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 13, 2023
Q3 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-3.97K- 17.12% |
$125K - $149K
|
19.2K
$822K
|
|
|
Nov 06, 2023
Q3 2023
|
Reik & Co., LLC
|
SELL
|
- |
-3.98K- 23.52% |
$125K - $149K
|
12.9K
$553K
|
|
|
Oct 26, 2023
Q3 2023
|
First City Capital Management, Inc.
|
SELL
|
- |
-3.98K- 8.06% |
$125K - $149K
|
45.4K
$1.94M
|
|
|
Nov 13, 2023
Q3 2023
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-4.03K- 26.0% |
$127K - $151K
|
11.5K
$490K
|
|
|
Oct 12, 2023
Q3 2023
|
Churchill Management Corp
|
SELL
|
- |
-4.03K- 3.08% |
$127K - $151K
|
127K
$5.42M
|
|
|
Nov 08, 2023
Q3 2023
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-4.04K- 38.87% |
$127K - $151K
|
6.35K
$271K
|
|
|
Nov 09, 2023
Q3 2023
|
Empire Life Investments Inc.
|
SELL
|
- |
-4.04K- 1.09% |
$127K - $152K
|
365K
$15.6M
|
|
|
Nov 09, 2023
Q3 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-4.05K- 20.62% |
$127K - $152K
|
15.6K
$666K
|
|
|
Oct 26, 2023
Q3 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-4.06K- 17.46% |
$128K - $152K
|
19.2K
$820K
|
|
|
Aug 29, 2024
Q3 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-4.06K- 17.46% |
$128K - $152K
|
19.2K
$820K
|
|
|
Oct 26, 2023
Q3 2023
|
Steph & CO
|
SELL
|
- |
-4.06K- 17.35% |
$128K - $152K
|
19.3K
$827K
|
|
|
Oct 25, 2023
Q3 2023
|
Chicago Capital, LLC
|
SELL
|
- |
-4.06K- 10.65% |
$128K - $152K
|
34.1K
$1.46M
|
|
|
Nov 09, 2023
Q3 2023
|
Efg Asset Management (Americas) Corp.
|
SELL
|
- |
-4.07K- 15.49% |
$128K - $153K
|
22.2K
$949K
|
|
|
Oct 25, 2023
Q3 2023
|
E&G Advisors, LP
|
SELL
|
- |
-4.1K- 30.12% |
$129K - $154K
|
9.51K
$407K
|
|
|
Oct 10, 2023
Q3 2023
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-4.15K- 26.56% |
$131K - $156K
|
11.5K
$491K
|
|
|
Oct 10, 2023
Q3 2023
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-4.16K- 2.31% |
$131K - $156K
|
176K
$7.54M
|
|
|
Oct 10, 2023
Q3 2023
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-4.17K- 6.7% |
$131K - $156K
|
58.1K
$2.48M
|
|
|
Nov 03, 2023
Q3 2023
|
Hamel Associates, Inc.
|
SELL
|
- |
-4.21K- 3.3% |
$132K - $158K
|
123K
$5.28M
|
|
|
Nov 08, 2023
Q3 2023
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-4.21K- 14.86% |
$132K - $158K
|
24.1K
$1.03M
|
|
|
Nov 14, 2023
Q3 2023
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-4.26K- 19.94% |
$134K - $160K
|
17.1K
$731K
|
|
|
Oct 27, 2023
Q3 2023
|
Smith, Salley & Associates
|
SELL
|
- |
-4.28K- 7.67% |
$135K - $160K
|
51.5K
$2.2M
|
|
|
Oct 30, 2023
Q3 2023
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-4.32K- 7.12% |
$136K - $162K
|
56.3K
$2.41M
|
|
|
Oct 12, 2023
Q3 2023
|
Wealthpoint, LLC
|
SELL
|
- |
-4.36K- 34.7% |
$137K - $163K
|
8.2K
$351K
|
|
|
Nov 06, 2023
Q3 2023
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-4.37K- 5.62% |
$137K - $164K
|
73.3K
$3.14M
|
|
|
Nov 14, 2023
Q3 2023
|
Cito Capital Group, LLC
Miami, FL |
SELL
|
- |
-4.4K- 23.89% |
$138K - $165K
|
14K
