Purchases and Sales Made in Q1 2025 in Verizon Communications Inc (VZ)
This table provides information about the institutional ownership of Verizon Communications Inc (VZ) during Q1 2025. 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 22, 2025
Q1 2025
|
Appleton Partners Inc
|
BUY
|
- |
56+ 0.61% |
$2.12K - $2.6K
|
9.19K
$391K
|
|
|
May 07, 2025
Q1 2025
|
Financial Management Network Inc
|
BUY
|
- |
56+ 0.98% |
$2.12K - $2.6K
|
5.74K
$244K
|
|
|
Apr 17, 2025
Q1 2025
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
BUY
|
- |
53+ 0.89% |
$2K - $2.46K
|
6.04K
$257K
|
|
|
May 06, 2025
Q1 2025
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
53+ 1.02% |
$2K - $2.46K
|
5.24K
$223K
|
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
52+ 4.36% |
$1.97K - $2.42K
|
1.25K
$52.9K
|
|
|
Apr 30, 2025
Q1 2025
|
Xponance, Inc.
|
BUY
|
- |
52+ 0.01% |
$1.97K - $2.42K
|
649K
$27.6M
|
|
|
Apr 08, 2025
Q1 2025
|
Ifg Advisors, LLC
|
BUY
|
- |
51+ 0.66% |
$1.93K - $2.37K
|
7.74K
$329K
|
|
|
Apr 22, 2025
Q1 2025
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
51+ 0.41% |
$1.93K - $2.37K
|
12.6K
$537K
|
|
|
Apr 24, 2025
Q1 2025
|
Tsfg, LLC
|
BUY
|
- |
51+ 1.74% |
$1.93K - $2.37K
|
2.99K
$127K
|
|
|
Apr 11, 2025
Q1 2025
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
50+ 8.33% |
$1.89K - $2.32K
|
650
$27.6K
|
|
|
Apr 18, 2025
Q1 2025
|
Wendell David Associates Inc
|
BUY
|
- |
50+ 0.13% |
$1.89K - $2.32K
|
39.6K
$1.68M
|
|
|
Apr 18, 2025
Q1 2025
|
Wells Trecaso Financial Group, LLC
|
BUY
|
- |
50+ 0.53% |
$1.89K - $2.32K
|
9.41K
$400K
|
|
|
Apr 25, 2025
Q1 2025
|
Eads & Heald Wealth Management
|
BUY
|
- |
50+ 0.35% |
$1.89K - $2.32K
|
14.3K
$607K
|
|
|
Apr 21, 2025
Q1 2025
|
E Rn Financial, LLC
|
BUY
|
- |
48+ 0.88% |
$1.81K - $2.23K
|
5.51K
$234K
|
|
|
Apr 14, 2025
Q1 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
47+ 0.41% |
$1.78K - $2.19K
|
11.6K
$492K
|
|
|
Apr 29, 2025
Q1 2025
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
47+ 14.6% |
$1.78K - $2.19K
|
369
$15.7K
|
|
|
Apr 14, 2025
Q1 2025
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
46+ 0.8% |
$1.74K - $2.14K
|
5.78K
$245K
|
|
|
Apr 29, 2025
Q1 2025
|
Yankcom Partnership
Yankton, SD |
BUY
|
- |
46+ 0.2% |
$1.74K - $2.14K
|
22.7K
$965K
|
|
|
May 08, 2025
Q1 2025
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
46+ 0.33% |
$1.74K - $2.14K
|
14.1K
$600K
|
|
|
May 15, 2025
Q1 2025
|
Concorde Asset Management, LLC
|
BUY
|
- |
46+ 0.51% |
$1.74K - $2.14K
|
9.08K
$386K
|
|
|
Apr 17, 2025
Q1 2025
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
44+ 0.88% |
$1.66K - $2.05K
|
5.07K
$215K
|
|
|
May 14, 2025
Q1 2025
|
Auxier Asset Management
Aurora, OR |
BUY
|
- |
44+ 0.14% |
$1.66K - $2.05K
|
31.7K
$1.35M
|
|
|
May 15, 2025
Q1 2025
|
Busey Wealth Management
|
BUY
|
- |
44+ 0.08% |
$1.66K - $2.05K
|
54.1K
$2.3M
|
|
|
Apr 11, 2025
Q1 2025
|
Horizon Wealth Management, LLC
|
BUY
|
- |
43+ 0.31% |
$1.63K - $2K
|
14K
$595K
|
|
|
May 15, 2025
Q1 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
41+ 2.27% |
$1.55K - $1.91K
|
1.85K
$78.6K
|
|
|
May 14, 2025
Q1 2025
|
Cape Ann Savings Bank
Gloucester, MA |
BUY
|
- |
40+ 0.72% |
$1.51K - $1.86K
|
5.61K
$238K
|
|
|
Apr 21, 2025
Q1 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
38+ 1.22% |
$1.44K - $1.77K
|
3.16K
$134K
|
|
|
Apr 10, 2025
Q1 2025
|
Harbor Group, Inc.
