Purchases and Sales Made in Q2 2023 in Comcast Corp (CMCSA)
This table provides information about the institutional ownership of Comcast Corp (CMCSA) during Q2 2023. The information is specifically focused on institutions that hold shares of COMCAST CORP.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 15, 2023
Q2 2023
|
Nbw Capital LLC
|
BUY
|
- |
82+ 1.22% |
$2.99K - $3.42K
|
6.81K
$270K
|
|
|
Aug 02, 2023
Q2 2023
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
79+ 0.94% |
$2.89K - $3.29K
|
8.45K
$335K
|
|
|
Jul 27, 2023
Q2 2023
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
77+ 0.55% |
$2.81K - $3.21K
|
14.2K
$564K
|
|
|
Aug 14, 2023
Q2 2023
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
76+ 1.22% |
$2.78K - $3.17K
|
6.31K
$250K
|
|
|
Jul 13, 2023
Q2 2023
|
Innova Wealth Partners
|
BUY
|
- |
75+ 1.38% |
$2.74K - $3.13K
|
5.51K
$219K
|
|
|
Jul 21, 2023
Q2 2023
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
75+ 5.25% |
$2.74K - $3.13K
|
1.5K
$59.7K
|
|
|
Aug 01, 2023
Q2 2023
|
Baldwin Investment Management, LLC
|
BUY
|
- |
75+ 0.25% |
$2.74K - $3.13K
|
29.6K
$1.17M
|
|
|
Aug 14, 2023
Q2 2023
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
74New |
$2.7K - $3.08K
|
74
$2.94K
|
|
|
Jul 20, 2023
Q2 2023
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
73+ 1.14% |
$2.67K - $3.04K
|
6.47K
$257K
|
|
|
Jul 14, 2023
Q2 2023
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
71+ 0.12% |
$2.59K - $2.96K
|
60.8K
$2.41M
|
|
|
Jul 12, 2023
Q2 2023
|
Platform Technology Partners
|
BUY
|
- |
67+ 0.86% |
$2.45K - $2.79K
|
7.81K
$310K
|
|
|
Jul 13, 2023
Q2 2023
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
BUY
|
- |
66+ 1.12% |
$2.41K - $2.75K
|
5.98K
$237K
|
|
|
Jul 12, 2023
Q2 2023
|
Wbh Advisory Inc
|
BUY
|
- |
65+ 0.36% |
$2.37K - $2.71K
|
18.3K
$726K
|
|
|
Aug 07, 2023
Q2 2023
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
61+ 3.74% |
$2.23K - $2.54K
|
1.69K
$67.2K
|
|
|
Aug 11, 2023
Q2 2023
|
Royal Capital Wealth Management, LLC
Carmel, IN |
BUY
|
- |
58+ 0.45% |
$2.12K - $2.42K
|
12.9K
$513K
|
|
|
Jul 10, 2023
Q2 2023
|
Quent Capital, LLC
|
BUY
|
- |
57+ 0.41% |
$2.08K - $2.38K
|
14K
$557K
|
|
|
Aug 09, 2023
Q2 2023
|
Icw Investment Advisors LLC
Scottsdale, AZ |
BUY
|
- |
57+ 0.3% |
$2.08K - $2.38K
|
18.9K
$749K
|
|
|
Jun 14, 2024
Q2 2023
|
Quent Capital, LLC
|
BUY
|
- |
57+ 0.41% |
$2.08K - $2.38K
|
14K
$557K
|
|
|
Aug 08, 2023
Q2 2023
|
First Pacific Financial
|
BUY
|
- |
56New |
$2.05K - $2.33K
|
56
$2.22K
|
|
|
Aug 10, 2023
Q2 2023
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
56New |
$2.05K - $2.33K
|
56
$2.22K
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
54+ 5.56% |
$1.97K - $2.25K
|
1.03K
$40.7K
|
|
|
Jul 25, 2023
Q2 2023
|
Albion Financial Group
|
BUY
|
- |
53New |
$1.94K - $2.21K
|
53
$2.1K
|
|
|
Jul 31, 2023
Q2 2023
|
Analyst Ims Investment Management Services Ltd.
