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 30, 2024
Q4 2023
|
Stone House Investment Management, LLC
|
BUY
|
- |
11+ 1.86% |
$337 - $425
|
603
$24K
|
|
|
Feb 12, 2024
Q4 2023
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
10+ 0.15% |
$307 - $387
|
6.62K
$264K
|
|
|
Feb 16, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
10New |
$307 - $387
|
10
$398
|
|
|
Feb 02, 2024
Q4 2023
|
Advanced Asset Management Advisors Inc
Dublin, OH |
BUY
|
- |
7+ 0.0% |
$215 - $271
|
173K
$6.9M
|
|
|
Jan 18, 2024
Q4 2023
|
West End Advisors, LLC
|
BUY
|
- |
5+ 11.9% |
$153 - $193
|
47
$1.87K
|
|
|
Jan 19, 2024
Q4 2023
|
Donald L. Hagan, LLC
|
BUY
|
- |
5+ 0.07% |
$153 - $193
|
7.51K
$299K
|
|
|
Feb 14, 2024
Q4 2023
|
Hutner Capital Management Inc
Manchester, VT |
BUY
|
- |
5+ 0.07% |
$153 - $193
|
6.69K
$266K
|
|
|
Apr 12, 2024
Q4 2023
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
5New |
$153 - $193
|
5
$199
|
|
|
Nov 04, 2024
Q4 2023
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
5+ 1.96% |
$153 - $193
|
260
$10.4K
|
|
|
Jan 31, 2024
Q4 2023
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
4+ 0.22% |
$123 - $155
|
1.86K
$74K
|
|
|
Feb 09, 2024
Q4 2023
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
4+ 1.69% |
$123 - $155
|
240
$9.55K
|
|
|
Jan 19, 2024
Q4 2023
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
3+ 0.04% |
$92 - $116
|
7.7K
$306K
|
|
|
Jan 23, 2024
Q4 2023
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
3+ 0.04% |
$92 - $116
|
6.98K
$278K
|
|
|
Feb 02, 2024
Q4 2023
|
Evolution Advisers, Inc.
|
BUY
|
- |
3+ 2.11% |
$92 - $116
|
145
$5.77K
|
|
|
Jan 19, 2024
Q4 2023
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
2+ 1.4% |
$61.3 - $77.3
|
145
$5.77K
|
|
|
Feb 13, 2024
Q4 2023
|
Clari Vest Asset Management LLC
San Diego, CA |
BUY
|
- |
2+ 5.41% |
$61.3 - $77.3
|
39
$1.55K
|
|
|
Jan 04, 2024
Q4 2023
|
Ifs Advisors, LLC
|
BUY
|
- |
1+ 0.31% |
$30.7 - $38.7
|
323
$12.9K
|
|
|
Feb 09, 2024
Q4 2023
|
Ogorek Anthony Joseph
|
BUY
|
- |
1+ 0.11% |
$30.7 - $38.7
|
924
$36.8K
|
|
|
Feb 12, 2024
Q4 2023
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
1+ 3.03% |
$30.7 - $38.7
|
34
$1.35K
|
|
|
Jan 25, 2024
Q4 2023
|
Tfc Financial Management
|
SELL
|
- |
-5- 0.13% |
$153 - $193
|
3.83K
$153K
|
|
|
Feb 01, 2024
Q4 2023
|
New England Capital Financial Advisors LLC
Meriden, CT |
SELL
|
- |
-5- 0.17% |
$153 - $193
|
2.88K
$114K
|
|
|
Jan 18, 2024
Q4 2023
|
First National Corp
|
SELL
|
- |
-7- 0.06% |
$215 - $271
|
11K
$437K
|
|
|
Jan 25, 2024
Q4 2023
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-7- 0.11% |
$215 - $271
|
6.21K
$247K
|
|
|
Jan 25, 2024
Q4 2023
|
Peoples Bank
|
SELL
|
- |
-10- 0.16% |
$307 - $387
|
6.39K
$254K
|
|
|
Feb 12, 2024
Q4 2023
|
Taurus Asset Management, LLC
New York, NY |
SELL
|
- |
-11- 0.14% |
$337 - $425
|
8.01K
$319K
|
|
|
May 15, 2024
Q4 2023
|
Pom Investment Strategies, LLC
Raleigh, NC |
SELL
|
- |
-11- 1.32% |
$337 - $425
|
823
$32.8K
|
|
|
Jan 31, 2024
Q4 2023
|
Lafayette Investments, Inc.
