Purchases and Sales Made in Q4 2023 in Verizon Communications Inc (VZ)
This table provides information about the institutional ownership of Verizon Communications Inc (VZ) during Q4 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 |
---|---|---|---|---|---|---|---|
Feb 14, 2024
Q4 2023
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
7.16KNew |
$220K - $277K
|
7.16K
$281K
|
|
Feb 22, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
7.13KNew |
$219K - $276K
|
7.13K
$279K
|
|
Jan 16, 2024
Q4 2023
|
Invera Wealth Advisors, LLC
Bend, OR |
BUY
|
- |
7.11KNew |
$218K - $275K
|
7.11K
$278K
|
|
Jan 24, 2024
Q4 2023
|
Jacobsen Capital Management
|
BUY
|
- |
7.11KNew |
$218K - $275K
|
7.11K
$278K
|
|
Jan 24, 2024
Q4 2023
|
Rkl Wealth Management LLC
|
BUY
|
- |
7.09KNew |
$217K - $274K
|
7.09K
$278K
|
|
Jan 09, 2024
Q4 2023
|
Wedmont Private Capital
|
BUY
|
- |
7.06K+ 66.69% |
$217K - $273K
|
17.7K
$692K
|
|
Jan 10, 2025
Q4 2023
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
7.06KNew |
$217K - $273K
|
7.06K
$277K
|
|
Feb 14, 2024
Q4 2023
|
Lanham O'Dell & Company, Inc.
Hurricane, WV |
BUY
|
- |
6.98KNew |
$214K - $270K
|
6.98K
$274K
|
|
Jan 22, 2024
Q4 2023
|
Oak Thistle LLC
|
BUY
|
- |
6.97K+ 12.7% |
$214K - $269K
|
61.9K
$2.42M
|
|
Jan 26, 2024
Q4 2023
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
BUY
|
- |
6.95KNew |
$213K - $269K
|
6.95K
$272K
|
|
Jan 29, 2024
Q4 2023
|
Ifg Advisors, LLC
|
BUY
|
- |
6.94KNew |
$213K - $268K
|
6.94K
$272K
|
|
Jan 17, 2024
Q4 2023
|
Red Door Wealth Management, LLC
|
BUY
|
- |
6.93K+ 9.56% |
$213K - $268K
|
79.5K
$3.11M
|
|
Jan 31, 2024
Q4 2023
|
Mont Vue Capital Management, Inc.
Lynchburg, VA |
BUY
|
- |
6.92KNew |
$212K - $267K
|
6.92K
$271K
|
|
Feb 05, 2024
Q4 2023
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
6.9KNew |
$212K - $267K
|
6.9K
$270K
|
|
Feb 13, 2024
Q4 2023
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
BUY
|
- |
6.9KNew |
$212K - $267K
|
6.9K
$270K
|
|
Jan 17, 2024
Q4 2023
|
Spring Capital Management, LLC
|
BUY
|
- |
6.87K+ 10.17% |
$211K - $266K
|
74.5K
$2.92M
|
|
Jan 17, 2024
Q4 2023
|
Aprio Wealth Management, LLC
|
BUY
|
- |
6.83KNew |
$210K - $264K
|
6.83K
$268K
|
|
Jan 10, 2024
Q4 2023
|
Diligent Investors, LLC
|
BUY
|
- |
6.82K+ 19.65% |
$209K - $264K
|
41.5K
$1.63M
|
|
Feb 06, 2024
Q4 2023
|
Founders Financial Securities LLC
|
BUY
|
- |
6.78K+ 60.6% |
$208K - $262K
|
18K
$704K
|
|
Mar 04, 2024
Q4 2023
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
6.75KNew |
$207K - $261K
|
6.75K
$265K
|
|
Jan 29, 2024
Q4 2023
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
6.74KNew |
$207K - $261K
|
6.74K
$264K
|
|
Feb 12, 2024
Q4 2023
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
6.73KNew |
$206K - $260K
|
6.73K
$264K
|
|
Feb 06, 2024
Q4 2023
|
Coombe, Bender & CO LLC
|
BUY
|
- |
6.68KNew |
$205K - $258K
|
6.68K
$262K
|
|
Feb 12, 2024
Q4 2023
|
Rice Partnership, LLC
|
BUY
|
- |
6.68KNew |
$205K - $258K
|
6.68K
$262K
|
|
Feb 12, 2024
Q4 2023
|
Alpine Global Management, LLC
New York, NY |
BUY
|
- |
6.65KNew |
$204K - $257K
|
6.65K
$261K
|
|
Aug 06, 2024
Q4 2023
|
Alpine Global Management, LLC
New York, NY |
BUY
|
- |
6.65KNew |
$204K - $257K
|
6.65K
$261K
|
|
Jan 29, 2024
Q4 2023
|
Wcm Investment Management, LLC
Laguna Beach, CA |
BUY
|
- |
6.65KNew |
$204K - $257K
|
6.65K
$261K
|
|
Feb 15, 2024
Q4 2023
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
6.64KNew |
$204K - $257K
|
6.64K
$260K
|
|
Feb 06, 2024
Q4 2023
|
Verus Financial Partners, Inc.
