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 16, 2024
Q4 2023
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
3.67K+ 2.75% |
$113K - $142K
|
137K
$5.4M
|
|
|
Jan 25, 2024
Q4 2023
|
Optas, LLC
|
BUY
|
- |
3.66K+ 56.05% |
$112K - $141K
|
10.2K
$401K
|
|
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
3.65KNew |
$112K - $141K
|
3.65K
$144K
|
|
|
Feb 14, 2024
Q4 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
3.5K+ 37.64% |
$107K - $135K
|
12.8K
$504K
|
|
|
Feb 06, 2024
Q4 2023
|
Maryland State Retirement & Pension System
|
BUY
|
- |
3.49K+ 1.08% |
$107K - $135K
|
328K
$12.9M
|
|
|
Feb 01, 2024
Q4 2023
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
3.49K+ 7.61% |
$107K - $135K
|
49.3K
$1.94M
|
|
|
Jan 04, 2024
Q4 2023
|
Arden Trust CO
|
BUY
|
- |
3.43K+ 7.74% |
$105K - $133K
|
47.8K
$1.88M
|
|
|
Jan 02, 2024
Q4 2023
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
3.43K+ 13.38% |
$105K - $133K
|
29.1K
$1.15M
|
|
|
Feb 13, 2024
Q4 2023
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
BUY
|
- |
3.43KNew |
$105K - $133K
|
3.43K
$135K
|
|
|
Feb 15, 2024
Q4 2023
|
Dagco, Inc.
|
BUY
|
- |
3.43KNew |
$105K - $133K
|
3.43K
$135K
|
|
|
Feb 14, 2024
Q4 2023
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
3.4KNew |
$104K - $131K
|
3.4K
$134K
|
|
|
Jan 22, 2024
Q4 2023
|
Bellecapital International Ltd.
|
BUY
|
- |
3.4K+ 11.63% |
$104K - $131K
|
32.6K
$1.28M
|
|
|
Jan 25, 2024
Q4 2023
|
Equitable Trust CO
|
BUY
|
- |
3.39K+ 8.47% |
$104K - $131K
|
43.4K
$1.71M
|
|
|
Feb 07, 2024
Q4 2023
|
Summitry LLC
Foster City, CA |
BUY
|
- |
3.36K+ 3.56% |
$103K - $130K
|
97.9K
$3.86M
|
|
|
Feb 05, 2024
Q4 2023
|
Essex Financial Services, Inc.
|
BUY
|
- |
3.32K+ 5.27% |
$102K - $128K
|
66.3K
$2.61M
|
|
|
Jan 18, 2024
Q4 2023
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
3.3K+ 31.15% |
$101K - $127K
|
13.9K
$547K
|
|
|
Jan 31, 2024
Q4 2023
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
3.29K+ 11.88% |
$101K - $127K
|
31K
$1.22M
|
|
|
May 09, 2024
Q4 2023
|
V2 Financial Group LLC
Naperville, IL |
BUY
|
- |
3.28K+ 3.32% |
$101K - $127K
|
102K
$4.02M
|
|
|
May 10, 2024
Q4 2023
|
V2 Financial Group LLC
Naperville, IL |
BUY
|
- |
3.28K+ 3.32% |
$101K - $127K
|
102K
$4.02M
|
|
|
Feb 14, 2024
Q4 2023
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
3.27K+ 5.89% |
$100K - $126K
|
58.8K
$2.31M
|
|
|
Jun 17, 2024
Q4 2023
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
3.23K+ 7.32% |
$99K - $125K
|
47.3K
$1.86M
|
|
|
Jan 17, 2024
Q4 2023
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
3.18K+ 2.17% |
$97.6K - $123K
|
150K
$5.9M
|
|
|
Feb 12, 2024
Q4 2023
|
Avestar Capital, LLC
|
BUY
|
- |
3.17K+ 29.2% |
$97.3K - $123K
|
14K
$553K
|
|
|
Feb 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
3.11K+ 21.09% |
$95.4K - $120K
|
17.9K
$703K
|
|
|
Mar 01, 2024
Q4 2023
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
3.09KNew |
$94.8K - $119K
|
3.09K
$122K
|
|
|
Feb 02, 2024
