Purchases and Sales Made in Q1 2023 in Verizon Communications Inc (VZ)
This table provides information about the institutional ownership of Verizon Communications Inc (VZ) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
Apr 06, 2023
Q1 2023
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
801+ 10.26% |
$29.3K - $33.8K
|
8.61K
$372K
|
|
|
May 12, 2023
Q1 2023
|
Viawealth, LLC
Overland Park, KS |
BUY
|
- |
801+ 3.58% |
$29.3K - $33.8K
|
23.2K
$999K
|
|
|
May 15, 2024
Q1 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
800+ 39.49% |
$29.2K - $33.8K
|
2.83K
$122K
|
|
|
May 11, 2023
Q1 2023
|
Essex Financial Services, Inc.
|
BUY
|
- |
797+ 1.4% |
$29.1K - $33.6K
|
57.6K
$2.49M
|
|
|
May 15, 2023
Q1 2023
|
Hodges Capital Management Inc.
|
BUY
|
- |
791+ 3.37% |
$28.9K - $33.4K
|
24.3K
$1.05M
|
|
|
Apr 21, 2023
Q1 2023
|
Crescent Sterling, Ltd.
Metairie, LA |
BUY
|
- |
784+ 2.62% |
$28.6K - $33.1K
|
30.8K
$1.33M
|
|
|
Apr 24, 2023
Q1 2023
|
Ipswich Investment Management Co., Inc.
|
BUY
|
- |
783+ 3.43% |
$28.6K - $33K
|
23.6K
$1.02M
|
|
|
May 02, 2023
Q1 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
775+ 20.62% |
$28.3K - $32.7K
|
4.53K
$196K
|
|
|
Apr 26, 2023
Q1 2023
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
760+ 13.04% |
$27.8K - $32.1K
|
6.59K
$284K
|
|
|
Apr 10, 2023
Q1 2023
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
BUY
|
- |
757+ 1.28% |
$27.7K - $31.9K
|
59.7K
$2.58M
|
|
|
Apr 26, 2023
Q1 2023
|
Bull Street Advisors, LLC
|
BUY
|
- |
755+ 3.25% |
$27.6K - $31.9K
|
24K
$1.03M
|
|
|
Apr 24, 2023
Q1 2023
|
Diversified, LLC
|
BUY
|
- |
738+ 8.05% |
$27K - $31.1K
|
9.91K
$428K
|
|
|
May 15, 2023
Q1 2023
|
Saturna Capital Corp
Bellingham, WA |
BUY
|
- |
737+ 13.34% |
$26.9K - $31.1K
|
6.26K
$270K
|
|
|
Apr 03, 2023
Q1 2023
|
M&R Capital Management Inc
|
BUY
|
- |
735+ 11.84% |
$26.9K - $31K
|
6.94K
$300K
|
|
|
May 10, 2023
Q1 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
734+ 4.57% |
$26.8K - $31K
|
16.8K
$725K
|
|
|
Apr 06, 2023
Q1 2023
|
Independence Bank Of Kentucky
|
BUY
|
- |
732+ 1.89% |
$26.7K - $30.9K
|
39.5K
$1.7M
|
|
|
Apr 18, 2023
Q1 2023
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
732+ 10.56% |
$26.7K - $30.9K
|
7.66K
$331K
|
|
|
May 15, 2023
Q1 2023
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
729+ 0.54% |
$26.6K - $30.8K
|
137K
$5.9M
|
|
|
May 15, 2023
Q1 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
726+ 3.66% |
$26.5K - $30.6K
|
20.6K
$887K
|
|
|
Apr 12, 2023
Q1 2023
|
Brave Asset Management Inc
|
BUY
|
- |
720+ 5.89% |
$26.3K - $30.4K
|
12.9K
$558K
|
|
|
May 15, 2023
Q1 2023
|
Van Cleef Asset Management,Inc
Beachwood, OH |
BUY
|
- |
720+ 2.08% |
$26.3K - $30.4K
|
35.4K
$1.53M
|
|
|
May 09, 2023
Q1 2023
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
718+ 2.75% |
$26.2K - $30.3K
|
26.8K
$1.16M
|
|
|
Apr 17, 2023
Q1 2023
|
Shore Point Advisors, LLC
|
BUY
|
- |
716+ 10.05% |
$26.2K - $30.2K
|
7.84K
$338K
|
|
|
May 10, 2023
Q1 2023
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
715+ 10.2% |
$26.1K - $30.2K
|
7.73K
$333K
|
|
|
Apr 25, 2023
Q1 2023
|
Sage Mountain Advisors LLC
|
BUY
|
- |
697+ 12.59% |
$25.5K - $29.4K
|
6.24K
$269K
|
|
|
Apr 20, 2023
Q1 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
689+ 5.74% |
$25.2K - $29.1K
|
12.7K
$548K
|
|
|
May 05, 2023
Q1 2023
|
Wealth Management Solutions, LLC
|
BUY
|
- |
689+ 3.46% |
$25.2K - $29.1K
|
20.6K
$890K
|
|
|
May 12, 2023
Q1 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
680+ 1743.59% |
$24.8K - $28.7K
|
719
$31K
|
|
|
Apr 18, 2023
Q1 2023
|
Wealth Bridge Investment Counsel Inc.
