Purchases and Sales Made in Q1 2024 in Verizon Communications Inc (VZ)
This table provides information about the institutional ownership of Verizon Communications Inc (VZ) during Q1 2024. 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 14, 2024
Q1 2024
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
310+ 2.4% |
$11.7K - $13.2K
|
13.2K
$566K
|
|
|
May 01, 2024
Q1 2024
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
308+ 2.85% |
$11.7K - $13.1K
|
11.1K
$475K
|
|
|
May 13, 2024
Q1 2024
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
BUY
|
- |
308+ 2.16% |
$11.7K - $13.1K
|
14.6K
$623K
|
|
|
Apr 29, 2024
Q1 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
306+ 0.16% |
$11.6K - $13K
|
190K
$8.12M
|
|
|
May 13, 2024
Q1 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
305+ 4.85% |
$11.6K - $13K
|
6.59K
$282K
|
|
|
Apr 10, 2024
Q1 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
303+ 0.29% |
$11.5K - $12.9K
|
103K
$4.42M
|
|
|
May 15, 2024
Q1 2024
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
BUY
|
- |
297+ 4.03% |
$11.3K - $12.6K
|
7.66K
$328K
|
|
|
May 02, 2024
Q1 2024
|
Pittenger & Anderson Inc
|
BUY
|
- |
296+ 50.43% |
$11.2K - $12.6K
|
883
$37.8K
|
|
|
Apr 18, 2024
Q1 2024
|
West Oak Capital, LLC
|
BUY
|
- |
295+ 1.88% |
$11.2K - $12.5K
|
16K
$685K
|
|
|
May 14, 2024
Q1 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
294+ 3.11% |
$11.1K - $12.5K
|
9.76K
$417K
|
|
|
May 09, 2024
Q1 2024
|
Socha Financial Group, LLC
Corning, NY |
BUY
|
- |
289+ 3.0% |
$11K - $12.3K
|
9.94K
$425K
|
|
|
Apr 26, 2024
Q1 2024
|
Advanced Asset Management Advisors Inc
Dublin, OH |
BUY
|
- |
286+ 0.17% |
$10.8K - $12.2K
|
174K
$7.42M
|
|
|
Apr 25, 2024
Q1 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
279+ 0.94% |
$10.6K - $11.9K
|
29.8K
$1.27M
|
|
|
Apr 30, 2024
Q1 2024
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
279+ 3.48% |
$10.6K - $11.9K
|
8.31K
$355K
|
|
|
May 08, 2024
Q1 2024
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
278+ 3.15% |
$10.5K - $11.8K
|
9.12K
$390K
|
|
|
Apr 19, 2024
Q1 2024
|
Wealth Bridge Investment Counsel Inc.
|
BUY
|
- |
275+ 0.21% |
$10.4K - $11.7K
|
131K
$5.62M
|
|
|
Apr 24, 2024
Q1 2024
|
Diamant Asset Management, Inc.
|
BUY
|
- |
275+ 0.97% |
$10.4K - $11.7K
|
28.7K
$1.23M
|
|
|
May 03, 2024
Q1 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
274+ 1.06% |
$10.4K - $11.6K
|
26.1K
$1.11M
|
|
|
Jan 15, 2025
Q1 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
273+ 3.6% |
$10.3K - $11.6K
|
7.86K
$336K
|
|
|
Apr 10, 2024
Q1 2024
|
Walker Asset Management, LLC
|
BUY
|
- |
272+ 2.11% |
$10.3K - $11.6K
|
13.2K
$563K
|
|
|
May 15, 2024
Q1 2024
|
Marathon Capital Management
Hunt Valley, MD |
BUY
|
- |
268+ 0.89% |
$10.2K - $11.4K
|
30.4K
$1.3M
|
|
|
May 13, 2024
Q1 2024
|
Longfellow Investment Management CO LLC
Boston, MA |
BUY
|
- |
263+ 0.13% |
$9.97K - $11.2K
|
199K
$8.52M
|
|
|
Aug 14, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
261+ 4.1% |
$9.89K - $11.1K
|
6.63K
$284K
|
|
|
Apr 18, 2024
Q1 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
257+ 7.43% |
$9.74K - $10.9K
|
3.72K
$159K
|
|
|
May 15, 2024
Q1 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
256+ 0.38% |
$9.7K - $10.9K
|
67.1K
$2.87M
|
|
|
May 06, 2024
Q1 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
252+ 1.76% |
$9.55K - $10.7K
|
14.5K
$621K
|
|
|
May 09, 2024
Q1 2024
|
Greatmark Investment Partners, Inc.
