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 13, 2024
Q1 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-4.98K- 15.23% |
$189K - $212K
|
27.7K
$1.12M
|
|
|
Apr 11, 2024
Q1 2024
|
Forbes J M & CO LLP
|
SELL
|
- |
-4.98K- 2.53% |
$189K - $212K
|
192K
$7.73M
|
|
|
May 14, 2024
Q1 2024
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-5.06K- 5.15% |
$192K - $215K
|
93.2K
$3.75M
|
|
|
Apr 19, 2024
Q1 2024
|
Ivc Wealth Advisors LLC
|
SELL
|
- |
-5.12K- 29.96% |
$194K - $218K
|
12K
$482K
|
|
|
Apr 18, 2024
Q1 2024
|
Horizon Wealth Management, LLC
|
SELL
|
- |
-5.13K- 26.3% |
$195K - $218K
|
14.4K
$579K
|
|
|
May 02, 2024
Q1 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-5.13K- 4.58% |
$195K - $218K
|
107K
$4.3M
|
|
|
Apr 15, 2024
Q1 2024
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-5.18K- 9.0% |
$196K - $220K
|
52.4K
$2.11M
|
|
|
May 02, 2024
Q1 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-5.25K- 32.82% |
$199K - $223K
|
10.7K
$432K
|
|
|
May 08, 2024
Q1 2024
|
Sandy Spring Bank
|
SELL
|
- |
-5.25K- 4.03% |
$199K - $223K
|
125K
$5.03M
|
|
|
Apr 23, 2024
Q1 2024
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-5.27K- 7.13% |
$200K - $224K
|
68.6K
$2.76M
|
|
|
Oct 07, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-5.33K- 16.27% |
$202K - $226K
|
27.4K
$1.1M
|
|
|
May 06, 2024
Q1 2024
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-5.33K- 30.91% |
$202K - $226K
|
11.9K
$479K
|
|
|
May 16, 2024
Q1 2024
|
Klcm Advisors, Inc.
|
SELL
|
- |
-5.33K- 1.14% |
$202K - $226K
|
462K
$18.6M
|
|
|
May 07, 2024
Q1 2024
|
Arnhold LLC
|
SELL
|
- |
-5.41K- 1.06% |
$205K - $230K
|
504K
$20.3M
|
|
|
Nov 22, 2024
Q1 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-5.49K- 5.46% |
$208K - $233K
|
95K
$3.83M
|
|
|
May 10, 2024
Q1 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-5.49K- 4.33% |
$208K - $233K
|
121K
$4.89M
|
|
|
May 15, 2024
Q1 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-5.52K- 68.48% |
$209K - $235K
|
2.54K
$102K
|
|
|
Apr 01, 2024
Q1 2024
|
Park National Corp
|
SELL
|
- |
-5.56K- 10.34% |
$211K - $236K
|
48.2K
$1.94M
|
|
|
Apr 16, 2024
Q1 2024
|
Calton & Associates, Inc.
|
SELL
|
- |
-5.66K- 37.29% |
$215K - $241K
|
9.52K
$383K
|
|
|
May 08, 2024
Q1 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-5.69K- 5.59% |
$216K - $242K
|
96.1K
$3.87M
|
|
|
May 14, 2024
Q1 2024
|
Exodus Point Capital Management, LP
New York, NY |
SELL
|
- |
-5.69K- 5.58% |
$216K - $242K
|
96.4K
$3.88M
|
|
|
May 13, 2024
Q1 2024
|
American Investment Services, Inc.
