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 16, 2024
Q1 2024
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
17+ 0.5% |
$644 - $722
|
3.42K
$133K
|
|
|
Apr 17, 2024
Q1 2024
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
16+ 0.25% |
$606 - $680
|
6.32K
$246K
|
|
|
Apr 29, 2024
Q1 2024
|
Meritage Portfolio Management
|
BUY
|
- |
16+ 0.21% |
$606 - $680
|
7.63K
$297K
|
|
|
May 07, 2024
Q1 2024
|
Tufton Capital Management
|
BUY
|
- |
16+ 0.02% |
$606 - $680
|
101K
$3.93M
|
|
|
May 07, 2024
Q1 2024
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
16+ 0.13% |
$606 - $680
|
12K
$468K
|
|
|
May 10, 2024
Q1 2024
|
Beaton Management Co. Inc.
Haverhill, MA |
BUY
|
- |
16+ 0.05% |
$606 - $680
|
35.5K
$1.38M
|
|
|
Apr 15, 2024
Q1 2024
|
Harbor Group, Inc.
|
BUY
|
- |
15+ 0.19% |
$569 - $637
|
8.07K
$314K
|
|
|
Apr 15, 2024
Q1 2024
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
- |
13+ 0.2% |
$493 - $552
|
6.45K
$251K
|
|
|
May 02, 2024
Q1 2024
|
Centerpoint Advisors, LLC
|
BUY
|
- |
12+ 0.26% |
$455 - $510
|
4.69K
$183K
|
|
|
May 08, 2024
Q1 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
12+ 0.14% |
$455 - $510
|
8.41K
$327K
|
|
|
May 09, 2024
Q1 2024
|
J. L. Bainbridge & Co., Inc.
|
BUY
|
- |
12+ 0.17% |
$455 - $510
|
7.02K
$273K
|
|
|
Oct 22, 2024
Q1 2024
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
12+ 0.22% |
$455 - $510
|
5.4K
$210K
|
|
|
Apr 30, 2024
Q1 2024
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
11+ 18.03% |
$417 - $467
|
72
$2.8K
|
|
|
Apr 11, 2024
Q1 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
10+ 2.94% |
$379 - $425
|
350
$13.6K
|
|
|
Apr 19, 2024
Q1 2024
|
Arvest Investments, Inc.
Rogers, AR |
BUY
|
- |
10+ 1.62% |
$379 - $425
|
628
$24.5K
|
|
|
May 15, 2024
Q1 2024
|
Stone House Investment Management, LLC
|
BUY
|
- |
10+ 1.66% |
$379 - $425
|
613
$23.9K
|
|
|
Apr 25, 2024
Q1 2024
|
Horrell Capital Management, Inc.
|
BUY
|
- |
8+ 0.25% |
$303 - $340
|
3.15K
$123K
|
|
|
May 14, 2024
Q1 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
8+ 1.03% |
$303 - $340
|
781
$30.4K
|
|
|
Apr 24, 2024
Q1 2024
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
7+ 0.13% |
$265 - $297
|
5.55K
$216K
|
|
|
Apr 24, 2024
Q1 2024
|
Wolff Financial Management LLC
|
BUY
|
- |
7+ 0.03% |
$265 - $297
|
25.1K
$978K
|
|
|
May 03, 2024
Q1 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
7+ 1.38% |
$265 - $297
|
513
$20K
|
|
|
Apr 23, 2024
Q1 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
6+ 0.77% |
$227 - $255
|
789
$30.7K
|
|
|
May 02, 2024
Q1 2024
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
6+ 0.21% |
$227 - $255
|
2.88K
$112K
|
|
|
May 08, 2024
Q1 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
6+ 0.32% |
$227 - $255
|
1.9K
$73.9K
|
|
|
May 15, 2024
Q1 2024
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
