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
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
4.99K+ 49.83% |
$153K - $193K
|
15K
$591K
|
|
|
Mar 04, 2024
Q4 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
4.91K+ 22.71% |
$151K - $190K
|
26.5K
$1.05M
|
|
|
Feb 14, 2024
Q4 2023
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
4.83K+ 2.51% |
$148K - $187K
|
197K
$7.76M
|
|
|
Feb 13, 2024
Q4 2023
|
Morningstar Investment Management LLC
Chicago, IL |
BUY
|
- |
4.76K+ 1.79% |
$146K - $184K
|
271K
$10.7M
|
|
|
Feb 06, 2024
Q4 2023
|
Ajo Vista, LLC
Boston, MA |
BUY
|
- |
4.73KNew |
$145K - $183K
|
4.73K
$186K
|
|
|
Feb 13, 2024
Q4 2023
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
4.73K+ 13.43% |
$145K - $183K
|
40K
$1.57M
|
|
|
Feb 06, 2024
Q4 2023
|
Forsta Ap Fonden
Stockholm, V7 |
BUY
|
- |
4.7K+ 0.43% |
$144K - $182K
|
1.09M
$43.1M
|
|
|
Jan 25, 2024
Q4 2023
|
Meeder Asset Management Inc
|
BUY
|
- |
4.63K+ 51.81% |
$142K - $179K
|
13.6K
$534K
|
|
|
Feb 14, 2024
Q4 2023
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
4.6K+ 0.63% |
$141K - $178K
|
730K
$28.8M
|
|
|
Feb 08, 2024
Q4 2023
|
Forbes J M & CO LLP
|
BUY
|
- |
4.54K+ 2.36% |
$139K - $176K
|
197K
$7.75M
|
|
|
Feb 13, 2024
Q4 2023
|
Csenge Advisory Group
|
BUY
|
- |
4.52K+ 8.25% |
$139K - $175K
|
59.4K
$2.34M
|
|
|
Feb 13, 2024
Q4 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
4.46KNew |
$137K - $172K
|
4.46K
$176K
|
|
|
Jan 19, 2024
Q4 2023
|
Abacus Planning Group, Inc.
|
BUY
|
- |
4.4K+ 35.4% |
$135K - $170K
|
16.8K
$663K
|
|
|
Jan 08, 2024
Q4 2023
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
4.38K+ 39.64% |
$134K - $169K
|
15.4K
$608K
|
|
|
Feb 09, 2024
Q4 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
4.38K+ 31.45% |
$134K - $169K
|
18.3K
$721K
|
|
|
Jan 09, 2024
Q4 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
4.26K+ 7.89% |
$131K - $165K
|
58.3K
$2.3M
|
|
|
Jan 19, 2024
Q4 2023
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
4.25K+ 9.99% |
$130K - $164K
|
46.8K
$1.84M
|
|
|
Feb 05, 2024
Q4 2023
|
Savant Capital, LLC
|
BUY
|
- |
4.25K+ 7.67% |
$130K - $164K
|
59.6K
$2.35M
|
|
|
Jan 17, 2024
Q4 2023
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
4.19K+ 1896.83% |
$129K - $162K
|
4.41K
$174K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
4.18K+ 4.67% |
$128K - $162K
|
93.7K
$3.69M
|
|
|
Feb 13, 2024
Q4 2023
|
Cornerstone Advisory, LLC
|
BUY
|
- |
4.18K+ 25.27% |
$128K - $162K
|
20.7K
$816K
|
|
|
Feb 14, 2024
Q4 2023
|
Bontempo Ohly Capital Mgmt LLC
Bethesda, MD |
BUY
|
- |
4.17K+ 4.39% |
$128K - $161K
|
99K
$3.9M
|
|
|
Feb 07, 2024
Q4 2023
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
4.17K+ 30.62% |
$128K - $161K
|
17.8K
$700K
|
|
|
Jan 11, 2024
Q4 2023
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
4.15K+ 55.52% |
$127K - $160K
|
11.6K
$457K
|
|
|
Feb 06, 2024
Q4 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
4.14K+ 0.73% |
$127K - $160K
|
