLC
|
BUY
|
- |
6.06KNew |
$222K - $256K
|
6.06K
$239K
|
|
Oct 19, 2023
Q1 2023
|
Borer Denton & Associates, Inc.
Blue Bell, PA |
SELL
|
- |
-2K- 25.73% |
$73.2K - $84.5K
|
5.78K
$228K
|
|
Oct 04, 2023
Q1 2023
|
Financial Advisory Partners, LLC
Winter Park, FL |
SELL
|
- |
-38.6KClosed |
$1.41M - $1.63M
|
0
$0
|
|
Sep 21, 2023
Q1 2023
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-4Closed |
$146 - $169
|
0
$0
|
|
May 17, 2023
Q1 2023
|
Am Squared LTD
Hong Kong, K3 |
BUY
|
- |
600+ 18.75% |
$21.9K - $25.3K
|
3.8K
$150K
|
|
May 17, 2023
Q1 2023
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-455- 7.0% |
$16.6K - $19.2K
|
6.04K
$238K
|
|
May 15, 2023
Q1 2023
|
True North Advisors, LLC
|
BUY
|
- |
5.26KNew |
$192K - $222K
|
5.26K
$208K
|
|
May 15, 2023
Q1 2023
|
Values First Advisors, Inc.
|
BUY
|
- |
602New |
$22K - $25.4K
|
602
$23.8K
|
|
May 15, 2023
Q1 2023
|
Interchange Capital Partners, LLC
|
BUY
|
CALL |
300New |
$11K - $12.7K
|
300
$11.8K
|
|
May 15, 2023
Q1 2023
|
Okabena Investment Services Inc
Minneapolis, MN |
SELL
|
- |
-105- 50.24% |
$3.84K - $4.43K
|
104
$4.1K
|
|
May 15, 2023
Q1 2023
|
Avalon Investment & Advisory
Houston, TX |
SELL
|
- |
-21.6K- 7.32% |
$791K - $913K
|
274K
$10.8M
|
|
May 15, 2023
Q1 2023
|
Lavaca Capital LLC
Houston, TX |
SELL
|
- |
-19.5K- 38.62% |
$714K - $824K
|
31.1K
$1.23M
|
|
May 15, 2023
Q1 2023
|
Soviero Asset Management, LP
New York, NY |
BUY
|
- |
70KNew |
$2.56M - $2.95M
|
70K
$2.76M
|
|
May 15, 2023
Q1 2023
|
Chimera Capital Management LLC
New York, NY |
BUY
|
- |
15.6K+ 189.89% |
$568K - $656K
|
23.7K
$937K
|
|
May 15, 2023
Q1 2023
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
4K+ 6.89% |
$146K - $169K
|
62.1K
$2.45M
|