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 10, 2023
Q2 2023
|
Quent Capital, LLC
|
SELL
|
- |
-44- 0.64% |
$1.52K - $1.76K
|
6.85K
$293K
|
|
|
Jun 14, 2024
Q2 2023
|
Quent Capital, LLC
|
SELL
|
- |
-44- 0.64% |
$1.52K - $1.76K
|
6.85K
$293K
|
|
|
Aug 03, 2023
Q2 2023
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
SELL
|
- |
-45- 0.67% |
$1.55K - $1.8K
|
6.69K
$286K
|
|
|
Aug 09, 2023
Q2 2023
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-45- 0.21% |
$1.55K - $1.8K
|
20.9K
$895K
|
|
|
Aug 15, 2023
Q2 2023
|
Objective Capital Management, LLC
|
SELL
|
- |
-45- 0.8% |
$1.55K - $1.8K
|
5.58K
$238K
|
|
|
Jan 09, 2024
Q2 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-47- 1.03% |
$1.62K - $1.89K
|
4.5K
$192K
|
|
|
Jul 13, 2023
Q2 2023
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-48- 0.3% |
$1.65K - $1.93K
|
16K
$686K
|
|
|
Aug 09, 2023
Q2 2023
|
Mckinley Capital Management LLC
|
SELL
|
- |
-50- 0.37% |
$1.72K - $2.01K
|
13.3K
$570K
|
|
|
Aug 10, 2023
Q2 2023
|
Davidson Trust CO
|
SELL
|
- |
-50- 0.36% |
$1.72K - $2.01K
|
13.7K
$585K
|
|
|
Jul 18, 2023
Q2 2023
|
Windward Capital Management CO
|
SELL
|
- |
-51- 0.08% |
$1.76K - $2.05K
|
64.8K
$2.77M
|
|
|
Jul 12, 2023
Q2 2023
|
Ewg Elevate Inc.
|
SELL
|
- |
-52- 0.76% |
$1.79K - $2.09K
|
6.77K
$290K
|
|
|
Aug 08, 2023
Q2 2023
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-55- 0.44% |
$1.9K - $2.21K
|
12.3K
$527K
|
|
|
Aug 16, 2023
Q2 2023
|
Coastal Bridge Advisors, LLC
|
SELL
|
- |
-59- 0.43% |
$2.03K - $2.37K
|
13.8K
$591K
|
|
|
Aug 10, 2023
Q2 2023
|
Aaf Wealth Management, LLC
|
SELL
|
- |
-60- 0.89% |
$2.07K - $2.41K
|
6.69K
$286K
|
|
|
Jul 20, 2023
Q2 2023
|
Alta Capital Management LLC
|
SELL
|
- |
-62- 0.07% |
$2.14K - $2.49K
|
91.3K
$3.9M
|
|
|
Jul 05, 2023
Q2 2023
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-64- 44.14% |
$2.21K - $2.57K
|
81
$3.46K
|
|
|
Jul 20, 2023
Q2 2023
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-64- 3.31% |
$2.21K - $2.57K
|
1.87K
$79.9K
|
|
|
Aug 02, 2023
Q2 2023
|
Aire Advisors, LLC
Beverly Hills, CA |
SELL
|
- |
-64- 1.03% |
$2.21K - $2.57K
|
6.14K
$263K
|
|
|
Aug 11, 2023
Q2 2023
|
Lcm Capital Management Inc
|
SELL
|
- |
-66- 0.91% |
$2.27K - $2.65K
|
7.23K
$309K
|
|
|
Aug 11, 2023
Q2 2023
|
Hayek Kallen Investment Management
Fairhope, AL |
SELL
|
- |
-66- 0.07% |
$2.27K - $2.65K
|
97.5K
$4.17M
|
|
|
Jul 21, 2023
Q2 2023
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-67- 0.65% |
$2.31K - $2.69K
|
10.2K
$438K
|
|
|
Jul 26, 2023
Q2 2023
|
Plancorp, LLC
|
SELL
|
- |
-68- 0.38% |
$2.34K - $2.73K
|
17.8K
$760K
|
|
|
Jul 10, 2023
Q2 2023
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-70- 0.98% |
$2.41K - $2.81K
|
7.07K
$302K
|
|
|
Jul 05, 2023
Q2 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-72- 7.89% |
$2.48K - $2.89K
|
840
$35.9K
|
|
|
Jul 28, 2023
Q2 2023
|
Calamos Advisors LLC
|
SELL
|
- |
-73- 0.01% |
$2.52K - $2.93K
|
843K
$36.1M
|
|
|
Feb 13, 2025
Q2 2023
