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
|
Stolper CO
|
BUY
|
- |
82+ 0.18% |
$2.58K - $3.07K
|
45.3K
$1.94M
|
|
Oct 24, 2023
Q3 2023
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
81+ 1.04% |
$2.55K - $3.04K
|
7.89K
$338K
|
|
Oct 27, 2023
Q3 2023
|
Alley Investment Management Company, LLC
|
BUY
|
- |
75+ 0.04% |
$2.36K - $2.81K
|
184K
$7.86M
|
|
Oct 24, 2023
Q3 2023
|
Nadler Financial Group, Inc.
|
BUY
|
- |
74+ 0.86% |
$2.33K - $2.77K
|
8.65K
$370K
|
|
Oct 25, 2023
Q3 2023
|
Wealth Management Solutions, LLC
|
BUY
|
- |
74+ 0.33% |
$2.33K - $2.77K
|
22.2K
$950K
|
|
Nov 06, 2023
Q3 2023
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
72+ 0.4% |
$2.27K - $2.7K
|
18.1K
$772K
|
|
Oct 18, 2023
Q3 2023
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
69+ 4.09% |
$2.17K - $2.59K
|
1.76K
$75.1K
|
|
Nov 13, 2023
Q3 2023
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
65+ 0.13% |
$2.04K - $2.44K
|
50.4K
$2.15M
|
|
Nov 14, 2023
Q3 2023
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
59+ 0.05% |
$1.86K - $2.21K
|
126K
$5.37M
|
|
Oct 26, 2023
Q3 2023
|
Hills Bank & Trust CO
|
BUY
|
- |
57+ 0.23% |
$1.79K - $2.14K
|
24.8K
$1.06M
|
|
Nov 14, 2023
Q3 2023
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
56+ 0.75% |
$1.76K - $2.1K
|
7.55K
$323K
|
|
Oct 26, 2023
Q3 2023
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
55New |
$1.73K - $2.06K
|
55
$2.35K
|
|
Oct 10, 2023
Q3 2023
|
Paragon Capital Management LTD
|
BUY
|
- |
50+ 0.7% |
$1.57K - $1.87K
|
7.17K
$306K
|
|
Nov 09, 2023
Q3 2023
|
Slocum, Gordon & CO LLP
Newport, RI |
BUY
|
- |
44+ 0.04% |
$1.38K - $1.65K
|
102K
$4.38M
|
|
Oct 19, 2023
Q3 2023
|
West End Advisors, LLC
|
BUY
|
- |
42New |
$1.32K - $1.57K
|
42
$1.8K
|
|
Oct 19, 2023
Q3 2023
|
Ogorek Anthony Joseph
|
BUY
|
- |
42+ 4.77% |
$1.32K - $1.57K
|
923
$39.5K
|
|
Jan 09, 2024
Q3 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
40+ 0.89% |
$1.26K - $1.5K
|
4.54K
$194K
|
|
Nov 14, 2023
Q3 2023
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
38+ 0.29% |
$1.2K - $1.42K
|
13.3K
$571K
|
|
Aug 08, 2024
Q3 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
38+ 1.4% |
$1.2K - $1.42K
|
2.75K
$118K
|
|
Oct 12, 2023
Q3 2023
|
Heartland Bank & Trust CO
|
BUY
|
- |
37+ 0.39% |
$1.16K - $1.39K
|
9.5K
$406K
|
|
Nov 13, 2023
Q3 2023
|
Clari Vest Asset Management LLC
San Diego, CA |
BUY
|
- |
37New |
$1.16K - $1.39K
|
37
$1.58K
|
|
Oct 10, 2023
Q3 2023
|
Country Trust Bank
|
BUY
|
- |
36+ 1.88% |
$1.13K - $1.35K
|
1.95K
$83.4K
|
|
Nov 02, 2023
Q3 2023
|
Tfo Tdc, LLC
|
BUY
|
- |
35+ 11.67% |
$1.1K - $1.31K
|
335
$14.3K
|
|
Nov 06, 2023
Q3 2023
|
Manchester Financial Inc
|
BUY
|
- |
35+ 0.1% |
$1.1K - $1.31K
|
35.8K
$1.53M
|
|
Nov 06, 2023
Q3 2023
|
Sonata Capital Group Inc
|
BUY
|
