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 |
---|---|---|---|---|---|---|---|
Mar 21, 2024
Q4 2023
|
Cooksen Wealth, LLC
The Woodlands, TX |
BUY
|
- |
80New |
$2.45K - $3.09K
|
80
$3.16K
|
|
Feb 14, 2024
Q4 2023
|
Readystate Asset Management LP
Chicago, IL |
BUY
|
- |
75New |
$2.3K - $2.9K
|
75
$2.97K
|
|
Feb 13, 2024
Q4 2023
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
74+ 1.19% |
$2.27K - $2.86K
|
6.29K
$249K
|
|
Feb 15, 2024
Q4 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
73+ 0.06% |
$2.24K - $2.82K
|
128K
$5.08M
|
|
Feb 07, 2024
Q4 2023
|
Horan Securities, Inc.
|
BUY
|
- |
63+ 0.66% |
$1.93K - $2.43K
|
9.58K
$379K
|
|
Feb 02, 2024
Q4 2023
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
61+ 0.14% |
$1.87K - $2.36K
|
43.1K
$1.7M
|
|
Jan 30, 2024
Q4 2023
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
58+ 0.71% |
$1.78K - $2.24K
|
8.26K
$327K
|
|
Feb 06, 2024
Q4 2023
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
BUY
|
- |
57+ 0.87% |
$1.75K - $2.2K
|
6.63K
$262K
|
|
Feb 14, 2024
Q4 2023
|
Pinnacle Holdings, LLC
Tulsa, OK |
BUY
|
- |
57+ 0.41% |
$1.75K - $2.2K
|
14K
$554K
|
|
Feb 06, 2024
Q4 2023
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
55+ 0.34% |
$1.69K - $2.13K
|
16.5K
$651K
|
|
Feb 12, 2024
Q4 2023
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
54+ 0.77% |
$1.66K - $2.09K
|
7.08K
$280K
|
|
Feb 14, 2024
Q4 2023
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
54+ 0.8% |
$1.66K - $2.09K
|
6.79K
$269K
|
|
Feb 02, 2024
Q4 2023
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
53+ 0.85% |
$1.63K - $2.05K
|
6.29K
$249K
|
|
Feb 08, 2024
Q4 2023
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
52+ 0.43% |
$1.59K - $2.01K
|
12.2K
$484K
|
|
Feb 12, 2024
Q4 2023
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
52New |
$1.59K - $2.01K
|
52
$2.06K
|
|
Jan 25, 2024
Q4 2023
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
51New |
$1.56K - $1.97K
|
51
$2.02K
|
|
Feb 13, 2024
Q4 2023
|
Fwl Investment Management, LLC
|
BUY
|
- |
51+ 25.5% |
$1.56K - $1.97K
|
251
$9.92K
|
|
Feb 05, 2024
Q4 2023
|
Investment House LLC
Las Vegas, NV |
BUY
|
- |
50+ 0.45% |
$1.53K - $1.93K
|
11.3K
$446K
|
|
Feb 14, 2024
Q4 2023
|
Wasatch Advisors Inc
Salt Lake City, UT |
BUY
|
- |
50+ 0.05% |
$1.53K - $1.93K
|
102K
$4.04M
|
|
Feb 15, 2024
Q4 2023
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
48+ 0.33% |
$1.47K - $1.86K
|
14.7K
$582K
|
|
Feb 06, 2024
Q4 2023
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
46+ 0.26% |
$1.41K - $1.78K
|
17.7K
$699K
|
|
Jan 18, 2024
Q4 2023
|
Brave Asset Management Inc
|
BUY
|
- |
44+ 0.2% |
$1.35K - $1.7K
|
22.3K
$882K
|
|
Jan 10, 2024
Q4 2023
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
43+ 0.58% |
$1.32K - $1.66K
|
7.52K
$297K
|
|
Jan 18, 2024
Q4 2023
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
43+ 0.36% |
$1.32K - $1.66K
|
12.1K
$480K
|
|
Feb 09, 2024
Q4 2023
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
40+ 1.0% |
$1.23K - $1.55K
|
4.04K
$160K
|
|
Feb 14, 2024
Q4 2023
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
39+ 6.93% |
$1.2K - $1.51K
|
602
$23.8K
|
|
Feb 09, 2024
Q4 2023
|
Meridian Investment Counsel Inc.