|
BUY
|
- |
249+ 0.23% |
$9.44K - $10.6K
|
109K
$4.66M
|
|
|
Apr 10, 2024
Q1 2024
|
Founders Capital Management
|
BUY
|
- |
245+ 35.0% |
$9.29K - $10.4K
|
945
$40.4K
|
|
|
May 06, 2024
Q1 2024
|
Metis Global Partners, LLC
|
BUY
|
- |
245+ 0.12% |
$9.29K - $10.4K
|
209K
$8.93M
|
|
|
Apr 30, 2024
Q1 2024
|
Shore Point Advisors, LLC
|
BUY
|
- |
240+ 2.94% |
$9.1K - $10.2K
|
8.42K
$360K
|
|
|
May 14, 2024
Q1 2024
|
Estabrook Capital Management
New York, NY |
BUY
|
- |
240+ 0.15% |
$9.1K - $10.2K
|
164K
$7.03M
|
|
|
Apr 15, 2024
Q1 2024
|
Cypress Wealth Services, LLC
|
BUY
|
- |
239+ 1.25% |
$9.06K - $10.2K
|
19.4K
$828K
|
|
|
Apr 23, 2024
Q1 2024
|
Sweet Financial Partners, LLC
|
BUY
|
- |
237+ 1.94% |
$8.98K - $10.1K
|
12.4K
$531K
|
|
|
Apr 22, 2024
Q1 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
236+ 3.56% |
$8.94K - $10K
|
6.86K
$293K
|
|
|
Apr 24, 2024
Q1 2024
|
Western Financial Corp/Ca
San Diego, CA |
BUY
|
- |
234+ 1.41% |
$8.87K - $9.94K
|
16.8K
$718K
|
|
|
Apr 24, 2024
Q1 2024
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
231+ 0.68% |
$8.75K - $9.82K
|
34.4K
$1.47M
|
|
|
May 02, 2024
Q1 2024
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
229+ 0.58% |
$8.68K - $9.73K
|
39.9K
$1.7M
|
|
|
May 03, 2024
Q1 2024
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
229+ 0.6% |
$8.68K - $9.73K
|
38.6K
$1.65M
|
|
|
May 23, 2024
Q1 2024
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
229+ 0.6% |
$8.68K - $9.73K
|
38.6K
$1.65M
|
|
|
Apr 19, 2024
Q1 2024
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
BUY
|
- |
228+ 1.44% |
$8.64K - $9.69K
|
16K
$685K
|
|
|
May 01, 2024
Q1 2024
|
Mckinley Capital Management LLC
|
BUY
|
- |
228+ 1.65% |
$8.64K - $9.69K
|
14.1K
$601K
|
|
|
Apr 17, 2024
Q1 2024
|
Patten Group, Inc.
|
BUY
|
- |
226+ 1.18% |
$8.57K - $9.6K
|
19.3K
$826K
|
|
|
May 10, 2024
Q1 2024
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
225+ 1.74% |
$8.53K - $9.56K
|
13.1K
$562K
|
|
|
May 13, 2024
Q1 2024
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
221+ 2.44% |
$8.38K - $9.39K
|
9.26K
$396K
|
|
|
May 14, 2024
Q1 2024
|
Lantern Wealth Advisors, LLC
Melville, NY |
BUY
|
- |
219+ 1.73% |
$8.3K - $9.31K
|
12.9K
$550K
|
|
|
Apr 17, 2024
Q1 2024
|
Financial Partners Group, LLC
Gallatin, TN |
BUY
|
- |
217+ 0.67% |
$8.22K - $9.22K
|
32.5K
$1.39M
|
|
|
Apr 25, 2024
Q1 2024
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
BUY
|
- |
216+ 2.57% |
$8.19K - $9.18K
|
8.61K
$368K
|
|
|
Apr 29, 2024
Q1 2024
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
216+ 5.27% |
$8.19K - $9.18K
|
4.32K
$185K
|
|
|
May 15, 2024
Q1 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
215+ 4.69% |
$8.15K - $9.14K
|
4.8K
$205K
|
|
|
May 01, 2024
Q1 2024
|
Valley Brook Capital Group, Inc.
Venetia, PA |
BUY
|
- |
213+ 0.79% |
$8.07K - $9.05K
|
27.3K
$1.17M
|