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
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
747+ 0.39% |
$22.9K - $28.9K
|
193K
$7.7M
|
|
|
Mar 05, 2024
Q4 2023
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
739+ 1.51% |
$22.7K - $28.6K
|
49.8K
$1.98M
|
|
|
Jan 29, 2024
Q4 2023
|
Benedict Financial Advisors Inc
|
BUY
|
- |
727+ 0.43% |
$22.3K - $28.1K
|
168K
$6.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
724New |
$22.2K - $28K
|
724
$28.8K
|
|
|
Jan 29, 2024
Q4 2023
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
722+ 2.79% |
$22.1K - $27.9K
|
26.6K
$1.06M
|
|
|
Apr 22, 2024
Q4 2023
|
First Purpose Wealth LLC
|
BUY
|
- |
717+ 3.88% |
$22K - $27.7K
|
19.2K
$764K
|
|
|
Jan 26, 2024
Q4 2023
|
Hbc Financial Services, Pllc
|
BUY
|
- |
710+ 67.62% |
$21.8K - $27.4K
|
1.76K
$70.1K
|
|
|
Feb 26, 2024
Q4 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
708+ 1.86% |
$21.7K - $27.4K
|
38.8K
$1.54M
|
|
|
Feb 09, 2024
Q4 2023
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
706+ 8.02% |
$21.7K - $27.3K
|
9.5K
$378K
|
|
|
Feb 01, 2024
Q4 2023
|
First Command Advisory Services, Inc.
|
BUY
|
- |
699+ 3.22% |
$21.4K - $27K
|
22.4K
$892K
|
|
|
Feb 14, 2024
Q4 2023
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
680New |
$20.9K - $26.3K
|
680
$27.1K
|
|
|
Feb 06, 2024
Q4 2023
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
676+ 4.2% |
$20.7K - $26.1K
|
16.8K
$668K
|
|
|
Feb 14, 2024
Q4 2023
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
668+ 5.0% |
$20.5K - $25.8K
|
14K
$558K
|
|
|
Feb 14, 2024
Q4 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
666+ 6.11% |
$20.4K - $25.7K
|
11.6K
$461K
|
|
|
Jan 31, 2024
Q4 2023
|
Criterion Capital Advisors, LLC
Nashville, TN |
BUY
|
- |
664New |
$20.4K - $25.7K
|
664
$26.4K
|
|
|
Feb 07, 2024
Q4 2023
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
662+ 0.9% |
$20.3K - $25.6K
|
74.4K
$2.96M
|
|
|
Jan 26, 2024
Q4 2023
|
Mendel Capital Management LLC
|
BUY
|
- |
654+ 3.12% |
$20.1K - $25.3K
|
21.6K
$862K
|
|
|
Feb 05, 2024
Q4 2023
|
Altrius Capital Management Inc
New Bern, NC |
BUY
|
- |
653+ 0.64% |
$20K - $25.2K
|
103K
$4.1M
|
|
|
Feb 12, 2024
Q4 2023
|
Truepoint, Inc.
|
BUY
|
- |
648+ 4.37% |
$19.9K - $25K
|
15.5K
$617K
|
|
|
Aug 28, 2024
Q4 2023
|
Farmers National Bank
Danville, KY |
BUY
|
- |
648+ 6.8% |
$19.9K - $25K
|
10.2K
$405K
|
|
|
Feb 12, 2024
Q4 2023
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
647+ 7.42% |
$19.8K - $25K
|
9.37K
$373K
|
|
|
Feb 12, 2024
Q4 2023
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
642+ 2.47% |
$19.7K - $24.8K
|
26.6K
$1.06M
|
|
|
Jan 12, 2024
Q4 2023
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
641New |
$19.7K - $24.8K
|
641
$25.5K
|
|
|
Feb 08, 2024
Q4 2023
|
True Wealth Advisors, LLC
|
BUY
|
- |
640+ 1.82% |
$19.6K - $24.7K
|
35.8K
$1.43M
|
|
|
Jan 11, 2024
Q4 2023
|
Horrell Capital Management, Inc.
|
BUY
|
- |
639+ 25.56% |
$19.6K - $24.7K
|
3.14K
$125K
|
|
|
Jan 22, 2024
Q4 2023
|
Capital Advantage, Inc.
