Purchases and Sales Made in Q2 2023 in Verizon Communications Inc (VZ)
This table provides information about the institutional ownership of Verizon Communications Inc (VZ) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 25, 2023
Q2 2023
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
920+ 2.84% |
$31.7K - $36.9K
|
33.4K
$1.43M
|
|
|
Jul 17, 2023
Q2 2023
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
914+ 6.58% |
$31.5K - $36.7K
|
14.8K
$633K
|
|
|
Jul 18, 2023
Q2 2023
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
BUY
|
- |
913+ 16.01% |
$31.5K - $36.6K
|
6.62K
$283K
|
|
|
Jul 28, 2023
Q2 2023
|
Unison Advisors LLC
|
BUY
|
- |
902+ 1.62% |
$31.1K - $36.2K
|
56.7K
$2.42M
|
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
900+ 1.62% |
$31K - $36.1K
|
56.6K
$2.42M
|
|
|
Aug 14, 2023
Q2 2023
|
Bluefin Capital Management, LLC
New York, NY |
BUY
|
- |
900+ 12.33% |
$31K - $36.1K
|
8.2K
$351K
|
|
|
Aug 13, 2024
Q2 2023
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
898+ 9.48% |
$30.9K - $36K
|
10.4K
$443K
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
880New |
$30.3K - $35.3K
|
880
$37.6K
|
|
|
Mar 06, 2024
Q2 2023
|
Sentry LLC
Memphis, TN |
BUY
|
- |
880+ 10.76% |
$30.3K - $35.3K
|
9.06K
$387K
|
|
|
Aug 08, 2023
Q2 2023
|
Copperwynd Financial, LLC
|
BUY
|
- |
875+ 7.8% |
$30.2K - $35.1K
|
12.1K
$517K
|
|
|
Aug 09, 2023
Q2 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
875New |
$30.2K - $35.1K
|
875
$37.4K
|
|
|
Jul 14, 2023
Q2 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
871+ 3.41% |
$30K - $34.9K
|
26.4K
$1.13M
|
|
|
Sep 12, 2023
Q2 2023
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
870New |
$30K - $34.9K
|
870
$37.2K
|
|
|
Aug 11, 2023
Q2 2023
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
859+ 8.58% |
$29.6K - $34.5K
|
10.9K
$465K
|
|
|
Aug 14, 2023
Q2 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
857+ 8.9% |
$29.5K - $34.4K
|
10.5K
$448K
|
|
|
Aug 10, 2023
Q2 2023
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
854+ 0.26% |
$29.4K - $34.3K
|
330K
$14.1M
|
|
|
Jul 13, 2023
Q2 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
847+ 4.82% |
$29.2K - $34K
|
18.4K
$787K
|
|
|
Aug 11, 2023
Q2 2023
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
844+ 14.54% |
$29.1K - $33.9K
|
6.65K
$284K
|
|
|
Oct 12, 2023
Q2 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
840+ 7.35% |
$28.9K - $33.7K
|
12.3K
$525K
|
|
|
Aug 09, 2023
Q2 2023
|
Camden Capital, LLC
|
BUY
|
- |
838+ 7.55% |
$28.9K - $33.6K
|
11.9K
$510K
|
|
|
Aug 11, 2023
Q2 2023
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
823+ 4.14% |
$28.4K - $33K
|
20.7K
$885K
|
|
|
Jul 20, 2023
Q2 2023
|
St. James Investment Company, LLC
|
BUY
|
- |
822+ 0.14% |
$28.3K - $33K
|
605K
$25.9M
|
|
|
Jul 28, 2023
Q2 2023
|
Detalus Advisors, LLC
|
BUY
|
- |
821+ 2.84% |
$28.3K - $32.9K
|
29.8K
$1.27M
|
|
|
Sep 06, 2023
Q2 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
819+ 7.32% |
$28.2K - $32.9K
|
12K
$513K
|
|
|
Jul 13, 2023
Q2 2023
|
Summit Financial Group, Inc.
