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
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
386New |
$12.1K - $14.5K
|
386
$15.8K
|
|
Oct 10, 2023
Q3 2023
|
Simpli Fi, Inc.
|
BUY
|
- |
382+ 1.25% |
$12K - $14.3K
|
30.8K
$1.26M
|
|
Oct 10, 2023
Q3 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
380+ 60.61% |
$12K - $14.2K
|
1.01K
$41.2K
|
|
Oct 25, 2023
Q3 2023
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
368+ 0.53% |
$11.6K - $13.8K
|
69.6K
$2.85M
|
|
Nov 14, 2023
Q3 2023
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
366+ 2.46% |
$11.5K - $13.7K
|
15.3K
$625K
|
|
Nov 13, 2023
Q3 2023
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
359+ 4.14% |
$11.3K - $13.5K
|
9.03K
$370K
|
|
Nov 07, 2023
Q3 2023
|
German American Bancorp, Inc.
Jasper, IN |
BUY
|
- |
354+ 3.94% |
$11.1K - $13.3K
|
9.34K
$382K
|
|
Oct 26, 2023
Q3 2023
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
348+ 2.55% |
$10.9K - $13K
|
14K
$573K
|
|
Nov 13, 2023
Q3 2023
|
Blue Barn Wealth, LLC
|
BUY
|
- |
348+ 3.89% |
$10.9K - $13K
|
9.29K
$381K
|
|
Oct 23, 2023
Q3 2023
|
Tfc Financial Management
|
BUY
|
- |
344+ 9.85% |
$10.8K - $12.9K
|
3.84K
$157K
|
|
Oct 10, 2023
Q3 2023
|
Tsfg, LLC
|
BUY
|
- |
335+ 5.07% |
$10.5K - $12.6K
|
6.95K
$285K
|
|
Nov 06, 2023
Q3 2023
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
332+ 1.42% |
$10.4K - $12.4K
|
23.7K
$971K
|
|
Nov 07, 2023
Q3 2023
|
Addison Advisors LLC
|
BUY
|
- |
328+ 6.11% |
$10.3K - $12.3K
|
5.7K
$233K
|
|
Oct 06, 2023
Q3 2023
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
325+ 3.08% |
$10.2K - $12.2K
|
10.9K
$445K
|
|
Oct 12, 2023
Q3 2023
|
Bcs Wealth Management
|
BUY
|
- |
320+ 3.19% |
$10.1K - $12K
|
10.3K
$424K
|
|
Nov 02, 2023
Q3 2023
|
Triad Financial Advisors, Inc.
Greensboro, NC |
BUY
|
- |
311+ 3.59% |
$9.78K - $11.7K
|
8.96K
$367K
|
|
May 17, 2024
Q3 2023
|
Baxter Bros Inc
|
BUY
|
- |
311+ 2.85% |
$9.78K - $11.7K
|
11.2K
$460K
|
|
Oct 26, 2023
Q3 2023
|
Conning Inc.