|
BUY
|
- |
37+ 0.47% |
$1.4K - $1.72K
|
7.96K
$338K
|
|
|
Apr 17, 2025
Q1 2025
|
Rs Crum Inc.
|
BUY
|
- |
36+ 0.32% |
$1.36K - $1.67K
|
11.3K
$480K
|
|
|
Apr 21, 2025
Q1 2025
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
36+ 0.45% |
$1.36K - $1.67K
|
7.99K
$340K
|
|
|
May 07, 2025
Q1 2025
|
Orca Investment Management, LLC
|
BUY
|
- |
36+ 0.08% |
$1.36K - $1.67K
|
45.2K
$1.92M
|
|
|
May 09, 2025
Q1 2025
|
Financial Connections Group, Inc.
|
BUY
|
- |
35+ 46.67% |
$1.32K - $1.63K
|
110
$4.67K
|
|
|
May 14, 2025
Q1 2025
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
35+ 0.33% |
$1.32K - $1.63K
|
10.8K
$457K
|
|
|
May 02, 2025
Q1 2025
|
Invera Wealth Advisors, LLC
Bend, OR |
BUY
|
- |
34+ 0.2% |
$1.29K - $1.58K
|
17.1K
$725K
|
|
|
May 12, 2025
Q1 2025
|
Wolverine Asset Management LLC
|
BUY
|
- |
34+ 0.06% |
$1.29K - $1.58K
|
60.9K
$2.59M
|
|
|
May 08, 2025
Q1 2025
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
33+ 1.94% |
$1.25K - $1.53K
|
1.73K
$73.6K
|
|
|
May 12, 2025
Q1 2025
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
32+ 11.03% |
$1.21K - $1.49K
|
322
$13.7K
|
|
|
Apr 07, 2025
Q1 2025
|
Goal Vest Advisory LLC
|
BUY
|
- |
31New |
$1.17K - $1.44K
|
31
$1.32K
|
|
|
Apr 09, 2025
Q1 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
30+ 0.67% |
$1.13K - $1.39K
|
4.5K
$191K
|
|
|
Apr 23, 2025
Q1 2025
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
30+ 0.12% |
$1.13K - $1.39K
|
24.9K
$1.06M
|
|
|
Apr 28, 2025
Q1 2025
|
Klingenstein Fields & CO LP
|
BUY
|
- |
30+ 0.42% |
$1.13K - $1.39K
|
7.15K
$304K
|
|
|
May 22, 2025
Q1 2025
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
29+ 0.59% |
$1.1K - $1.35K
|
4.98K
$211K
|
|
|
Apr 28, 2025
Q1 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
28+ 3.76% |
$1.06K - $1.3K
|
772
$32.8K
|
|
|
Apr 16, 2025
Q1 2025
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
BUY
|
- |
27+ 0.22% |
$1.02K - $1.26K
|
12.4K
$525K
|
|
|
May 13, 2025
Q1 2025
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
27+ 0.47% |
$1.02K - $1.26K
|
5.81K
$247K
|
|
|
Apr 16, 2025
Q1 2025
|
Tudor Financial Inc.
Dayton, OH |
BUY
|
- |
26+ 0.18% |
$983 - $1.21K
|
14.2K
$605K
|
|
|
Apr 17, 2025
Q1 2025
|
Schaper Benz & Wise Investment Counsel Inc
|
BUY
|
- |
26+ 0.45% |
$983 - $1.21K
|
5.85K
$248K
|
|
|
Apr 23, 2025
Q1 2025
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
26+ 0.57% |
$983 - $1.21K
|
4.55K
$193K
|
|
|
May 01, 2025
Q1 2025
|
Bridge Generations Wealth Management LLC
South Miami, FL |
BUY
|
- |
26New |
$983 - $1.21K
|
26
$1.1K
|
|
|
Jun 11, 2025
Q1 2025
|
Kondo Wealth Advisors, Inc.
Pasadena, CA |
BUY
|
- |
25+ 0.37% |
$945 - $1.16K
|
6.73K
$286K
|