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 28, 2023
Q2 2023
|
Lion Street Advisors, LLC
|
SELL
|
- |
-8.86K- 52.38% |
$305K - $355K
|
8.06K
$348K
|
|
|
Jul 20, 2023
Q2 2023
|
Duncker Streett & CO Inc
|
SELL
|
- |
-8.95K- 30.14% |
$308K - $359K
|
20.7K
$895K
|
|
|
Aug 07, 2023
Q2 2023
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-8.97K- 10.35% |
$309K - $360K
|
77.7K
$3.35M
|
|
|
Aug 04, 2023
Q2 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-9.01K- 2.93% |
$311K - $361K
|
298K
$12.9M
|
|
|
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-9.01K- 2.93% |
$311K - $361K
|
298K
$12.9M
|
|
|
Jul 17, 2023
Q2 2023
|
Guyasuta Investment Advisors Inc
|
SELL
|
- |
-9.03K- 14.16% |
$311K - $362K
|
54.7K
$2.36M
|
|
|
Jul 27, 2023
Q2 2023
|
Moody Lynn & Lieberson, LLC
|
SELL
|
- |
-9.26K- 54.23% |
$319K - $371K
|
7.81K
$337K
|
|
|
Jul 13, 2023
Q2 2023
|
Wesbanco Bank Inc
|
SELL
|
- |
-9.29K- 3.91% |
$320K - $373K
|
228K
$9.84M
|
|
|
Jul 12, 2023
Q2 2023
|
Summit Financial Wealth Advisors, LLC
|
SELL
|
- |
-9.35K- 6.31% |
$322K - $375K
|
139K
$5.99M
|
|
|
Aug 08, 2023
Q2 2023
|
Excalibur Management Corp
|
SELL
|
- |
-9.36K- 9.11% |
$323K - $375K
|
93.4K
$4.03M
|
|
|
Aug 04, 2023
Q2 2023
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-9.36K- 3.68% |
$323K - $376K
|
245K
$10.6M
|
|
|
Jul 22, 2024
Q2 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-9.37K- 24.07% |
$323K - $376K
|
29.6K
$1.28M
|
|
|
Aug 03, 2023
Q2 2023
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-9.41K- 14.39% |
$324K - $377K
|
56K
$2.41M
|
|
|
Aug 10, 2023
Q2 2023
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-9.42K- 1.96% |
$325K - $378K
|
471K
$20.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Shorepoint Capital Partners LLC
Norwood, MA |
SELL
|
- |
-9.53K- 10.1% |
$328K - $382K
|
84.8K
$3.66M
|
|
|
Aug 04, 2023
Q2 2023
|
Lyell Wealth Management, LP
|
SELL
|
- |
-9.53K- 33.49% |
$329K - $382K
|
18.9K
$817K
|
|
|
Jul 20, 2023
Q2 2023
|
Davenport & CO LLC
|
SELL
|
- |
-9.54K- 1.27% |
$329K - $383K
|
741K
$32M
|
|
|
Jul 24, 2023
Q2 2023
|
Country Club Bank
|
SELL
|
- |
-9.55K- 19.73% |
$329K - $383K
|
38.9K
$1.68M
|
|
|
Aug 03, 2023
Q2 2023
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-9.56K- 33.16% |
$329K - $383K
|
19.3K
$831K
|
|
|
Aug 14, 2023
Q2 2023
|
Columbia Asset Management
Ann Arbor, MI |
SELL
|
- |
-9.58K- 8.86% |
$330K - $384K
|
98.6K
$4.25M
|
|
|
Jul 11, 2023
Q2 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-9.58K- 11.76% |
$330K - $384K
|
71.9K
$3.1M
|
|
|
Aug 11, 2023
Q2 2023
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-9.71K- 3.16% |
$335K - $390K
|
298K
$12.9M
|
|
|
Jul 12, 2023
Q2 2023
|
Burns J W & CO Inc
|
SELL
|
- |
-9.75K- 11.39% |
$336K - $391K
|
75.9K
$3.27M
|
|
|
Jul 24, 2023
Q2 2023
|
Center For Asset Management LLC
|
SELL
|
- |
-9.79K- 33.81% |
$337K - $392K
|
19.2K
$827K
|
|
|
Jul 19, 2023
Q2 2023
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-9.79K- 11.34% |
$337K - $393K
|
76.5K
$3.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Ergoteles LLC
New York, NY |
SELL
|
- |
-9.8K- 5.75% |
$338K - $393K
|
160K
$6.93M
|
|
|
Aug 14, 2023
Q2 2023
|
Marathon Capital Management
Hunt Valley, MD |
SELL
|
- |
-9.81K- 22.47% |
$338K - $394K
|
33.9K
$1.46M
|
|
|
Aug 10, 2023
Q2 2023
|
Affinity Investment Advisors, LLC
|
SELL
|
- |
-9.81K- 21.63% |
$338K - $394K
|
35.5K
$1.53M
|
|
|
Aug 03, 2023
Q2 2023
|
Asset Advisors Investment Management, LLC
|
SELL
|
- |
-9.9K- 22.7% |
$341K - $397K
|
33.7K
$1.45M
|
|
|
Jul 26, 2023
Q2 2023
|
Cx Institutional
|
SELL
|
- |
-9.9K- 7.88% |
$341K - $397K
|
116K
$4.99M
|
|
|
Jul 13, 2023
Q2 2023
|
Webster Bank, N. A.