|
BUY
|
- |
6.64KNew |
$204K - $257K
|
6.64K
$260K
|
|
Feb 14, 2024
Q4 2023
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
6.61K+ 45.01% |
$203K - $256K
|
21.3K
$835K
|
|
Feb 12, 2024
Q4 2023
|
United Services Automobile Association
San Antonio, TX |
BUY
|
- |
6.58K+ 1.14% |
$202K - $254K
|
583K
$22.8M
|
|
May 10, 2024
Q4 2023
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
6.58KNew |
$202K - $254K
|
6.58K
$258K
|
|
Jan 26, 2024
Q4 2023
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
6.53KNew |
$200K - $252K
|
6.53K
$256K
|
|
Feb 14, 2024
Q4 2023
|
Fred Alger Management, LLC
New York, NY |
BUY
|
- |
6.52K+ 7.04% |
$200K - $252K
|
99.2K
$3.89M
|
|
Jan 23, 2024
Q4 2023
|
Wood Trust Financial Corp
|
BUY
|
- |
6.52KNew |
$200K - $252K
|
6.52K
$255K
|
|
Jan 10, 2024
Q4 2023
|
Scott Capital Advisors, LLC
|
BUY
|
- |
6.51KNew |
$200K - $252K
|
6.51K
$255K
|
|
Jan 29, 2024
Q4 2023
|
Wealth Effects LLC
|
BUY
|
- |
6.5K+ 16.9% |
$199K - $251K
|
45K
$1.76M
|
|
Jan 26, 2024
Q4 2023
|
Executive Wealth Management, LLC
|
BUY
|
- |
6.46KNew |
$198K - $250K
|
6.46K
$253K
|
|
Jan 11, 2024
Q4 2023
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
6.45K+ 83.7% |
$198K - $249K
|
14.1K
$554K
|
|
Feb 15, 2024
Q4 2023
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
6.42KNew |
$197K - $248K
|
6.42K
$251K
|
|
Jan 31, 2024
Q4 2023
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
6.37K+ 76.36% |
$195K - $246K
|
14.7K
$577K
|
|
Jan 08, 2024
Q4 2023
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
6.34KNew |
$194K - $245K
|
6.34K
$248K
|
|
Feb 05, 2024
Q4 2023
|
Santori & Peters, Inc.
|
BUY
|
- |
6.33KNew |
$194K - $245K
|
6.33K
$248K
|
|
Feb 01, 2024
Q4 2023
|
Significant Wealth Partners LLC
Cary, IL |
BUY
|
- |
6.31KNew |
$194K - $244K
|
6.31K
$247K
|
|
Feb 13, 2024
Q4 2023
|
Baldwin Investment Management, LLC
|
BUY
|
- |
6.3KNew |
$193K - $244K
|
6.3K
$247K
|
|
Feb 08, 2024
Q4 2023
|
Navellier & Associates Inc
Reno, NV |
BUY
|
- |
6.28KNew |
$193K - $243K
|
6.28K
$246K
|
|
Feb 08, 2024
Q4 2023
|
Panagora Asset Management Inc
Boston, MA |
BUY
|
- |
6.23K+ 2.67% |
$191K - $241K
|
240K
$9.39M
|
|
Jan 18, 2024
Q4 2023
|
Evanson Asset Management, LLC
|
BUY
|
- |
6.2KNew |
$190K - $239K
|
6.2K
$243K
|
|
Feb 13, 2024
Q4 2023
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
6.18K+ 0.71% |
$189K - $239K
|
873K
$34.2M
|
|
Feb 14, 2024
Q4 2023
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
6.15K+ 10.59% |
$189K - $238K
|
64.2K
$2.52M
|