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 11, 2024
Q4 2023
|
Affinity Wealth Management LLC
Wilmington, DE |
BUY
|
- |
202+ 2.35% |
$6.2K - $7.81K
|
8.81K
$356K
|
|
|
Jan 22, 2024
Q4 2023
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
200+ 11.38% |
$6.13K - $7.73K
|
1.96K
$79.1K
|
|
|
Jan 12, 2024
Q4 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
198+ 0.46% |
$6.07K - $7.65K
|
43.6K
$1.76M
|
|
|
Feb 02, 2024
Q4 2023
|
Disciplined Equity Management, Inc.
|
BUY
|
- |
195+ 0.39% |
$5.98K - $7.54K
|
50.1K
$2.03M
|
|
|
Jan 30, 2024
Q4 2023
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
192+ 2.83% |
$5.89K - $7.42K
|
6.98K
$282K
|
|
|
Jan 30, 2024
Q4 2023
|
Marino, Stram & Associates LLC
|
BUY
|
- |
190+ 0.36% |
$5.83K - $7.34K
|
53.2K
$2.15M
|
|
|
Feb 08, 2024
Q4 2023
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
188+ 1.08% |
$5.77K - $7.27K
|
17.6K
$710K
|
|
|
Feb 02, 2024
Q4 2023
|
Pittenger & Anderson Inc
|
BUY
|
- |
187+ 46.75% |
$5.74K - $7.23K
|
587
$23.7K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
185+ 1.39% |
$5.67K - $7.15K
|
13.5K
$544K
|
|
|
Jan 11, 2024
Q4 2023
|
Arkfeld Wealth Strategies, L.L.C.
|
BUY
|
- |
183+ 1.53% |
$5.61K - $7.07K
|
12.2K
$491K
|
|
|
Jan 16, 2024
Q4 2023
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
180+ 1.72% |
$5.52K - $6.96K
|
10.7K
$430K
|
|
|
Feb 14, 2024
Q4 2023
|
Front Street Capital Management, Inc.
|
BUY
|
- |
177+ 1.42% |
$5.43K - $6.84K
|
12.6K
$509K
|
|
|
Feb 14, 2024
Q4 2023
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
176+ 0.38% |
$5.4K - $6.8K
|
46.4K
$1.87M
|
|
|
Jan 17, 2024
Q4 2023
|
Courier Capital LLC
|
BUY
|
- |
175+ 0.49% |
$5.37K - $6.76K
|
36K
$1.46M
|
|
|
Jan 10, 2024
Q4 2023
|
Prentice Wealth Management LLC
|
BUY
|
- |
171+ 1.55% |
$5.24K - $6.61K
|
11.2K
$453K
|
|
|
Feb 06, 2024
Q4 2023
|
Blue Barn Wealth, LLC
|
BUY
|
- |
169+ 1.82% |
$5.18K - $6.53K
|
9.46K
$382K
|
|
|
Feb 01, 2024
Q4 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
168+ 3.7% |
$5.15K - $6.49K
|
4.71K
$190K
|
|
|
Feb 08, 2024
Q4 2023
|
Fca Corp
Houston, TX |
BUY
|
- |
162+ 1.13% |
$4.97K - $6.26K
|
14.5K
$585K
|
|
|
Jan 31, 2024
Q4 2023
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
160+ 2.22% |
$4.91K - $6.18K
|
7.37K
$298K
|
|
|
Feb 14, 2024
Q4 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
155+ 2.22% |
$4.75K - $5.99K
|
7.15K
$289K
|
|
|
Feb 09, 2024
Q4 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
151+ 2.23% |
$4.63K - $5.84K
|
6.93K
$280K
|
|
|
Jan 30, 2024
Q4 2023
|
Members Trust CO
|
BUY
|
- |
150+ 0.97% |
$4.6K - $5.8K
|
15.6K
$630K
|
|
|
Feb 02, 2024
Q4 2023
|
Prentiss Smith & CO Inc
Brattleboro, VT |
BUY
|
- |
150+ 2.19% |
$4.6K - $5.8K
|
7K
$283K
|
|
|
Feb 09, 2024
Q4 2023
|
L.M. Kohn & Company
|
BUY
|
- |
150+ 0.8% |
$4.6K - $5.8K
|
18.9K
$765K
|
|
|
Jan 12, 2024
Q4 2023
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
148+ 2.0% |
$4.54K - $5.72K
|
7.54K
$304K
