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 26, 2023
Q2 2023
|
Clean Yield Group
|
SELL
|
- |
-882- 6.95% |
$30.4K - $35.4K
|
11.8K
$520K
|
|
|
Aug 30, 2023
Q2 2023
|
Aifg Consultants Ltd.
Halfmoon, NY |
SELL
|
- |
-882- 9.19% |
$30.4K - $35.4K
|
8.72K
$383K
|
|
|
Aug 02, 2023
Q2 2023
|
Valmark Advisers, Inc.
|
SELL
|
- |
-883- 2.46% |
$30.4K - $35.4K
|
35.1K
$1.54M
|
|
|
Jul 18, 2023
Q2 2023
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-887- 1.13% |
$30.6K - $35.6K
|
77.7K
$3.42M
|
|
|
Aug 30, 2023
Q2 2023
|
Chapin Davis, Inc.
Baltimore, MD |
SELL
|
- |
-904- 3.59% |
$31.2K - $36.3K
|
24.3K
$1.07M
|
|
|
Aug 11, 2023
Q2 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-916- 3.07% |
$31.6K - $36.7K
|
28.9K
$1.27M
|
|
|
Aug 14, 2023
Q2 2023
|
Trail Ridge Investment Advisors, LLC
|
SELL
|
- |
-917- 9.64% |
$31.6K - $36.8K
|
8.59K
$378K
|
|
|
Jul 13, 2023
Q2 2023
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
SELL
|
- |
-926- 6.53% |
$31.9K - $37.1K
|
13.3K
$583K
|
|
|
Jul 26, 2023
Q2 2023
|
Stonegate Investment Group, LLC
Birmingham, AL |
SELL
|
- |
-926- 0.72% |
$31.9K - $37.1K
|
128K
$5.65M
|
|
|
Jul 20, 2023
Q2 2023
|
Baugh & Associates, LLC
|
SELL
|
- |
-931- 1.51% |
$32.1K - $37.3K
|
60.8K
$2.67M
|
|
|
Aug 04, 2023
Q2 2023
|
Ballast Advisors LLC
|
SELL
|
- |
-931- 11.72% |
$32.1K - $37.3K
|
7.01K
$308K
|
|
|
Aug 11, 2023
Q2 2023
|
Quest Investment Management LLC
Lake Oswego, OR |
SELL
|
- |
-935- 9.23% |
$32.2K - $37.5K
|
9.2K
$405K
|
|
|
Jul 17, 2023
Q2 2023
|
Martin Capital Partners, LLC
|
SELL
|
- |
-937- 0.5% |
$32.3K - $37.6K
|
187K
$8.22M
|
|
|
Aug 11, 2023
Q2 2023
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-937- 9.1% |
$32.3K - $37.6K
|
9.36K
$412K
|
|
|
Aug 10, 2023
Q2 2023
|
Empire Life Investments Inc.
|
SELL
|
- |
-938- 0.25% |
$32.3K - $37.6K
|
369K
$16.2M
|
|
|
Jul 13, 2023
Q2 2023
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-939- 1.4% |
$32.4K - $37.7K
|
66.1K
$2.91M
|
|
|
Aug 14, 2023
Q2 2023
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-943- 11.2% |
$32.5K - $37.8K
|
7.48K
$329K
|
|
|
Jul 12, 2023
Q2 2023
|
Covenant Asset Management, LLC
|
SELL
|
- |
-958- 5.64% |
$33K - $38.4K
|
16K
$705K
|
|
|
Aug 11, 2023
Q2 2023
|
Fairhaven Wealth Management, LLC
|
SELL
|
- |
-958- 11.34% |
$33K - $38.4K
|
7.49K
$329K
|
|
|
Jul 25, 2023
Q2 2023
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
SELL
|
- |
-972- 5.61% |
$33.5K - $39K
|
16.3K
$719K
|
|
|
Aug 09, 2023
Q2 2023
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-983- 13.0% |
$33.9K - $39.4K
|
6.58K
$289K
|
|
|
Aug 14, 2023
Q2 2023
|
Brown Shipley& CO LTD
London, X0 |
SELL
|
- |
-985- 97.14% |
$33.9K - $39.5K
|
29
$1.28K
|
|
|
Aug 14, 2023
Q2 2023
|
Connors Investor Services Inc
Wyomissing, PA |
SELL
|
- |
-985- 2.06% |
$33.9K - $39.5K
|
46.8K
$2.06M
|
|
|
Aug 14, 2023
Q2 2023
|
Price T Rowe Associates Inc
Baltimore, MD |
SELL
|
- |
-986- -0.0% |
$34K - $39.5K
|
37.4M
$1.65B
|
|
|
Aug 02, 2023
Q2 2023
|
Wealth Architects, LLC
|
SELL
|
- |
