Purchases and Sales Made in Q2 2023 in Verizon Communications Inc (VZ)
This table provides information about the institutional ownership of Verizon Communications Inc (VZ) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 01, 2023
Q2 2023
|
Cairn Investment Group, Inc.
|
BUY
|
- |
3.45K+ 9.42% |
$119K - $138K
|
40K
$1.78M
|
|
|
Jul 20, 2023
Q2 2023
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
3.42K+ 21.91% |
$118K - $137K
|
19.1K
$845K
|
|
|
Aug 11, 2023
Q2 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
3.4K+ 29.99% |
$117K - $136K
|
14.7K
$654K
|
|
|
Aug 09, 2023
Q2 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
3.36K+ 14.74% |
$116K - $135K
|
26.1K
$1.16M
|
|
|
Aug 01, 2023
Q2 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
3.35K+ 0.69% |
$116K - $134K
|
491K
$21.8M
|
|
|
Aug 03, 2023
Q2 2023
|
Triumph Capital Management
|
BUY
|
- |
3.35K+ 11.33% |
$115K - $134K
|
32.9K
$1.46M
|
|
|
Nov 19, 2024
Q2 2023
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
3.34K+ 33.94% |
$115K - $134K
|
13.2K
$585K
|
|
|
Aug 10, 2023
Q2 2023
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
3.33K+ 10.0% |
$115K - $133K
|
36.6K
$1.62M
|
|
|
Aug 03, 2023
Q2 2023
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
3.32K+ 2.05% |
$114K - $133K
|
165K
$7.32M
|
|
|
Aug 10, 2023
Q2 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
3.31K+ 3.61% |
$114K - $133K
|
95K
$4.21M
|
|
|
Jul 19, 2023
Q2 2023
|
First City Capital Management, Inc.
|
BUY
|
- |
3.31K+ 7.17% |
$114K - $133K
|
49.4K
$2.19M
|
|
|
Jul 06, 2023
Q2 2023
|
Moseley Investment Management Inc
|
BUY
|
- |
3.29K+ 7.64% |
$113K - $132K
|
46.3K
$2.05M
|
|
|
Jul 19, 2023
Q2 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
3.28K+ 4.96% |
$113K - $132K
|
69.5K
$3.08M
|
|
|
Aug 14, 2023
Q2 2023
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
3.28KNew |
$113K - $132K
|
3.28K
$146K
|
|
|
Aug 14, 2023
Q2 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
3.25K+ 15.81% |
$112K - $130K
|
23.8K
$1.06M
|
|
|
Aug 11, 2023
Q2 2023
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
3.25K+ 20.17% |
$112K - $130K
|
19.4K
$859K
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
3.24K+ 3.84% |
$112K - $130K
|
87.8K
$3.89M
|
|
|
Jul 24, 2023
Q2 2023
|
Trilogy Capital Inc.
|
BUY
|
- |
3.23K+ 4.79% |
$111K - $129K
|
70.7K
$3.13M
|
|
|
Jul 25, 2023
Q2 2023
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
3.23K+ 5.87% |
$111K - $129K
|
58.2K
$2.58M
|
|
|
Aug 14, 2023
Q2 2023
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
3.22K+ 13.31% |
$111K - $129K
|
27.4K
$1.22M
|
|
|
Jul 06, 2023
Q2 2023
|
Solitude Financial Services
|
BUY
|
- |
3.21K+ 13.98% |
$111K - $129K
|
26.2K
$1.16M
|
|
|
Aug 14, 2023
Q2 2023
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
3.21K+ 44.7% |
$111K - $129K
|
10.4K
$461K
|
|
|
Aug 11, 2023
Q2 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
3.2K+ 2.21% |
$110K - $128K
|
148K
$6.56M
|
|
|
Aug 10, 2023
Q2 2023
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
3.18K+ 26.76% |
