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 07, 2024
Q4 2023
|
Gables Capital Management Inc.
|
BUY
|
- |
1.38K+ 4.13% |
$42.4K - $53.5K
|
34.8K
$1.4M
|
|
|
Mar 22, 2024
Q4 2023
|
Livelsberger Financial Advisory
Ashland, OH |
BUY
|
- |
1.37KNew |
$42.1K - $53.1K
|
1.37K
$55.3K
|
|
|
Jan 16, 2024
Q4 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
1.37K+ 264.35% |
$42.1K - $53K
|
1.89K
$76.2K
|
|
|
Jan 25, 2024
Q4 2023
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
1.36K+ 3.11% |
$41.7K - $52.6K
|
45.1K
$1.82M
|
|
|
Jan 29, 2024
Q4 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.36K+ 0.77% |
$41.6K - $52.4K
|
177K
$7.12M
|
|
|
Feb 06, 2024
Q4 2023
|
Simmons Bank
|
BUY
|
- |
1.35K+ 0.87% |
$41.3K - $52.1K
|
157K
$6.3M
|
|
|
Feb 06, 2024
Q4 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
1.3K+ 12.89% |
$40K - $50.4K
|
11.4K
$460K
|
|
|
Jan 22, 2024
Q4 2023
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
1.29K+ 3.38% |
$39.7K - $50K
|
39.6K
$1.6M
|
|
|
Feb 09, 2024
Q4 2023
|
Plancorp, LLC
|
BUY
|
- |
1.29K+ 7.85% |
$39.6K - $49.9K
|
17.7K
$714K
|
|
|
Feb 08, 2024
Q4 2023
|
Windle Wealth, LLC
Oklahoma City, OK |
BUY
|
- |
1.27K+ 0.78% |
$39K - $49.1K
|
164K
$6.62M
|
|
|
Feb 09, 2024
Q4 2023
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
1.27KNew |
$38.9K - $49K
|
1.27K
$51.1K
|
|
|
Jan 30, 2024
Q4 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
BUY
|
- |
1.26K+ 5.6% |
$38.6K - $48.7K
|
23.7K
$956K
|
|
|
Jan 10, 2024
Q4 2023
|
Bowman & CO S.C.
|
BUY
|
- |
1.25K+ 5.82% |
$38.4K - $48.4K
|
22.8K
$916K
|
|
|
Feb 08, 2024
Q4 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
1.25K+ 15.83% |
$38.4K - $48.4K
|
9.16K
$369K
|
|
|
Feb 12, 2024
Q4 2023
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
1.25K+ 32.14% |
$38.3K - $48.3K
|
5.14K
$207K
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
1.24KNew |
$38.2K - $48.1K
|
1.24K
$50.1K
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
1.24K+ 4.38% |
$38.1K - $48K
|
29.6K
$1.19M
|
|
|
Jan 31, 2024
Q4 2023
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
1.24K+ 5.12% |
$38K - $47.9K
|
25.5K
$1.03M
|
|
|
Jan 23, 2024
Q4 2023
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
1.24K+ 2.3% |
$37.9K - $47.7K
|
54.8K
$2.21M
|
|
|
Jan 31, 2024
Q4 2023
|
Youngs Advisory Group, Inc.
|
BUY
|
- |
1.22K+ 16.53% |
$37.5K - $47.3K
|
8.62K
$347K
|
|
|
Jan 09, 2024
Q4 2023
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
1.22K+ 15.75% |
$37.5K - $47.2K
|
8.98K
$362K
|
|
|
Jan 23, 2024
Q4 2023
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
1.22K+ 3.3% |
$37.5K - $47.2K
|
38.2K
$1.54M
|
|
|
Dec 12, 2024
Q4 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
1.22K+ 13.75% |
$37.4K - $47.1K
|
10.1K
$406K
|
|
|
Jan 22, 2024
Q4 2023
|
Bell Bank
|
BUY
|
- |
1.21K+ 0.69% |
$37.1K - $46.8K
|
176K
$7.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
1.21K+ 7.57% |
$37.1K - $46.7K
|
17.2K
$692K
|
|
|
Jan 08, 2024
Q4 2023
|
Lynch & Associates
|
BUY
|
- |
1.2K+ 3.96% |
$36.9K - $46.5K
|
31.6K
$1.27M
|
|
|
Feb 14, 2024
Q4 2023
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
1.2K+ 35.66% |
$36.8K - $46.3K
|
4.56K
$184K
|
|
|
Jan 19, 2024
Q4 2023
|
Unison Advisors LLC
|
BUY
|
- |
1.2K+ 2.08% |
$36.7K - $46.3K
|
58.9K
$2.37M
|
|
|
Jan 10, 2024
Q4 2023
|
Patten Group, Inc.
