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 |
|---|---|---|---|---|---|---|---|
|
May 06, 2025
Q1 2025
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
5+ 0.1% |
$189 - $232
|
5.19K
$221K
|
|
|
May 07, 2025
Q1 2025
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
5+ 1.61% |
$189 - $232
|
315
$13.4K
|
|
|
May 08, 2025
Q1 2025
|
Aegis Wealth Management LLC
Bethesda, MD |
BUY
|
- |
5+ 0.07% |
$189 - $232
|
6.71K
$285K
|
|
|
May 14, 2025
Q1 2025
|
Richmond Investment Services, LLC
Mequon, WI |
BUY
|
- |
5+ 0.09% |
$189 - $232
|
5.74K
$244K
|
|
|
Apr 07, 2025
Q1 2025
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
4+ 0.2% |
$151 - $186
|
2.06K
$87.3K
|
|
|
Apr 16, 2025
Q1 2025
|
Yoffe Investment Management, LLC
Lemoyne, PA |
BUY
|
- |
4+ 0.03% |
$151 - $186
|
14.8K
$628K
|
|
|
May 05, 2025
Q1 2025
|
Archer Investment Corp
|
BUY
|
- |
4+ 0.02% |
$151 - $186
|
22K
$936K
|
|
|
May 09, 2025
Q1 2025
|
Youngs Advisory Group, Inc.
|
BUY
|
- |
4+ 0.07% |
$151 - $186
|
5.45K
$232K
|
|
|
May 09, 2025
Q1 2025
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
4+ 1.56% |
$151 - $186
|
260
$11K
|
|
|
May 09, 2025
Q1 2025
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
4+ 0.37% |
$151 - $186
|
1.07K
$45.6K
|
|
|
May 14, 2025
Q1 2025
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
4+ 0.07% |
$151 - $186
|
5.94K
$252K
|
|
|
May 16, 2025
Q1 2025
|
Obsidian Personal Planning Solutions LLC
|
BUY
|
- |
4+ 0.07% |
$151 - $186
|
5.72K
$243K
|
|
|
Apr 08, 2025
Q1 2025
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
3+ 0.03% |
$113 - $139
|
11.5K
$488K
|
|
|
Apr 24, 2025
Q1 2025
|
Copeland Capital Management, LLC
|
BUY
|
- |
3New |
$113 - $139
|
3
$127
|
|
|
May 09, 2025
Q1 2025
|
Evolution Advisers, Inc.
|
BUY
|
- |
3+ 1.95% |
$113 - $139
|
157
$6.67K
|
|
|
Apr 09, 2025
Q1 2025
|
Freestate Advisors LLC
Overland Park, KS |
BUY
|
- |
2+ 0.02% |
$75.6 - $93
|
9.13K
$388K
|
|
|
May 07, 2025
Q1 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
BUY
|
- |
2New |
$75.6 - $93
|
2
$85
|
|
|
Apr 18, 2025
Q1 2025
|
Newton One Investments LLC
|
BUY
|
- |
1+ 0.1% |
$37.8 - $46.5
|
982
$41.7K
|
|
|
Apr 21, 2025
Q1 2025
|
Norris Perne & French LLP
Grand Rapids, MI |
BUY
|
- |
1+ 0.02% |
$37.8 - $46.5
|
6.36K
$270K
|
|
|
Apr 23, 2025
Q1 2025
|
Symmetry Partners, LLC
|
BUY
|
- |
1+ 0.02% |
$37.8 - $46.5
|
5.22K
$222K
|
|
|
Apr 23, 2025
Q1 2025
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
1+ 0.5% |
$37.8 - $46.5
|
202
$8.58K
|
|
|
Apr 23, 2025
Q1 2025
|
High Mark Wealth Management LLC
|
BUY
|
- |
1+ 1.33% |
$37.8 - $46.5
|
76
$3.23K
|
|
|
Apr 25, 2025
Q1 2025
|
Deseret Mutual Benefit Administrators
|
BUY
|
- |
1+ 0.0% |
$37.8 - $46.5
|
30.6K
$1.3M
|
|
|
May 01, 2025
Q1 2025
|
Oldfather Financial Services, LLC
|
BUY
|
- |
1+ 0.01% |
$37.8 - $46.5
|
10.9K
$462K
|
|
|
May 09, 2025
Q1 2025
|
Seelaus Asset Management LLC
|
