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 14, 2023
Q2 2023
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
363+ 1.95% |
$12.5K - $14.6K
|
19K
$820K
|
|
Jul 25, 2023
Q2 2023
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
358+ 0.4% |
$12.3K - $14.4K
|
88.8K
$3.83M
|
|
Aug 07, 2023
Q2 2023
|
Univest Financial Corp
|
BUY
|
- |
357+ 2.42% |
$12.3K - $14.3K
|
15.1K
$653K
|
|
Jul 14, 2023
Q2 2023
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
350+ 9.69% |
$12.1K - $14K
|
3.96K
$171K
|
|
Aug 15, 2023
Q2 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
350+ 2.15% |
$12.1K - $14K
|
16.7K
$719K
|
|
Aug 14, 2023
Q2 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
348+ 3.94% |
$12K - $14K
|
9.18K
$396K
|
|
Aug 14, 2023
Q2 2023
|
Redwood Financial Network Corp
|
BUY
|
- |
345+ 4.91% |
$11.9K - $13.8K
|
7.37K
$318K
|
|
Jul 17, 2023
Q2 2023
|
Simpli Fi, Inc.
|
BUY
|
- |
334+ 1.11% |
$11.5K - $13.4K
|
30.4K
$1.31M
|
|
Aug 14, 2023
Q2 2023
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
328+ 2.25% |
$11.3K - $13.2K
|
14.9K
$643K
|
|
Aug 01, 2023
Q2 2023
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
327+ 6.35% |
$11.3K - $13.1K
|
5.48K
$236K
|
|
Jul 28, 2023
Q2 2023
|
Orca Investment Management, LLC
|
BUY
|
- |
326+ 1.43% |
$11.2K - $13.1K
|
23.2K
$1M
|
|
Aug 11, 2023
Q2 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
326+ 15.07% |
$11.2K - $13.1K
|
2.49K
$107K
|
|
Jul 31, 2023
Q2 2023
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
320+ 4.92% |
$11K - $12.8K
|
6.83K
$295K
|
|
Jul 26, 2023
Q2 2023
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
317+ 3.22% |
$10.9K - $12.7K
|
10.2K
$439K
|
|
Aug 07, 2023
Q2 2023
|
Citizens Business Bank
Ontario, CA |
BUY
|
- |
317+ 0.4% |
$10.9K - $12.7K
|
78.7K
$3.39M
|
|
Jul 11, 2023
Q2 2023
|
Luken Investment Analytics, LLC
Brentwood, TN |
BUY
|
- |
312+ 22.07% |
$10.8K - $12.5K
|
1.73K
$74.5K
|
|
Aug 03, 2023
Q2 2023
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
311+ 3.72% |
$10.7K - $12.5K
|
8.67K
$374K
|
|
Jul 10, 2023
Q2 2023
|
Rise Advisors, LLC
|
BUY
|
- |
308+ 6.12% |
$10.6K - $12.4K
|
5.34K
$230K
|
|
Jul 24, 2023
Q2 2023
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
302+ 1.4% |
$10.4K - $12.1K
|
21.9K
$947K
|
|
Jul 07, 2023
Q2 2023
|
Founders Capital Management
|
BUY
|
- |
300+ 44.18% |
$10.3K - $12K
|
979
$42.2K
|
|
Aug 08, 2023
Q2 2023
|
Gfs Advisors, LLC
|
BUY
|
- |
300+ 4.77% |
$10.3K - $12K
|
6.6K
$285K
|
|
Aug 02, 2023
Q2 2023
|
Winthrop Advisory Group LLC
|
BUY
|
- |
299+ 3.15% |
$10.3K - $12K
|
9.79K
$422K
|
|
Aug 14, 2023
Q2 2023
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
BUY
|
- |
299+ 2.77% |
$10.3K - $12K
|
11.1K
$479K
|
|
Aug 14, 2023
Q2 2023
|
West Tower Group, LLC
Richmond, VA |
BUY
|
- |
298New |
$10.3K - $12K
|
298
$12.9K
|
|
Jul 12, 2023
Q2 2023
|
Tompkins Financial Corp
|
BUY
|
- |
296+ 0.15% |
$10.2K - $11.9K
|
192K
$8.27M
|
|
Jul 25, 2023
Q2 2023
|
Mathes Company, Inc.