Lafayette, CA |
BUY
|
- |
38+ 0.07% |
$1.17K - $1.47K
|
54.7K
$2.16M
|
|
Jan 29, 2024
Q4 2023
|
Rpg Investment Advisory, LLC
|
BUY
|
- |
37+ 0.03% |
$1.13K - $1.43K
|
124K
$4.89M
|
|
Jan 17, 2024
Q4 2023
|
Ahl Investment Management, Inc.
|
BUY
|
- |
32+ 0.08% |
$981 - $1.24K
|
40.8K
$1.61M
|
|
Jan 26, 2024
Q4 2023
|
Argus Investors' Counsel, Inc.
|
BUY
|
- |
32+ 0.08% |
$981 - $1.24K
|
37.8K
$1.5M
|
|
Feb 14, 2024
Q4 2023
|
Ofi Invest Asset Management
Paris, I0 |
BUY
|
- |
32+ 2.47% |
$981 - $1.24K
|
1.33K
$52.5K
|
|
Feb 08, 2024
Q4 2023
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
31+ 0.63% |
$951 - $1.2K
|
4.92K
$194K
|
|
Feb 05, 2024
Q4 2023
|
Eagle Ridge Investment Management
|
BUY
|
- |
30+ 0.0% |
$920 - $1.16K
|
641K
$25.3M
|
|
Feb 12, 2024
Q4 2023
|
Rs Crum Inc.
|
BUY
|
- |
29+ 0.29% |
$889 - $1.12K
|
10K
$397K
|
|
Feb 02, 2024
Q4 2023
|
Bank Of New Hampshire
|
BUY
|
- |
25+ 0.07% |
$767 - $966
|
34.6K
$1.37M
|
|
Feb 14, 2024
Q4 2023
|
Jentner Corp
|
BUY
|
- |
24+ 0.31% |
$736 - $928
|
7.77K
$307K
|
|
Jan 29, 2024
Q4 2023
|
Birch Hill Investment Advisors LLC
|
BUY
|
- |
23+ 0.18% |
$705 - $889
|
12.8K
$508K
|
|
Feb 02, 2024
Q4 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
21+ 1.91% |
$644 - $812
|
1.12K
$44.3K
|
|
Feb 12, 2024
Q4 2023
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
21+ 0.32% |
$644 - $812
|
6.64K
$263K
|
|
Apr 09, 2024
Q4 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
20+ 1.08% |
$613 - $773
|
1.87K
$74K
|
|
Feb 14, 2024
Q4 2023
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
BUY
|
- |
16+ 0.16% |
$491 - $618
|
9.76K
$386K
|
|
May 10, 2024
Q4 2023
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
16+ 0.21% |
$491 - $618
|
7.79K
$308K
|
|
Mar 14, 2024
Q4 2023
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
BUY
|
- |
14New |
$429 - $541
|
14
$554
|
|
Feb 06, 2024
Q4 2023
|
Coulter & Justus Financial Services, LLC
|
BUY
|
- |
13+ 0.14% |
$399 - $502
|
9.04K
$357K
|
|
Jan 18, 2024
Q4 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
12+ 0.07% |
$368 - $464
|
17.9K
$706K
|
|
Feb 07, 2024
Q4 2023
|
Schulhoff & CO Inc
|
BUY
|
- |
12+ 0.03% |
$368 - $464
|
44K
$1.74M
|
|
Feb 09, 2024
Q4 2023
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
12+ 0.13% |
$368 - $464
|
9.04K
$358K
|
|
Jan 30, 2024
Q4 2023
|
Grant
|
BUY
|
- |
11+ 0.12% |
$337 - $425
|
9.27K
$366K
|
|
Jan 30, 2024
Q4 2023
|
Stone House Investment Management, LLC
|
BUY
|
- |
11+ 1.86% |
$337 - $425
|
603
$23.8K
|
|
Feb 12, 2024
Q4 2023
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
10+ 0.15% |
$307 - $387
|
6.62K
$262K
|