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 |
|---|---|---|---|---|---|---|---|
|
May 12, 2023
Q1 2023
|
Insight Inv LLC
El Segundo, CA |
SELL
|
- |
-700- 4.11% |
$25.6K - $29.5K
|
16.3K
$699K
|
|
|
May 12, 2023
Q1 2023
|
Krane Funds Advisors LLC
New York, NY |
SELL
|
- |
-700- 4.19% |
$25.6K - $29.5K
|
16K
$684K
|
|
|
May 25, 2023
Q1 2023
|
Cypress Asset Management Inc
Houston, TX |
SELL
|
- |
-700- 2.35% |
$25.6K - $29.5K
|
29K
$1.24M
|
|
|
May 10, 2023
Q1 2023
|
Reik & Co., LLC
|
SELL
|
- |
-702- 3.99% |
$25.7K - $29.6K
|
16.9K
$723K
|
|
|
Jun 20, 2023
Q1 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-708- 11.39% |
$25.9K - $29.9K
|
5.51K
$236K
|
|
|
May 01, 2023
Q1 2023
|
Rkl Wealth Management LLC
|
SELL
|
- |
-711- 8.32% |
$26K - $30K
|
7.83K
$335K
|
|
|
May 10, 2023
Q1 2023
|
Pring Turner Capital Group Inc
Walnut Creek, CA |
SELL
|
- |
-715- 8.16% |
$26.1K - $30.2K
|
8.05K
$344K
|
|
|
Jun 13, 2023
Q1 2023
|
Windsor Advisory Group, LLC
Columbus, OH |
SELL
|
- |
-715- 3.72% |
$26.1K - $30.2K
|
18.5K
$791K
|
|
|
May 10, 2023
Q1 2023
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-717- 4.21% |
$26.2K - $30.3K
|
16.3K
$698K
|
|
|
May 15, 2023
Q1 2023
|
Quarry LP
New York, NY |
SELL
|
- |
-721- 77.78% |
$26.3K - $30.4K
|
206
$8.81K
|
|
|
May 10, 2023
Q1 2023
|
Islay Capital Management, LLC
Lubbock, TX |
SELL
|
- |
-725- 79.23% |
$26.5K - $30.6K
|
190
$8.12K
|
|
|
Apr 20, 2023
Q1 2023
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-726- 1.73% |
$26.5K - $30.6K
|
41.2K
$1.76M
|
|
|
Apr 14, 2023
Q1 2023
|
Bell & Brown Wealth Advisors, LLC
|
SELL
|
- |
-727- 8.65% |
$26.6K - $30.7K
|
7.68K
$328K
|
|
|
May 11, 2023
Q1 2023
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-727- 4.48% |
$26.6K - $30.7K
|
15.5K
$662K
|
|
|
Apr 18, 2023
Q1 2023
|
Members Trust CO
|
SELL
|
- |
-734- 3.29% |
$26.8K - $31K
|
21.6K
$923K
|
|
|
Apr 25, 2023
Q1 2023
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
SELL
|
- |
-734- 9.35% |
$26.8K - $31K
|
7.12K
$304K
|
|
|
May 09, 2023
Q1 2023
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-744- 3.19% |
$27.2K - $31.4K
|
22.5K
$964K
|
|
|
Apr 25, 2023
Q1 2023
|
Schear Investment Advisers, LLC
Cincinnati, OH |
SELL
|
- |
-746- 6.97% |
$27.3K - $31.5K
|
9.96K
$426K
|
|
|
Apr 25, 2023
Q1 2023
|
First Merchants Corp
|
SELL
|
- |
-747- 0.58% |
$27.3K - $31.5K
|
128K
$5.49M
|
|
|
May 15, 2023
Q1 2023
|
Phillips Wealth Planners LLC
Starkville, MS |
SELL
|
- |
-747- 3.21% |
$27.3K - $31.5K
|
22.5K
$963K
|
|
|
May 01, 2023
Q1 2023
|
Princeton Capital Management LLC
Red Bank, NJ |
SELL
|
- |
-752- 0.58% |
$27.5K - $31.7K
|
128K
$5.48M
|
|
|
Apr 04, 2023
Q1 2023
|
Private Asset Management Inc
|
SELL
|
- |
-754- 3.92% |
$27.6K - $31.8K
|
18.5K
$790K
|
|
|
May 09, 2023
Q1 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-756- 6.25% |
$27.6K - $31.9K
|
11.3K
$485K
|
|
|
May 04, 2023
Q1 2023
|
J. L. Bainbridge & Co., Inc.
|
SELL
|
- |
-757- 9.78% |
$27.7K - $31.9K
|
6.98K
$299K
|
|
|
Apr 17, 2023
Q1 2023
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-759- 7.15% |
$27.7K - $32K
|
9.86K
$422K
|
|
|
Apr 13, 2023
Q1 2023
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-762- 2.68% |
$27.8K - $32.1K
|
27.7K
$1.18M
|
|
|
Apr 06, 2023
Q1 2023
|
Btc Capital Management, Inc.
