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 24, 2024
Q4 2023
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
345+ 1.55% |
$10.6K - $13.3K
|
22.5K
$897K
|
|
|
Feb 27, 2024
Q4 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
343+ 8.09% |
$10.5K - $13.3K
|
4.58K
$182K
|
|
|
Jan 22, 2024
Q4 2023
|
Norris Perne & French LLP
Grand Rapids, MI |
BUY
|
- |
342+ 3.5% |
$10.5K - $13.2K
|
10.1K
$402K
|
|
|
Jan 31, 2024
Q4 2023
|
Davidson Trust CO
|
BUY
|
- |
340+ 2.56% |
$10.4K - $13.1K
|
13.6K
$543K
|
|
|
Feb 09, 2024
Q4 2023
|
Financial Advisors Network, Inc.
|
BUY
|
- |
327+ 2.36% |
$10K - $12.6K
|
14.2K
$564K
|
|
|
Jan 25, 2024
Q4 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
325+ 0.88% |
$9.97K - $12.6K
|
37.3K
$1.48M
|
|
|
Jan 08, 2024
Q4 2023
|
First Affirmative Financial Network
|
BUY
|
- |
321+ 3.39% |
$9.85K - $12.4K
|
9.79K
$390K
|
|
|
Feb 06, 2024
Q4 2023
|
9258 Wealth Management, LLC
|
BUY
|
- |
321+ 3.49% |
$9.85K - $12.4K
|
9.53K
$379K
|
|
|
Feb 09, 2024
Q4 2023
|
Mckinley Capital Management LLC
|
BUY
|
- |
318+ 2.35% |
$9.75K - $12.3K
|
13.8K
$551K
|
|
|
Feb 06, 2024
Q4 2023
|
Mechanics Financial Corp
|
BUY
|
- |
314+ 1.35% |
$9.63K - $12.1K
|
23.5K
$937K
|
|
|
Feb 14, 2024
Q4 2023
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
311+ 0.62% |
$9.54K - $12K
|
50.7K
$2.02M
|
|
|
Mar 26, 2024
Q4 2023
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
307New |
$9.42K - $11.9K
|
307
$12.2K
|
|
|
Feb 01, 2024
Q4 2023
|
Diversified, LLC
|
BUY
|
- |
306+ 3.06% |
$9.39K - $11.8K
|
10.3K
$410K
|
|
|
Feb 13, 2024
Q4 2023
|
Tfg Advisers LLC
|
BUY
|
- |
301+ 1.94% |
$9.23K - $11.6K
|
15.8K
$630K
|
|
|
Jan 26, 2024
Q4 2023
|
Lester Murray Antman Dba Simply Rich
|
BUY
|
- |
299+ 4.15% |
$9.17K - $11.6K
|
7.5K
$299K
|
|
|
Feb 12, 2024
Q4 2023
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
298New |
$9.14K - $11.5K
|
298
$11.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
296+ 4.69% |
$9.08K - $11.4K
|
6.61K
$263K
|
|
|
May 17, 2024
Q4 2023
|
Baxter Bros Inc
|
BUY
|
- |
296+ 2.71% |
$9.08K - $11.4K
|
11.2K
$447K
|
|
|
Jan 25, 2024
Q4 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
295+ 1.65% |
$9.05K - $11.4K
|
18.2K
$725K
|
|
|
Jan 08, 2024
Q4 2023
|
Salvus Wealth Management, LLC
|
BUY
|
- |
290+ 1.12% |
$8.89K - $11.2K
|
26.3K
$1.05M
|
|
|
Feb 06, 2024
Q4 2023
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
290New |
$8.89K - $11.2K
|
290
$11.5K
|
|
|
Feb 06, 2024
Q4 2023
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
288+ 0.84% |
$8.83K - $11.1K
|
34.6K
$1.38M
|
|
|
Feb 08, 2024
Q4 2023
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
287+ 4.7% |
$8.8K - $11.1K
|
6.39K
$255K
|
|
|
Feb 13, 2024
Q4 2023
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
287+ 1.97% |
$8.8K - $11.1K
|
14.8K
$591K
|
|
|
Feb 13, 2024
Q4 2023
|
Ss&H Financial Advisors, Inc.