|
BUY
|
- |
636+ 4.59% |
$19.5K - $24.6K
|
14.5K
$577K
|
|
|
Jan 25, 2024
Q4 2023
|
Perennial Advisors, LLC
New York, NY |
BUY
|
- |
634+ 0.6% |
$19.4K - $24.5K
|
106K
$4.22M
|
|
|
Jan 10, 2024
Q4 2023
|
Jgp Wealth Management, LLC
|
BUY
|
- |
633+ 8.01% |
$19.4K - $24.5K
|
8.53K
$340K
|
|
|
Feb 07, 2024
Q4 2023
|
Seven Springs Wealth Group, LLC
|
BUY
|
- |
628+ 0.89% |
$19.3K - $24.3K
|
71.3K
$2.84M
|
|
|
Jan 22, 2024
Q4 2023
|
Private Ocean, LLC
|
BUY
|
- |
627+ 44.28% |
$19.2K - $24.2K
|
2.04K
$81.3K
|
|
|
Jan 24, 2024
Q4 2023
|
Arvest Investments, Inc.
Rogers, AR |
BUY
|
- |
618New |
$19K - $23.9K
|
618
$24.6K
|
|
|
Jan 29, 2024
Q4 2023
|
Klingman & Associates, LLC
|
BUY
|
- |
604+ 4.97% |
$18.5K - $23.3K
|
12.7K
$507K
|
|
|
Jan 31, 2024
Q4 2023
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
603+ 1.4% |
$18.5K - $23.3K
|
43.7K
$1.74M
|
|
|
Jan 19, 2024
Q4 2023
|
Activest Wealth Management
|
BUY
|
- |
600New |
$18.4K - $23.2K
|
600
$23.9K
|
|
|
Jan 30, 2024
Q4 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
600+ 40.0% |
$18.4K - $23.2K
|
2.1K
$83.6K
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
584+ 4.66% |
$17.9K - $22.6K
|
13.1K
$523K
|
|
|
Jan 25, 2024
Q4 2023
|
Moseley Investment Management Inc
|
BUY
|
- |
578+ 1.3% |
$17.7K - $22.3K
|
44.9K
$1.79M
|
|
|
Jan 23, 2024
Q4 2023
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
575+ 15.92% |
$17.6K - $22.2K
|
4.19K
$167K
|
|
|
Feb 13, 2024
Q4 2023
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
575New |
$17.6K - $22.2K
|
575
$22.9K
|
|
|
Jan 16, 2024
Q4 2023
|
Windward Capital Management CO
|
BUY
|
- |
570+ 0.88% |
$17.5K - $22K
|
65.2K
$2.59M
|
|
|
Oct 03, 2024
Q4 2023
|
Windward Capital Management CO
|
BUY
|
- |
570+ 0.88% |
$17.5K - $22K
|
65.2K
$2.59M
|
|
|
Jan 22, 2024
Q4 2023
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
565+ 627.78% |
$17.3K - $21.8K
|
655
$26.1K
|
|
|
Feb 14, 2024
Q4 2023
|
Lombard Odier Asset Management (Usa) Corp
New York, NY |
BUY
|
- |
565+ 0.73% |
$17.3K - $21.8K
|
77.6K
$3.09M
|
|
|
Jan 17, 2024
Q4 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
552+ 1.5% |
$16.9K - $21.3K
|
37.3K
$1.48M
|
|
|
Feb 09, 2024
Q4 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
552+ 6.23% |
$16.9K - $21.3K
|
9.42K
$375K
|
|
|
Feb 07, 2024
Q4 2023
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
BUY
|
- |
551+ 3.83% |
$16.9K - $21.3K
|
14.9K
$595K
|
|
|
Feb 20, 2024
Q4 2023
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
BUY
|
- |
550+ 2.37% |
$16.9K - $21.3K
|
23.7K
$944K
|
|
|
Feb 02, 2024
Q4 2023
|
Abbrea Capital, LLC
|
BUY
|
- |
538+ 1.89% |
$16.5K - $20.8K
|
29K
$1.15M
|
|
|
Feb 06, 2024
Q4 2023
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
524New |
$16.1K - $20.3K
|
524
$20.9K
|
|
|
Jan 31, 2024
Q4 2023
|
Roman Butler Fullerton & CO
|
BUY
|
- |
518+ 2.29% |
$15.9K - $20K
|
23.2K
$922K
|