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 15, 2023
Q1 2023
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
7+ 0.05% |
$256 - $295
|
13.9K
$599K
|
|
Apr 10, 2023
Q1 2023
|
Windsor Capital Management, LLC
|
BUY
|
- |
6+ 0.11% |
$219 - $253
|
5.57K
$240K
|
|
May 01, 2023
Q1 2023
|
Wolff Financial Management LLC
|
BUY
|
- |
6+ 0.02% |
$219 - $253
|
24.4K
$1.05M
|
|
Apr 25, 2023
Q1 2023
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
5+ 0.01% |
$183 - $211
|
81.2K
$3.5M
|
|
May 09, 2023
Q1 2023
|
Altshuler Shaham LTD
|
BUY
|
- |
5+ 0.12% |
$183 - $211
|
4.21K
$181K
|
|
Apr 17, 2023
Q1 2023
|
Baldrige Asset Management LLC
|
BUY
|
- |
4+ 1.17% |
$146 - $169
|
347
$15K
|
|
Apr 18, 2023
Q1 2023
|
Donald L. Hagan, LLC
|
BUY
|
- |
4+ 0.05% |
$146 - $169
|
7.59K
$328K
|
|
May 04, 2023
Q1 2023
|
Tandem Capital Management Corp
|
BUY
|
- |
4+ 0.05% |
$146 - $169
|
7.63K
$329K
|
|
May 08, 2023
Q1 2023
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
3+ 0.06% |
$110 - $127
|
5.44K
$235K
|
|
May 11, 2023
Q1 2023
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
3+ 0.01% |
$110 - $127
|
21K
$905K
|
|
May 11, 2023
Q1 2023
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
3+ 1.34% |
$110 - $127
|
227
$9.8K
|
|
Apr 14, 2023
Q1 2023
|
Ade, LLC
|
BUY
|
- |
2+ 0.04% |
$73.1 - $84.4
|
5.21K
$225K
|
|
Apr 18, 2023
Q1 2023
|
Independent Wealth Network Inc.
|
BUY
|
- |
2+ 0.02% |
$73.1 - $84.4
|
8.12K
$350K
|
|
May 05, 2023
Q1 2023
|
Evolution Advisers, Inc.
|
BUY
|
- |
2+ 0.56% |
$73.1 - $84.4
|
362
$15.6K
|
|
May 10, 2023
Q1 2023
|
Cypress Capital Management LLC (Wy)
|
BUY
|
- |
2+ 0.09% |
$73.1 - $84.4
|
2.26K
$97.7K
|
|
May 11, 2023
Q1 2023
|
Advanced Asset Management Advisors Inc
Dublin, OH |
BUY
|
- |
2+ 0.0% |
$73.1 - $84.4
|
173K
$7.48M
|
|
Apr 20, 2023
Q1 2023
|
Lathrop Investment Management Corp
|
BUY
|
- |
1+ 0.02% |
$36.5 - $42.2
|
5.47K
$236K
|
|
Apr 20, 2023
Q1 2023
|
High Mark Wealth Management LLC
|
BUY
|
- |
1+ 0.31% |
$36.5 - $42.2
|
322
$13.9K
|
|
May 01, 2023
Q1 2023
|
Affinity Wealth Management LLC
Wilmington, DE |
BUY
|
- |
1+ 0.01% |
$36.5 - $42.2
|
8.99K
$388K
|
|
May 01, 2023
Q1 2023
|
Ifs Advisors, LLC
|
BUY
|
- |
1+ 0.31% |
$36.5 - $42.2
|
321
$13.9K
|
|
May 04, 2023
Q1 2023
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
1+ 3.23% |
$36.5 - $42.2
|
32
$1.38K
|
|
May 15, 2023
Q1 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
1+ 0.02% |
$36.5 - $42.2
|
5.86K
$253K
|
|
Aug 11, 2023
Q1 2023
|
Rs Crum Inc.