|
BUY
|
- |
285+ 0.42% |
$8.74K - $11K
|
67.9K
$2.7M
|
|
|
Jan 22, 2024
Q4 2023
|
Insight Inv LLC
El Segundo, CA |
BUY
|
- |
280+ 1.33% |
$8.59K - $10.8K
|
21.4K
$852K
|
|
|
Feb 09, 2024
Q4 2023
|
Nbt Bank N A
|
BUY
|
- |
278+ 0.26% |
$8.53K - $10.7K
|
107K
$4.28M
|
|
|
Feb 05, 2024
Q4 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
275+ 0.83% |
$8.43K - $10.6K
|
33.2K
$1.32M
|
|
|
Feb 09, 2024
Q4 2023
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
275+ 1.18% |
$8.43K - $10.6K
|
23.7K
$942K
|
|
|
Jan 24, 2024
Q4 2023
|
Western Financial Corp/Ca
San Diego, CA |
BUY
|
- |
271+ 1.66% |
$8.31K - $10.5K
|
16.6K
$659K
|
|
|
Jan 22, 2024
Q4 2023
|
Princeton Global Asset Management LLC
|
BUY
|
- |
260+ 2.43% |
$7.97K - $10K
|
11K
$436K
|
|
|
Jan 16, 2024
Q4 2023
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
258+ 24.93% |
$7.91K - $9.97K
|
1.29K
$51.5K
|
|
|
Feb 13, 2024
Q4 2023
|
Merriman Wealth Management, LLC
|
BUY
|
- |
258+ 3.44% |
$7.91K - $9.97K
|
7.75K
$309K
|
|
|
Jan 05, 2024
Q4 2023
|
Selective Wealth Management, Inc.
|
BUY
|
- |
257+ 2.78% |
$7.88K - $9.93K
|
9.51K
$379K
|
|
|
Jan 05, 2024
Q4 2023
|
Pacifica Partners Inc.
|
BUY
|
- |
255+ 4.6% |
$7.82K - $9.86K
|
5.8K
$231K
|
|
|
Jan 10, 2024
Q4 2023
|
Burke & Herbert Bank & Trust CO
|
BUY
|
- |
255+ 1.11% |
$7.82K - $9.86K
|
23.2K
$924K
|
|
|
Feb 07, 2024
Q4 2023
|
Private Portfolio Partners LLC
|
BUY
|
- |
255+ 0.94% |
$7.82K - $9.86K
|
27.5K
$1.09M
|
|
|
Feb 12, 2024
Q4 2023
|
Renasant Bank
|
BUY
|
- |
253+ 1.71% |
$7.76K - $9.78K
|
15K
$598K
|
|
|
Feb 05, 2024
Q4 2023
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
241+ 1.92% |
$7.39K - $9.31K
|
12.8K
$509K
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
238+ 0.93% |
$7.3K - $9.2K
|
25.9K
$1.03M
|
|
|
Jan 10, 2024
Q4 2023
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
236+ 2.48% |
$7.24K - $9.12K
|
9.76K
$389K
|
|
|
Feb 08, 2024
Q4 2023
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
230+ 1.27% |
$7.05K - $8.89K
|
18.3K
$728K
|
|
|
Feb 07, 2024
Q4 2023
|
Shore Point Advisors, LLC
|
BUY
|
- |
222+ 2.79% |
$6.81K - $8.58K
|
8.18K
$325K
|
|
|
Jan 17, 2024
Q4 2023
|
First Pacific Financial
|
BUY
|
- |
216+ 0.88% |
$6.62K - $8.35K
|
24.8K
$986K
|
|
|
Feb 04, 2025
Q4 2023
|
Weinberger Asset Management, Inc
Los Angeles, CA |
BUY
|
- |
210+ 2.49% |
$6.44K - $8.12K
|
8.65K
$344K
|
|
|
Aug 08, 2024
Q4 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
208+ 7.57% |
$6.38K - $8.04K
|
2.96K
$118K
|
|
|
Jan 10, 2024
Q4 2023
|
Mechanics Bank Trust Department
|
BUY
|
- |
206+ 0.64% |
$6.32K - $7.96K
|
32.2K
$1.28M
|
|
|
Jan 29, 2024
Q4 2023
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
204+ 2.13% |
$6.26K - $7.88K
|
9.8K
$390K
|
|
|
Jan 09, 2024
Q4 2023
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
BUY
|
- |
203+ 1.56% |
$6.23K - $7.85K
|
13.2K
$527K
|
|
|
Jan 12, 2024
Q4 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
203+ 2.08% |
$6.23K - $7.85K
|
9.98K
$397K
|