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
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
605+ 1.38% |
$19K - $22.7K
|
44.4K
$1.9M
|
|
|
Nov 07, 2023
Q3 2023
|
Gryphon Financial Partners LLC
|
BUY
|
- |
601+ 5.8% |
$18.9K - $22.5K
|
11K
$469K
|
|
|
Nov 07, 2023
Q3 2023
|
Copperwynd Financial, LLC
|
BUY
|
- |
596+ 4.93% |
$18.8K - $22.3K
|
12.7K
$542K
|
|
|
Oct 17, 2023
Q3 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
573+ 27.94% |
$18K - $21.5K
|
2.62K
$112K
|
|
|
Oct 19, 2023
Q3 2023
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
570+ 9.39% |
$17.9K - $21.4K
|
6.64K
$284K
|
|
|
Oct 26, 2023
Q3 2023
|
Dmg Group, LLC
Birmingham, AL |
BUY
|
- |
569+ 3.95% |
$17.9K - $21.3K
|
15K
$640K
|
|
|
Oct 24, 2023
Q3 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
560New |
$17.6K - $21K
|
560
$23.9K
|
|
|
Nov 15, 2023
Q3 2023
|
Obsidian Personal Planning Solutions LLC
|
BUY
|
- |
558+ 7.31% |
$17.6K - $20.9K
|
8.19K
$350K
|
|
|
Dec 07, 2023
Q3 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
553+ 0.63% |
$17.4K - $20.7K
|
88.4K
$3.78M
|
|
|
Oct 19, 2023
Q3 2023
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
547+ 8.77% |
$17.2K - $20.5K
|
6.79K
$290K
|
|
|
Nov 13, 2023
Q3 2023
|
Duff & Phelps Investment Management CO
Chicago, IL |
BUY
|
- |
547+ 0.04% |
$17.2K - $20.5K
|
1.39M
$59.3M
|
|
|
Feb 06, 2024
Q3 2023
|
Planned Solutions, Inc.
|
BUY
|
- |
538+ 7.39% |
$16.9K - $20.2K
|
7.82K
$334K
|
|
|
Feb 13, 2025
Q3 2023
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
538+ 6.19% |
$16.9K - $20.2K
|
9.24K
$395K
|
|
|
Nov 13, 2023
Q3 2023
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
536+ 3.34% |
$16.9K - $20.1K
|
16.6K
$709K
|
|
|
Oct 20, 2023
Q3 2023
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
528+ 1.24% |
$16.6K - $19.8K
|
43K
$1.84M
|
|
|
Nov 13, 2023
Q3 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
526+ 0.83% |
$16.5K - $19.7K
|
63.6K
$2.72M
|
|
|
Nov 09, 2023
Q3 2023
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
522+ 0.74% |
$16.4K - $19.6K
|
70.8K
$3.03M
|
|
|
Oct 24, 2023
Q3 2023
|
Iowa State Bank
|
BUY
|
- |
507+ 1.34% |
$16K - $19K
|
38.5K
$1.65M
|
|
|
Nov 09, 2023
Q3 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
504+ 34.85% |
$15.9K - $18.9K
|
1.95K
$83.4K
|
|
|
Nov 07, 2023
Q3 2023
|
Waddell & Associates, LLC
|
BUY
|
- |
503+ 4.06% |
$15.8K - $18.9K
|
12.9K
$551K
|
|
|
Oct 25, 2023
Q3 2023
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
500New |
$15.7K - $18.7K
|
500
$21.4K
|
|
|
Oct 18, 2023
Q3 2023
|
Powers Advisory Group, LLC
|
BUY
|
- |
491+ 4.39% |
$15.4K - $18.4K
|
11.7K
$500K
|
|
|
Oct 31, 2023
Q3 2023
|
Annex Advisory Services, LLC
|
BUY
|
- |
488+ 4.4% |
$15.4K - $18.3K
|
11.6K
$495K
|
|
|
Nov 07, 2023
Q3 2023
|
Ledyard National Bank
|
BUY
|
- |
483+ 2.76% |
$15.2K - $18.1K
|
18K
$769K
|
|
|
Nov 09, 2023
Q3 2023
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
477+ 1.27% |