|
BUY
|
- |
53+ 0.19% |
$1.94K - $2.21K
|
27.4K
$1.09M
|
|
|
Jul 31, 2023
Q2 2023
|
Curi Wealth Management, LLC
|
BUY
|
- |
52+ 0.74% |
$1.9K - $2.17K
|
7.13K
$283K
|
|
|
Aug 09, 2023
Q2 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
52+ 3.59% |
$1.9K - $2.17K
|
1.5K
$59.5K
|
|
|
Aug 14, 2023
Q2 2023
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
47+ 0.74% |
$1.72K - $1.96K
|
6.39K
$254K
|
|
|
Aug 08, 2023
Q2 2023
|
Jacobi Capital Management LLC
|
BUY
|
- |
46+ 0.27% |
$1.68K - $1.92K
|
17.1K
$681K
|
|
|
Jul 25, 2023
Q2 2023
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
45+ 0.14% |
$1.64K - $1.88K
|
31.4K
$1.25M
|
|
|
Jul 31, 2023
Q2 2023
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
38+ 0.45% |
$1.39K - $1.58K
|
8.43K
$335K
|
|
|
Aug 07, 2023
Q2 2023
|
Investment Partners, Ltd.
|
BUY
|
- |
38+ 0.56% |
$1.39K - $1.58K
|
6.79K
$270K
|
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
37+ 0.46% |
$1.35K - $1.54K
|
8.06K
$320K
|
|
|
Aug 02, 2023
Q2 2023
|
Beaumont Asset Management, L.L.C.
|
BUY
|
- |
37+ 0.27% |
$1.35K - $1.54K
|
13.9K
$554K
|
|
|
Aug 09, 2023
Q2 2023
|
Clear Investment Research, LLC
|
BUY
|
- |
37+ 148.0% |
$1.35K - $1.54K
|
62
$2.46K
|
|
|
Jul 28, 2023
Q2 2023
|
Key F Inancial Inc
|
BUY
|
- |
34+ 0.14% |
$1.24K - $1.42K
|
24.6K
$978K
|
|
|
Jul 13, 2023
Q2 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
33+ 2.93% |
$1.21K - $1.38K
|
1.16K
$46K
|
|
|
Jul 31, 2023
Q2 2023
|
Sage Rhino Capital LLC
|
BUY
|
- |
33+ 0.45% |
$1.21K - $1.38K
|
7.39K
$294K
|
|
|
Jul 19, 2023
Q2 2023
|
Armor Investment Advisors, LLC
|
BUY
|
- |
30+ 0.5% |
$1.1K - $1.25K
|
6.02K
$239K
|
|
|
Aug 01, 2023
Q2 2023
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
28+ 0.46% |
$1.02K - $1.17K
|
6.15K
$244K
|
|
|
Aug 09, 2023
Q2 2023
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
26+ 0.32% |
$950 - $1.08K
|
8.16K
$324K
|
|
|
Aug 21, 2023
Q2 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
24New |
$876 - $1K
|
24
$953
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
23+ 60.53% |
$840 - $958
|
61
$2.42K
|
|
|
Jul 25, 2023
Q2 2023
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
22+ 0.04% |
$803 - $917
|
53.7K
$2.13M
|
|
|
Aug 02, 2023
Q2 2023
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
22+ 0.04% |
$803 - $917
|
55.3K
$2.19M
|
|
|
Aug 09, 2023
Q2 2023
|
Cim Investment Management Inc
Pittsburgh, PA |
BUY
|
- |
22+ 0.24% |
$803 - $917
|
9.36K
$372K
|
|
|
Aug 02, 2023
Q2 2023
|
Emerald Advisors, LLC
|
BUY
|
- |
20+ 0.25% |
$730 - $833
|
7.93K
$315K
|
|
|
Jul 13, 2023
Q2 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
18+ 0.26% |
$657 - $750
|
6.89K
$273K
|
|
|
Aug 10, 2023
Q2 2023
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
18+ 0.11% |
$657 - $750
|
16.1K
$641K
|
|
|
Aug 11, 2023
Q2 2023
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
18+ 0.07% |
$657 - $750
|
27.5K
$1.09M
|
|
|
Aug 13, 2024
Q2 2023
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
18+ 0.33% |
$657 - $750
|
5.54K
$220K
|
|
|
Jul 13, 2023
Q2 2023
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
17+ 0.43% |
$621 - $708
|
4.02K
$159K
|