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 |
---|---|---|---|---|---|---|---|
Oct 19, 2023
Q1 2023
|
Borer Denton & Associates, Inc.
Blue Bell, PA |
SELL
|
- |
-2K- 25.73% |
$73.2K - $84.5K
|
5.78K
$237K
|
|
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
$156K
|
|
May 17, 2023
Q1 2023
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-455- 7.0% |
$16.6K - $19.2K
|
6.04K
$247K
|
|
May 15, 2023
Q1 2023
|
True North Advisors, LLC
|
BUY
|
- |
5.26KNew |
$192K - $222K
|
5.26K
$215K
|
|
May 15, 2023
Q1 2023
|
Values First Advisors, Inc.
|
BUY
|
- |
602New |
$22K - $25.4K
|
602
$24.7K
|
|
May 15, 2023
Q1 2023
|
Interchange Capital Partners, LLC
|
BUY
|
CALL |
300New |
$11K - $12.7K
|
300
$12.3K
|
|
May 15, 2023
Q1 2023
|
Okabena Investment Services Inc
Minneapolis, MN |
SELL
|
- |
-105- 50.24% |
$3.84K - $4.43K
|
104
$4.26K
|
|
May 15, 2023
Q1 2023
|
Avalon Investment & Advisory
Houston, TX |
SELL
|
- |
-21.6K- 7.32% |
$791K - $913K
|
274K
$11.2M
|
|
May 15, 2023
Q1 2023
|
Soviero Asset Management, LP
New York, NY |
BUY
|
- |
70KNew |
$2.56M - $2.95M
|
70K
$2.87M
|
|
May 15, 2023
Q1 2023
|
Chimera Capital Management LLC
New York, NY |
BUY
|
- |
15.6K+ 189.89% |
$568K - $656K
|
23.7K
$972K
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
BUY
|
CALL |
2KNew |
$73.1K - $84.4K
|
2K
$81.9K
|
|
May 15, 2023
Q1 2023
|
Laurion Capital Management LP
New York, NY |
BUY
|
CALL |
746KNew |
$27.2M - $31.5M
|
746K
$30.5M
|
|
May 15, 2023
Q1 2023
|
Marshall Wace, LLP
London, X0 |
BUY
|
PUT |
600+ 2.14% |
$21.9K - $25.3K
|
28.6K
$1.17M
|
|
May 15, 2023
Q1 2023
|
Point72 Middle East Fze
Stamford, CT |
SELL
|
- |
-44.8K- 26.43% |
$1.64M - $1.89M
|
125K
$5.1M
|
|
May 15, 2023
Q1 2023
|
Retirement Investment Advisors, Inc.
Oklahoma City, OK |
BUY
|
- |
1.65KNew |
$60.1K - $69.4K
|
1.65K
$67.4K
|
|
May 12, 2023
Q1 2023
|
Mrp Capital Investments, LLC
Alpharetta, GA |
BUY
|
- |
2.6KNew |
$95K - $110K
|
2.6K
$106K
|
|
May 12, 2023
Q1 2023
|
Fora Capital, LLC
Miami, FL |
SELL
|
- |
-7.44K- 3.06% |
$272K - $314K
|
235K
$9.64M
|
|
May 12, 2023
Q1 2023
|
Wilkinson Global Asset Management LLC
|
SELL
|
- |
-1.3K- 16.53% |
$47.5K - $54.8K
|
6.56K
$269K
|
|
May 12, 2023
Q1 2023
|
Security Asset Management
|
SELL
|
- |
-285- 2.47% |
$10.4K - $12K
|
11.3K
$461K
|
|
May 12, 2023
Q1 2023
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
6.29K+ 25.51% |
$230K - $265K
|
30.9K
$1.27M
|
|
May 12, 2023
Q1 2023
|
Greenspring Advisors, LLC
|
BUY
|
- |
1.91K+ 24.68% |
$69.8K - $80.6K
|
9.65K
$395K
|
|
May 12, 2023
Q1 2023
|
Richard Pzena
Pzena Investment Management LLC
|
SELL
|
- |
-2K- 0.86% |
$72.9K - $84.2K
|
231K
$9.44M
|
|
May 12, 2023
Q1 2023
|
Terrapin Asset Management, LLC
Miami, FL |
BUY
|
PUT |
40KNew |
$1.46M - $1.69M
|
40K
$1.64M
|
|
May 12, 2023
Q1 2023
|
Pointe Capital Management LLC
|
BUY
|
- |
1.49KNew |
$54.3K - $62.7K
|
1.49K
$60.8K
|
|
