Purchases and Sales Made in Q1 2024 in Verizon Communications Inc (VZ)
This table provides information about the institutional ownership of Verizon Communications Inc (VZ) during Q1 2024. 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, 2024
Q1 2024
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
55+ 0.7% |
$2.08K - $2.34K
|
7.87K
$306K
|
|
|
Apr 09, 2024
Q1 2024
|
Ewg Elevate Inc.
|
BUY
|
- |
53+ 0.97% |
$2.01K - $2.25K
|
5.52K
$215K
|
|
|
Apr 11, 2024
Q1 2024
|
West Financial Advisors, LLC
|
BUY
|
- |
50+ 19.84% |
$1.9K - $2.12K
|
302
$11.8K
|
|
|
Apr 11, 2024
Q1 2024
|
Security Financial Services, Inc.
|
BUY
|
- |
50+ 0.7% |
$1.9K - $2.12K
|
7.22K
$281K
|
|
|
May 14, 2024
Q1 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
50+ 0.72% |
$1.9K - $2.12K
|
6.98K
$272K
|
|
|
May 10, 2024
Q1 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
49+ 1.97% |
$1.86K - $2.08K
|
2.54K
$98.9K
|
|
|
May 14, 2024
Q1 2024
|
Merriman Wealth Management, LLC
|
BUY
|
- |
49+ 0.63% |
$1.86K - $2.08K
|
7.8K
$304K
|
|
|
Apr 30, 2024
Q1 2024
|
Dorchester Wealth Management CO
|
BUY
|
- |
48+ 0.11% |
$1.82K - $2.04K
|
44.5K
$1.73M
|
|
|
May 01, 2024
Q1 2024
|
Palisade Asset Management, LLC
|
BUY
|
- |
47+ 0.05% |
$1.78K - $2K
|
90.2K
$3.51M
|
|
|
May 13, 2024
Q1 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
47+ 0.71% |
$1.78K - $2K
|
6.66K
$259K
|
|
|
May 15, 2024
Q1 2024
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
47+ 3.13% |
$1.78K - $2K
|
1.55K
$60.2K
|
|
|
Apr 15, 2024
Q1 2024
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
46+ 0.34% |
$1.74K - $1.95K
|
13.5K
$526K
|
|
|
Apr 16, 2024
Q1 2024
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
46+ 0.73% |
$1.74K - $1.95K
|
6.34K
$247K
|
|
|
Apr 24, 2024
Q1 2024
|
Ifg Advisors, LLC
|
BUY
|
- |
44+ 0.63% |
$1.67K - $1.87K
|
6.99K
$272K
|
|
|
May 09, 2024
Q1 2024
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
44+ 0.35% |
$1.67K - $1.87K
|
12.5K
$487K
|
|
|
Apr 10, 2024
Q1 2024
|
Cva Family Office, LLC
|
BUY
|
- |
41+ 0.4% |
$1.55K - $1.74K
|
10.3K
$403K
|
|
|
Apr 22, 2024
Q1 2024
|
Altfest L J & CO Inc
|
BUY
|
- |
40+ 0.19% |
$1.52K - $1.7K
|
21.2K
$826K
|
|
|
May 08, 2024
Q1 2024
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
40+ 1.76% |
$1.52K - $1.7K
|
2.31K
$89.9K
|
|
|
May 15, 2024
Q1 2024
|
Community Bank, N.A.
