Purchases and Sales Made in Q4 2023 in Comcast Corp (CMCSA)
This table provides information about the institutional ownership of Comcast Corp (CMCSA) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 23, 2024
Q4 2023
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
111+ 1.51% |
$4.35K - $4.96K
|
7.45K
$300K
|
|
|
Jan 30, 2024
Q4 2023
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
110New |
$4.31K - $4.92K
|
110
$4.43K
|
|
|
Feb 06, 2024
Q4 2023
|
Ellevest, Inc.
|
BUY
|
- |
109+ 0.55% |
$4.27K - $4.87K
|
20.1K
$808K
|
|
|
Jan 24, 2024
Q4 2023
|
Callahan Advisors, LLC
|
BUY
|
- |
108+ 2.23% |
$4.23K - $4.83K
|
4.94K
$199K
|
|
|
Feb 01, 2024
Q4 2023
|
Psi Advisors, LLC
|
BUY
|
- |
108+ 5.79% |
$4.23K - $4.83K
|
1.97K
$79.4K
|
|
|
Feb 02, 2024
Q4 2023
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
108+ 1.83% |
$4.23K - $4.83K
|
6K
$242K
|
|
|
Feb 02, 2024
Q4 2023
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
107+ 1.65% |
$4.19K - $4.78K
|
6.6K
$266K
|
|
|
Jan 29, 2024
Q4 2023
|
Kennedy Investment Group
West Depford, NJ |
BUY
|
- |
105+ 0.48% |
$4.11K - $4.69K
|
22.1K
$888K
|
|
|
Jun 17, 2024
Q4 2023
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
101+ 1.04% |
$3.95K - $4.51K
|
9.85K
$396K
|
|
|
Jan 18, 2024
Q4 2023
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
100+ 8.32% |
$3.92K - $4.47K
|
1.3K
$52.4K
|
|
|
Feb 05, 2024
Q4 2023
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
94+ 1.9% |
$3.68K - $4.2K
|
5.05K
$203K
|
|
|
Feb 06, 2024
Q4 2023
|
Pointe Capital Management LLC
|
BUY
|
- |
92+ 0.88% |
$3.6K - $4.11K
|
10.5K
$424K
|
|
|
Jan 29, 2024
Q4 2023
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
87+ 1.78% |
$3.41K - $3.89K
|
4.98K
$200K
|
|
|
Mar 11, 2024
Q4 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
87+ 0.0% |
$3.41K - $3.89K
|
378M
$15.2B
|
|
|
Feb 29, 2024
Q4 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
86+ 1.5% |
$3.37K - $3.84K
|
5.8K
$233K
|
|
|
Feb 08, 2024
Q4 2023
|
Pacific Global Investment Management CO
|
BUY
|
- |
85+ 1.85% |
$3.33K - $3.8K
|
4.67K
$188K
|
|
|
Feb 12, 2024
Q4 2023
|
Roberts Glore & CO Inc
Deerfield, IL |
BUY
|
- |
85+ 0.51% |
$3.33K - $3.8K
|
16.7K
$671K
|
|
|
Feb 21, 2024
Q4 2023
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
84+ 1.82% |
$3.29K - $3.75K
|
4.71K
$190K
|
|
|
Jan 18, 2024
Q4 2023
|
Ritholtz Wealth Management
|
BUY
|
- |
82+ 0.09% |
$3.21K - $3.67K
|
94.9K
$3.82M
|
|
|
Feb 08, 2024
Q4 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
82+ 3.32% |
$3.21K - $3.67K
|
2.55K
$103K
|
|
|
Jan 25, 2024
Q4 2023
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
80+ 1.71% |
$3.13K - $3.58K
|
4.75K
$191K
|
|
|
Feb 14, 2024
Q4 2023
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
78+ 0.31% |
$3.05K - $3.49K
|
25.5K
$1.03M
|
|
|
Feb 02, 2024
Q4 2023
|
Brio Consultants, LLC
|
BUY
|
- |
77+ 0.27% |
$3.01K - $3.44K
|
28.8K
$1.16M
|
|
|
Jan 25, 2024
Q4 2023
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
74+ 22.7% |
$2.9K - $3.31K
|
400
$16.1K
|