- |
34+ 0.4% |
$1.07K - $1.27K
|
8.59K
$367K
|
|
Oct 10, 2023
Q3 2023
|
Thomasville National Bank
|
BUY
|
- |
33+ 0.03% |
$1.04K - $1.24K
|
108K
$4.62M
|
|
Nov 13, 2023
Q3 2023
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
32+ 0.45% |
$1.01K - $1.2K
|
7.1K
$303K
|
|
Oct 03, 2023
Q3 2023
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
31+ 0.12% |
$975 - $1.16K
|
25.9K
$1.11M
|
|
Nov 15, 2023
Q3 2023
|
Kb Financial Partners, LLC
Princeton, NJ |
BUY
|
- |
31+ 0.24% |
$975 - $1.16K
|
12.9K
$554K
|
|
Nov 16, 2023
Q3 2023
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
31+ 0.64% |
$975 - $1.16K
|
4.89K
$209K
|
|
Nov 09, 2023
Q3 2023
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
30+ 1.29% |
$944 - $1.12K
|
2.36K
$101K
|
|
Oct 20, 2023
Q3 2023
|
West Branch Capital LLC
|
BUY
|
- |
26+ 0.73% |
$818 - $974
|
3.58K
$153K
|
|
Nov 03, 2023
Q3 2023
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
24+ 1.46% |
$755 - $900
|
1.67K
$71.4K
|
|
Nov 14, 2023
Q3 2023
|
Jentner Corp
|
BUY
|
- |
24+ 0.31% |
$755 - $900
|
7.75K
$331K
|
|
Oct 23, 2023
Q3 2023
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
23+ 0.37% |
$724 - $862
|
6.22K
$266K
|
|
Nov 01, 2023
Q3 2023
|
Key F Inancial Inc
|
BUY
|
- |
23+ 0.08% |
$724 - $862
|
29.3K
$1.25M
|
|
Nov 14, 2023
Q3 2023
|
Augustine Asset Management Inc
|
BUY
|
- |
23+ 0.14% |
$724 - $862
|
16.1K
$688K
|
|
Oct 20, 2023
Q3 2023
|
Newton One Investments LLC
|
BUY
|
- |
21+ 1.04% |
$661 - $787
|
2.03K
$86.9K
|
|
Nov 03, 2023
Q3 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
21+ 1.95% |
$661 - $787
|
1.1K
$47K
|
|
Nov 14, 2023
Q3 2023
|
Fusion Capital, LLC
|
BUY
|
- |
21+ 0.25% |
$661 - $787
|
8.26K
$353K
|
|
Oct 18, 2023
Q3 2023
|
Lee Financial Group Hawaii, Inc.
Honolulu, HI |
BUY
|
- |
20+ 0.15% |
$629 - $750
|
13.4K
$574K
|
|
Oct 10, 2023
Q3 2023
|
Harbor Group, Inc.
|
BUY
|
- |
18+ 0.22% |
$566 - $675
|
8.28K
$354K
|
|
Oct 20, 2023
Q3 2023
|
Lester Murray Antman Dba Simply Rich
|
BUY
|
- |
17+ 0.24% |
$535 - $637
|
7.2K
$308K
|
|
Nov 13, 2023
Q3 2023
|
Merriman Wealth Management, LLC
|
BUY
|
- |
15+ 0.2% |
$472 - $562
|
7.5K
$320K
|
|
Nov 13, 2023
Q3 2023
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
15+ 0.15% |
$472 - $562
|
9.77K
$418K
|
|
Oct 19, 2023
Q3 2023
|
Kg&L Capital Management,Llc
|
BUY
|
- |
13+ 0.06% |
$409 - $487
|
22.4K
$957K
|
|
Apr 04, 2024
Q3 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
13+ 1.35% |
$409 - $487
|
974
$41.6K
|
|
Oct 17, 2023
Q3 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
12+ 1.43% |
$378 - $450
|
852
$36.4K
|
|
Oct 18, 2023
Q3 2023
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
12+ 0.72% |
$378 - $450
|
1.67K
$71.4K
|
|
Oct 24, 2023
Q3 2023
|
Grant
|
BUY
|
- |
12+ 0.13% |
$378 - $450
|
9.26K
$396K
|