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 |
---|---|---|---|---|---|---|---|
Nov 14, 2023
Q3 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-265- 2.32% |
$8.34K - $9.93K
|
11.2K
$477K
|
|
Nov 01, 2023
Q3 2023
|
Pitti Group Wealth Management, LLC
|
SELL
|
- |
-267- 2.84% |
$8.4K - $10K
|
9.13K
$390K
|
|
Nov 13, 2023
Q3 2023
|
Glassman Wealth Services
|
SELL
|
- |
-271- 2.34% |
$8.53K - $10.2K
|
11.3K
$483K
|
|
Feb 02, 2024
Q3 2023
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-284- 2.93% |
$8.93K - $10.6K
|
9.4K
$402K
|
|
Nov 14, 2023
Q3 2023
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-285- 1.5% |
$8.97K - $10.7K
|
18.7K
$801K
|
|
Nov 14, 2023
Q3 2023
|
Cim Investment Management Inc
Pittsburgh, PA |
SELL
|
- |
-287- 2.21% |
$9.03K - $10.8K
|
12.7K
$542K
|
|
Nov 13, 2023
Q3 2023
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-291- 0.48% |
$9.15K - $10.9K
|
60.7K
$2.59M
|
|
Nov 09, 2023
Q3 2023
|
Sweeney & Michel, LLC
Chico, CA |
SELL
|
- |
-293- 0.29% |
$9.22K - $11K
|
101K
$4.32M
|
|
Nov 27, 2023
Q3 2023
|
Obsidian Personal Planning Solutions LLC
|
SELL
|
- |
-297- 3.63% |
$9.34K - $11.1K
|
7.9K
$338K
|
|
Nov 14, 2023
Q3 2023
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-299- 2.31% |
$9.41K - $11.2K
|
12.6K
$540K
|
|
Nov 14, 2023
Q3 2023
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-306- 4.58% |
$9.63K - $11.5K
|
6.38K
$273K
|
|
Nov 03, 2023
Q3 2023
|
Camden Capital, LLC
|
SELL
|
- |
-308- 2.58% |
$9.69K - $11.5K
|
11.6K
$497K
|
|
Oct 30, 2023
Q3 2023
|
Rfp Financial Group LLC
Atlanta, GA |
SELL
|
- |
-310- 4.23% |
$9.75K - $11.6K
|
7.03K
$300K
|
|
Nov 03, 2023
Q3 2023
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-311- 4.55% |
$9.78K - $11.7K
|
6.53K
$279K
|
|
Oct 11, 2023
Q3 2023
|
Luken Investment Analytics, LLC
Brentwood, TN |
SELL
|
- |
-312- 18.08% |
$9.82K - $11.7K
|
1.41K
$60.5K
|
|
Oct 24, 2023
Q3 2023
|
Apexium Financial, LP
|
SELL
|
- |
-322- 2.53% |
$10.1K - $12.1K
|
12.4K
$530K
|
|
Nov 07, 2023
Q3 2023
|
Equitable Trust CO
|
SELL
|
- |
-323- 0.8% |
$10.2K - $12.1K
|
40K
$1.71M
|
|
Oct 10, 2023
Q3 2023
|
Arbor Trust Wealth Advisors, LLC
|
SELL
|
- |
-324- 4.17% |
$10.2K - $12.1K
|
7.44K
$318K
|
|
Oct 24, 2023
Q3 2023
|
Forza Wealth Management, LLC
Sarasota, FL |
SELL
|
- |
-327- 0.98% |
$10.3K - $12.3K
|
33K
$1.41M
|
|
Nov 14, 2023
Q3 2023
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-327- 1.24% |
$10.3K - $12.3K
|
26K
$1.11M
|
|
Nov 08, 2023
Q3 2023
|
Heritage Wealth Advisors
|
SELL
|
- |
-331- 3.6% |
$10.4K - $12.4K
|
8.87K
$379K
|
|
Nov 09, 2023
Q3 2023
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-331- 5.14% |
$10.4K - $12.4K
|
6.11K
$261K
|
|
Dec 12, 2024
Q3 2023
|
Heritage Wealth Advisors
|
SELL
|
- |
-331- 3.6% |
$10.4K - $12.4K
|
8.87K
$379K
|
|
Nov 13, 2023
Q3 2023
|
West Hill Financial Advisors, Inc.
