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 11, 2023
Q1 2023
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-4.23K- 12.95% |
$155K - $178K
|
28.4K
$1.22M
|
|
May 05, 2023
Q1 2023
|
Costello Asset Management, Inc
|
SELL
|
- |
-4.27K- 14.06% |
$156K - $180K
|
26.1K
$1.11M
|
|
May 15, 2023
Q1 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-4.33K- 9.82% |
$158K - $183K
|
39.8K
$1.7M
|
|
Apr 13, 2023
Q1 2023
|
Addison Capital CO
|
SELL
|
- |
-4.34K- 36.65% |
$159K - $183K
|
7.5K
$321K
|
|
May 11, 2023
Q1 2023
|
Commons Capital, LLC
Needham, MA |
SELL
|
- |
-4.35K- 45.29% |
$159K - $183K
|
5.25K
$225K
|
|
Jan 15, 2025
Q1 2023
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
SELL
|
- |
-4.37K- 36.76% |
$159K - $184K
|
7.51K
$321K
|
|
May 12, 2023
Q1 2023
|
Credit Agricole S A
|
SELL
|
- |
-4.37K- 13.2% |
$160K - $184K
|
28.8K
$1.23M
|
|
Apr 24, 2023
Q1 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-4.4K- 33.91% |
$161K - $186K
|
8.58K
$367K
|
|
May 11, 2023
Q1 2023
|
Bank Ozk
|
SELL
|
- |
-4.42K- 4.93% |
$162K - $187K
|
85.3K
$3.65M
|
|
May 03, 2023
Q1 2023
|
Hamilton Capital, LLC
Columbus, OH |
SELL
|
- |
-4.47K- 43.49% |
$163K - $189K
|
5.81K
$249K
|
|
May 08, 2023
Q1 2023
|
Wulff, Hansen & Co.
|
SELL
|
- |
-4.55K- 16.11% |
$166K - $192K
|
23.7K
$1.01M
|
|
Apr 25, 2023
Q1 2023
|
Humankind Investments LLC
|
SELL
|
- |
-4.72K- 3.57% |
$172K - $199K
|
127K
$5.45M
|
|
Apr 27, 2023
Q1 2023
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-4.73K- 6.75% |
$173K - $200K
|
65.4K
$2.8M
|
|
May 12, 2023
Q1 2023
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-4.74K- 7.47% |
$173K - $200K
|
58.7K
$2.51M
|
|
May 03, 2023
Q1 2023
|
Krilogy Financial LLC
|
SELL
|
- |
-4.78K- 17.09% |
$175K - $201K
|
23.2K
$991K
|
|
May 15, 2023
Q1 2023
|
Greenline Partners, LLC
New York, NY |
SELL
|
- |
-4.78K- 5.28% |
$175K - $202K
|
85.7K
$3.67M
|
|
May 15, 2023
Q1 2023
|
Sherbrooke Park Advisers LLC
White Plains, NY |
SELL
|
- |
-4.8K- 39.02% |
$175K - $203K
|
7.5K
$321K
|
|
May 12, 2023
Q1 2023
|
Lincluden Management LTD
Mississauga, A6 |
SELL
|
- |
-4.95K- 1.77% |
$181K - $209K
|
275K
$11.8M
|
|
Apr 12, 2023
Q1 2023
|
Franklin Street Advisors Inc
|
SELL
|
- |
-5.02K- 13.13% |
$184K - $212K
|
33.2K
$1.42M
|
|
May 03, 2023
Q1 2023
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
SELL
|
- |
-5.04K- 9.85% |
$184K - $213K
|
46.1K
$1.97M
|
|
Apr 25, 2023
Q1 2023
|
Busey Wealth Management
|
SELL
|
- |
-5.06K- 5.73% |
$185K - $213K
|
83.3K
$3.56M
|
|
Apr 11, 2023
Q1 2023
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-5.07K- 7.09% |
$185K - $214K
|
66.5K
$2.84M
|
|
Apr 20, 2023
Q1 2023
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-5.07K- 4.0% |
$185K - $214K
|
122K
$5.2M
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
SELL
|
- |
-5.09K- 94.44% |
$186K - $215K
|
300
$12.8K
|
|
May 09, 2023
Q1 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-5.11K- 7.84% |
$187K - $216K
|
60.1K
$2.57M
|
|
Dec 05, 2023
Q1 2023
|
Morton Capital Management Llc/Ca
Calabasas, CA |
SELL
|
- |
-5.11KClosed |
$187K - $216K
|
0
$0
|
|
Apr 12, 2023
Q1 2023
|
Legacy Private Trust Co.
