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 |
|---|---|---|---|---|---|---|---|
|
Jan 23, 2024
Q4 2023
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
5.6KNew |
$172K - $216K
|
5.6K
$219K
|
|
|
Feb 09, 2024
Q4 2023
|
Blankinship & Foster, LLC
Solana Beach, CA |
BUY
|
- |
5.6KNew |
$172K - $216K
|
5.6K
$219K
|
|
|
Jan 11, 2024
Q4 2023
|
Gen Wealth Group, Inc.
|
BUY
|
- |
5.59KNew |
$171K - $216K
|
5.59K
$219K
|
|
|
Jan 09, 2024
Q4 2023
|
Abner Herrman & Brock LLC
|
BUY
|
- |
5.57KNew |
$171K - $215K
|
5.57K
$218K
|
|
|
Feb 13, 2024
Q4 2023
|
Edgewood Management LLC
Greenwich, CT |
BUY
|
- |
5.55KNew |
$170K - $214K
|
5.55K
$217K
|
|
|
Feb 13, 2024
Q4 2023
|
Edge Capital Group, LLC
|
BUY
|
- |
5.55KNew |
$170K - $214K
|
5.55K
$217K
|
|
|
Feb 12, 2024
Q4 2023
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
5.54KNew |
$170K - $214K
|
5.54K
$217K
|
|
|
Feb 06, 2024
Q4 2023
|
Rogco, LP
Claremore, OK |
BUY
|
- |
5.53K+ 27.62% |
$170K - $214K
|
25.6K
$1M
|
|
|
Feb 08, 2024
Q4 2023
|
Ssi Investment Management LLC
Los Angeles, CA |
BUY
|
- |
5.53KNew |
$170K - $214K
|
5.53K
$217K
|
|
|
Jan 25, 2024
Q4 2023
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
BUY
|
- |
5.53KNew |
$170K - $214K
|
5.53K
$217K
|
|
|
Jan 11, 2024
Q4 2023
|
West Coast Financial LLC
|
BUY
|
- |
5.53KNew |
$170K - $214K
|
5.53K
$217K
|
|
|
Jan 18, 2024
Q4 2023
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
5.53K+ 11.99% |
$170K - $214K
|
51.6K
$2.02M
|
|
|
Feb 14, 2024
Q4 2023
|
Northwest Wealth Management, LLC
|
BUY
|
- |
5.51KNew |
$169K - $213K
|
5.51K
$216K
|
|
|
Jan 29, 2024
Q4 2023
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
5.51KNew |
$169K - $213K
|
5.51K
$216K
|
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
5.51KNew |
$169K - $213K
|
5.51K
$216K
|
|
|
Jan 29, 2024
Q4 2023
|
Harvey Capital Management Inc
|
BUY
|
- |
5.5KNew |
$169K - $213K
|
5.5K
$215K
|
|
|
Feb 14, 2024
Q4 2023
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
5.5KNew |
$169K - $213K
|
5.5K
$215K
|
|
|
Feb 15, 2024
Q4 2023
|
Dodge & Cox
San Francisco, CA |
BUY
|
- |
5.5KNew |
$169K - $213K
|
5.5K
$215K
|
|
|
Jan 10, 2024
Q4 2023
|
Veery Capital, LLC
|
BUY
|
- |
5.48KNew |
$168K - $212K
|
5.48K
$215K
|
|
|
Jan 23, 2024
Q4 2023
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
5.48KNew |
$168K - $212K
|
5.48K
$215K
|
|
|
Feb 14, 2024
Q4 2023
|
First Business Financial Services, Inc.
|
BUY
|
- |
5.48KNew |
$168K - $212K
|
5.48K
$215K
|
|
|
Feb 09, 2024
Q4 2023
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
5.47KNew |
$168K - $211K
|
5.47K
$214K
|
|
|
Jan 09, 2024
Q4 2023
|
Howard Financial Services, Ltd.
|
BUY
|
- |
5.46KNew |
$168K - $211K
|
5.46K
$214K
|
|
|
Jan 12, 2024
Q4 2023
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
5.46KNew |
$167K - $211K
|
5.46K
$214K
|
|
|
Jan 29, 2024
Q4 2023
|
Htg Investment Advisors, Inc.