BUY
|
- |
1+ 0.02% |
$37.8 - $46.5
|
5.28K
$224K
|
|
|
May 14, 2025
Q1 2025
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
1+ 0.14% |
$37.8 - $46.5
|
741
$31.5K
|
|
|
May 05, 2025
Q1 2025
|
Morse Asset Management, Inc
Darien, CT |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 15, 2025
Q1 2025
|
Jentner Corp
|
SELL
|
- |
-1- 0.02% |
$37.8 - $46.5
|
6.47K
$275K
|
|
|
Apr 23, 2025
Q1 2025
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
SELL
|
- |
-2- 0.01% |
$75.6 - $93
|
14.3K
$606K
|
|
|
May 09, 2025
Q1 2025
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-2- 0.19% |
$75.6 - $93
|
1.03K
$43.9K
|
|
|
Jun 03, 2025
Q1 2025
|
Cbiz Investment Advisory Services, LLC
|
SELL
|
- |
-2- 0.08% |
$75.6 - $93
|
2.5K
$106K
|
|
|
Apr 21, 2025
Q1 2025
|
Kentucky Trust CO
Danville, KY |
SELL
|
- |
-4- 0.02% |
$151 - $186
|
26.5K
$1.12M
|
|
|
Apr 08, 2025
Q1 2025
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-5- 0.03% |
$189 - $232
|
17.6K
$746K
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-5- 0.02% |
$189 - $232
|
21.4K
$908K
|
|
|
May 15, 2025
Q1 2025
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-5- 0.02% |
$189 - $232
|
25.1K
$1.07M
|
|
|
Jun 02, 2025
Q1 2025
|
Cim Investment Management Inc
Pittsburgh, PA |
SELL
|
- |
-6- 0.05% |
$227 - $279
|
12.2K
$520K
|
|
|
May 01, 2025
Q1 2025
|
High Note Wealth, LLC
Deephaven, MN |
SELL
|
- |
-7- 2.78% |
$265 - $325
|
245
$10.4K
|
|
|
May 02, 2025
Q1 2025
|
Members Trust CO
|
SELL
|
- |
-7- 0.05% |
$265 - $325
|
13.1K
$558K
|
|
|
Apr 25, 2025
Q1 2025
|
Augustine Asset Management Inc
|
SELL
|
- |
-9- 0.07% |
$340 - $418
|
12.3K
$525K
|
|
|
Apr 25, 2025
Q1 2025
|
Valley National Advisers Inc
|
SELL
|
- |
-9- 0.04% |
$340 - $418
|
20.7K
$878K
|
|
|
Apr 16, 2025
Q1 2025
|
Donald L. Hagan, LLC
|
SELL
|
- |
-12- 0.16% |
$454 - $558
|
7.58K
$322K
|
|
|
Apr 14, 2025
Q1 2025
|
Sherman Asset Management, Inc.
Ventura, CA |
SELL
|
- |
-18- 0.64% |
$681 - $837
|
2.79K
$119K
|
|
|
Apr 15, 2025
Q1 2025
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-19- 0.12% |
$718 - $883
|
16.4K
$698K
|
|
|
Apr 22, 2025
Q1 2025
|
Jb Capital LLC
|
SELL
|
- |
-19- 0.09% |
$718 - $883
|
20.8K
$884K
|
|
|
Apr 11, 2025
Q1 2025
|
Northwest Financial Advisors
Herndon, VA |
SELL
|
- |
-20- 0.25% |
$756 - $930
|
7.86K
$334K
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-23- 0.21% |
$870 - $1.07K
|
11K
$469K
|
|
|
Apr 21, 2025
Q1 2025
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
SELL
|
- |
-24- 47.06% |
$907 - $1.12K
|
27
$1.15K
|
|
|
Apr 22, 2025
Q1 2025
|
Verus Wealth Management, LLC
De Pere, WI |
SELL
|
- |
-24- 0.31% |
$907 - $1.12K
|
7.71K
$328K
|
|
|
May 23, 2025
Q1 2025
|
Swan Capital LLC
Pensacola, FL |
SELL
|
- |
-24- 1.37% |
$907 - $1.12K
|
1.72K
$73.3K
|
|
|
May 01, 2025
Q1 2025
|
Pioneer Trust Bank N A
Salem, OR |
SELL
|
- |
-25- 0.4% |
$945 - $1.16K
|
6.23K
$265K
|