|
BUY
|
- |
310+ 0.75% |
$9.75K - $11.6K
|
41.5K
$1.7M
|
|
Oct 20, 2023
Q3 2023
|
Meridian Financial Partners LLC
|
BUY
|
- |
302+ 0.86% |
$9.5K - $11.3K
|
35.5K
$1.45M
|
|
Oct 31, 2023
Q3 2023
|
Rocky Mountain Advisers, LLC
|
BUY
|
- |
300+ 8.19% |
$9.44K - $11.2K
|
3.96K
$162K
|
|
Oct 31, 2023
Q3 2023
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
299+ 1.11% |
$9.41K - $11.2K
|
27.3K
$1.12M
|
|
Oct 27, 2023
Q3 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
291New |
$9.15K - $10.9K
|
291
$11.9K
|
|
Oct 16, 2023
Q3 2023
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
288+ 4.18% |
$9.06K - $10.8K
|
7.19K
$294K
|
|
Oct 19, 2023
Q3 2023
|
Heritage Financial Services, LLC
|
BUY
|
- |
285+ 4.7% |
$8.97K - $10.7K
|
6.35K
$260K
|
|
Nov 14, 2023
Q3 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
285+ 2.32% |
$8.97K - $10.7K
|
12.6K
$514K
|
|
Jan 24, 2024
Q3 2023
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
281+ 2.82% |
$8.84K - $10.5K
|
10.2K
$419K
|
|
Oct 10, 2023
Q3 2023
|
Ims Capital Management
|
BUY
|
- |
280+ 1.78% |
$8.81K - $10.5K
|
16K
$654K
|
|
Oct 19, 2023
Q3 2023
|
Western Financial Corp/Ca
San Diego, CA |
BUY
|
- |
278+ 1.74% |
$8.75K - $10.4K
|
16.3K
$667K
|
|
Nov 08, 2023
Q3 2023
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
274+ 1.06% |
$8.62K - $10.3K
|
26.2K
$1.07M
|
|
Oct 24, 2023
Q3 2023
|
Wealth Management Partners, LLC
|
BUY
|
- |
270+ 2.01% |
$8.49K - $10.1K
|
13.7K
$560K
|
|
Oct 30, 2023
Q3 2023
|
Pay Pay Securities Corp
Tokyo, M0 |
BUY
|
- |
268+ 188.73% |
$8.43K - $10K
|
410
$16.8K
|
|
Nov 13, 2023
Q3 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
268+ 0.71% |
$8.43K - $10K
|
38.1K
$1.56M
|
|
Nov 06, 2023
Q3 2023
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
267+ 1.65% |
$8.4K - $10K
|
16.4K
$672K
|
|
Oct 16, 2023
Q3 2023
|
Cassia Capital Partners, LLC
Winston Salem, NC |
BUY
|
- |
261+ 2.11% |
$8.21K - $9.78K
|
12.7K
$518K
|
|
Oct 26, 2023
Q3 2023
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
255+ 16.77% |
$8.02K - $9.56K
|
1.78K
$72.7K
|
|
Nov 04, 2024
Q3 2023
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
255New |
$8.02K - $9.56K
|
255
$10.4K
|
|
Nov 13, 2023
Q3 2023
|
Shilanski & Associates, Inc.
|
BUY
|
- |
254+ 2.06% |
$7.99K - $9.52K
|
12.6K
$517K
|
|
Oct 12, 2023
Q3 2023
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
251New |
$7.9K - $9.41K
|
251
$10.3K
|
|
Oct 25, 2023
Q3 2023
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
250+ 56.18% |
$7.87K - $9.37K
|
695
$28.5K
|
|
Nov 13, 2023
Q3 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
246+ 1.22% |
$7.74K - $9.22K
|
20.3K
$833K
|
|
Apr 26, 2024
Q3 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
246+ 1.22% |
$7.74K - $9.22K
|
20.3K
$833K
|
|
Oct 30, 2023
Q3 2023
|
True Link Financial Advisors, LLC
|
BUY
|
- |
241+ 2.89% |
$7.58K - $9.03K
|
8.59K
$352K
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
239+ 17.84% |
$7.52K - $8.96K
|
1.58K
$64.7K
|
|
Nov 06, 2023
Q3 2023
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
239+ 9.05% |
$7.52K - $8.96K
|
2.88K
$118K
|
|
Oct 26, 2023
Q3 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
234+ 0.82% |
$7.36K - $8.77K
|
28.7K
$1.18M
|
|
Oct 30, 2023
Q3 2023
|
Pacific Sage Partners, LLC
Shoreline, WA |
BUY
|
- |
230+ 2.24% |
$7.24K - $8.62K
|
10.5K
$430K
|
|
Nov 09, 2023
Q3 2023
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
BUY
|
- |
228+ 2.05% |
$7.17K - $8.55K
|
11.3K
$464K
|
|
Nov 02, 2023
Q3 2023
|
Diversified, LLC
|
BUY
|
- |
225+ 2.3% |
$7.08K - $8.43K
|
9.99K
$409K
|
|
Nov 14, 2023
Q3 2023
|
Aaf Wealth Management, LLC
|
BUY
|
- |
224+ 3.35% |
$7.05K - $8.4K
|
6.91K
$283K
|
|
May 19, 2025
Q3 2023
|
Aaf Wealth Management, LLC
|
BUY
|
- |
224+ 3.35% |
$7.05K - $8.4K
|
6.91K
$283K
|