|
SELL
|
- |
-5.7K- 2.24% |
$216K - $242K
|
249K
$10M
|
|
|
Apr 22, 2024
Q1 2024
|
Wendell David Associates Inc
|
SELL
|
- |
-5.76K- 8.8% |
$218K - $245K
|
59.7K
$2.4M
|
|
|
May 10, 2024
Q1 2024
|
Ontario Teachers Pension Plan Board
Toronto, A6 |
SELL
|
- |
-5.76K- 6.52% |
$218K - $245K
|
82.5K
$3.32M
|
|
|
Apr 01, 2024
Q1 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-5.79K- 7.34% |
$219K - $246K
|
73.1K
$2.94M
|
|
|
May 13, 2024
Q1 2024
|
Credit Capital Investments LLC
Short Hills, NJ |
SELL
|
- |
-5.8K- 3.15% |
$220K - $246K
|
178K
$7.18M
|
|
|
Apr 26, 2024
Q1 2024
|
Blb&B Advisors, LLC
|
SELL
|
- |
-5.82K- 11.72% |
$221K - $247K
|
43.9K
$1.77M
|
|
|
May 14, 2024
Q1 2024
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-5.91K- 8.33% |
$224K - $251K
|
65K
$2.62M
|
|
|
Jul 31, 2024
Q1 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-5.95K- 2.97% |
$226K - $253K
|
195K
$7.83M
|
|
|
Jul 31, 2024
Q1 2024
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-5.97K- 5.33% |
$226K - $254K
|
106K
$4.27M
|
|
|
May 15, 2024
Q1 2024
|
Fort Sheridan Advisors LLC
Highland Park, IL |
SELL
|
- |
-5.99K- 5.7% |
$227K - $254K
|
99K
$3.99M
|
|
|
May 10, 2024
Q1 2024
|
Gifford Fong Associates
Lafayette, CA |
SELL
|
- |
-6K- 6.11% |
$227K - $255K
|
92.3K
$3.71M
|
|
|
Apr 04, 2024
Q1 2024
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-6.01K- 6.61% |
$228K - $255K
|
84.9K
$3.42M
|
|
|
May 15, 2024
Q1 2024
|
Mufg Securities Emea PLC
London, X0 |
SELL
|
- |
-6.03K- 99.95% |
$228K - $256K
|
3
$121
|
|
|
Apr 04, 2024
Q1 2024
|
Moody National Bank Trust Division
|
SELL
|
- |
-6.03K- 17.75% |
$229K - $256K
|
28K
$1.13M
|
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-6.07K- 0.34% |
$230K - $258K
|
1.78M
$71.5M
|
|
|
May 08, 2024
Q1 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-6.14K- 0.55% |
$233K - $261K
|
1.12M
$45M
|
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-6.18K- 5.17% |
$234K - $262K
|
113K
$4.56M
|
|
|
Apr 23, 2024
Q1 2024
|
Covenant Asset Management, LLC
|
SELL
|
- |
-6.19K- 41.27% |
$234K - $263K
|
8.8K
$354K
|
|
|
May 10, 2024
Q1 2024
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-6.19K- 3.33% |
$234K - $263K
|
180K
$7.23M
|
|
|
May 15, 2024
Q1 2024
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-6.2K- 7.35% |
$235K - $263K
|
78.1K
$3.15M
|
|
|
May 14, 2024
Q1 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-6.25K- 9.54% |
$237K - $265K
|
59.2K
$2.38M
|
|
|
Apr 22, 2024
Q1 2024
|
Harbour Trust & Investment Management CO
Michigan City, IN |
SELL
|
- |
-6.26K- 12.35% |
$237K - $266K
|
44.4K
$1.79M
|
|
|
Apr 19, 2024
Q1 2024
|
Mezzasalma Advisors, LLC
|
SELL
|
- |
-6.34K- 44.56% |
$240K - $269K
|
7.89K
$318K
|
|
|
May 10, 2024
Q1 2024
|
Patten & Patten Inc
|
SELL
|
- |
-6.36K- 10.51% |
$241K - $270K
|
54.2K
$2.18M
|
|
|
May 15, 2024
Q1 2024
|
Frg Family Wealth Advisors LLC
|
SELL
|
- |
-6.41K- 24.16% |
$243K - $272K
|
20.1K
$810K
|
|
|
May 08, 2024
Q1 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-6.5K- 3.74% |
$246K - $276K
|
167K
$6.73M
|
|
|
May 10, 2024
Q1 2024
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-6.57K- 11.79% |
$249K - $279K
|
49.2K
$1.98M
|
|
|
Apr 10, 2024
Q1 2024
|
Bank Of New Hampshire
|
SELL
|
- |
-6.64K- 19.19% |
$251K - $282K
|
27.9K
$1.12M
|
|
|
Apr 25, 2024
Q1 2024
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-6.64K- 29.03% |
$252K - $282K
|
16.2K
$653K
|