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 |
|---|---|---|---|---|---|---|---|
|
May 12, 2023
Q1 2023
|
Strategic Financial Services, Inc,
Utica, NY |
BUY
|
- |
498+ 7.55% |
$18.2K - $21K
|
7.09K
$291K
|
|
|
Jan 02, 2024
Q1 2023
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
497+ 2.93% |
$18.2K - $21K
|
17.5K
$716K
|
|
|
May 01, 2023
Q1 2023
|
First City Capital Management, Inc.
|
BUY
|
- |
494+ 1.08% |
$18.1K - $20.8K
|
46.1K
$1.89M
|
|
|
May 02, 2023
Q1 2023
|
Lee Danner & Bass Inc
|
BUY
|
- |
492+ 0.9% |
$18K - $20.8K
|
55K
$2.26M
|
|
|
May 15, 2023
Q1 2023
|
Connors Investor Services Inc
Wyomissing, PA |
BUY
|
- |
485+ 1.03% |
$17.7K - $20.5K
|
47.7K
$1.96M
|
|
|
Apr 26, 2023
Q1 2023
|
Zwj Investment Counsel Inc
|
BUY
|
- |
478+ 0.14% |
$17.5K - $20.2K
|
349K
$14.3M
|
|
|
May 03, 2023
Q1 2023
|
Fagan Associates, Inc.
|
BUY
|
- |
478+ 2.32% |
$17.5K - $20.2K
|
21.1K
$865K
|
|
|
Apr 17, 2023
Q1 2023
|
Mjp Associates Inc
|
BUY
|
- |
475+ 3.3% |
$17.4K - $20K
|
14.8K
$609K
|
|
|
May 10, 2023
Q1 2023
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
475+ 0.9% |
$17.4K - $20K
|
53.1K
$2.18M
|
|
|
May 15, 2023
Q1 2023
|
Creegan & Nassoura Financial Group, LLC
Portsmouth, NH |
BUY
|
- |
475+ 1.86% |
$17.4K - $20K
|
26K
$1.07M
|
|
|
Apr 19, 2023
Q1 2023
|
Rocky Mountain Advisers, LLC
|
BUY
|
- |
470+ 14.72% |
$17.2K - $19.8K
|
3.66K
$150K
|
|
|
Apr 27, 2023
Q1 2023
|
Bank Of Stockton
|
BUY
|
- |
470+ 4.56% |
$17.2K - $19.8K
|
10.8K
$441K
|
|
|
May 15, 2023
Q1 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
466+ 0.4% |
$17K - $19.7K
|
116K
$4.74M
|
|
|
Apr 19, 2023
Q1 2023
|
Western Financial Corp/Ca
San Diego, CA |
BUY
|
- |
465+ 3.04% |
$17K - $19.6K
|
15.8K
$647K
|
|
|
May 05, 2023
Q1 2023
|
Steward Financial Group LLC
|
BUY
|
- |
461+ 92.94% |
$16.8K - $19.4K
|
957
$39.2K
|
|
|
Apr 06, 2023
Q1 2023
|
West Wealth Group, LLC
|
BUY
|
- |
460+ 8.37% |
$16.8K - $19.4K
|
5.95K
$244K
|
|
|
Apr 14, 2023
Q1 2023
|
Prentice Wealth Management LLC
|
BUY
|
- |
459+ 5.57% |
$16.8K - $19.4K
|
8.7K
$357K
|
|
|
Apr 10, 2023
Q1 2023
|
Appleton Partners Inc
|
BUY
|
- |
458+ 0.68% |
$16.7K - $19.3K
|
67.7K
$2.77M
|
|
|
May 10, 2023
Q1 2023
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
458+ 1.78% |
$16.7K - $19.3K
|
26.2K
$1.07M
|
|
|
Apr 25, 2023
Q1 2023
|
Benin Management Corp
|
BUY
|
- |
456+ 5.22% |
$16.7K - $19.2K
|
9.19K
$377K
|
|
|
Sep 13, 2023
Q1 2023
|
Ims Capital Management
|
BUY
|
- |
456+ 2.99% |
$16.7K - $19.2K
|
15.7K
$643K
|
|
|
Apr 28, 2023
Q1 2023
|
Greatmark Investment Partners, Inc.
|
BUY
|
- |
455+ 1.98% |
$16.6K - $19.2K
|
23.4K
$961K
|
|
|
Apr 24, 2023
Q1 2023
|
First Bancorp, Inc
|
BUY
|
- |
451+ 2.83% |
$16.5K - $19K
|
16.4K
$673K
|
|
|
Apr 27, 2023
Q1 2023
|
Curated Wealth Partners LLC
|
BUY
|
- |
450+ 7.78% |
$16.4K - $19K
|
6.23K
$255K
|
|
|
Aug 30, 2023
Q1 2023
|
Aifg Consultants Ltd.