|
SELL
|
- |
-10K- 15.92% |
$346K - $403K
|
53K
$2.29M
|
|
|
Jul 18, 2023
Q2 2023
|
Diversified Trust CO
|
SELL
|
- |
-10.1K- 19.41% |
$346K - $403K
|
41.7K
$1.8M
|
|
|
Jul 12, 2023
Q2 2023
|
Constitution Capital LLC
Shelton, CT |
SELL
|
- |
-10.1K- 42.99% |
$347K - $404K
|
13.4K
$577K
|
|
|
Jul 18, 2023
Q2 2023
|
Little House Capital LLC
Braintree, MA |
SELL
|
- |
-10.3K- 23.51% |
$354K - $413K
|
33.5K
$1.44M
|
|
|
Aug 09, 2023
Q2 2023
|
North Star Asset Management Inc
|
SELL
|
- |
-10.3K- 3.66% |
$355K - $413K
|
271K
$11.7M
|
|
|
Jul 21, 2023
Q2 2023
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-10.4K- 45.31% |
$357K - $415K
|
12.5K
$540K
|
|
|
Jul 06, 2023
Q2 2023
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-10.5K- 44.89% |
$361K - $420K
|
12.9K
$555K
|
|
|
Aug 08, 2023
Q2 2023
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-10.5K- 53.16% |
$363K - $422K
|
9.28K
$400K
|
|
|
Jul 21, 2023
Q2 2023
|
Graypoint LLC
|
SELL
|
- |
-10.5K- 29.39% |
$363K - $423K
|
25.3K
$1.09M
|
|
|
Jul 14, 2023
Q2 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-10.6K- 11.09% |
$366K - $425K
|
85.1K
$3.67M
|
|
|
Jul 19, 2023
Q2 2023
|
Members Capital Advisors Inc
|
SELL
|
- |
-10.6K- 33.7% |
$366K - $426K
|
20.9K
$902K
|
|
|
Jul 27, 2023
Q2 2023
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-10.7K- 3.93% |
$369K - $430K
|
262K
$11.3M
|
|
|
Jul 31, 2023
Q2 2023
|
First National Corp
|
SELL
|
- |
-10.7K- 46.42% |
$369K - $430K
|
12.4K
$534K
|
|
|
Aug 15, 2023
Q2 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-10.7K- 31.62% |
$369K - $430K
|
23.2K
$1M
|
|
|
Aug 03, 2023
Q2 2023
|
United Bank
Vienna, VA |
SELL
|
- |
-10.8K- 18.51% |
$371K - $432K
|
47.4K
$2.04M
|
|
|
Aug 09, 2023
Q2 2023
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-10.8K- 4.65% |
$373K - $435K
|
222K
$9.58M
|
|
|
Jul 06, 2023
Q2 2023
|
First Hawaiian Bank
|
SELL
|
- |
-10.9K- 21.54% |
$374K - $435K
|
39.5K
$1.71M
|
|
|
Aug 11, 2023
Q2 2023
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-10.9K- 27.84% |
$375K - $437K
|
28.2K
$1.22M
|
|
|
Aug 16, 2023
Q2 2023
|
Heathbridge Capital Management Ltd.
|
SELL
|
- |
-11K- 2.14% |
$377K - $439K
|
500K
$21.6M
|
|
|
Jul 25, 2023
Q2 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-11K- 1.92% |
$378K - $440K
|
560K
$24.2M
|