Purchases and Sales Made in Q3 2023 in Verizon Communications Inc (VZ)
This table provides information about the institutional ownership of Verizon Communications Inc (VZ) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 24, 2023
Q3 2023
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-6.82K- 8.49% |
$214K - $256K
|
73.5K
$3.01M
|
|
|
Nov 08, 2023
Q3 2023
|
Weil Company, Inc.
|
SELL
|
- |
-6.82K- 35.58% |
$215K - $256K
|
12.4K
$506K
|
|
|
Nov 08, 2023
Q3 2023
|
Loudon Investment Management, LLC
Meriden, NH |
SELL
|
- |
-6.85K- 14.89% |
$216K - $257K
|
39.2K
$1.6M
|
|
|
Oct 24, 2023
Q3 2023
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-6.86K- 13.89% |
$216K - $257K
|
42.5K
$1.74M
|
|
|
Oct 20, 2023
Q3 2023
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-6.93K- 5.53% |
$218K - $260K
|
118K
$4.85M
|
|
|
Nov 13, 2023
Q3 2023
|
Hancock Whitney Corp
|
SELL
|
- |
-6.94K- 7.14% |
$218K - $260K
|
90.2K
$3.7M
|
|
|
Oct 19, 2023
Q3 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-6.98K- 10.78% |
$220K - $262K
|
57.8K
$2.36M
|
|
|
Nov 28, 2023
Q3 2023
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-6.99K- 4.55% |
$220K - $262K
|
147K
$6.01M
|
|
|
Nov 14, 2023
Q3 2023
|
Patrick Mauro Investment Advisor, Inc.
Oak Brook, IL |
SELL
|
- |
-7.06K- 3.25% |
$222K - $265K
|
210K
$8.62M
|
|
|
Oct 16, 2023
Q3 2023
|
Rothschild Investment Corp
|
SELL
|
- |
-7.1K- 2.72% |
$223K - $266K
|
253K
$10.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-7.15K- 2.9% |
$225K - $268K
|
239K
$9.8M
|
|
|
Nov 02, 2023
Q3 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-7.2K- 17.2% |
$226K - $270K
|
34.6K
$1.42M
|
|
|
Nov 06, 2023
Q3 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-7.22K- 7.7% |
$227K - $271K
|
86.5K
$3.54M
|
|
|
Nov 13, 2023
Q3 2023
|
Asset Dedication, LLC
|
SELL
|
- |
-7.27K- 10.54% |
$229K - $272K
|
61.7K
$2.53M
|
|
|
Oct 27, 2023
Q3 2023
|
Gray Wealth Management Inc.
Bangor, ME |
SELL
|
- |
-7.3K- 30.31% |
$230K - $274K
|
16.8K
$687K
|
|
|
Nov 14, 2023
Q3 2023
|
Poehling Capital Management, Inc.
Madison, WI |
SELL
|
- |
-7.33K- 25.53% |
$230K - $275K
|
21.4K
$875K
|
|
|
May 28, 2025
Q3 2023
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
SELL
|
- |
-7.41K- 13.81% |
$233K - $278K
|
46.2K
$1.89M
|
|
|
Nov 13, 2023
Q3 2023
|
Rmb Capital Management, LLC
|
SELL
|
- |
-7.46K- 3.94% |
$235K - $280K
|
182K
$7.45M
|
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
SELL
|
- |
-7.48K- 9.18% |
$235K - $280K
|
74K
$3.03M
|
|
|
Oct 12, 2023
Q3 2023
|
Carret Asset Management, LLC
|
SELL
|
- |
-7.54K- 5.03% |
$237K - $282K
|
142K
$5.83M
|
|
|
Oct 16, 2023
Q3 2023
|
Hartford Investment Management CO
|
SELL
|
- |
-7.56K- 2.55% |
$238K - $283K
|
289K
$11.8M
|
|
|
Jan 30, 2024
Q3 2023
|
Dgs Capital Management, LLC
|
SELL
|
- |
-7.61K- 36.45% |
$239K - $285K
|
13.3K
$543K
|
|
|
Oct 10, 2023
Q3 2023
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-7.62K- 21.64% |
$240K - $286K
|
27.6K
$1.13M
|
|
|
Nov 06, 2023
Q3 2023
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-7.65K- 4.65% |
$241K - $287K
|
157K
$6.43M
|
|
|
Nov 14, 2023
Q3 2023
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
