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 |
---|---|---|---|---|---|---|---|
Jul 05, 2023
Q2 2023
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-413- 3.77% |
$14.2K - $16.6K
|
10.5K
$463K
|
|
Jul 12, 2023
Q2 2023
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-413- 2.61% |
$14.2K - $16.6K
|
15.4K
$678K
|
|
Jul 26, 2023
Q2 2023
|
West Wealth Group, LLC
|
SELL
|
- |
-413- 6.94% |
$14.2K - $16.6K
|
5.54K
$244K
|
|
Jul 25, 2023
Q2 2023
|
Canvas Wealth Advisors, LLC
|
SELL
|
- |
-415- 2.38% |
$14.3K - $16.6K
|
17K
$748K
|
|
Jul 10, 2023
Q2 2023
|
Cox Capital Mgt LLC
|
SELL
|
- |
-420- 1.25% |
$14.5K - $16.8K
|
33.1K
$1.46M
|
|
Aug 03, 2023
Q2 2023
|
Southern Capital Advisors, LLC
|
SELL
|
- |
-420- 3.87% |
$14.5K - $16.8K
|
10.4K
$459K
|
|
Jul 31, 2023
Q2 2023
|
Valley Brook Capital Group, Inc.
Venetia, PA |
SELL
|
- |
-426- 1.31% |
$14.7K - $17.1K
|
32K
$1.41M
|
|
Aug 07, 2023
Q2 2023
|
Capital Square, LLC
|
SELL
|
- |
-427- 2.08% |
$14.7K - $17.1K
|
20.1K
$886K
|
|
Aug 02, 2023
Q2 2023
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
SELL
|
- |
-428- 6.29% |
$14.7K - $17.2K
|
6.38K
$281K
|
|
Aug 10, 2023
Q2 2023
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-429- 8.39% |
$14.8K - $17.2K
|
4.68K
$206K
|
|
Jul 21, 2023
Q2 2023
|
Pflug Koory, LLC
|
SELL
|
- |
-436- 0.68% |
$15K - $17.5K
|
63.2K
$2.78M
|
|
Jul 31, 2023
Q2 2023
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-438- 4.32% |
$15.1K - $17.6K
|
9.7K
$427K
|
|
Jul 18, 2023
Q2 2023
|
Wolff Financial Management LLC
|
SELL
|
- |
-439- 1.8% |
$15.1K - $17.6K
|
24K
$1.05M
|
|
Jul 25, 2023
Q2 2023
|
Concorde Asset Management, LLC
|
SELL
|
- |
-440- 7.09% |
$15.2K - $17.6K
|
5.77K
$254K
|
|
Jul 05, 2023
Q2 2023
|
New England Research & Management, Inc.
|
SELL
|
- |
-450- 2.53% |
$15.5K - $18K
|
17.3K
$761K
|
|
Jul 13, 2023
Q2 2023
|
Secure Asset Management, LLC
|
SELL
|
- |
-450- 2.89% |
$15.5K - $18K
|
15.1K
$666K
|
|
Aug 07, 2023
Q2 2023
|
First Business Financial Services, Inc.
|
SELL
|
- |
-452- 7.37% |
$15.6K - $18.1K
|
5.69K
$250K
|
|
Aug 07, 2023
Q2 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-460- 6.09% |
$15.9K - $18.5K
|
7.1K
$312K
|
|
Aug 14, 2023
Q2 2023
|
Kelly Lawrence W & Associates Inc
Pasadena, CA |
SELL
|
- |
-460- 2.92% |
$15.9K - $18.5K
|
15.3K
$672K
|
|
Jul 21, 2023
Q2 2023
|
Private Ocean, LLC
|
SELL
|
- |
-461- 24.56% |
$15.9K - $18.5K
|
1.42K
$62.3K
|
|
Jul 28, 2023
Q2 2023
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-465- 3.0% |
$16K - $18.7K
|
15.1K
$662K
|
|
Jul 07, 2023
Q2 2023
|
First Community Trust Na
|
SELL
|
- |
-467- 12.26% |
$16.1K - $18.7K
|
3.34K
$147K
|
|
Aug 11, 2023
Q2 2023
|
Royal Capital Wealth Management, LLC
Carmel, IN |
SELL
|
- |
-467- 5.82% |
$16.1K - $18.7K
|
7.56K
$332K
|
|
Aug 14, 2023
Q2 2023
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-467- 3.98% |
$16.1K - $18.7K
|
11.3K
$495K
|
|
Aug 01, 2023
Q2 2023
|
Spinnaker Trust
|
SELL
|
- |
-471- 2.26% |
$16.2K - $18.9K
|
20.4K
$896K
|
|
Aug 10, 2023
Q2 2023
|
Southeast Asset Advisors Inc.