|
BUY
|
- |
1+ 0.01% |
$36.5 - $42.2
|
10.1K
$435K
|
|
Apr 28, 2023
Q1 2023
|
West End Advisors, LLC
|
SELL
|
- |
-2- 4.08% |
$73.1 - $84.4
|
47
$2.03K
|
|
Apr 19, 2023
Q1 2023
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-3- 0.02% |
$110 - $127
|
19.2K
$827K
|
|
May 09, 2023
Q1 2023
|
American Money Management, LLC
|
SELL
|
- |
-3- 0.05% |
$110 - $127
|
5.65K
$244K
|
|
Sep 21, 2023
Q1 2023
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-4Closed |
$146 - $169
|
0
$0
|
|
Apr 10, 2023
Q1 2023
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-5- 2.72% |
$183 - $211
|
179
$7.72K
|
|
May 11, 2023
Q1 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-7- 0.02% |
$256 - $295
|
34.6K
$1.49M
|
|
Aug 07, 2023
Q1 2023
|
W Advisors, LLC
Germantown, TN |
SELL
|
- |
-8- 0.05% |
$292 - $338
|
15K
$649K
|
|
Apr 11, 2023
Q1 2023
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-9- 3.8% |
$329 - $380
|
228
$9.84K
|
|
Nov 30, 2023
Q1 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
SELL
|
- |
-9- 0.06% |
$329 - $380
|
15.7K
$678K
|
|
Apr 19, 2023
Q1 2023
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
SELL
|
- |
-10- 0.17% |
$365 - $422
|
5.96K
$257K
|
|
Apr 13, 2023
Q1 2023
|
Powers Advisory Group, LLC
|
SELL
|
- |
-11- 0.1% |
$402 - $464
|
10.5K
$453K
|
|
Apr 27, 2023
Q1 2023
|
Capital Investment Counsel, Inc
|
SELL
|
- |
-15- 0.03% |
$548 - $633
|
49K
$2.11M
|
|
May 04, 2023
Q1 2023
|
Ss&H Financial Advisors, Inc.
|
SELL
|
- |
-16- 0.03% |
$585 - $675
|
54.7K
$2.36M
|
|
Apr 28, 2023
Q1 2023
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-17- 3.6% |
$621 - $717
|
455
$19.6K
|
|
May 04, 2023
Q1 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-20- 2.18% |
$731 - $844
|
896
$38.7K
|
|
May 09, 2023
Q1 2023
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-20- 0.33% |
$731 - $844
|
5.96K
$257K
|
|
May 10, 2023
Q1 2023
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-20- 0.25% |
$731 - $844
|
8.02K
$346K
|
|
Apr 19, 2023
Q1 2023
|
Santori & Peters, Inc.
|
SELL
|
- |
-21- 0.39% |
$767 - $886
|
5.36K
$231K
|
|
May 05, 2023
Q1 2023
|
Scissortail Wealth Management, LLC
Tulsa, OK |
SELL
|
- |
-22- 0.04% |
$804 - $928
|
51K
$2.2M
|
|
Apr 21, 2023
Q1 2023
|
Financial Management Network Inc
|
SELL
|
- |
-23- 0.31% |
$840 - $970
|
7.49K
$323K
|
|
Apr 20, 2023
Q1 2023
|
Pay Pay Securities Corp
Tokyo, M0 |
SELL
|
- |
-24- 14.46% |
$877 - $1.01K
|
142
$6.13K
|
|
Apr 24, 2023
Q1 2023
|
Pioneer Trust Bank N A
Salem, OR |
SELL
|
- |
-25- 0.41% |
$914 - $1.05K
|
6.14K
$265K
|
|
May 11, 2023
Q1 2023
|
Trustco Bank Corp N Y
Albany, NY |
SELL
|
- |
-25- 0.13% |
$914 - $1.05K
|
19.3K
$831K
|
|
May 12, 2023
Q1 2023
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-25- 0.42% |
$914 - $1.05K
|
5.98K
$258K
|
|
May 15, 2023
Q1 2023
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-25- 0.65% |
$914 - $1.05K
|
3.81K
$164K
|
|
Apr 12, 2023
Q1 2023
|
Kraematon Investment Advisors, Inc
|
SELL
|
- |
-27- 0.1% |
$987 - $1.14K
|
25.9K
$1.12M
|
|
Apr 24, 2023
Q1 2023
|
Mc Adam, LLC
|
SELL
|
- |
-27- 0.14% |
$987 - $1.14K
|
18.6K
$803K
|