Purchases and Sales Made in Q1 2023 in Verizon Communications Inc (VZ)
This table provides information about the institutional ownership of Verizon Communications Inc (VZ) during Q1 2023. The information is specifically focused on institutions that hold shares of VERIZON COMMUNICATIONS INC.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Apr 18, 2023
Q1 2023
|
Affiance Financial, LLC
|
SELL
|
- |
-91- 1.53% |
$3.33K - $3.84K
|
5.88K
$251K
|
|
May 16, 2023
Q1 2023
|
Red Tortoise LLC
Atlanta, GA |
SELL
|
- |
-91- 23.64% |
$3.33K - $3.84K
|
294
$12.6K
|
|
Apr 11, 2023
Q1 2023
|
Liberty Capital Management, Inc.
|
SELL
|
- |
-93- 0.29% |
$3.4K - $3.92K
|
31.9K
$1.36M
|
|
May 12, 2023
Q1 2023
|
German American Bancorp, Inc.
Jasper, IN |
SELL
|
- |
-94- 1.02% |
$3.43K - $3.97K
|
9.08K
$388K
|
|
Apr 20, 2023
Q1 2023
|
Wells Trecaso Financial Group, LLC
|
SELL
|
- |
-95- 0.74% |
$3.47K - $4.01K
|
12.8K
$547K
|
|
Nov 27, 2023
Q1 2023
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-96- 31.17% |
$3.51K - $4.05K
|
212
$9.07K
|
|
May 08, 2023
Q1 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-97- 0.47% |
$3.54K - $4.09K
|
20.4K
$873K
|
|
May 09, 2023
Q1 2023
|
Edgemoor Investment Advisors, Inc.
|
SELL
|
- |
-99- 0.04% |
$3.62K - $4.18K
|
239K
$10.2M
|
|
Apr 21, 2023
Q1 2023
|
Denali Advisors LLC
|
SELL
|
- |
-100- 0.49% |
$3.65K - $4.22K
|
20.4K
$872K
|
|
Apr 26, 2023
Q1 2023
|
Fruth Investment Management
|
SELL
|
- |
-100- 0.56% |
$3.65K - $4.22K
|
17.8K
$762K
|
|
Apr 26, 2023
Q1 2023
|
Massachusetts Wealth Management
North Andover, MA |
SELL
|
- |
-100- 0.53% |
$3.65K - $4.22K
|
18.8K
$803K
|
|
May 03, 2023
Q1 2023
|
Gables Capital Management Inc.
|
SELL
|
- |
-100- 0.29% |
$3.65K - $4.22K
|
33.8K
$1.45M
|
|
May 17, 2023
Q1 2023
|
Westside Investment Management, Inc.
|
SELL
|
- |
-100- 4.13% |
$3.65K - $4.22K
|
2.32K
$99.2K
|
|
Apr 06, 2023
Q1 2023
|
Single Point Partners, LLC
|
SELL
|
- |
-103- 0.7% |
$3.76K - $4.35K
|
14.6K
$624K
|
|
May 15, 2023
Q1 2023
|
Okabena Investment Services Inc
Minneapolis, MN |
SELL
|
- |
-105- 50.24% |
$3.84K - $4.43K
|
104
$4.45K
|
|
May 08, 2023
Q1 2023
|
West Coast Financial LLC
|
SELL
|
- |
-107- 1.81% |
$3.91K - $4.51K
|
5.8K
$248K
|
|
May 04, 2023
Q1 2023
|
Kbc Group Nv
|
SELL
|
- |
-108- 0.01% |
$3.95K - $4.56K
|
1.3M
$55.7M
|
|
May 12, 2023
Q1 2023
|
Big Sur Wealth Management LLC
Miami, FL |
SELL
|
- |
-110- 0.61% |
$4.02K - $4.64K
|
18.1K
$772K
|
|
May 04, 2023
Q1 2023
|
Alterity Financial Group, LLC
Bangor, ME |
SELL
|
- |
-111- 1.03% |
$4.06K - $4.68K
|
10.7K
$456K
|
|
Apr 28, 2023
Q1 2023
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-114- 1.83% |
$4.17K - $4.81K
|
6.13K
$262K
|
|
May 11, 2023
Q1 2023
|
Mckinley Capital Management LLC
|
SELL
|
- |
-114- 0.84% |
$4.17K - $4.81K
|
13.4K
$572K
|
|
May 16, 2023
Q1 2023
|
Hollencrest Capital Management
|
SELL
|
- |
-115- 18.7% |
$4.2K - $4.85K
|
500
$21.4K
|
|
May 04, 2023
Q1 2023
|
Barber Financial Group, Inc.