568K
$22.4M
|
|
|
Jan 16, 2024
Q4 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
4.11K+ 34.6% |
$126K - $159K
|
16K
$629K
|
|
|
Jan 05, 2024
Q4 2023
|
Red Spruce Capital, LLC
|
BUY
|
- |
4.05K+ 9.7% |
$124K - $156K
|
45.8K
$1.8M
|
|
|
Jan 24, 2024
Q4 2023
|
Cypress Capital Group
|
BUY
|
- |
4.04K+ 5.53% |
$124K - $156K
|
77.2K
$3.04M
|
|
|
Jan 30, 2024
Q4 2023
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
4.04K+ 7.55% |
$124K - $156K
|
57.5K
$2.27M
|
|
|
Jan 31, 2024
Q4 2023
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
BUY
|
- |
4.03K+ 2.4% |
$124K - $156K
|
172K
$6.79M
|
|
|
Feb 08, 2024
Q4 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
4.02K+ 3.9% |
$123K - $155K
|
107K
$4.23M
|
|
|
Feb 13, 2024
Q4 2023
|
Clear Street Markets LLC
|
BUY
|
- |
4K+ 29.41% |
$123K - $155K
|
17.6K
$693K
|
|
|
Mar 19, 2024
Q4 2023
|
Accent Capital Management, LLC
Dayton, OH |
BUY
|
- |
4KNew |
$123K - $155K
|
4K
$158K
|
|
|
Jan 10, 2024
Q4 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
3.99K+ 45.06% |
$122K - $154K
|
12.8K
$506K
|
|
|
Feb 05, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
3.99KNew |
$122K - $154K
|
3.99K
$157K
|
|
|
Jan 31, 2024
Q4 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
3.96K+ 15.5% |
$122K - $153K
|
29.5K
$1.16M
|
|
|
Feb 13, 2024
Q4 2023
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
3.95K+ 58.57% |
$121K - $153K
|
10.7K
$422K
|
|
|
Jan 26, 2024
Q4 2023
|
Vaughan & CO Securities, Inc.
|
BUY
|
- |
3.94K+ 21.6% |
$121K - $152K
|
22.2K
$873K
|
|
|
Jan 12, 2024
Q4 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
3.93K+ 5.92% |
$120K - $152K
|
70.2K
$2.77M
|
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
3.93K+ 54.39% |
$120K - $152K
|
11.1K
$439K
|
|
|
Feb 06, 2024
Q4 2023
|
Edge Rock Capital LLC
|
BUY
|
- |
3.9KNew |
$119K - $151K
|
3.9K
$153K
|
|
|
Jan 12, 2024
Q4 2023
|
Ls Investment Advisors, LLC
|
BUY
|
- |
3.81K+ 30.55% |
$117K - $147K
|
16.3K
$641K
|
|
|
Jan 23, 2024
Q4 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
3.74K+ 7.06% |
$115K - $145K
|
56.8K
$2.24M
|
|
|
Jan 19, 2024
Q4 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
3.74K+ 14.93% |
$115K - $144K
|
28.8K
$1.13M
|
|
|
Feb 08, 2024
Q4 2023
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
3.73K+ 0.33% |
$114K - $144K
|
1.12M
$44.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Blue Crest Capital Management LTD
St Helier, Y9 |
BUY
|
- |
3.7K+ 14.25% |
$114K - $143K
|
29.7K
$1.17M
|
|
|
Feb 02, 2024
Q4 2023
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
3.68K+ 12.14% |
$113K - $142K
|
34K
$1.34M
|
|
|
Feb 14, 2024
Q4 2023
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
3.68K+ 2.4% |
$113K - $142K
|
157K
$6.18M
|
|
|
Jan 12, 2024
Q4 2023
|
Financial Sense Advisors, Inc.
|
BUY
|
- |
3.68K+ 51.03% |
$113K - $142K
|
10.9K
$429K
|
|
|
Feb 02, 2024
Q4 2023
|
Am Investment Strategies LLC
|
BUY
|
- |
3.68K+ 14.0% |
$113K - $142K
|
29.9K
$1.18M
|