May 12, 2023
Q1 2023
|
Needham Investment Management LLC
New York, NY |
BUY
|
- |
10K+ 100.0% |
$365K - $422K
|
20K
$819K
|
|
May 12, 2023
Q1 2023
|
Echo Street Capital Management LLC
New York, NY |
BUY
|
- |
5.81KNew |
$212K - $245K
|
5.81K
$238K
|
|
May 11, 2023
Q1 2023
|
M&G Investment Management LTD
London, X0 |
SELL
|
- |
-66.6K- 15.02% |
$2.43M - $2.81M
|
377K
$15.4M
|
|
May 11, 2023
Q1 2023
|
Madrona Financial Services, LLC
|
BUY
|
- |
5.92KNew |
$216K - $250K
|
5.92K
$243K
|
|
May 11, 2023
Q1 2023
|
Commons Capital, LLC
Needham, MA |
SELL
|
- |
-4.35K- 45.29% |
$159K - $183K
|
5.25K
$215K
|
|
May 10, 2023
Q1 2023
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
159KNew |
$5.82M - $6.72M
|
159K
$6.53M
|
|
May 10, 2023
Q1 2023
|
Islay Capital Management, LLC
Lubbock, TX |
SELL
|
- |
-725- 79.23% |
$26.5K - $30.6K
|
190
$7.78K
|
|
May 10, 2023
Q1 2023
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
BUY
|
- |
831New |
$30.4K - $35.1K
|
831
$34K
|
|
May 09, 2023
Q1 2023
|
Epic Trust Investment Advisors, LLC
|
BUY
|
- |
6.57KNew |
$240K - $277K
|
6.57K
$269K
|
|
May 09, 2023
Q1 2023
|
Compton Capital Management Inc
|
SELL
|
- |
-22K- 59.88% |
$802K - $926K
|
14.7K
$602K
|
|
May 09, 2023
Q1 2023
|
United Fire Group Inc
Cedar Rapids, IA |
SELL
|
- |
-2.26K- 2.59% |
$82.7K - $95.4K
|
85.2K
$3.49M
|
|
May 09, 2023
Q1 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
SELL
|
- |
-415- 31.51% |
$15.2K - $17.5K
|
902
$36.9K
|
|
May 09, 2023
Q1 2023
|
Altman Advisors, Inc.
Chicago, IL |
BUY
|
- |
2.04K+ 7.84% |
$74.4K - $85.9K
|
28K
$1.15M
|
|
May 08, 2023
Q1 2023
|
Sageworth Trust CO
|
BUY
|
- |
1.17KNew |
$42.8K - $49.4K
|
1.17K
$48K
|
|
May 08, 2023
Q1 2023
|
Alpine Woods Capital Investors, LLC
|
SELL
|
- |
-128- 0.25% |
$4.68K - $5.4K
|
50.4K
$2.06M
|
|
May 08, 2023
Q1 2023
|
Talbot Financial, LLC
Bellevue, WA |
BUY
|
- |
28.4K+ 13.77% |
$1.04M - $1.2M
|
235K
$9.62M
|
|
May 08, 2023
Q1 2023
|
Braun Stacey Associates Inc
|
SELL
|
- |
-21K- 11.5% |
$769K - $888K
|
162K
$6.63M
|
|
May 08, 2023
Q1 2023
|
Bradley & Co. Private Wealth Management, LLC
|
SELL
|
- |
-48- 19.35% |
$1.75K - $2.03K
|
200
$8.19K
|
|
May 08, 2023
Q1 2023
|
Sustainable Insight Capital Management, LLC
New York, NY |
BUY
|
- |
5.6KNew |
$205K - $236K
|
5.6K
$229K
|
|
May 05, 2023
Q1 2023
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
1.62KNew |
$59K - $68.2K
|
1.62K
$66.2K
|
|
May 05, 2023
Q1 2023
|
Bank Of Marin
Novato, CA |
BUY
|
- |
1.1K+ 17.79% |
$40.2K - $46.4K
|
7.28K
$298K
|
|
May 05, 2023
Q1 2023
|
Vaughan Nelson Investment Management, L.P.
|
SELL
|
- |
-9.26K- 16.06% |
$338K - $390K
|
48.4K
$1.98M
|
|
May 04, 2023
Q1 2023
|
Great Diamond Partners, LLC
|
SELL
|
- |
-1.13K- 17.25% |
$41.1K - $47.5K
|
5.4K
$221K
|
|
May 04, 2023
Q1 2023
|
Tilt Investment Management Holdings, Pbc
New York, NY |
BUY
|
- |
2.85K+ 14.6% |
$104K - $120K
|
22.3K
$915K
|