Purchases and Sales Made in Q3 2023 in Comcast Corp (CMCSA)
This table provides information about the institutional ownership of Comcast Corp (CMCSA) during Q3 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 |
---|---|---|---|---|---|---|---|
Nov 08, 2023
Q3 2023
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
311+ 6.31% |
$12.8K - $14.7K
|
5.24K
$208K
|
|
Nov 01, 2023
Q3 2023
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
307+ 4.03% |
$12.7K - $14.5K
|
7.92K
$314K
|
|
Nov 14, 2023
Q3 2023
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
305+ 0.7% |
$12.6K - $14.4K
|
44.1K
$1.75M
|
|
Nov 03, 2023
Q3 2023
|
New Square Capital LLC
|
BUY
|
- |
302+ 94.08% |
$12.4K - $14.2K
|
623
$24.7K
|
|
Oct 25, 2023
Q3 2023
|
E&G Advisors, LP
|
BUY
|
- |
300+ 1.03% |
$12.4K - $14.1K
|
29.3K
$1.17M
|
|
Nov 03, 2023
Q3 2023
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
295+ 3.49% |
$12.2K - $13.9K
|
8.74K
$347K
|
|
Oct 26, 2023
Q3 2023
|
Altfest L J & CO Inc
|
BUY
|
- |
294+ 1.34% |
$12.1K - $13.9K
|
22.3K
$885K
|
|
Nov 14, 2023
Q3 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
293+ 52.32% |
$12.1K - $13.8K
|
853
$33.9K
|
|
Jan 30, 2024
Q3 2023
|
Dgs Capital Management, LLC
|
BUY
|
- |
292+ 1.54% |
$12K - $13.8K
|
19.2K
$764K
|
|
Oct 30, 2023
Q3 2023
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
291+ 3.1% |
$12K - $13.7K
|
9.67K
$384K
|
|
Oct 05, 2023
Q3 2023
|
Unison Advisors LLC
|
BUY
|
- |
290+ 0.69% |
$12K - $13.7K
|
42.4K
$1.68M
|
|
Oct 10, 2023
Q3 2023
|
Salvus Wealth Management, LLC
|
BUY
|
- |
288+ 1.23% |
$11.9K - $13.6K
|
23.8K
$945K
|
|
Nov 02, 2023
Q3 2023
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
286+ 0.9% |
$11.8K - $13.5K
|
32K
$1.27M
|
|
Oct 05, 2023
Q3 2023
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
285+ 5.18% |
$11.7K - $13.4K
|
5.79K
$230K
|
|
Oct 31, 2023
Q3 2023
|
Analyst Ims Investment Management Services Ltd.
|
BUY
|
- |
285+ 1.04% |
$11.7K - $13.4K
|
27.7K
$1.1M
|
|
Nov 06, 2023
Q3 2023
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
280+ 0.37% |
$11.5K - $13.2K
|
76.5K
$3.04M
|
|
Oct 30, 2023
Q3 2023
|
Annapolis Financial Services, LLC
|
BUY
|
- |
269+ 19.01% |
$11.1K - $12.7K
|
1.68K
$66.9K
|
|
Jul 31, 2024
Q3 2023
|
First American Bank
Dundee, IL |
BUY
|
- |
267+ 0.19% |
$11K - $12.6K
|
142K
$5.65M
|
|
Oct 13, 2023
Q3 2023
|
Cypress Wealth Services, LLC
|
BUY
|
- |
266+ 1.79% |
$11K - $12.5K
|
15.1K
$600K
|
|
Oct 16, 2023
Q3 2023
|
Tevis Investment Management
|
BUY
|
- |
266+ 0.61% |
$11K - $12.5K
|
44K
$1.75M
|
|
Nov 08, 2023
Q3 2023
|
Plancorp, LLC
|
BUY
|
- |
266+ 0.34% |
$11K - $12.5K
|
78.4K
$3.11M
|
|
Nov 08, 2023
Q3 2023
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
265+ 1.87% |
$10.9K - $12.5K
|
14.5K
$574K
|
|
Nov 14, 2023
Q3 2023
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
264+ 1.16% |
$10.9K - $12.4K
|
23.1K
$918K
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
263New |
$10.8K - $12.4K
|
263