|
BUY
|
- |
40+ 0.02% |
$1.52K - $1.7K
|
207K
$8.06M
|
|
|
Jun 13, 2024
Q1 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
40New |
$1.52K - $1.7K
|
40
$1.56K
|
|
|
May 08, 2024
Q1 2024
|
Keyes, Stange & Wooten Wealth Management, LLC
Palm Coast, FL |
BUY
|
- |
37+ 0.25% |
$1.4K - $1.57K
|
15K
$586K
|
|
|
Apr 18, 2024
Q1 2024
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
36+ 0.24% |
$1.36K - $1.53K
|
15.2K
$591K
|
|
|
Apr 29, 2024
Q1 2024
|
Brave Asset Management Inc
|
BUY
|
- |
36+ 0.16% |
$1.36K - $1.53K
|
22.4K
$871K
|
|
|
May 09, 2024
Q1 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
36+ 0.12% |
$1.36K - $1.53K
|
31K
$1.21M
|
|
|
May 03, 2024
Q1 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
35+ 0.49% |
$1.33K - $1.49K
|
7.24K
$282K
|
|
|
Apr 01, 2024
Q1 2024
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
32+ 1.59% |
$1.21K - $1.36K
|
2.05K
$79.8K
|
|
|
May 02, 2024
Q1 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
31+ 0.66% |
$1.17K - $1.32K
|
4.71K
$183K
|
|
|
May 08, 2024
Q1 2024
|
Rkl Wealth Management LLC
|
BUY
|
- |
31+ 0.44% |
$1.17K - $1.32K
|
7.12K
$277K
|
|
|
May 15, 2024
Q1 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
31+ 5.92% |
$1.17K - $1.32K
|
555
$21.6K
|
|
|
Apr 18, 2024
Q1 2024
|
Manchester Financial Inc
|
BUY
|
- |
29+ 0.08% |
$1.1K - $1.23K
|
35.8K
$1.4M
|
|
|
Apr 29, 2024
Q1 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
29+ 0.35% |
$1.1K - $1.23K
|
8.21K
$320K
|
|
|
May 10, 2024
Q1 2024
|
Elevatus Welath Management
Victor, NY |
BUY
|
- |
29+ 0.48% |
$1.1K - $1.23K
|
6.04K
$235K
|
|
|
Apr 11, 2024
Q1 2024
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
26+ 0.1% |
$985 - $1.1K
|
25.5K
$992K
|
|
|
May 10, 2024
Q1 2024
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
26+ 0.53% |
$985 - $1.1K
|
4.94K
$192K
|
|
|
May 15, 2024
Q1 2024
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
26+ 0.1% |
$985 - $1.1K
|
26K
$1.01M
|
|
|
Apr 16, 2024
Q1 2024
|
Country Trust Bank
|
BUY
|
- |
25+ 1.28% |
$948 - $1.06K
|
1.98K
$76.9K
|
|
|
Apr 18, 2024
Q1 2024
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
BUY
|
- |
25+ 0.44% |
$948 - $1.06K
|
5.76K
$224K
|
|
|
Apr 18, 2024
Q1 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
25+ 0.36% |
$948 - $1.06K
|
6.93K
$270K
|
|
|
Apr 26, 2024
Q1 2024
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
22+ 0.25% |
$834 - $935
|
8.93K
$348K
|
|
|
Jun 20, 2024
Q1 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
22+ 0.1% |
$834 - $935
|
22.8K
$886K
|
|
|
May 13, 2024
Q1 2024
|
Key F Inancial Inc
|
BUY
|
- |
21+ 0.07% |
$796 - $892
|
28.5K
$1.11M
|
|
|
May 15, 2024
Q1 2024
|
Jentner Corp
|
BUY
|
- |
21+ 0.27% |
$796 - $892
|
7.79K
$303K
|
|
|
Apr 10, 2024
Q1 2024
|
Enterprise Bank & Trust CO
|
BUY
|
- |
20+ 0.21% |
$758 - $850
|
9.65K
$376K
|
|
|
Apr 15, 2024
Q1 2024
|
Ahl Investment Management, Inc.
|
BUY
|
- |
20+ 0.05% |
$758 - $850
|
40.8K
$1.59M
|
|
|
May 09, 2024
Q1 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
20+ 0.44% |
$758 - $850
|
4.6K
$179K
|
|
|
May 02, 2024
Q1 2024
|
Cresta Advisors, Ltd.
Laredo, TX |
BUY
|
- |
19+ 0.16% |
$720 - $807
|
12K
$469K
|
|
|
May 08, 2024
Q1 2024
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
18+ 0.24% |
$682 - $765
|
7.6K
$296K
|
|
|
May 10, 2024
Q1 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
18+ 0.5% |
$682 - $765
|
3.63K
$141K
|
|
|
May 15, 2024
Q1 2024
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
18+ 0.23% |
$682 - $765
|
7.83K
$305K
|
|
|
Apr 30, 2024
Q1 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
17+ 0.03% |
$644 - $722
|
58.9K
$2.29M
|