Q4 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
3.04K+ 1.82% |
$93.3K - $118K
|
170K
$6.69M
|
|
|
Feb 05, 2024
Q4 2023
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
3.04K+ 2.25% |
$93.2K - $117K
|
138K
$5.44M
|
|
|
Feb 06, 2024
Q4 2023
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
3.02KNew |
$92.6K - $117K
|
3.02K
$119K
|
|
|
Feb 09, 2024
Q4 2023
|
Allstate Corp
Northbrook, IL |
BUY
|
- |
3K+ 25.99% |
$92.1K - $116K
|
14.6K
$574K
|
|
|
Mar 29, 2024
Q4 2023
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
BUY
|
- |
2.98KNew |
$91.3K - $115K
|
2.98K
$117K
|
|
|
Feb 06, 2024
Q4 2023
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
2.98K+ 25.01% |
$91.2K - $115K
|
14.9K
$586K
|
|
|
Feb 05, 2024
Q4 2023
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
BUY
|
- |
2.91K+ 25.67% |
$89.2K - $112K
|
14.2K
$561K
|
|
|
Feb 07, 2024
Q4 2023
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
2.9K+ 20.24% |
$89K - $112K
|
17.2K
$679K
|
|
|
Jan 30, 2024
Q4 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
2.88K+ 15.04% |
$88.5K - $111K
|
22.1K
$869K
|
|
|
Aug 29, 2024
Q4 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
2.88K+ 15.04% |
$88.5K - $111K
|
22.1K
$869K
|
|
|
Feb 06, 2024
Q4 2023
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
2.88K+ 17.88% |
$88.3K - $111K
|
19K
$748K
|
|
|
Feb 14, 2024
Q4 2023
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
2.86K+ 9.33% |
$87.7K - $110K
|
33.5K
$1.32M
|
|
|
Feb 08, 2024
Q4 2023
|
Asset Dedication, LLC
|
BUY
|
- |
2.83K+ 4.59% |
$86.8K - $109K
|
64.5K
$2.54M
|
|
|
Feb 13, 2024
Q4 2023
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
2.81K+ 18.67% |
$86.1K - $109K
|
17.9K
$703K
|
|
|
Feb 14, 2024
Q4 2023
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
2.8K+ 5.99% |
$85.8K - $108K
|
49.5K
$1.95M
|
|
|
Feb 13, 2024
Q4 2023
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
2.77K+ 3.44% |
$85.1K - $107K
|
83.4K
$3.28M
|
|
|
Jan 19, 2024
Q4 2023
|
Mainsail Financial Group, LLC
Bellevue, WA |
BUY
|
- |
2.77K+ 13.94% |
$85K - $107K
|
22.6K
$892K
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
2.76K+ 53.43% |
$84.6K - $107K
|
7.93K
$312K
|
|
|
Feb 14, 2024
Q4 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
2.75K+ 15.75% |
$84.3K - $106K
|
20.2K
$796K
|
|
|
Jan 26, 2024
Q4 2023
|
Liberty One Investment Management, LLC
|
BUY
|
- |
2.74K+ 1.2% |
$84K - $106K
|
231K
$9.11M
|
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
2.72KNew |
$83.5K - $105K
|
2.72K
$107K
|
|
|
Jan 24, 2024
Q4 2023
|
Autumn Glory Partners, LLC
|
BUY
|
- |
2.72K+ 18.47% |
$83.5K - $105K
|
17.5K
$688K
|
|
|
Jan 23, 2024
Q4 2023
|
Kg&L Capital Management,Llc
|
BUY
|
- |
2.7K+ 12.09% |
$82.9K - $105K
|
25.1K
$988K
|
|
|
Feb 13, 2024
Q4 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
2.66K+ 8.84% |
$81.5K - $103K
|
32.7K
$1.29M
|
|
|
Feb 13, 2024
Q4 2023
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
2.65KNew |
$81.4K - $103K
|
2.65K
$105K
|