SELL
|
- |
-7.66K- 9.32% |
$241K - $287K
|
74.5K
$3.05M
|
|
|
Oct 16, 2023
Q3 2023
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-7.67K- 7.89% |
$241K - $288K
|
89.5K
$3.67M
|
|
|
Oct 19, 2023
Q3 2023
|
Core Alternative Capital
|
SELL
|
- |
-7.69K- 8.42% |
$242K - $288K
|
83.6K
$3.42M
|
|
|
Nov 06, 2023
Q3 2023
|
Wedgewood Investors Inc
|
SELL
|
- |
-7.69K- 42.91% |
$242K - $288K
|
10.2K
$419K
|
|
|
Oct 20, 2023
Q3 2023
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
SELL
|
- |
-7.7K- 4.38% |
$242K - $289K
|
168K
$6.89M
|
|
|
Nov 13, 2023
Q3 2023
|
Te Ahumairangi Investment Management LTD
Wellington Central, Q2 |
SELL
|
- |
-7.75K- 0.71% |
$244K - $290K
|
1.08M
$44.1M
|
|
|
Nov 06, 2023
Q3 2023
|
Hobart Private Capital, LLC
Charlotte, NC |
SELL
|
- |
-7.78K- 2.11% |
$245K - $292K
|
361K
$14.8M
|
|
|
Oct 26, 2023
Q3 2023
|
Duncker Streett & CO Inc
|
SELL
|
- |
-7.85K- 37.86% |
$247K - $294K
|
12.9K
$528K
|
|
|
Oct 19, 2023
Q3 2023
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-7.87K- 25.37% |
$248K - $295K
|
23.2K
$948K
|
|
|
Nov 16, 2023
Q3 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
SELL
|
- |
-7.93K- 39.3% |
$249K - $297K
|
12.2K
$501K
|
|
|
Oct 17, 2023
Q3 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-7.95K- 33.14% |
$250K - $298K
|
16K
$657K
|
|
|
Oct 17, 2023
Q3 2023
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-7.95K- 14.46% |
$250K - $298K
|
47.1K
$1.93M
|
|
|
Nov 09, 2023
Q3 2023
|
American Investment Services, Inc.
|
SELL
|
- |
-7.95K- 2.93% |
$250K - $298K
|
263K
$10.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Geller Advisors LLC
New York, NY |
SELL
|
- |
-7.98K- 37.67% |
$251K - $299K
|
13.2K
$541K
|
|
|
Nov 13, 2023
Q3 2023
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
SELL
|
- |
-7.99K- 95.44% |
$251K - $299K
|
382
$15.6K
|
|
|
Oct 25, 2023
Q3 2023
|
Canal Capital Management, LLC
|
SELL
|
- |
-7.99K- 54.85% |
$251K - $299K
|
6.58K
$269K
|
|
|
Oct 10, 2023
Q3 2023
|
Mechanics Bank Trust Department
|
SELL
|
- |
-8.06K- 20.14% |
$254K - $302K
|
31.9K
$1.31M
|
|
|
Oct 31, 2023
Q3 2023
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-8.11K- 17.97% |
$255K - $304K
|
37K
$1.52M
|
|
|
Nov 14, 2023
Q3 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-8.13K- 6.29% |
$256K - $305K
|
121K
$4.96M
|
|
|
Nov 14, 2023
Q3 2023
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-8.24K- 14.9% |
$259K - $309K
|
47.1K
$1.93M
|
|
|
Nov 14, 2023
Q3 2023
|
Shorepoint Capital Partners LLC
Norwood, MA |
SELL
|
- |
-8.25K- 9.73% |
$259K - $309K
|
76.6K
$3.13M
|
|
|
Nov 02, 2023
Q3 2023
|
F Dx Advisors, Inc.
|
SELL
|
- |
-8.27K- 15.35% |
$260K - $310K
|
45.6K
$1.87M
|
|
|
Nov 14, 2023
Q3 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-8.29K- 4.8% |
$261K - $311K
|
164K
$6.73M
|
|
|
Nov 08, 2023
Q3 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-8.39K- 15.61% |
$264K - $314K
|
45.4K
$1.86M
|
|
|
Nov 07, 2024
Q3 2023
|
Verity & Verity, LLC
Beaufort, SC |
SELL
|
- |
-8.42K- 2.94% |
$265K - $316K
|
278K
$11.4M
|
|
|
Nov 07, 2023
Q3 2023
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-8.45K- 19.54% |
$266K - $317K
|
34.8K
$1.42M
|