-988- 7.23% |
$34K - $39.6K
|
12.7K
$557K
|
|
|
Jul 19, 2023
Q2 2023
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-989- 6.86% |
$34.1K - $39.7K
|
13.4K
$591K
|
|
|
Jul 06, 2023
Q2 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-991- 66.07% |
$34.1K - $39.7K
|
509
$22.4K
|
|
|
Aug 11, 2023
Q2 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-995- 2.14% |
$34.3K - $39.9K
|
45.4K
$2M
|
|
|
Jul 25, 2023
Q2 2023
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-998- 3.33% |
$34.4K - $40K
|
29K
$1.28M
|
|
|
Jul 31, 2023
Q2 2023
|
Bank Of Stockton
|
SELL
|
- |
-999- 9.28% |
$34.4K - $40.1K
|
9.77K
$430K
|
|
|
Aug 09, 2023
Q2 2023
|
Sweeney & Michel, LLC
Chico, CA |
SELL
|
- |
-999- 0.98% |
$34.4K - $40.1K
|
101K
$4.46M
|
|
|
Jul 20, 2023
Q2 2023
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
SELL
|
- |
-1K- 3.62% |
$34.5K - $40.1K
|
26.6K
$1.17M
|
|
|
Jul 31, 2023
Q2 2023
|
Financial Network Wealth Management LLC
Draper, UT |
SELL
|
- |
-1K- 12.2% |
$34.5K - $40.1K
|
7.2K
$317K
|
|
|
Aug 04, 2023
Q2 2023
|
Sonata Capital Group Inc
|
SELL
|
- |
-1K- 10.47% |
$34.5K - $40.1K
|
8.56K
$376K
|
|
|
Aug 11, 2023
Q2 2023
|
Hemenway Trust CO LLC
|
SELL
|
- |
-1.01K- 11.14% |
$34.8K - $40.6K
|
8.07K
$355K
|
|
|
Aug 10, 2023
Q2 2023
|
Stelac Advisory Services LLC
New York, NY |
SELL
|
- |
-1.02K- 5.97% |
$35K - $40.8K
|
16K
$705K
|
|
|
Jul 24, 2023
Q2 2023
|
Edmp, Inc.
|
SELL
|
- |
-1.02K- 3.4% |
$35.2K - $41K
|
29K
$1.28M
|
|
|
Jul 31, 2023
Q2 2023
|
Neirg Wealth Management, LLC
|
SELL
|
- |
-1.02K- 10.16% |
$35.3K - $41K
|
9.05K
$398K
|
|
|
Jul 18, 2023
Q2 2023
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-1.04K- 2.06% |
$35.8K - $41.6K
|
49.4K
$2.17M
|
|
|
Jul 21, 2023
Q2 2023
|
Beaton Management Co. Inc.
Haverhill, MA |
SELL
|
- |
-1.04K- 3.39% |
$35.9K - $41.8K
|
29.7K
$1.31M
|
|
|
Aug 14, 2023
Q2 2023
|
Private Portfolio Partners LLC
|
SELL
|
- |
-1.04K- 3.34% |
$35.9K - $41.8K
|
30.2K
$1.33M
|
|
|
Jul 07, 2023
Q2 2023
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-1.05K- 2.88% |
$36K - $42K
|
35.2K
$1.55M
|
|
|
Jul 27, 2023
Q2 2023
|
Fulcrum Capital LLC
|
SELL
|
- |
-1.05K- 2.81% |
$36K - $42K
|
36.1K
$1.59M
|
|
|
Jul 14, 2023
Q2 2023
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-1.05K- 6.26% |
$36.2K - $42.1K
|
15.7K
$692K
|
|
|
Aug 15, 2023
Q2 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-1.05K- 22.23% |
$36.2K - $42.2K
|
3.68K
$162K
|
|
|
Aug 11, 2023
Q2 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-1.06K- 2.47% |
$36.5K - $42.4K
|
41.8K
$1.84M
|
|
|
Aug 22, 2023
Q2 2023
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-1.06K- 3.58% |
$36.5K - $42.4K
|
28.5K
$1.25M
|
|
|
Jul 21, 2023
Q2 2023
|
E&G Advisors, LP
|
SELL
|
- |
-1.07K- 7.26% |
$36.7K - $42.7K
|
13.6K
$599K
|
|
|
Aug 14, 2023
Q2 2023
|
Abbot Financial Management, Inc.
North Andover, MA |
SELL
|
- |
-1.08K- 3.67% |
$37.3K - $43.4K
|
28.4K
$1.25M
|
|
|
Aug 14, 2023
Q2 2023
|
Apexium Financial, LP
|
SELL
|
- |
-1.09K- 7.91% |
$37.6K - $43.8K
|
12.7K
$559K
|