$10.4K
|
|
Oct 26, 2023
Q3 2023
|
Steph & CO
|
BUY
|
- |
262+ 109.17% |
$10.8K - $12.3K
|
502
$19.9K
|
|
Nov 07, 2023
Q3 2023
|
South State Corp
|
BUY
|
- |
261+ 0.29% |
$10.8K - $12.3K
|
90.9K
$3.61M
|
|
Nov 06, 2023
Q3 2023
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
259+ 4.78% |
$10.7K - $12.2K
|
5.67K
$225K
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
256+ 10.61% |
$10.5K - $12.1K
|
2.67K
$106K
|
|
Nov 06, 2023
Q3 2023
|
Aveo Capital Partners, LLC
|
BUY
|
- |
250+ 1.73% |
$10.3K - $11.8K
|
14.7K
$585K
|
|
Nov 06, 2023
Q3 2023
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
250+ 14.96% |
$10.3K - $11.8K
|
1.92K
$76.3K
|
|
Nov 03, 2023
Q3 2023
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
247+ 0.43% |
$10.2K - $11.6K
|
57.4K
$2.28M
|
|
Oct 18, 2023
Q3 2023
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
246+ 3.8% |
$10.1K - $11.6K
|
6.72K
$267K
|
|
Nov 01, 2023
Q3 2023
|
Petredis Investment Advisors LLC
Warrendale, PA |
BUY
|
- |
243+ 0.4% |
$10K - $11.5K
|
61.2K
$2.43M
|
|
May 20, 2024
Q3 2023
|
Petredis Investment Advisors LLC
Warrendale, PA |
BUY
|
- |
243+ 0.4% |
$10K - $11.5K
|
61.2K
$2.43M
|
|
Oct 10, 2023
Q3 2023
|
Boltwood Capital Management
|
BUY
|
- |
240+ 1.5% |
$9.89K - $11.3K
|
16.2K
$645K
|
|
Oct 18, 2023
Q3 2023
|
Welch Group, LLC
|
BUY
|
- |
239+ 4.4% |
$9.85K - $11.3K
|
5.67K
$225K
|
|
Oct 16, 2023
Q3 2023
|
Capital Investment Advisors, LLC
|
BUY
|
- |
238+ 0.69% |
$9.81K - $11.2K
|
35K
$1.39M
|
|
Oct 24, 2023
Q3 2023
|
Ironwood Financial, LLC
|
BUY
|
- |
238+ 1.56% |
$9.81K - $11.2K
|
15.4K
$613K
|
|
Nov 13, 2023
Q3 2023
|
Jacobi Capital Management LLC
|
BUY
|
- |
234+ 1.37% |
$9.64K - $11K
|
17.4K
$690K
|
|
Oct 12, 2023
Q3 2023
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
229New |
$9.44K - $10.8K
|
229
$9.09K
|
|
Oct 25, 2023
Q3 2023
|
Veracity Capital LLC
|
BUY
|
- |
229+ 3.19% |
$9.44K - $10.8K
|
7.41K
$294K
|
|
Oct 18, 2023
Q3 2023
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
226+ 2.45% |
$9.31K - $10.6K
|
9.47K
$376K
|
|
Oct 20, 2023
Q3 2023
|
Plimoth Trust CO LLC
|
BUY
|
- |
224+ 0.42% |
$9.23K - $10.6K
|
53.9K
$2.14M
|
|
Nov 09, 2023
Q3 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
224+ 1.98% |
$9.23K - $10.6K
|
11.6K
$459K
|
|
Nov 09, 2023
Q3 2023
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
223+ 2.17% |
$9.19K - $10.5K
|
10.5K
$416K
|
|
Dec 11, 2023
Q3 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
223+ 0.92% |
$9.19K - $10.5K
|
24.4K
$969K
|
|
Nov 06, 2023
Q3 2023
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
221+ 1.67% |
$9.11K - $10.4K
|
13.4K
$534K
|
|
Oct 13, 2023
Q3 2023
|
Landmark Financial Advisors, LLC
|
BUY
|
- |
220+ 3.14% |
$9.07K - $10.4K
|
7.22K
$287K
|
|
Oct 23, 2023
Q3 2023
|
Atlas Private Wealth Management
|
BUY
|
- |
220+ 0.89% |
$9.07K - $10.4K
|
24.9K
$989K
|
|
Nov 14, 2023
Q3 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
220+ 0.05% |
$9.07K - $10.4K
|
462K
$18.3M
|