BUY
|
- |
6+ 0.06% |
$227 - $255
|
10.1K
$392K
|
|
|
May 01, 2024
Q1 2024
|
Alta Wealth Advisors LLC
|
BUY
|
- |
5+ 0.09% |
$190 - $212
|
5.77K
$225K
|
|
|
May 22, 2024
Q1 2024
|
Orleans Capital Management Corp
Mandeville, LA |
BUY
|
- |
5+ 0.02% |
$190 - $212
|
23.7K
$922K
|
|
|
Apr 10, 2024
Q1 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
4+ 0.01% |
$152 - $170
|
26.7K
$1.04M
|
|
|
Apr 19, 2024
Q1 2024
|
Donald L. Hagan, LLC
|
BUY
|
- |
4+ 0.05% |
$152 - $170
|
7.51K
$292K
|
|
|
Apr 23, 2024
Q1 2024
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
4+ 0.04% |
$152 - $170
|
8.9K
$347K
|
|
|
Apr 29, 2024
Q1 2024
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
4+ 0.05% |
$152 - $170
|
8.12K
$316K
|
|
|
Apr 30, 2024
Q1 2024
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
4+ 1.3% |
$152 - $170
|
311
$12.1K
|
|
|
May 13, 2024
Q1 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
4+ 1.67% |
$152 - $170
|
244
$9.5K
|
|
|
Apr 18, 2024
Q1 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
3+ 0.16% |
$114 - $127
|
1.86K
$72.5K
|
|
|
Apr 26, 2024
Q1 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
3+ 0.04% |
$114 - $127
|
7.44K
$290K
|
|
|
May 03, 2024
Q1 2024
|
Financial Advisors, LLC
Andover, MA |
BUY
|
- |
3+ 0.02% |
$114 - $127
|
17K
$663K
|
|
|
May 03, 2024
Q1 2024
|
Evolution Advisers, Inc.
|
BUY
|
- |
3+ 2.07% |
$114 - $127
|
148
$5.76K
|
|
|
Sep 11, 2024
Q1 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
3+ 0.04% |
$114 - $127
|
8.47K
$330K
|
|
|
Apr 11, 2024
Q1 2024
|
Purus Wealth Management, LLC
|
BUY
|
- |
2+ 0.01% |
$75.8 - $85
|
13.7K
$533K
|
|
|
Apr 18, 2024
Q1 2024
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
BUY
|
- |
2+ 0.02% |
$75.8 - $85
|
9.59K
$374K
|
|
|
Apr 25, 2024
Q1 2024
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
2+ 1.38% |
$75.8 - $85
|
147
$5.72K
|
|
|
May 09, 2024
Q1 2024
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
2+ 10.0% |
$75.8 - $85
|
22
$857
|
|
|
Apr 16, 2024
Q1 2024
|
Newton One Investments LLC
|
BUY
|
- |
1+ 0.1% |
$37.9 - $42.5
|
978
$38.1K
|
|
|
Apr 26, 2024
Q1 2024
|
High Mark Wealth Management LLC
|
BUY
|
- |
1+ 1.43% |
$37.9 - $42.5
|
71
$2.76K
|
|
|
May 07, 2024
Q1 2024
|
West End Advisors, LLC
|
BUY
|
- |
1+ 2.13% |
$37.9 - $42.5
|
48
$1.87K
|
|
|
Jun 26, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
1+ 0.11% |
$37.9 - $42.5
|
938
$36.5K
|
|
|
Apr 30, 2024
Q1 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-1- 0.02% |
$37.9 - $42.5
|
6.64K
$259K
|
|
|
Apr 19, 2024
Q1 2024
|
Veery Capital, LLC
|
SELL
|
- |
-3- 0.05% |
$114 - $127
|
5.48K
$213K
|
|
|
Aug 30, 2024
Q1 2024
|
Ncp Inc.
La Quinta, CA |
SELL
|
- |
-3- 0.08% |
$114 - $127
|
3.96K
$154K
|
|
|
Apr 22, 2024
Q1 2024
|
Financial Management Network Inc
|
SELL
|
- |
-4- 0.06% |
$152 - $170
|
6.77K
$264K
|