|
SELL
|
- |
-5.13K- 36.05% |
$188K - $217K
|
9.1K
$389K
|
|
May 09, 2023
Q1 2023
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-5.16K- 5.62% |
$189K - $218K
|
86.6K
$3.7M
|
|
May 11, 2023
Q1 2023
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-5.17K- 15.33% |
$189K - $218K
|
28.5K
$1.22M
|
|
Apr 18, 2023
Q1 2023
|
Hall Private Wealth Advisors
|
SELL
|
- |
-5.17K- 3.8% |
$189K - $218K
|
131K
$5.59M
|
|
Oct 28, 2024
Q1 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-5.18K- 25.39% |
$189K - $218K
|
15.2K
$651K
|
|
May 11, 2023
Q1 2023
|
Kensington Investment Counsel, LLC
|
SELL
|
- |
-5.36K- 28.52% |
$196K - $226K
|
13.4K
$574K
|
|
May 15, 2023
Q1 2023
|
Siemens Fonds Invest Gmb H
Munich, 2M |
SELL
|
- |
-5.45K- 3.77% |
$199K - $230K
|
139K
$5.94M
|
|
Apr 10, 2023
Q1 2023
|
Charles Schwab Trust CO
|
SELL
|
- |
-5.55K- 22.21% |
$203K - $234K
|
19.5K
$832K
|
|
Apr 13, 2023
Q1 2023
|
Peoples Financial Services Corp.
|
SELL
|
- |
-5.56K- 9.76% |
$203K - $234K
|
51.4K
$2.2M
|
|
May 15, 2023
Q1 2023
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-5.56K- 16.35% |
$203K - $234K
|
28.4K
$1.22M
|
|
May 15, 2023
Q1 2023
|
Beck Mack & Oliver LLC
New York, NY |
SELL
|
- |
-5.57K- 1.88% |
$203K - $235K
|
290K
$12.4M
|
|
May 03, 2023
Q1 2023
|
Inlet Private Wealth, LLC
|
SELL
|
- |
-5.61K- 10.55% |
$205K - $237K
|
47.5K
$2.03M
|
|
May 15, 2023
Q1 2023
|
Investmark Advisory Group LLC
|
SELL
|
- |
-5.74K- 32.98% |
$210K - $242K
|
11.7K
$499K
|
|
May 15, 2023
Q1 2023
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-5.76K- 45.16% |
$211K - $243K
|
7K
$299K
|
|
Apr 21, 2023
Q1 2023
|
Redmont Wealth Advisors LLC
Chicago, IL |
SELL
|
- |
-5.91K- 38.95% |
$216K - $249K
|
9.26K
$396K
|
|
Apr 20, 2023
Q1 2023
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-5.91K- 2.28% |
$216K - $249K
|
253K
$10.8M
|
|
May 02, 2023
Q1 2023
|
Arbor Trust Wealth Advisors, LLC
|
SELL
|
- |
-5.92K- 39.37% |
$216K - $250K
|
9.12K
$390K
|
|
May 09, 2023
Q1 2023
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-5.95K- 2.13% |
$217K - $251K
|
273K
$11.7M
|
|
May 08, 2023
Q1 2023
|
Cannell & Co.
New York, NY |
SELL
|
- |
-6K- 15.77% |
$219K - $253K
|
32.1K
$1.37M
|
|
Apr 24, 2023
Q1 2023
|
Mcmillion Capital Management Inc
|
SELL
|
- |
-6.06K- 16.06% |
$221K - $256K
|
31.7K
$1.35M
|
|
May 16, 2023
Q1 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-6.1K- 3.29% |
$223K - $257K
|
179K
$7.67M
|
|
May 02, 2023
Q1 2023
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-6.11K- 0.56% |
$223K - $258K
|
1.09M
$46.8M
|
|
May 12, 2023
Q1 2023
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
SELL
|
- |
-6.12K- 4.1% |
$224K - $258K
|
143K
$6.12M
|
|
May 15, 2023
Q1 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-6.19K- 5.36% |
$226K - $261K
|
109K
$4.67M
|