New Canaan, CT |
BUY
|
- |
5.46KNew |
$167K - $211K
|
5.46K
$214K
|
|
|
Feb 08, 2024
Q4 2023
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
5.45KNew |
$167K - $210K
|
5.45K
$213K
|
|
|
Feb 13, 2024
Q4 2023
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
5.45KNew |
$167K - $210K
|
5.45K
$213K
|
|
|
Aug 22, 2024
Q4 2023
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
5.45KNew |
$167K - $210K
|
5.45K
$213K
|
|
|
Jan 26, 2024
Q4 2023
|
Aimz Investment Advisors, LLC
|
BUY
|
- |
5.44KNew |
$167K - $210K
|
5.44K
$213K
|
|
|
Feb 05, 2024
Q4 2023
|
Crew Capital Management, Ltd.
|
BUY
|
- |
5.44KNew |
$167K - $210K
|
5.44K
$213K
|
|
|
Feb 14, 2024
Q4 2023
|
Zuckerman Investment Group, LLC
Chicago, IL |
BUY
|
- |
5.43K+ 16.32% |
$166K - $210K
|
38.7K
$1.52M
|
|
|
Feb 14, 2024
Q4 2023
|
Mork Capital Management, LLC
Healdsburg, CA |
BUY
|
- |
5.42K+ 25.45% |
$166K - $209K
|
26.7K
$1.05M
|
|
|
Feb 14, 2024
Q4 2023
|
Redwood Financial Network Corp
|
BUY
|
- |
5.4KNew |
$166K - $209K
|
5.4K
$212K
|
|
|
Jan 11, 2024
Q4 2023
|
Grey Street Capital, LLC
Chicago, IL |
BUY
|
- |
5.39KNew |
$165K - $208K
|
5.39K
$211K
|
|
|
Feb 01, 2024
Q4 2023
|
Nikulski Financial, Inc.
|
BUY
|
- |
5.38KNew |
$165K - $208K
|
5.38K
$211K
|
|
|
Jan 31, 2024
Q4 2023
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
5.36KNew |
$164K - $207K
|
5.36K
$210K
|
|
|
Feb 14, 2024
Q4 2023
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
5.33K+ 1.97% |
$164K - $206K
|
276K
$10.8M
|
|
|
Jan 11, 2024
Q4 2023
|
Exchange Bank
Santa Rosa, CA |
BUY
|
- |
5.32KNew |
$163K - $206K
|
5.32K
$209K
|
|
|
Feb 12, 2024
Q4 2023
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
5.32KNew |
$163K - $206K
|
5.32K
$209K
|
|
|
Jan 29, 2024
Q4 2023
|
Viewpoint Capital Management LLC
Seattle, WA |
BUY
|
- |
5.31KNew |
$163K - $205K
|
5.31K
$208K
|
|
|
Jan 18, 2024
Q4 2023
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
5.28K+ 53.51% |
$162K - $204K
|
15.1K
$593K
|
|
|
Feb 08, 2024
Q4 2023
|
Trinity Point Wealth, LLC
|
BUY
|
- |
5.25K+ 21.78% |
$161K - $203K
|
29.4K
$1.15M
|
|
|
Feb 14, 2024
Q4 2023
|
Double Line ETF Adviser LP
Tampa, FL |
BUY
|
- |
5.18K+ 5.5% |
$159K - $200K
|
99.5K
$3.9M
|
|
|
Jan 19, 2024
Q4 2023
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
5.14KNew |
$158K - $199K
|
5.14K
$202K
|
|
|
Feb 15, 2024
Q4 2023
|
Virtus Investment Advisers, Inc.
Hartford, CT |
BUY
|
- |
5.12KNew |
$157K - $198K
|
5.12K
$201K
|
|
|
Jan 24, 2024
Q4 2023
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
5.09K+ 6.46% |
$156K - $197K
|
83.8K
$3.28M
|
|
|
Feb 05, 2024
Q4 2023
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
5.08K+ 33.72% |
$156K - $196K
|
20.2K
$790K
|
|
|
Feb 12, 2024
Q4 2023
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
5.06K+ 20.32% |
$155K - $195K
|
29.9K
$1.17M
|
|
|
Feb 12, 2024
Q4 2023
|
Goepper Burkhardt LLC
|
BUY
|
- |
5.04KNew |
$155K - $195K
|
5.04K
$198K
|
|
|
Feb 09, 2024
Q4 2023
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
4.99K+ 7.25% |
$153K - $193K
|
73.9K
$2.89M
|