|
BUY
|
- |
296+ 0.71% |
$10.2K - $11.9K
|
42.1K
$1.82M
|
|
Jul 28, 2023
Q2 2023
|
Calamos Wealth Management LLC
|
BUY
|
- |
295+ 3.47% |
$10.2K - $11.8K
|
8.8K
$380K
|
|
Jul 05, 2023
Q2 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
294+ 2.73% |
$10.1K - $11.8K
|
11.1K
$478K
|
|
Jul 06, 2023
Q2 2023
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
289+ 4.96% |
$9.96K - $11.6K
|
6.11K
$264K
|
|
Jul 12, 2023
Q2 2023
|
Berkshire Bank
|
BUY
|
- |
288+ 0.43% |
$9.92K - $11.6K
|
67.4K
$2.91M
|
|
Jul 13, 2023
Q2 2023
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
287+ 0.19% |
$9.89K - $11.5K
|
154K
$6.64M
|
|
Jul 24, 2023
Q2 2023
|
Annex Advisory Services, LLC
|
BUY
|
- |
287+ 2.66% |
$9.89K - $11.5K
|
11.1K
$478K
|
|
Jul 20, 2023
Q2 2023
|
Jmac Enterprises LLC
|
BUY
|
- |
286+ 1.23% |
$9.86K - $11.5K
|
23.5K
$1.01M
|
|
Jul 27, 2023
Q2 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
283+ 0.78% |
$9.75K - $11.4K
|
36.7K
$1.58M
|
|
Aug 14, 2023
Q2 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
283+ 2.06% |
$9.75K - $11.4K
|
14K
$606K
|
|
Jul 20, 2023
Q2 2023
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
280+ 1.31% |
$9.65K - $11.2K
|
21.7K
$935K
|
|
Jul 25, 2023
Q2 2023
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
279+ 1.99% |
$9.61K - $11.2K
|
14.3K
$616K
|
|
Jul 18, 2023
Q2 2023
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
276+ 0.29% |
$9.51K - $11.1K
|
96.4K
$4.16M
|
|
Jul 28, 2023
Q2 2023
|
Capital Investment Counsel, Inc
|
BUY
|
- |
273+ 0.56% |
$9.41K - $11K
|
49.2K
$2.13M
|
|
Aug 01, 2023
Q2 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
272+ 1.89% |
$9.37K - $10.9K
|
14.7K
$633K
|
|
Jul 17, 2023
Q2 2023
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
269+ 8.98% |
$9.27K - $10.8K
|
3.27K
$141K
|
|
Jul 13, 2023
Q2 2023
|
Traverso Chambers Private Wealth Management, LLC
|
BUY
|
- |
264+ 1.1% |
$9.1K - $10.6K
|
24.3K
$1.05M
|
|
Aug 11, 2023
Q2 2023
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
263+ 1.19% |
$9.06K - $10.5K
|
22.3K
$962K
|
|
Jan 24, 2024
Q2 2023
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
261+ 2.69% |
$8.99K - $10.5K
|
9.96K
$430K
|
|
Jul 10, 2023
Q2 2023
|
Cva Family Office, LLC
|
BUY
|
- |
255+ 3.43% |
$8.79K - $10.2K
|
7.68K
$331K
|
|
Jul 20, 2023
Q2 2023
|
Legacy Advisors, LLC
|
BUY
|
- |
247+ 1.68% |
$8.51K - $9.91K
|
15K
$646K
|
|
Jul 20, 2023
Q2 2023
|
Keudell
|
BUY
|
- |
246+ 0.41% |
$8.48K - $9.87K
|
60.9K
$2.63M
|
|
Aug 08, 2023
Q2 2023
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
BUY
|
- |
245+ 3.84% |
$8.44K - $9.83K
|
6.63K
$286K
|
|
Jul 19, 2023
Q2 2023
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
240+ 3.64% |
$8.27K - $9.63K
|
6.84K
$295K
|
|
Jul 26, 2023
Q2 2023
|
Western Financial Corp/Ca
San Diego, CA |
BUY
|
- |
236+ 1.5% |
$8.13K - $9.47K
|
16K
$691K
|