$15K - $17.9K
|
38K
$1.63M
|
|
|
Oct 19, 2023
Q3 2023
|
Proffitt & Goodson Inc
|
BUY
|
- |
471+ 3.51% |
$14.8K - $17.7K
|
13.9K
$594K
|
|
|
Nov 08, 2023
Q3 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
471+ 32.28% |
$14.8K - $17.7K
|
1.93K
$82.5K
|
|
|
Nov 15, 2023
Q3 2023
|
Orleans Capital Management Corp
Mandeville, LA |
BUY
|
- |
465+ 2.65% |
$14.6K - $17.4K
|
18K
$771K
|
|
|
Oct 10, 2023
Q3 2023
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
460+ 0.79% |
$14.5K - $17.2K
|
58.6K
$2.51M
|
|
|
Oct 16, 2023
Q3 2023
|
First Affirmative Financial Network
|
BUY
|
- |
459+ 5.1% |
$14.4K - $17.2K
|
9.47K
$405K
|
|
|
Oct 25, 2023
Q3 2023
|
Beacon Financial Advisory LLC
|
BUY
|
- |
458+ 2.16% |
$14.4K - $17.2K
|
21.7K
$928K
|
|
|
Nov 13, 2023
Q3 2023
|
Provence Wealth Management Group
|
BUY
|
- |
452+ 6.97% |
$14.2K - $16.9K
|
6.94K
$297K
|
|
|
Nov 02, 2023
Q3 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
436+ 1.31% |
$13.7K - $16.3K
|
33.6K
$1.44M
|
|
|
Oct 11, 2023
Q3 2023
|
Independent Wealth Network Inc.
|
BUY
|
- |
435+ 5.28% |
$13.7K - $16.3K
|
8.68K
$371K
|
|
|
Oct 10, 2023
Q3 2023
|
Greenfield Savings Bank
|
BUY
|
- |
421+ 1.64% |
$13.2K - $15.8K
|
26.1K
$1.12M
|
|
|
Nov 14, 2023
Q3 2023
|
Horizon Kinetics Asset Management LLC
|
BUY
|
- |
421+ 4.02% |
$13.2K - $15.8K
|
10.9K
$466K
|
|
|
Oct 24, 2023
Q3 2023
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
412+ 2.74% |
$13K - $15.4K
|
15.5K
$661K
|
|
|
Oct 17, 2023
Q3 2023
|
Louisiana State Employees Retirement System
|
BUY
|
- |
400+ 0.15% |
$12.6K - $15K
|
261K
$11.1M
|
|
|
Oct 17, 2023
Q3 2023
|
Piscataqua Savings Bank
|
BUY
|
- |
400+ 3.22% |
$12.6K - $15K
|
12.8K
$548K
|
|
|
Nov 13, 2023
Q3 2023
|
Taylor Hoffman Wealth Management
Richmond, VA |
BUY
|
- |
400+ 6.03% |
$12.6K - $15K
|
7.04K
$301K
|
|
|
Oct 05, 2023
Q3 2023
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
398+ 5.25% |
$12.5K - $14.9K
|
7.97K
$341K
|
|
|
Oct 31, 2023
Q3 2023
|
First Interstate Bank
Billings, MT |
BUY
|
- |
396+ 4.33% |
$12.5K - $14.8K
|
9.54K
$408K
|
|
|
Nov 09, 2023
Q3 2023
|
Gould Capital, LLC
|
BUY
|
- |
395+ 0.57% |
$12.4K - $14.8K
|
70.3K
$3M
|
|
|
Oct 31, 2023
Q3 2023
|
Oakworth Capital, Inc.
|
BUY
|
- |
391+ 6.71% |
$12.3K - $14.7K
|
6.22K
$266K
|
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
386New |
$12.1K - $14.5K
|
386
$16.5K
|
|
|
Oct 10, 2023
Q3 2023
|
Simpli Fi, Inc.
|
BUY
|
- |
382+ 1.25% |
$12K - $14.3K
|
30.8K
$1.32M
|
|
|
Oct 10, 2023
Q3 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
380+ 60.61% |
$12K - $14.2K
|
1.01K
$43.1K
|
|
|
Oct 25, 2023
Q3 2023
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
368+ 0.53% |
$11.6K - $13.8K
|
69.6K
$2.98M
|
|
|
Nov 14, 2023
Q3 2023
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
366+ 2.46% |
$11.5K - $13.7K
|
15.3K
$652K
|
|
|
Nov 13, 2023
Q3 2023
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
359+ 4.14% |
$11.3K - $13.5K
|
9.03K
$386K
|