|
SELL
|
- |
-332- 4.4% |
$10.4K - $12.4K
|
7.21K
$308K
|
|
Nov 07, 2023
Q3 2023
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-333- 6.01% |
$10.5K - $12.5K
|
5.21K
$223K
|
|
Nov 08, 2023
Q3 2023
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
SELL
|
- |
-335- 2.27% |
$10.5K - $12.6K
|
14.4K
$616K
|
|
Oct 26, 2023
Q3 2023
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-343- 8.44% |
$10.8K - $12.9K
|
3.72K
$159K
|
|
Oct 10, 2023
Q3 2023
|
Next Level Private LLC
Harrison, NY |
SELL
|
- |
-347- 2.02% |
$10.9K - $13K
|
16.8K
$720K
|
|
Oct 17, 2023
Q3 2023
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-350- 8.84% |
$11K - $13.1K
|
3.61K
$154K
|
|
Nov 14, 2023
Q3 2023
|
Ncm Capital Management, LLC
Ramsey, NJ |
SELL
|
- |
-350- 1.73% |
$11K - $13.1K
|
19.9K
$851K
|
|
Oct 30, 2023
Q3 2023
|
Richwood Investment Advisors, LLC
|
SELL
|
- |
-354- 1.83% |
$11.1K - $13.3K
|
19K
$812K
|
|
Oct 10, 2023
Q3 2023
|
New England Research & Management, Inc.
|
SELL
|
- |
-360- 2.08% |
$11.3K - $13.5K
|
16.9K
$725K
|
|
Sep 05, 2024
Q3 2023
|
Granite Fo LLC
Bedford, NH |
SELL
|
- |
-362- 20.89% |
$11.4K - $13.6K
|
1.37K
$58.6K
|
|
Nov 06, 2023
Q3 2023
|
First National Trust CO
|
SELL
|
- |
-364- 0.11% |
$11.5K - $13.6K
|
341K
$14.6M
|
|
Nov 06, 2023
Q3 2023
|
Retirement Group, LLC
|
SELL
|
- |
-364- 7.26% |
$11.5K - $13.6K
|
4.65K
$199K
|
|
Nov 13, 2023
Q3 2023
|
Bison Wealth, LLC
|
SELL
|
- |
-365- 0.92% |
$11.5K - $13.7K
|
39.3K
$1.68M
|
|
Nov 06, 2023
Q3 2023
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-367- 3.7% |
$11.5K - $13.8K
|
9.54K
$408K
|
|
Nov 07, 2023
Q3 2023
|
J. L. Bainbridge & Co., Inc.
|
SELL
|
- |
-369- 5.28% |
$11.6K - $13.8K
|
6.62K
$283K
|
|
Oct 31, 2023
Q3 2023
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-376- 3.01% |
$11.8K - $14.1K
|
12.1K
$519K
|
|
Oct 19, 2023
Q3 2023
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-377- 1.48% |
$11.9K - $14.1K
|
25K
$1.07M
|
|
Nov 02, 2023
Q3 2023
|
Convergence Investment Partners, LLC
|
SELL
|
- |
-378- 0.57% |
$11.9K - $14.2K
|
66.2K
$2.83M
|
|
Nov 03, 2023
Q3 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-378- 8.69% |
$11.9K - $14.2K
|
3.97K
$170K
|
|
Nov 09, 2023
Q3 2023
|
Antonetti Capital Management LLC
|
SELL
|
- |
-378- 8.11% |
$11.9K - $14.2K
|
4.28K
$183K
|
|
Oct 11, 2023
Q3 2023
|
Burt Wealth Advisors
|
SELL
|
- |
-380- 5.25% |
$12K - $14.2K
|
6.86K
$293K
|
|
Nov 13, 2023
Q3 2023
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-381- 5.63% |
$12K - $14.3K
|
6.39K
$273K
|
|
Oct 18, 2023
Q3 2023
|
Rda Financial Network
|
SELL
|
- |
-384- 1.47% |
$12.1K - $14.4K
|
25.7K
$1.1M
|
|
Oct 19, 2023
Q3 2023
|
Marshall Financial Group LLC
|
SELL
|
- |
-384- 0.48% |
$12.1K - $14.4K
|
79.2K
$3.39M
|
|
Oct 20, 2023
Q3 2023
|
Mps Loria Financial Planners, LLC
|
SELL
|
- |
-386- 3.68% |
$12.1K - $14.5K
|
10.1K
$432K
|
|
Oct 26, 2023
Q3 2023
|
Detalus Advisors, LLC
|
SELL
|
- |
-388- 1.3% |
$12.2K - $14.5K
|
29.4K
$1.26M
|
|
Oct 24, 2023
Q3 2023
|
Affinity Wealth Management LLC
Wilmington, DE |
SELL
|
- |
-390- 4.34% |
$12.3K - $14.6K
|
8.61K
$368K
|