Thomasville, GA |
SELL
|
- |
-471- 4.33% |
$16.2K - $18.9K
|
10.4K
$458K
|
|
Jul 06, 2023
Q2 2023
|
Centre Asset Management, LLC
|
SELL
|
- |
-474- 0.66% |
$16.3K - $19K
|
70.9K
$3.12M
|
|
Aug 14, 2023
Q2 2023
|
Greenline Partners, LLC
New York, NY |
SELL
|
- |
-483- 0.56% |
$16.6K - $19.4K
|
85.3K
$3.75M
|
|
Jan 24, 2024
Q2 2023
|
Financial Insights, Inc.
|
SELL
|
- |
-483- 3.08% |
$16.6K - $19.4K
|
15.2K
$669K
|
|
Jul 06, 2023
Q2 2023
|
Madden Securities Corp
|
SELL
|
- |
-486- 1.47% |
$16.7K - $19.5K
|
32.7K
$1.44M
|
|
Aug 02, 2023
Q2 2023
|
Powell Investment Advisors, LLC
|
SELL
|
- |
-486- 7.49% |
$16.7K - $19.5K
|
6.01K
$264K
|
|
Aug 03, 2023
Q2 2023
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-487- 4.76% |
$16.8K - $19.5K
|
9.75K
$429K
|
|
Jul 26, 2023
Q2 2023
|
Field & Main Bank
|
SELL
|
- |
-490- 2.14% |
$16.9K - $19.7K
|
22.5K
$988K
|
|
Jul 14, 2023
Q2 2023
|
Life Steps Financial, Inc.
|
SELL
|
- |
-491- 5.61% |
$16.9K - $19.7K
|
8.26K
$363K
|
|
Aug 07, 2023
Q2 2023
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-493- 1.0% |
$17K - $19.8K
|
48.7K
$2.14M
|
|
Jul 06, 2023
Q2 2023
|
Apella Capital, LLC
|
SELL
|
- |
-496- 3.7% |
$17.1K - $19.9K
|
12.9K
$568K
|
|
Jul 25, 2023
Q2 2023
|
Unionview, LLC
Seattle, WA |
SELL
|
- |
-499- 7.41% |
$17.2K - $20K
|
6.24K
$274K
|
|
Aug 08, 2023
Q2 2023
|
Knuff & CO LLC
Foster City, CA |
SELL
|
- |
-500- 10.89% |
$17.2K - $20.1K
|
4.09K
$180K
|
|
Aug 09, 2023
Q2 2023
|
Alan B. Lancz & Associates, Inc.
Toledo, OH |
SELL
|
- |
-500- 4.15% |
$17.2K - $20.1K
|
11.5K
$508K
|
|
Jul 25, 2023
Q2 2023
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-501- 2.3% |
$17.3K - $20.1K
|
21.3K
$938K
|
|
Aug 07, 2023
Q2 2023
|
Keystone Financial Group
|
SELL
|
- |
-507- 2.29% |
$17.5K - $20.3K
|
21.7K
$953K
|
|
Aug 07, 2023
Q2 2023
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-509- 0.83% |
$17.5K - $20.4K
|
60.6K
$2.67M
|
|
Jul 03, 2023
Q2 2023
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-510- 2.8% |
$17.6K - $20.5K
|
17.7K
$778K
|
|
Aug 11, 2023
Q2 2023
|
Pinnacle Holdings, LLC
Tulsa, OK |
SELL
|
- |
-521- 3.37% |
$18K - $20.9K
|
15K
$658K
|
|
Aug 09, 2023
Q2 2023
|
Oder Investment Management, LLC
Woodland Hills, CA |
SELL
|
- |
-527- 2.65% |
$18.2K - $21.1K
|
19.4K
$853K
|
|
Jul 11, 2023
Q2 2023
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-530- 16.49% |
$18.3K - $21.3K
|
2.69K
$118K
|
|
Jul 31, 2023
Q2 2023
|
First National Bank & Trust CO Of Newtown
|
SELL
|
- |
-530- 0.66% |
$18.3K - $21.3K
|
79.8K
$3.51M
|
|
Jul 12, 2023
Q2 2023
|
First National Bank Of South Miami
|
SELL
|
- |
-531- 2.81% |
$18.3K - $21.3K
|
18.3K
$806K
|
|
Jul 18, 2023
Q2 2023
|
Burt Wealth Advisors
|
SELL
|
- |
-532- 6.85% |
$18.3K - $21.3K
|
7.24K
$318K
|
|
Jul 20, 2023
Q2 2023
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-532- 6.48% |
$18.3K - $21.3K
|
7.68K
$338K
|