|
|
|
Jan 19, 2024
Q4 2023
|
Signature Wealth Management Partners, LLC
|
BUY
|
- |
147+ 0.89% |
$4.51K - $5.68K
|
16.6K
$670K
|
|
|
Mar 11, 2024
Q4 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
140+ 0.0% |
$4.29K - $5.41K
|
350M
$14.1B
|
|
|
Feb 02, 2024
Q4 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
138+ 5.3% |
$4.23K - $5.33K
|
2.74K
$111K
|
|
|
Feb 06, 2024
Q4 2023
|
Aveo Capital Partners, LLC
|
BUY
|
- |
137+ 0.97% |
$4.2K - $5.3K
|
14.3K
$577K
|
|
|
Jan 22, 2024
Q4 2023
|
Horizon Wealth Management, LLC
|
BUY
|
- |
136+ 0.7% |
$4.17K - $5.26K
|
19.5K
$788K
|
|
|
Jan 10, 2024
Q4 2023
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
135+ 2.1% |
$4.14K - $5.22K
|
6.57K
$265K
|
|
|
Jan 26, 2024
Q4 2023
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
126New |
$3.86K - $4.87K
|
126
$5.09K
|
|
|
Jan 19, 2024
Q4 2023
|
Murphy Pohlad Asset Management LLC
|
BUY
|
- |
125+ 1.18% |
$3.83K - $4.83K
|
10.7K
$433K
|
|
|
Jan 02, 2024
Q4 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
123+ 12.21% |
$3.77K - $4.75K
|
1.13K
$45.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
117+ 0.14% |
$3.59K - $4.52K
|
85.1K
$3.44M
|
|
|
Jan 09, 2024
Q4 2023
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
115+ 0.48% |
$3.53K - $4.44K
|
24.2K
$978K
|
|
|
Sep 11, 2024
Q4 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
114+ 1.37% |
$3.5K - $4.41K
|
8.46K
$342K
|
|
|
Jan 30, 2024
Q4 2023
|
Bear Mountain Capital, Inc.
Seattle, WA |
BUY
|
- |
113New |
$3.47K - $4.37K
|
113
$4.57K
|
|
|
Jan 30, 2024
Q4 2023
|
Archer Investment Corp
|
BUY
|
- |
112+ 0.45% |
$3.44K - $4.33K
|
24.7K
$1M
|
|
|
Jan 30, 2024
Q4 2023
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
111+ 6.46% |
$3.4K - $4.29K
|
1.83K
$73.9K
|
|
|
Jan 18, 2024
Q4 2023
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
110+ 0.06% |
$3.37K - $4.25K
|
185K
$7.46M
|
|
|
Feb 06, 2024
Q4 2023
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
104+ 104.0% |
$3.19K - $4.02K
|
204
$8.24K
|
|
|
Feb 07, 2024
Q4 2023
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
100+ 0.01% |
$3.07K - $3.87K
|
937K
$37.9M
|
|
|
Feb 08, 2024
Q4 2023
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
100New |
$3.07K - $3.87K
|
100
$4.04K
|
|
|
Jan 23, 2024
Q4 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
99+ 0.34% |
$3.04K - $3.83K
|
29.6K
$1.2M
|
|
|
Feb 08, 2024
Q4 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
98+ 4.31% |
$3.01K - $3.79K
|
2.37K
$95.8K
|
|
|
Jan 26, 2024
Q4 2023
|
White Pine Investment CO
|
BUY
|
- |
96+ 0.08% |
$2.94K - $3.71K
|
119K
$4.79M
|
|
|
Feb 09, 2024
Q4 2023
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
93+ 3.31% |
$2.85K - $3.59K
|
2.91K
$117K
|
|
|
Jan 10, 2024
Q4 2023
|
Dakota Community Bank & Trust Na
Hebron, ND |
BUY
|
- |
85+ 1.36% |
$2.61K - $3.29K
|
6.32K
$255K
|
|
|
Jan 26, 2024
Q4 2023
|
Albion Financial Group
|
BUY
|
- |
81+ 0.35% |
$2.48K - $3.13K
|
23.2K
$938K
|