Purchases and Sales Made in Q4 2023 in Verizon Communications Inc (VZ)
This table provides information about the institutional ownership of Verizon Communications Inc (VZ) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 02, 2024
Q4 2023
|
Appleton Partners Inc
|
SELL
|
- |
-41- 0.47% |
$1.26K - $1.58K
|
8.74K
$374K
|
|
|
Jan 29, 2024
Q4 2023
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-46- 11.92% |
$1.41K - $1.78K
|
340
$14.5K
|
|
|
Jan 24, 2024
Q4 2023
|
Moody Lynn & Lieberson, LLC
|
SELL
|
- |
-49- 0.62% |
$1.5K - $1.89K
|
7.85K
$335K
|
|
|
Feb 09, 2024
Q4 2023
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-53- 0.41% |
$1.63K - $2.05K
|
12.9K
$552K
|
|
|
Jan 29, 2024
Q4 2023
|
Bull Street Advisors, LLC
|
SELL
|
- |
-55- 0.22% |
$1.69K - $2.13K
|
24.9K
$1.06M
|
|
|
Feb 12, 2024
Q4 2023
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-55- 0.16% |
$1.69K - $2.13K
|
35.3K
$1.51M
|
|
|
Feb 02, 2024
Q4 2023
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-56- 0.69% |
$1.72K - $2.16K
|
8.11K
$347K
|
|
|
Feb 14, 2024
Q4 2023
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-57- 0.51% |
$1.75K - $2.2K
|
11.1K
$476K
|
|
|
Feb 13, 2024
Q4 2023
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-58- 0.62% |
$1.78K - $2.24K
|
9.35K
$400K
|
|
|
Feb 09, 2024
Q4 2023
|
Northeast Investment Management
|
SELL
|
- |
-59- 0.25% |
$1.81K - $2.28K
|
23.7K
$1.01M
|
|
|
Jan 24, 2024
Q4 2023
|
Clean Yield Group
|
SELL
|
- |
-60- 0.59% |
$1.84K - $2.32K
|
10.1K
$432K
|
|
|
Jan 12, 2024
Q4 2023
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-62- 0.79% |
$1.9K - $2.4K
|
7.82K
$335K
|
|
|
Jan 08, 2024
Q4 2023
|
Hurlow Wealth Management Group, Inc.
|
SELL
|
- |
-63- 0.97% |
$1.93K - $2.43K
|
6.43K
$275K
|
|
|
Jan 25, 2024
Q4 2023
|
Ruedi Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-66- 51.97% |
$2.02K - $2.55K
|
61
$2.61K
|
|
|
Feb 01, 2024
Q4 2023
|
Burt Wealth Advisors
|
SELL
|
- |
-66- 0.96% |
$2.02K - $2.55K
|
6.79K
$290K
|
|
|
Feb 14, 2024
Q4 2023
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-66- 0.18% |
$2.02K - $2.55K
|
37K
$1.58M
|
|
|
Feb 14, 2024
Q4 2023
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
SELL
|
- |
-67- 0.49% |
$2.05K - $2.59K
|
13.7K
$587K
|
|
|
Feb 05, 2024
Q4 2023
|
Trinity Financial Advisors LLC
|
SELL
|
- |
-68- 0.49% |
$2.09K - $2.63K
|
13.7K
$586K
|
|
|
Feb 14, 2024
Q4 2023
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
SELL
|
- |
-70- 0.76% |
$2.15K - $2.71K
|
9.18K
$393K
|
|
|
Feb 09, 2024
Q4 2023
|
Gw&K Investment Management, LLC
Boston, MA |
SELL
|
- |
-71- 3.64% |
$2.18K - $2.74K
|
1.88K
$80.3K
|
|
|
Feb 02, 2024
Q4 2023
|
Addison Advisors LLC
|
SELL
|
- |
-73- 1.28% |
$2.24K - $2.82K
|
5.63K
$241K
|
|
|
Feb 02, 2024
Q4 2023
|
Spinnaker Trust
|
SELL
|
- |
-76- 0.33% |
$2.33K - $2.94K
|
23K
$981K
|
|
|
Jan 25, 2024
Q4 2023
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-81- 0.78% |
$2.48K - $3.13K
|
10.3K
$440K
|
|
|
Feb 07, 2024
Q4 2023
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-82- 0.86% |
$2.51K - $3.17K
|
9.51K
$406K
|
|
|
Feb 05, 2024
Q4 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-83- 2.09% |
$2.55K - $3.21K
|
3.89K
$166K
|
|
|
Jan 23, 2024
Q4 2023
|
Iowa State Bank
|
SELL
|
- |
-86- 0.22% |
$2.64K - $3.32K
|
38.4K
$1.64M
|
|
|
Feb 05, 2024
Q4 2023
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-88- 0.23% |
$2.7K - $3.4K
|
38.7K
$1.66M
|
|
|
Feb 01, 2024
Q4 2023
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-90- 6.16% |
$2.76K - $3.48K
|
1.37K
$58.6K
|
|
|
Feb 13, 2024
Q4 2023
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-91- 0.84% |
$2.79K - $3.52K
|
10.7K
$458K
|
|
|
Feb 13, 2024
Q4 2023
|
Aldebaran Capital, LLC
Indianapolis, IN |
SELL
|
- |
-95- 0.21% |
$2.91K - $3.67K
|
46.1K
$1.97M
|
|
|
Feb 06, 2024
Q4 2023
|
Vera Bank, N.A.