|
BUY
|
- |
1.19K+ 6.66% |
$36.6K - $46.1K
|
19.1K
$769K
|
|
|
Feb 12, 2024
Q4 2023
|
Zions Bancorporation, N.A.
|
BUY
|
- |
1.19K+ 0.46% |
$36.4K - $45.9K
|
261K
$10.5M
|
|
|
Jan 19, 2024
Q4 2023
|
Cohen Investment Advisors LLC
|
BUY
|
- |
1.19K+ 2.32% |
$36.3K - $45.8K
|
52.3K
$2.11M
|
|
|
Jan 10, 2024
Q4 2023
|
Range Financial Group LLC
|
BUY
|
- |
1.18K+ 2.56% |
$36.2K - $45.6K
|
47.3K
$1.91M
|
|
|
Jan 17, 2024
Q4 2023
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
1.18K+ 7.01% |
$36.2K - $45.6K
|
18K
$725K
|
|
|
Jan 26, 2024
Q4 2023
|
Krilogy Financial LLC
|
BUY
|
- |
1.17K+ 8.57% |
$36K - $45.3K
|
14.9K
$599K
|
|
|
Jan 29, 2024
Q4 2023
|
Friedenthal Financial
|
BUY
|
- |
1.16KNew |
$35.6K - $44.9K
|
1.16K
$46.8K
|
|
|
Jan 30, 2024
Q4 2023
|
Bison Wealth, LLC
|
BUY
|
- |
1.16K+ 2.95% |
$35.5K - $44.8K
|
40.5K
$1.63M
|
|
|
Feb 14, 2024
Q4 2023
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
1.15K+ 17.97% |
$35.3K - $44.5K
|
7.56K
$304K
|
|
|
Mar 07, 2024
Q4 2023
|
Brown Shipley& CO LTD
London, X0 |
BUY
|
- |
1.15K+ 50.57% |
$35.3K - $44.4K
|
3.42K
$138K
|
|
|
Jan 25, 2024
Q4 2023
|
Wolff Financial Management LLC
|
BUY
|
- |
1.14K+ 4.75% |
$34.9K - $44K
|
25.1K
$1.01M
|
|
|
Jan 11, 2024
Q4 2023
|
Cfm Wealth Partners LLC
|
BUY
|
- |
1.14K+ 8.84% |
$34.9K - $43.9K
|
14K
$564K
|
|
|
Feb 08, 2024
Q4 2023
|
Exchange Capital Management, Inc.
|
BUY
|
- |
1.12K+ 16.98% |
$34.3K - $43.2K
|
7.7K
$310K
|
|
|
Feb 07, 2024
Q4 2023
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
BUY
|
- |
1.12K+ 2.0% |
$34.2K - $43.1K
|
57K
$2.3M
|
|
|
Jan 30, 2024
Q4 2023
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
1.09K+ 9.56% |
$33.4K - $42.1K
|
12.5K
$502K
|
|
|
Jan 22, 2024
Q4 2023
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
1.08K+ 10.9% |
$33.2K - $41.8K
|
11K
$444K
|
|
|
Feb 05, 2024
Q4 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
1.08K+ 28.92% |
$33K - $41.6K
|
4.8K
$193K
|
|
|
Jan 23, 2024
Q4 2023
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
1.07K+ 16.45% |
$32.9K - $41.5K
|
7.6K
$306K
|
|
|
Feb 08, 2024
Q4 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
1.07K+ 4.99% |
$32.8K - $41.4K
|
22.5K
$907K
|
|
|
Feb 06, 2024
Q4 2023
|
Carson Advisory Inc.
|
BUY
|
- |
1.06K+ 4.78% |
$32.5K - $40.9K
|
23.2K
$934K
|
|
|
Feb 05, 2024
Q4 2023
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
1.05K+ 12.87% |
$32.1K - $40.4K
|
9.17K
$369K
|
|
|
Jan 22, 2024
Q4 2023
|
Essex Savings Bank
|
BUY
|
- |
1.04K+ 8.08% |
$31.8K - $40K
|
13.9K
$558K
|