|
SELL
|
- |
-774- 1.92% |
$28.3K - $32.7K
|
39.6K
$1.69M
|
|
|
Apr 21, 2023
Q1 2023
|
Global Assets Advisory, LLC
Orlando, FL |
SELL
|
- |
-780- 5.59% |
$28.5K - $32.9K
|
13.2K
$564K
|
|
|
May 02, 2023
Q1 2023
|
Round Rock Advisors, LLC
|
SELL
|
- |
-780- 4.72% |
$28.5K - $32.9K
|
15.7K
$673K
|
|
|
May 03, 2023
Q1 2023
|
Corrado Advisors, LLC
Ramsey, NJ |
SELL
|
- |
-784- 1.72% |
$28.6K - $33.1K
|
44.7K
$1.91M
|
|
|
May 03, 2023
Q1 2023
|
Intercontinental Wealth Advisors, LLC
|
SELL
|
- |
-785- 6.4% |
$28.7K - $33.1K
|
11.5K
$491K
|
|
|
May 11, 2023
Q1 2023
|
West Hill Financial Advisors, Inc.
|
SELL
|
- |
-793- 9.53% |
$29K - $33.5K
|
7.53K
$322K
|
|
|
Apr 17, 2023
Q1 2023
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-796- 4.71% |
$29.1K - $33.6K
|
16.1K
$688K
|
|
|
Apr 20, 2023
Q1 2023
|
Beacon Capital Management, LLC
|
SELL
|
- |
-796- 11.64% |
$29.1K - $33.6K
|
6.04K
$258K
|
|
|
May 03, 2023
Q1 2023
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-796- 31.6% |
$29.1K - $33.6K
|
1.72K
$73.7K
|
|
|
Apr 14, 2023
Q1 2023
|
Home Federal Bank Of Tennessee
|
SELL
|
- |
-800- 2.01% |
$29.2K - $33.8K
|
39.1K
$1.67M
|
|
|
May 03, 2023
Q1 2023
|
W.G. Shaheen & Associates Dba Whitney & CO
|
SELL
|
- |
-800- 4.9% |
$29.2K - $33.8K
|
15.5K
$663K
|
|
|
May 10, 2023
Q1 2023
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-801- 3.86% |
$29.3K - $33.8K
|
19.9K
$852K
|
|
|
Apr 26, 2023
Q1 2023
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-818- 4.84% |
$29.9K - $34.5K
|
16.1K
$688K
|
|
|
Apr 11, 2023
Q1 2023
|
Mps Loria Financial Planners, LLC
|
SELL
|
- |
-819- 7.14% |
$29.9K - $34.6K
|
10.6K
$455K
|
|
|
Apr 25, 2023
Q1 2023
|
Adviser Investments LLC
|
SELL
|
- |
-820- 5.55% |
$30K - $34.6K
|
14K
$597K
|
|
|
May 02, 2023
Q1 2023
|
Pacific Sage Partners, LLC
Shoreline, WA |
SELL
|
- |
-821- 7.49% |
$30K - $34.6K
|
10.1K
$433K
|
|
|
May 12, 2023
Q1 2023
|
Axs Investments LLC
Port Chester, NY |
SELL
|
- |
-823- 14.6% |
$30.1K - $34.7K
|
4.81K
$206K
|
|
|
Jun 17, 2024
Q1 2023
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-829- 1.93% |
$30.3K - $35K
|
42.2K
$1.81M
|
|
|
Apr 24, 2023
Q1 2023
|
Semus Wealth Partners LLC
Boca Raton, FL |
SELL
|
- |
-830- 8.08% |
$30.3K - $35K
|
9.44K
$404K
|
|
|
May 04, 2023
Q1 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-842- 1.11% |
$30.8K - $35.5K
|
75.2K
$3.21M
|
|
|
May 02, 2023
Q1 2023
|
Kingfisher Capital LLC
|
SELL
|
- |
-845- 11.01% |
$30.9K - $35.7K
|
6.83K
$292K
|
|
|
Apr 21, 2023
Q1 2023
|
First Pacific Financial
|
SELL
|
- |
-847- 3.26% |
$30.9K - $35.7K
|
25.1K
$1.07M
|
|
|
Apr 27, 2023
Q1 2023
|
Annex Advisory Services, LLC
|
SELL
|
- |
-859- 7.37% |
$31.4K - $36.2K
|
10.8K
$461K
|
|
|
Apr 20, 2023
Q1 2023
|
Altfest L J & CO Inc
|
SELL
|
- |
-869- 4.19% |
$31.8K - $36.7K
|
19.9K
$849K
|