$109K - $127K
|
15K
$668K
|
|
|
Aug 28, 2024
Q2 2023
|
Farmers National Bank
Danville, KY |
BUY
|
- |
3.16K+ 33.16% |
$109K - $127K
|
12.7K
$563K
|
|
|
Aug 11, 2023
Q2 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
3.13K+ 13.17% |
$108K - $126K
|
26.9K
$1.19M
|
|
|
Jul 26, 2023
Q2 2023
|
Sol Capital Management CO
|
BUY
|
- |
3.1K+ 43.26% |
$107K - $124K
|
10.3K
$456K
|
|
|
Jul 18, 2023
Q2 2023
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
3.09K+ 6.5% |
$106K - $124K
|
50.6K
$2.24M
|
|
|
Jun 17, 2024
Q2 2023
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
3.08K+ 6.99% |
$106K - $124K
|
47.2K
$2.09M
|
|
|
Jul 28, 2023
Q2 2023
|
Independent Advisor Alliance
|
BUY
|
- |
3.08K+ 1.64% |
$106K - $123K
|
191K
$8.48M
|
|
|
Aug 07, 2023
Q2 2023
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
3.08K+ 43.29% |
$106K - $123K
|
10.2K
$452K
|
|
|
Jul 31, 2023
Q2 2023
|
True Wealth Advisors, LLC
|
BUY
|
- |
3.04K+ 12.35% |
$105K - $122K
|
27.6K
$1.23M
|
|
|
Aug 11, 2023
Q2 2023
|
Estabrook Capital Management
New York, NY |
BUY
|
- |
3.03K+ 1.5% |
$104K - $121K
|
204K
$9.06M
|
|
|
Jul 13, 2023
Q2 2023
|
Qp Wealth Management, LLC
|
BUY
|
- |
3.01K+ 24.69% |
$104K - $121K
|
15.2K
$675K
|
|
|
Aug 09, 2023
Q2 2023
|
Lokken Investment Group LLC
|
BUY
|
- |
3.01K+ 12.29% |
$104K - $121K
|
27.5K
$1.22M
|
|
|
Aug 07, 2023
Q2 2023
|
Mitchell & Pahl Private Wealth, LLC
|
BUY
|
- |
3K+ 7.16% |
$103K - $120K
|
44.9K
$1.99M
|
|
|
Jul 28, 2023
Q2 2023
|
Private Capital Advisors, Inc.
|
BUY
|
- |
3K+ 57.54% |
$103K - $120K
|
8.21K
$364K
|
|
|
Jul 20, 2023
Q2 2023
|
Naviter Wealth, LLC
|
BUY
|
- |
2.98K+ 10.93% |
$103K - $120K
|
30.3K
$1.34M
|
|
|
Jul 26, 2023
Q2 2023
|
Janney Capital Management LLC
|
BUY
|
- |
2.95K+ 0.86% |
$102K - $118K
|
347K
$15.4M
|
|
|
Aug 07, 2023
Q2 2023
|
Slate Stone Wealth, LLC
|
BUY
|
- |
2.94K+ 19.78% |
$101K - $118K
|
17.8K
$791K
|
|
|
Aug 11, 2023
Q2 2023
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
BUY
|
- |
2.93K+ 14.65% |
$101K - $118K
|
23K
$1.02M
|
|
|
Aug 14, 2023
Q2 2023
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
2.93K+ 0.38% |
$101K - $118K
|
770K
$34.2M
|
|
|
Aug 02, 2023
Q2 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
2.92K+ 0.63% |
$101K - $117K
|
463K
$20.6M
|
|
|
Aug 01, 2023
Q2 2023
|
Paulson Wealth Management Inc.
|
BUY
|
- |
2.92K+ 37.58% |
$101K - $117K
|
10.7K
$474K
|
|
|
Aug 09, 2023
Q2 2023
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
2.92K+ 1.93% |
$100K - $117K
|
154K
$6.82M
|
|
|
Jul 24, 2023
Q2 2023
|
Allen Capital Group, LLC
|
BUY
|
- |
2.91K+ 3.88% |
$100K - $117K
|
78K
$3.46M
|
|
|
Aug 15, 2023
Q2 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
2.91K+ 22.04% |
$100K - $117K
|
16.1K
$714K
|
|
|
Jul 11, 2023
Q2 2023
|
Czech National Bank
Prague, 2N |
BUY
|
- |
2.9K+ 0.59% |
$99.9K - $116K
|
498K
$22.1M
|
|
|
Aug 30, 2023
Q2 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
2.9K+ 2.23% |
$99.9K - $116K
|
133K
$5.88M
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
2.89K+ 136.66% |
$99.6K - $116K
|
5K
$222K
|