Halfmoon, NY |
BUY
|
- |
439+ 4.79% |
$16K - $18.5K
|
9.6K
$394K
|
|
|
May 04, 2023
Q1 2023
|
Capital Advantage, Inc.
|
BUY
|
- |
438+ 3.3% |
$16K - $18.5K
|
13.7K
$562K
|
|
|
Apr 17, 2023
Q1 2023
|
E&G Advisors, LP
|
BUY
|
- |
437+ 2.98% |
$16K - $18.4K
|
15.1K
$619K
|
|
|
Apr 19, 2023
Q1 2023
|
Sterneck Capital Management, LLC
Kansas City, MO |
BUY
|
- |
434+ 1.04% |
$15.9K - $18.3K
|
42.3K
$1.73M
|
|
|
May 15, 2023
Q1 2023
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
434+ 0.78% |
$15.9K - $18.3K
|
56.2K
$2.3M
|
|
|
May 12, 2023
Q1 2023
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
429+ 4.48% |
$15.7K - $18.1K
|
10K
$410K
|
|
|
May 10, 2023
Q1 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
425+ 35.56% |
$15.5K - $17.9K
|
1.62K
$66.4K
|
|
|
May 15, 2023
Q1 2023
|
David Rolfe
Wedgewood Partners Inc | St Louis, Mo
|
BUY
|
- |
425+ 2.05% |
$15.5K - $17.9K
|
21.2K
$868K
|
|
|
Jul 17, 2024
Q1 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
425+ 11.75% |
$15.5K - $17.9K
|
4.04K
$166K
|
|
|
May 03, 2023
Q1 2023
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
421+ 0.3% |
$15.4K - $17.8K
|
142K
$5.82M
|
|
|
May 11, 2023
Q1 2023
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
421+ 1.87% |
$15.4K - $17.8K
|
22.9K
$939K
|
|
|
May 11, 2023
Q1 2023
|
Buckhead Capital Management LLC
|
BUY
|
- |
412+ 4.46% |
$15.1K - $17.4K
|
9.65K
$395K
|
|
|
May 11, 2023
Q1 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
410+ 0.03% |
$15K - $17.3K
|
1.55M
$63.5M
|
|
|
Jan 10, 2025
Q1 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
410+ 0.03% |
$15K - $17.3K
|
1.55M
$63.5M
|
|
|
Apr 04, 2023
Q1 2023
|
Stonehearth Capital Management, LLC
|
BUY
|
- |
408+ 4.02% |
$14.9K - $17.2K
|
10.6K
$433K
|
|
|
May 08, 2023
Q1 2023
|
Verity Wealth Advisors
|
BUY
|
- |
407+ 7.11% |
$14.9K - $17.2K
|
6.13K
$251K
|
|
|
Apr 17, 2023
Q1 2023
|
F&V Capital Management, LLC
|
BUY
|
- |
406+ 0.2% |
$14.8K - $17.1K
|
202K
$8.27M
|
|
|
May 01, 2023
Q1 2023
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
400+ 28.8% |
$14.6K - $16.9K
|
1.79K
$73.3K
|
|
|
May 12, 2023
Q1 2023
|
Portland Investment Counsel Inc.
Burlington, A6 |
BUY
|
- |
400+ 0.17% |
$14.6K - $16.9K
|
242K
$9.92M
|
|
|
Aug 29, 2023
Q1 2023
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
BUY
|
- |
395+ 1.34% |
$14.4K - $16.7K
|
30K
$1.23M
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
388+ 0.29% |
$14.2K - $16.4K
|
132K
$5.41M
|
|
|
May 12, 2023
Q1 2023
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
387+ 1.99% |
$14.1K - $16.3K
|
19.9K
$815K
|
|
|
May 09, 2023
Q1 2023
|
Paulson Wealth Management Inc.
|
BUY
|
- |
385+ 5.22% |
$14.1K - $16.2K
|
7.76K
$318K
|
|
|
Apr 21, 2023
Q1 2023
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
384+ 1.42% |
$14K - $16.2K
|
27.5K
$1.13M
|
|
|
May 03, 2023
Q1 2023
|
Exchange Capital Management, Inc.
|
BUY
|
- |
384+ 6.19% |
$14K - $16.2K
|
6.59K
$270K
|
|
|
May 12, 2023
Q1 2023
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
BUY
|
- |
382New |
$14K - $16.1K
|
382
$15.7K
|