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 11, 2024
Q4 2023
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-20.7K- 7.5% |
$635K - $800K
|
255K
$10.9M
|
|
Feb 14, 2024
Q4 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-21K- 51.01% |
$643K - $810K
|
20.1K
$860K
|
|
Feb 06, 2024
Q4 2023
|
Stokes Family Office, LLC
|
SELL
|
- |
-21K- 45.13% |
$643K - $810K
|
25.5K
$1.09M
|
|
Jan 26, 2024
Q4 2023
|
Tobam
|
SELL
|
- |
-21K- 3.75% |
$643K - $811K
|
538K
$23M
|
|
Jan 31, 2024
Q4 2023
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
SELL
|
- |
-21K- 66.03% |
$644K - $812K
|
10.8K
$462K
|
|
Feb 06, 2024
Q4 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-21.2K- 24.53% |
$651K - $821K
|
65.3K
$2.79M
|
|
Jan 19, 2024
Q4 2023
|
Capital City Trust CO
|
SELL
|
- |
-21.3K- 65.17% |
$655K - $825K
|
11.4K
$488K
|
|
Jan 31, 2024
Q4 2023
|
Tufton Capital Management
|
SELL
|
- |
-21.5K- 17.6% |
$661K - $832K
|
101K
$4.31M
|
|
Feb 13, 2024
Q4 2023
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-21.6K- 58.01% |
$663K - $835K
|
15.6K
$669K
|
|
Feb 14, 2024
Q4 2023
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
SELL
|
- |
-21.6K- 2.57% |
$663K - $836K
|
820K
$35.1M
|
|
Jan 12, 2024
Q4 2023
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-21.8K- 20.72% |
$667K - $841K
|
83.3K
$3.56M
|
|
Jan 23, 2024
Q4 2023
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-21.8K- 14.09% |
$668K - $842K
|
133K
$5.68M
|
|
Feb 12, 2024
Q4 2023
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-22.1K- 17.13% |
$676K - $852K
|
107K
$4.56M
|
|
Feb 14, 2024
Q4 2023
|
Live Oak Investment Partners
Austin, TX |
SELL
|
- |
-22.4K- 73.78% |
$688K - $867K
|
7.98K
$341K
|
|
Feb 07, 2024
Q4 2023
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-22.4K- 0.46% |
$688K - $867K
|
4.83M
$206M
|
|
Feb 12, 2024
Q4 2023
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-22.7K- 7.05% |
$697K - $878K
|
299K
$12.8M
|
|
Feb 12, 2024
Q4 2023
|
3 Chopt Investment Partners, LLC
Richmond, VA |
SELL
|
- |
-22.8K- 42.41% |
$698K - $880K
|
30.9K
$1.32M
|
|
Jan 26, 2024
Q4 2023
|
Financial Counselors Inc
|
SELL
|
- |
-22.9K- 2.7% |
$703K - $886K
|
826K
$35.3M
|
|
Feb 13, 2024
Q4 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-23.3K- 18.6% |
$714K - $899K
|
102K
$4.35M
|
|
Feb 09, 2024
Q4 2023
|
Motco
|
SELL
|
- |
-23.4K- 13.72% |
$717K - $904K
|
147K
$6.29M
|
|
Jan 11, 2024
Q4 2023
|
Brookstone Capital Management
|
SELL
|
- |
-23.5K- 4.65% |
$720K - $907K
|
481K
$20.6M
|
|
Feb 14, 2024
Q4 2023
|
Biltmore Family Office, LLC
|
SELL
|
- |
-23.7K- 71.51% |
$726K - $915K
|
9.43K
$403K
|
|
Jan 25, 2024
Q4 2023
|
Means Investment Co., Inc.
|
SELL
|
- |
-23.7K- 55.8% |
$726K - $915K
|
18.7K
$801K
|
|
Feb 08, 2024
Q4 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-24K- 56.05% |
$735K - $927K
|
18.8K
$804K
|
|
Feb 05, 2024
Q4 2023
|
Retirement Systems Of Alabama
|
SELL
|
- |
-24K- 1.0% |
$737K - $929K
|
2.38M
$102M
|
|
Jan 24, 2024
Q4 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-24.3K- 9.26% |
$745K - $939K
|
238K
$10.2M
|
|
Feb 14, 2024
Q4 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-24.3K- 6.58% |
$745K - $939K
|
345K
$14.8M
|
|
Feb 05, 2024
Q4 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-24.3K- 60.42% |
$747K - $941K
|
16K
$682K
|
|
Feb 12, 2024
Q4 2023
|
Stone X Group Inc.