|
SELL
|
- |
-116- 1.29% |
$4.24K - $4.89K
|
8.87K
$379K
|
|
May 05, 2023
Q1 2023
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-119- 0.07% |
$4.35K - $5.02K
|
167K
$7.13M
|
|
Apr 11, 2023
Q1 2023
|
Obsidian Personal Planning Solutions LLC
|
SELL
|
- |
-120- 1.55% |
$4.38K - $5.06K
|
7.63K
$326K
|
|
Apr 17, 2023
Q1 2023
|
Bourgeon Capital Management LLC
|
SELL
|
- |
-120- 54.55% |
$4.38K - $5.06K
|
100
$4.28K
|
|
Apr 17, 2023
Q1 2023
|
Murphy Pohlad Asset Management LLC
|
SELL
|
- |
-120- 0.13% |
$4.38K - $5.06K
|
92.2K
$3.94M
|
|
May 09, 2023
Q1 2023
|
Ruedi Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-121- 48.79% |
$4.42K - $5.1K
|
127
$5.43K
|
|
May 02, 2023
Q1 2023
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-124- 0.73% |
$4.53K - $5.23K
|
16.8K
$717K
|
|
May 15, 2023
Q1 2023
|
Weik Capital Management
Wyomissing, PA |
SELL
|
- |
-125- 1.72% |
$4.57K - $5.27K
|
7.14K
$305K
|
|
May 15, 2023
Q1 2023
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
SELL
|
- |
-126- 0.91% |
$4.6K - $5.32K
|
13.8K
$590K
|
|
May 15, 2023
Q1 2023
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-127- 2.07% |
$4.64K - $5.36K
|
6.02K
$257K
|
|
May 08, 2023
Q1 2023
|
Alpine Woods Capital Investors, LLC
|
SELL
|
- |
-128- 0.25% |
$4.68K - $5.4K
|
50.4K
$2.15M
|
|
May 15, 2023
Q1 2023
|
Westchester Capital Management, Inc.
Omaha, NE |
SELL
|
- |
-130- 1.82% |
$4.75K - $5.48K
|
7.02K
$300K
|
|
Nov 13, 2023
Q1 2023
|
Werlinich Asset Management, LLC
Stamford, CT |
SELL
|
- |
-130- 0.35% |
$4.75K - $5.48K
|
37.5K
$1.6M
|
|
Apr 26, 2023
Q1 2023
|
Buffington Mohr Mc Neal
|
SELL
|
- |
-132- 2.34% |
$4.82K - $5.57K
|
5.5K
$235K
|
|
Apr 24, 2023
Q1 2023
|
Northstar Asset Management LLC
|
SELL
|
- |
-133- 0.56% |
$4.86K - $5.61K
|
23.6K
$1.01M
|
|
May 12, 2023
Q1 2023
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-133- 12.51% |
$4.86K - $5.61K
|
930
$39.8K
|
|
May 04, 2023
Q1 2023
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-139- 1.35% |
$5.08K - $5.86K
|
10.1K
$434K
|
|
Apr 19, 2023
Q1 2023
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-140- 6.76% |
$5.12K - $5.91K
|
1.93K
$82.6K
|
|
May 11, 2023
Q1 2023
|
Nvwm, LLC
|
SELL
|
- |
-142- 4.29% |
$5.19K - $5.99K
|
3.17K
$136K
|
|
May 08, 2023
Q1 2023
|
Tfc Financial Management
|
SELL
|
- |
-143- 2.92% |
$5.23K - $6.03K
|
4.75K
$203K
|
|
Apr 28, 2023
Q1 2023
|
Cadinha & CO LLC
|
SELL
|
- |
-145- 1.37% |
$5.3K - $6.12K
|
10.5K
$447K
|
|
May 08, 2023
Q1 2023
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-145- 1.21% |
$5.3K - $6.12K
|
11.9K
$508K
|
|
Apr 06, 2023
Q1 2023
|
First Community Trust Na
|
SELL
|
- |
-150- 3.79% |
$5.48K - $6.33K
|
3.81K
$163K
|
|
May 15, 2023
Q1 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-150- 6.48% |
$5.48K - $6.33K
|
2.17K
$92.6K
|
|
Apr 24, 2023
Q1 2023
|
Sowa Financial Group, Inc.
Lincoln, RI |
SELL
|
- |
-151- 1.34% |
$5.52K - $6.37K
|
11.1K
$475K
|
|
May 15, 2023
Q1 2023
|
Wbi Investments, Inc.
|
SELL
|
- |
-158- 0.17% |
$5.77K - $6.67K
|
94.3K
$4.03M
|
|
Apr 22, 2024
Q1 2023
|
Creative Capital Management Investments LLC
San Diego, CA |
SELL
|
- |
-161- 32.2% |
$5.88K - $6.79K
|
339
$14.5K
|
|
Aug 01, 2024
Q1 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-161- 6.08% |
$5.88K - $6.79K
|
2.49K
$106K
|