|
|
Feb 13, 2024
Q4 2023
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
BUY
|
- |
74+ 0.45% |
$2.9K - $3.31K
|
16.6K
$667K
|
|
|
Feb 07, 2024
Q4 2023
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
73+ 0.06% |
$2.86K - $3.26K
|
115K
$4.65M
|
|
|
Jan 08, 2024
Q4 2023
|
Traverso Chambers Private Wealth Management, LLC
|
BUY
|
- |
73+ 0.98% |
$2.86K - $3.26K
|
7.52K
$303K
|
|
|
Jan 16, 2024
Q4 2023
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
68+ 1.04% |
$2.66K - $3.04K
|
6.62K
$266K
|
|
|
Jan 11, 2024
Q4 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
67+ 0.56% |
$2.62K - $2.99K
|
12.1K
$487K
|
|
|
Jan 23, 2024
Q4 2023
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
64+ 3.31% |
$2.51K - $2.86K
|
2K
$80.4K
|
|
|
Feb 05, 2024
Q4 2023
|
Icw Investment Advisors LLC
Scottsdale, AZ |
BUY
|
- |
63+ 0.34% |
$2.47K - $2.82K
|
18.6K
$748K
|
|
|
Feb 09, 2024
Q4 2023
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
62+ 0.14% |
$2.43K - $2.77K
|
43K
$1.73M
|
|
|
Jan 12, 2024
Q4 2023
|
Kure Advisory, LLC
Plymouth, MN |
BUY
|
- |
61+ 0.91% |
$2.39K - $2.73K
|
6.78K
$273K
|
|
|
Jan 24, 2024
Q4 2023
|
Biltmore Wealth Management, LLC
|
BUY
|
- |
61+ 0.52% |
$2.39K - $2.73K
|
11.7K
$473K
|
|
|
Jan 17, 2024
Q4 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
59+ 0.12% |
$2.31K - $2.64K
|
50.1K
$2.01M
|
|
|
Feb 06, 2024
Q4 2023
|
Carson Advisory Inc.
|
BUY
|
- |
59+ 1.31% |
$2.31K - $2.64K
|
4.58K
$184K
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
59+ 0.21% |
$2.31K - $2.64K
|
28K
$1.13M
|
|
|
Jan 22, 2024
Q4 2023
|
Holland Advisory Services, Inc.
|
BUY
|
- |
56+ 0.76% |
$2.19K - $2.5K
|
7.41K
$298K
|
|
|
Jan 05, 2024
Q4 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
55+ 0.62% |
$2.15K - $2.46K
|
8.97K
$361K
|
|
|
Jan 18, 2024
Q4 2023
|
Austin Private Wealth, LLC
|
BUY
|
- |
55+ 0.75% |
$2.15K - $2.46K
|
7.36K
$296K
|
|
|
Feb 08, 2024
Q4 2023
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
54+ 1.13% |
$2.11K - $2.41K
|
4.83K
$194K
|
|
|
Feb 14, 2024
Q4 2023
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
51+ 4.54% |
$2K - $2.28K
|
1.18K
$47.3K
|
|
|
Feb 09, 2024
Q4 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
50+ 1.28% |
$1.96K - $2.24K
|
3.95K
$159K
|
|
|
Mar 22, 2024
Q4 2023
|
Livelsberger Financial Advisory
Ashland, OH |
BUY
|
- |
48New |
$1.88K - $2.15K
|
48
$1.93K
|
|
|
Jan 08, 2024
Q4 2023
|
Country Trust Bank
|
BUY
|
- |
46+ 11.73% |
$1.8K - $2.06K
|
438
$17.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
46+ 0.72% |
$1.8K - $2.06K
|
6.47K
$260K
|
|
|
Feb 09, 2024
Q4 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
45+ 0.51% |
$1.76K - $2.01K
|
8.92K
$359K
|
|
|
Feb 12, 2024
Q4 2023
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
45+ 3.74% |
$1.76K - $2.01K
|
1.25K
$50.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
44+ 78.57% |
$1.72K - $1.97K
|
100
$4.02K
|
|
|
Feb 09, 2024
Q4 2023
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
42+ 0.34% |
$1.64K - $1.88K
|
12.2K
$492K
|