Purchases and Sales Made in Q3 2023 in Verizon Communications Inc (VZ)
This table provides information about the institutional ownership of Verizon Communications Inc (VZ) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 10, 2023
Q3 2023
|
Rise Advisors, LLC
|
BUY
|
- |
2.09K+ 39.12% |
$65.7K - $78.3K
|
7.43K
$317K
|
|
|
Apr 30, 2024
Q3 2023
|
Concord Wealth Partners
|
BUY
|
- |
2.07K+ 9.45% |
$65.1K - $77.5K
|
24K
$1.02M
|
|
|
Nov 13, 2023
Q3 2023
|
Tacita Capital Inc
Toronto, A6 |
BUY
|
- |
2.07KNew |
$65K - $77.4K
|
2.07K
$88.3K
|
|
|
Nov 08, 2023
Q3 2023
|
Klr Investment Advisors, LLC
Providence, RI |
BUY
|
- |
2.06K+ 20.49% |
$64.9K - $77.3K
|
12.1K
$519K
|
|
|
Nov 01, 2023
Q3 2023
|
Cap Wealth Advisors, LLC
|
BUY
|
- |
2.05K+ 0.9% |
$64.5K - $76.8K
|
230K
$9.82M
|
|
|
Nov 13, 2023
Q3 2023
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
2.05K+ 4.39% |
$64.3K - $76.6K
|
48.7K
$2.08M
|
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
2.03KNew |
$63.8K - $76K
|
2.03K
$86.8K
|
|
|
Nov 02, 2023
Q3 2023
|
Asset Management Resources, LLC
|
BUY
|
- |
1.98K+ 16.3% |
$62.4K - $74.3K
|
14.1K
$605K
|
|
|
Oct 17, 2023
Q3 2023
|
Atlas Brown,Inc.
|
BUY
|
- |
1.98K+ 6.94% |
$62.1K - $74K
|
30.4K
$1.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Peterson Wealth Services
|
BUY
|
- |
1.97K+ 7.24% |
$61.8K - $73.6K
|
29.1K
$1.24M
|
|
|
Oct 31, 2023
Q3 2023
|
First American Trust, Fsb
|
BUY
|
- |
1.95K+ 33.33% |
$61.5K - $73.2K
|
7.82K
$334K
|
|
|
Dec 01, 2023
Q3 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
1.94K+ 9.85% |
$61K - $72.7K
|
21.6K
$925K
|
|
|
Nov 14, 2023
Q3 2023
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
1.93K+ 13.64% |
$60.8K - $72.4K
|
16.1K
$689K
|
|
|
Nov 13, 2023
Q3 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.93K+ 4.25% |
$60.7K - $72.4K
|
47.4K
$2.03M
|
|
|
Nov 03, 2023
Q3 2023
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
1.93KNew |
$60.6K - $72.1K
|
1.93K
$82.3K
|
|
|
Oct 10, 2023
Q3 2023
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
1.92K+ 2.24% |
$60.3K - $71.8K
|
87.3K
$3.73M
|
|
|
Oct 20, 2023
Q3 2023
|
Avestar Capital, LLC
|
BUY
|
- |
1.91K+ 21.36% |
$60.2K - $71.7K
|
10.9K
$464K
|
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.91K+ 3.37% |
$60.1K - $71.5K
|
58.5K
$2.5M
|
|
|
Nov 01, 2023
Q3 2023
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
1.91K+ 163.52% |
$59.9K - $71.4K
|
3.07K
$131K
|
|
|
Nov 15, 2023
Q3 2023
|
Ramirez Asset Management, Inc.
New York, NY |
BUY
|
- |
1.9KNew |
$59.8K - $71.2K
|
1.9K
$81.2K
|
|
|
Oct 31, 2023
Q3 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
1.89K+ 3.28% |
$59.6K - $71K
|
59.7K
$2.55M
|
|
|
Nov 09, 2023
Q3 2023
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
1.88K+ 1.2% |
$59.2K - $70.6K
|
158K
$6.77M
|
|
|
Nov 06, 2023
Q3 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
1.88K+ 15.29% |
$59K - $70.3K
|
14.1K
$605K
|
|
|
Oct 16, 2023
Q3 2023
|
Columbia Trust CO 01012016
|
BUY
|
- |
1.86K+ 4.52% |
$58.6K - $69.9K
|
43.1K
$1.84M
|
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
BUY
|
- |
1.86K+ 2.6% |
$58.5K - $69.7K
|
73.5K
$3.14M
|
|
|
Nov 07, 2023
Q3 2023
|
Omni Star Financial Group, Inc.