|
SELL
|
- |
-24.5K- 35.35% |
$750K - $945K
|
44.7K
$1.91M
|
|
Jan 10, 2024
Q4 2023
|
Focused Wealth Management, Inc
|
SELL
|
- |
-24.7K- 64.09% |
$756K - $953K
|
13.8K
$591K
|
|
Feb 14, 2024
Q4 2023
|
Ethic Inc.
New York, NY |
SELL
|
- |
-24.7K- 5.28% |
$757K - $954K
|
443K
$18.9M
|
|
Feb 21, 2024
Q4 2023
|
Chelsea Counsel CO
|
SELL
|
- |
-25.3K- 89.89% |
$777K - $979K
|
2.85K
$122K
|
|
Aug 16, 2024
Q4 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-25.4K- 9.36% |
$779K - $982K
|
246K
$10.5M
|
|
Jan 19, 2024
Q4 2023
|
Pinnacle Associates LTD
|
SELL
|
- |
-25.5K- 5.79% |
$783K - $987K
|
415K
$17.8M
|
|
Feb 14, 2024
Q4 2023
|
Portland Investment Counsel Inc.
Burlington, A6 |
SELL
|
- |
-25.6K- 3.92% |
$784K - $988K
|
627K
$26.8M
|
|
Jan 26, 2024
Q4 2023
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-25.7K- 4.37% |
$789K - $994K
|
563K
$24.1M
|
|
Feb 14, 2024
Q4 2023
|
Hillman Capital Management, Inc.
Bethesda, MD |
SELL
|
- |
-25.8K- 14.02% |
$790K - $996K
|
158K
$6.76M
|
|
Jan 24, 2024
Q4 2023
|
Callahan Advisors, LLC
|
SELL
|
- |
-26K- 74.61% |
$796K - $1M
|
8.84K
$378K
|
|
Feb 09, 2024
Q4 2023
|
Sepio Capital, LP
|
SELL
|
- |
-26.1K- 36.41% |
$800K - $1.01M
|
45.6K
$1.95M
|
|
Feb 13, 2024
Q4 2023
|
Bell Asset Management LTD
Melbourne, C3 |
SELL
|
- |
-26.3K- 13.73% |
$808K - $1.02M
|
166K
$7.08M
|
|
Feb 08, 2024
Q4 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-26.4K- 12.84% |
$808K - $1.02M
|
179K
$7.65M
|
|
Feb 13, 2024
Q4 2023
|
Asahi Life Asset Management Co., Ltd.
|
SELL
|
- |
-26.4K- 57.42% |
$811K - $1.02M
|
19.6K
$838K
|
|
Feb 05, 2024
Q4 2023
|
Arnhold LLC
|
SELL
|
- |
-26.6K- 4.96% |
$815K - $1.03M
|
509K
$21.8M
|
|
Feb 13, 2024
Q4 2023
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-27.1K- 12.71% |
$830K - $1.05M
|
186K
$7.95M
|
|
Feb 05, 2024
Q4 2023
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-27.2K- 6.88% |
$833K - $1.05M
|
367K
$15.7M
|
|
Jan 25, 2024
Q4 2023
|
Villere St Denis J & CO LLC
|
SELL
|
- |
-27.6K- 6.1% |
$847K - $1.07M
|
425K
$18.2M
|
|
Jan 29, 2024
Q4 2023
|
Kanawha Capital Management LLC
|
SELL
|
- |
-27.6K- 12.44% |
$848K - $1.07M
|
195K
$8.32M
|
|
Jan 26, 2024
Q4 2023
|
Violich Capital Management, Inc.
|
SELL
|
- |
-27.8K- 16.89% |
$852K - $1.07M
|
137K
$5.85M
|
|
Jan 09, 2024
Q4 2023
|
Boston Common Asset Management, LLC
Boston, MA |
SELL
|
- |
-28.1K- 9.71% |
$863K - $1.09M
|
262K
$11.2M
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-28.6K- 3.74% |
$878K - $1.11M
|
738K
$31.6M
|