|
SELL
|
- |
-97- 0.42% |
$2.97K - $3.75K
|
22.9K
$980K
|
|
|
Jan 24, 2024
Q4 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-98- 0.12% |
$3.01K - $3.79K
|
83.5K
$3.57M
|
|
|
Feb 06, 2024
Q4 2023
|
Lwmg, LLC
Lake Elmo, MN |
SELL
|
- |
-100- 1.04% |
$3.07K - $3.87K
|
9.55K
$408K
|
|
|
Feb 06, 2024
Q4 2023
|
Alan B. Lancz & Associates, Inc.
Toledo, OH |
SELL
|
- |
-100- 0.9% |
$3.07K - $3.87K
|
11K
$472K
|
|
|
Feb 14, 2024
Q4 2023
|
Retirement Group, LLC
|
SELL
|
- |
-105- 2.26% |
$3.22K - $4.06K
|
4.55K
$194K
|
|
|
Jan 16, 2024
Q4 2023
|
Oldfather Financial Services, LLC
|
SELL
|
- |
-106- 0.97% |
$3.25K - $4.1K
|
10.8K
$461K
|
|
|
Jan 25, 2024
Q4 2023
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-106- 0.94% |
$3.25K - $4.1K
|
11.2K
$479K
|
|
|
Jan 25, 2024
Q4 2023
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-107- 1.44% |
$3.28K - $4.14K
|
7.32K
$313K
|
|
|
Jan 16, 2024
Q4 2023
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-111- 10.39% |
$3.4K - $4.29K
|
957
$40.9K
|
|
|
Jan 12, 2024
Q4 2023
|
Rda Financial Network
|
SELL
|
- |
-113- 0.44% |
$3.47K - $4.37K
|
25.6K
$1.1M
|
|
|
Feb 09, 2024
Q4 2023
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-116- 10.35% |
$3.56K - $4.48K
|
1.01K
$43K
|
|
|
Jan 19, 2024
Q4 2023
|
E Rn Financial, LLC
|
SELL
|
- |
-124- 1.68% |
$3.8K - $4.79K
|
7.26K
$310K
|
|
|
Jan 16, 2024
Q4 2023
|
Security Financial Services, Inc.
|
SELL
|
- |
-125- 1.71% |
$3.83K - $4.83K
|
7.17K
$306K
|
|
|
Jan 26, 2024
Q4 2023
|
Hendershot Investments Inc.
|
SELL
|
- |
-125- 2.06% |
$3.83K - $4.83K
|
5.95K
$254K
|
|
|
Jan 24, 2024
Q4 2023
|
Cadinha & CO LLC
|
SELL
|
- |
-126- 1.41% |
$3.86K - $4.87K
|
8.82K
$377K
|
|
|
Feb 07, 2024
Q4 2023
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-127- 0.29% |
$3.9K - $4.91K
|
43.1K
$1.84M
|
|
|
Jan 30, 2024
Q4 2023
|
Pay Pay Securities Corp
Tokyo, M0 |
SELL
|
- |
-129- 31.46% |
$3.96K - $4.99K
|
281
$12K
|
|
|
Feb 02, 2024
Q4 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-133- 0.23% |
$4.08K - $5.14K
|
57.6K
$2.46M
|
|
|
Feb 12, 2024
Q4 2023
|
Alerus Financial Na
Grand Forks, ND |
SELL
|
- |
-134- 0.09% |
$4.11K - $5.18K
|
154K
$6.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Trustco Bank Corp N Y
Albany, NY |
SELL
|
- |
-136- 0.72% |
$4.17K - $5.26K
|
18.7K
$799K
|