$599K
|
|
|
Nov 02, 2023
Q3 2023
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-4.41K- 10.3% |
$139K - $165K
|
38.4K
$1.64M
|
|
|
Nov 07, 2023
Q3 2023
|
Financial Counselors Inc
|
SELL
|
- |
-4.41K- 0.52% |
$139K - $165K
|
849K
$36.3M
|
|
|
Oct 13, 2023
Q3 2023
|
Optimum Investment Advisors
|
SELL
|
- |
-4.43K- 24.54% |
$139K - $166K
|
13.6K
$582K
|
|
|
Nov 02, 2023
Q3 2023
|
Citizens Business Bank
Ontario, CA |
SELL
|
- |
-4.45K- 5.65% |
$140K - $167K
|
74.2K
$3.17M
|
|
|
Oct 12, 2023
Q3 2023
|
Essex Savings Bank
|
SELL
|
- |
-4.45K- 25.74% |
$140K - $167K
|
12.8K
$548K
|
|
|
Nov 14, 2023
Q3 2023
|
3 Chopt Investment Partners, LLC
Richmond, VA |
SELL
|
- |
-4.47K- 7.69% |
$141K - $168K
|
53.7K
$2.3M
|
|
|
Oct 17, 2023
Q3 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-4.52K- 6.58% |
$142K - $169K
|
64.1K
$2.74M
|
|
|
Oct 16, 2023
Q3 2023
|
Enterprise Bank & Trust CO
|
SELL
|
- |
-4.52K- 28.92% |
$142K - $169K
|
11.1K
$475K
|
|
|
Nov 13, 2023
Q3 2023
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-4.52K- 3.66% |
$142K - $169K
|
119K
$5.09M
|
|
|
Nov 14, 2023
Q3 2023
|
Ostrum Asset Management
Paris, I0 |
SELL
|
- |
-4.56K- 1.95% |
$143K - $171K
|
229K
$9.81M
|
|
|
Oct 23, 2023
Q3 2023
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-4.56K- 17.65% |
$144K - $171K
|
21.3K
$910K
|
|
|
Oct 26, 2023
Q3 2023
|
Altfest L J & CO Inc
|
SELL
|
- |
-4.57K- 18.29% |
$144K - $171K
|
20.4K
$872K
|
|
|
Nov 13, 2023
Q3 2023
|
Sargent Investment Group, LLC
|
SELL
|
- |
-4.6K- 38.79% |
$145K - $172K
|
7.26K
$310K
|
|
|
Nov 01, 2023
Q3 2023
|
Cubic Asset Management, LLC
|
SELL
|
- |
-4.6K- 6.54% |
$145K - $172K
|
65.7K
$2.81M
|
|
|
Nov 07, 2023
Q3 2023
|
Schnieders Capital Management LLC
|
SELL
|
- |
-4.61K- 11.98% |
$145K - $173K
|
33.9K
$1.45M
|
|
|
Nov 02, 2023
Q3 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-4.62K- 31.36% |
$145K - $173K
|
10.1K
$432K
|
|
|
Nov 01, 2023
Q3 2023
|
First National Bank & Trust CO Of Newtown
|
SELL
|
- |
-4.69K- 5.87% |
$147K - $176K
|
75.1K
$3.21M
|
|
|
Oct 23, 2023
Q3 2023
|
Baxter Bros Inc
|
SELL
|
- |
-4.7K- 29.48% |
$148K - $176K
|
11.2K
$480K
|
|
|
Oct 18, 2023
Q3 2023
|
La Fleur & Godfrey LLC
|
SELL
|
- |
-4.72K- 10.48% |
$149K - $177K
|
40.3K
$1.72M
|
|
|
Oct 13, 2023
Q3 2023
|
S.A. Mason LLC
|
SELL
|
- |
-4.72K- 38.02% |
$149K - $177K
|
7.7K
$329K
|
|
|
Nov 07, 2023
Q3 2023
|
Fidelis Capital Partners, LLC
Tampa, FL |
SELL
|
- |
-4.73K- 36.18% |
$149K - $177K
|
8.35K
$357K
|
|
|
Nov 06, 2023
Q3 2023
|
Northcape Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-4.74K- 17.92% |
$149K - $178K
|
21.7K
$929K
|
|
|
Oct 20, 2023
Q3 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-4.77K- 5.95% |
$150K - $179K
|
75.4K
$3.22M
|
|
|
Nov 01, 2023
Q3 2023
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
SELL
|
- |
-4.78K- 37.71% |
$151K - $179K
|
7.9K
$338K
|
|
|
Oct 25, 2023
Q3 2023
|
Concord Wealth Partners
|
SELL
|
- |
-4.81K- 16.7% |
$151K - $180K
|
24K
$1.02M
|