|
BUY
|
- |
675+ 0.52% |
$24.7K - $28.5K
|
129K
$5.58M
|
|
|
Apr 24, 2023
Q1 2023
|
Sloy Dahl & Holst, LLC
|
BUY
|
- |
675+ 3.8% |
$24.7K - $28.5K
|
18.4K
$796K
|
|
|
May 15, 2023
Q1 2023
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
671+ 1.5% |
$24.5K - $28.3K
|
45.5K
$1.96M
|
|
|
May 12, 2023
Q1 2023
|
Pinnacle Holdings, LLC
Tulsa, OK |
BUY
|
- |
665+ 4.49% |
$24.3K - $28.1K
|
15.5K
$668K
|
|
|
Apr 18, 2023
Q1 2023
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
663+ 24.65% |
$24.2K - $28K
|
3.35K
$145K
|
|
|
Apr 21, 2023
Q1 2023
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
661+ 6.86% |
$24.2K - $27.9K
|
10.3K
$444K
|
|
|
May 01, 2023
Q1 2023
|
Vigilant Capital Management, LLC
|
BUY
|
- |
661+ 11.01% |
$24.2K - $27.9K
|
6.66K
$288K
|
|
|
May 03, 2023
Q1 2023
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
661+ 11.31% |
$24.2K - $27.9K
|
6.51K
$281K
|
|
|
Apr 07, 2023
Q1 2023
|
Emerald Advisors, LLC
|
BUY
|
- |
656+ 4.06% |
$24K - $27.7K
|
16.8K
$726K
|
|
|
May 12, 2023
Q1 2023
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
654+ 4.23% |
$23.9K - $27.6K
|
16.1K
$695K
|
|
|
May 12, 2023
Q1 2023
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
654+ 9.71% |
$23.9K - $27.6K
|
7.39K
$319K
|
|
|
Feb 02, 2024
Q1 2023
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
651+ 8.21% |
$23.8K - $27.5K
|
8.58K
$370K
|
|
|
May 04, 2023
Q1 2023
|
Trinity Point Wealth, LLC
|
BUY
|
- |
650+ 2.53% |
$23.8K - $27.4K
|
26.3K
$1.14M
|
|
|
May 09, 2023
Q1 2023
|
Griffin Asset Management, Inc.
|
BUY
|
- |
649+ 2.03% |
$23.7K - $27.4K
|
32.6K
$1.41M
|
|
|
May 15, 2023
Q1 2023
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
649+ 10.0% |
$23.7K - $27.4K
|
7.14K
$308K
|
|
|
May 15, 2023
Q1 2023
|
Elco Management Co., LLC
New York, NY |
BUY
|
- |
648+ 8.5% |
$23.7K - $27.3K
|
8.27K
$357K
|
|
|
May 01, 2023
Q1 2023
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
645+ 10.59% |
$23.6K - $27.2K
|
6.74K
$291K
|
|
|
May 04, 2023
Q1 2023
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
641+ 5.08% |
$23.4K - $27K
|
13.3K
$572K
|
|
|
Apr 03, 2023
Q1 2023
|
Boltwood Capital Management
|
BUY
|
- |
634+ 7.32% |
$23.2K - $26.7K
|
9.3K
$401K
|
|
|
Apr 21, 2023
Q1 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
632+ 4.17% |
$23.1K - $26.7K
|
15.8K
$682K
|
|
|
Apr 10, 2023
Q1 2023
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
626+ 11.8% |
$22.9K - $26.4K
|
5.93K
$256K
|
|
|
May 05, 2023
Q1 2023
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
624+ 3.74% |
$22.8K - $26.3K
|
17.3K
$747K
|