|
SELL
|
- |
-13- 0.05% |
$399 - $502
|
24.5K
$975K
|
|
|
Jan 19, 2024
Q4 2023
|
Mayfair Advisory Group, LLC
Birmingham, AL |
SELL
|
- |
-14- 0.18% |
$429 - $541
|
7.77K
$309K
|
|
|
Feb 05, 2024
Q4 2023
|
Orca Investment Management, LLC
|
SELL
|
- |
-14- 0.03% |
$429 - $541
|
47.9K
$1.91M
|
|
|
Feb 16, 2024
Q4 2023
|
Trail Ridge Investment Advisors, LLC
|
SELL
|
- |
-14- 0.18% |
$429 - $541
|
7.61K
$303K
|
|
|
Feb 06, 2024
Q4 2023
|
Baxter Bros Inc
|
SELL
|
- |
-15- 0.13% |
$460 - $580
|
11.2K
$447K
|
|
|
Jan 10, 2024
Q4 2023
|
Mc Elhenny Sheffield Capital Management, LLC
|
SELL
|
- |
-17- 0.27% |
$521 - $657
|
6.31K
$251K
|
|
|
Jan 31, 2024
Q4 2023
|
American Financial Advisors, LLC
|
SELL
|
- |
-18- 0.26% |
$552 - $696
|
7.01K
$279K
|
|
|
Feb 29, 2024
Q4 2023
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-20- 0.43% |
$613 - $773
|
4.58K
$182K
|
|
|
Jan 16, 2024
Q4 2023
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-22- 3.13% |
$675 - $850
|
681
$27.1K
|
|
|
Jan 22, 2024
Q4 2023
|
Dougherty Wealth Advisers LLC
|
SELL
|
- |
-25Closed |
$767 - $966
|
0
$0
|
|
|
Feb 13, 2024
Q4 2023
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-25- 0.21% |
$767 - $966
|
12.1K
$482K
|
|
|
Jan 31, 2024
Q4 2023
|
Check Capital Management Inc
|
SELL
|
- |
-26- 0.29% |
$797 - $1K
|
9.05K
$360K
|
|
|
Jan 16, 2024
Q4 2023
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-29- 0.62% |
$889 - $1.12K
|
4.68K
$186K
|
|
|
Jan 17, 2024
Q4 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-31- 3.64% |
$951 - $1.2K
|
821
$32.7K
|
|
|
Jan 17, 2024
Q4 2023
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-31- 0.22% |
$951 - $1.2K
|
14.3K
$568K
|
|
|
Feb 02, 2024
Q4 2023
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-32- 3.41% |
$981 - $1.24K
|
906
$36.1K
|
|
|
Jan 16, 2024
Q4 2023
|
Cooper Financial Group
|
SELL
|
- |
-36- 0.31% |
$1.1K - $1.39K
|
11.6K
$462K
|
|
|
Jan 25, 2024
Q4 2023
|
Manchester Financial Inc
|
SELL
|
- |
-36- 0.1% |
$1.1K - $1.39K
|
35.8K
$1.43M
|
|
|
Feb 14, 2024
Q4 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-39- 2.02% |
$1.2K - $1.51K
|
1.89K
$75.3K
|
|
|
Jan 02, 2024
Q4 2023
|
Appleton Partners Inc
|
SELL
|
- |
-41- 0.47% |
$1.26K - $1.58K
|
8.74K
$348K
|
|
|
Jan 29, 2024
Q4 2023
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-46- 11.92% |
$1.41K - $1.78K
|
340
$13.5K
|
|
|
Jan 24, 2024
Q4 2023
|
Moody Lynn & Lieberson, LLC
|
SELL
|
- |
-49- 0.62% |
$1.5K - $1.89K
|
7.85K
$312K
|
|
|
Feb 09, 2024
Q4 2023
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-53- 0.41% |
$1.63K - $2.05K
|
12.9K
$514K
|
|
|
Jan 29, 2024
Q4 2023
|
Bull Street Advisors, LLC
|
SELL
|
- |
-55- 0.22% |
$1.69K - $2.13K
|
24.9K
$989K
|