|
Msh Capital Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-73- 0.14% |
$2.52K - $2.93K
|
52.8K
$2.26M
|
|
|
Aug 14, 2023
Q2 2023
|
Dimension Capital Management LLC
Coral Gables, FL |
SELL
|
- |
-74- 1.35% |
$2.55K - $2.97K
|
5.42K
$232K
|
|
|
Aug 14, 2023
Q2 2023
|
Horizon Kinetics Asset Management LLC
|
SELL
|
- |
-75- 0.71% |
$2.58K - $3.01K
|
10.5K
$448K
|
|
|
Aug 17, 2023
Q2 2023
|
Auxier Asset Management
Aurora, OR |
SELL
|
- |
-75- 0.22% |
$2.58K - $3.01K
|
34.5K
$1.47M
|
|
|
Aug 08, 2023
Q2 2023
|
Nvwm, LLC
|
SELL
|
- |
-76- 2.4% |
$2.62K - $3.05K
|
3.09K
$132K
|
|
|
Jul 14, 2023
Q2 2023
|
Vanguard Capital Wealth Advisors
|
SELL
|
- |
-81- 0.6% |
$2.79K - $3.25K
|
13.5K
$576K
|
|
|
Aug 14, 2023
Q2 2023
|
Kensington Investment Counsel, LLC
|
SELL
|
- |
-81- 0.6% |
$2.79K - $3.25K
|
13.3K
$571K
|
|
|
Jul 19, 2023
Q2 2023
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-82- 0.78% |
$2.83K - $3.29K
|
10.5K
$449K
|
|
|
Jul 12, 2023
Q2 2023
|
Royal Fund Management, LLC
|
SELL
|
- |
-86- 0.08% |
$2.96K - $3.45K
|
114K
$4.88M
|
|
|
Jul 19, 2023
Q2 2023
|
West Oak Capital, LLC
|
SELL
|
- |
-87- 0.36% |
$3K - $3.49K
|
24.2K
$1.03M
|
|
|
Jul 19, 2023
Q2 2023
|
First Bancorp, Inc
|
SELL
|
- |
-88- 0.54% |
$3.03K - $3.53K
|
16.3K
$698K
|
|
|
Aug 01, 2023
Q2 2023
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
SELL
|
- |
-88- 0.77% |
$3.03K - $3.53K
|
11.4K
$487K
|
|
|
Aug 15, 2023
Q2 2023
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-88- 0.39% |
$3.03K - $3.53K
|
22.5K
$960K
|
|
|
Aug 11, 2023
Q2 2023
|
Greytown Advisors Inc.
Miami, FL |
SELL
|
- |
-92- 0.98% |
$3.17K - $3.69K
|
9.26K
$396K
|
|
|
Aug 09, 2023
Q2 2023
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-93- 0.72% |
$3.2K - $3.73K
|
12.8K
$547K
|
|
|
Aug 11, 2023
Q2 2023
|
German American Bancorp, Inc.
Jasper, IN |
SELL
|
- |
-94- 1.04% |
$3.24K - $3.77K
|
8.98K
$384K
|
|
|
Jul 28, 2023
Q2 2023
|
Bull Street Advisors, LLC
|
SELL
|
- |
-95- 0.4% |
$3.27K - $3.81K
|
23.9K
$1.02M
|
|
|
Aug 07, 2023
Q2 2023
|
Rede Wealth, LLC
|
SELL
|
- |
-96- 0.46% |
$3.31K - $3.85K
|
20.7K
$885K
|
|
|
Jul 14, 2023
Q2 2023
|
Westside Investment Management, Inc.
|
SELL
|
- |
-100- 4.31% |
$3.45K - $4.01K
|
2.22K
$94.9K
|
|
|
Aug 08, 2023
Q2 2023
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-100- 0.49% |
$3.45K - $4.01K
|
20.2K
$865K
|
|
|
Aug 01, 2023
Q2 2023
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-101- 5.65% |
$3.48K - $4.05K
|
1.69K
$72.2K
|
|
|
Aug 11, 2023
Q2 2023
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-105- 1.12% |
$3.62K - $4.21K
|
9.24K
$395K
|
|
|
Aug 01, 2023
Q2 2023
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-108- 1.51% |
$3.72K - $4.33K
|
7.03K
$301K
|
|
|
Aug 10, 2023
Q2 2023
|
J.P. Marvel Investment Advisors, LLC
|
SELL
|
- |
-110- 0.97% |
$3.79K - $4.41K
|
11.2K
$480K
|
|
|
Feb 28, 2024
Q2 2023
|
Acima Private Wealth, LLC
Richmond, VA |
SELL
|
- |
-112- 2.07% |
$3.86K - $4.49K
|
5.3K
$227K
|