|
BUY
|
- |
1.85K+ 5.08% |
$58.2K - $69.3K
|
38.3K
$1.64M
|
|
|
Oct 31, 2023
Q3 2023
|
Windsor Advisory Group, LLC
Columbus, OH |
BUY
|
- |
1.84K+ 9.96% |
$58K - $69.1K
|
20.3K
$870K
|
|
|
Nov 14, 2023
Q3 2023
|
Morningstar Investment Management LLC
Chicago, IL |
BUY
|
- |
1.83K+ 0.69% |
$57.7K - $68.7K
|
266K
$11.4M
|
|
|
Apr 09, 2024
Q3 2023
|
Morningstar Investment Management LLC
Chicago, IL |
BUY
|
- |
1.83K+ 0.69% |
$57.7K - $68.7K
|
266K
$11.4M
|
|
|
Oct 28, 2024
Q3 2023
|
Old North State Wealth Management, LLC
Wilmington, NC |
BUY
|
- |
1.82K+ 18.57% |
$57.3K - $68.3K
|
11.6K
$497K
|
|
|
Oct 10, 2023
Q3 2023
|
Cohen Investment Advisors LLC
|
BUY
|
- |
1.81K+ 3.66% |
$56.8K - $67.7K
|
51.1K
$2.19M
|
|
|
Oct 23, 2023
Q3 2023
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
1.81K+ 7.56% |
$56.8K - $67.7K
|
25.7K
$1.1M
|
|
|
Dec 19, 2024
Q3 2023
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
1.8K+ 5.64% |
$56.7K - $67.6K
|
33.7K
$1.44M
|
|
|
Oct 19, 2023
Q3 2023
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
1.8K+ 26.74% |
$56.7K - $67.5K
|
8.54K
$365K
|
|
|
Oct 03, 2024
Q3 2023
|
Windward Capital Management CO
|
BUY
|
- |
1.8K+ 2.86% |
$56.5K - $67.4K
|
64.6K
$2.76M
|
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
BUY
|
- |
1.79K+ 1.91% |
$56.4K - $67.2K
|
95.8K
$4.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
1.79K+ 2.86% |
$56.2K - $66.9K
|
64.3K
$2.75M
|
|
|
Nov 13, 2023
Q3 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
1.77K+ 1.75% |
$55.8K - $66.5K
|
103K
$4.4M
|
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.77K+ 2.02% |
$55.7K - $66.3K
|
89.5K
$3.83M
|
|
|
Nov 13, 2023
Q3 2023
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
1.77K+ 3.21% |
$55.7K - $66.3K
|
56.9K
$2.43M
|
|
|
Nov 13, 2023
Q3 2023
|
Accuvest Global Advisors
Provo, UT |
BUY
|
- |
1.74K+ 12.36% |
$54.8K - $65.3K
|
15.8K
$678K
|
|
|
Nov 14, 2023
Q3 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
1.74K+ 23.01% |
$54.7K - $65.2K
|
9.3K
$398K
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.7K+ 2.08% |
$53.4K - $63.6K
|
83.4K
$3.57M
|
|
|
Oct 12, 2023
Q3 2023
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
1.69K+ 4.46% |
$53.2K - $63.4K
|
39.6K
$1.69M
|
|
|
Oct 19, 2023
Q3 2023
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
1.68K+ 5.92% |
$53K - $63.1K
|
30.1K
$1.29M
|
|
|
Dec 04, 2023
Q3 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
1.67K+ 39.0% |
$52.6K - $62.7K
|
5.96K
$255K
|
|
|
Oct 18, 2023
Q3 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
1.66K+ 4.71% |
$52.3K - $62.3K
|
37K
$1.58M
|
|
|
Oct 12, 2023
Q3 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
1.66K+ 23.09% |
$52.2K - $62.2K
|
8.85K
$378K
|
|
|
Oct 20, 2023
Q3 2023
|
Mountain Pacific Investment Advisers Inc
|
BUY
|
- |
1.66K+ 30.58% |
$52.2K - $62.2K
|
7.09K
$303K
|
|
|
Oct 25, 2023
Q3 2023
|
Buffington Mohr Mc Neal
|
BUY
|
- |
1.66K+ 30.14% |
$52.1K - $62.1K
|
7.15K
$306K
|