|
BUY
|
- |
814+ 2.61% |
$28.1K - $32.6K
|
32K
$1.37M
|
|
|
Aug 01, 2023
Q2 2023
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
812+ 0.84% |
$28K - $32.6K
|
97.7K
$4.18M
|
|
|
Aug 10, 2023
Q2 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
812+ 1.3% |
$28K - $32.6K
|
63.1K
$2.7M
|
|
|
Jul 14, 2023
Q2 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
804+ 7.69% |
$27.7K - $32.2K
|
11.3K
$481K
|
|
|
Jul 18, 2023
Q2 2023
|
Proffitt & Goodson Inc
|
BUY
|
- |
804+ 6.38% |
$27.7K - $32.2K
|
13.4K
$573K
|
|
|
Aug 03, 2023
Q2 2023
|
Duff & Phelps Investment Management CO
Chicago, IL |
BUY
|
- |
800+ 0.06% |
$27.6K - $32.1K
|
1.39M
$59.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Bontempo Ohly Capital Mgmt LLC
Bethesda, MD |
BUY
|
- |
798+ 0.82% |
$27.5K - $32K
|
98.3K
$4.2M
|
|
|
Jul 19, 2023
Q2 2023
|
Ballast, Inc.
|
BUY
|
- |
789+ 3.45% |
$27.2K - $31.6K
|
23.6K
$1.01M
|
|
|
Jul 10, 2023
Q2 2023
|
Pure Financial Advisors, LLC
|
BUY
|
- |
782+ 14.67% |
$26.9K - $31.4K
|
6.11K
$261K
|
|
|
Jul 31, 2023
Q2 2023
|
Mizuho Securities Co. Ltd.
|
BUY
|
- |
780+ 105.41% |
$26.9K - $31.3K
|
1.52K
$65K
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
772+ 0.71% |
$26.6K - $31K
|
110K
$4.7M
|
|
|
Aug 11, 2023
Q2 2023
|
Alley Investment Management Company, LLC
|
BUY
|
- |
768+ 0.42% |
$26.5K - $30.8K
|
184K
$7.86M
|
|
|
Jul 18, 2023
Q2 2023
|
Columbia Trust CO 01012016
|
BUY
|
- |
766+ 1.89% |
$26.4K - $30.7K
|
41.2K
$1.76M
|
|
|
Aug 11, 2023
Q2 2023
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
765+ 2.82% |
$26.4K - $30.7K
|
27.9K
$1.19M
|
|
|
Jul 27, 2023
Q2 2023
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
764+ 0.56% |
$26.3K - $30.6K
|
137K
$5.85M
|
|
|
Aug 14, 2023
Q2 2023
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
759+ 0.61% |
$26.2K - $30.4K
|
125K
$5.36M
|
|
|
Jul 26, 2023
Q2 2023
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
755+ 3.24% |
$26K - $30.3K
|
24K
$1.03M
|
|
|
Jul 24, 2023
Q2 2023
|
Diligent Investors, LLC
|
BUY
|
- |
754+ 2.39% |
$26K - $30.2K
|
32.4K
$1.38M
|
|
|
Jul 07, 2023
Q2 2023
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
751+ 544.2% |
$25.9K - $30.1K
|
889
$38K
|
|
|
Jul 31, 2023
Q2 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
744+ 4.87% |
$25.6K - $29.8K
|
16K
$685K
|
|
|
Aug 03, 2023
Q2 2023
|
Massachusetts Wealth Management
North Andover, MA |
BUY
|
- |
742+ 3.95% |
$25.6K - $29.8K
|
19.5K
$834K
|
|
|
Jul 12, 2023
Q2 2023
|
Lantz Financial LLC
|
BUY
|
- |
741+ 2.26% |
$25.5K - $29.7K
|
33.6K
$1.44M
|
|
|
Jul 11, 2023
Q2 2023
|
Members Trust CO
|
BUY
|
- |
734+ 3.4% |
$25.3K - $29.4K
|
22.3K
$954K
|
|
|
Aug 04, 2023
Q2 2023
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
728+ 11.49% |
$25.1K - $29.2K
|
7.07K
$302K
|
|
|
Aug 07, 2023
Q2 2023
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
725+ 7.0% |
$25K - $29.1K
|
11.1K
$474K
|
|
|
Aug 15, 2023
Q2 2023
|
Retirement Group, LLC
|
BUY
|
- |
722+ 16.81% |
$24.9K - $29K
|
5.02K
$215K
|