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 10, 2024
Q4 2023
|
Rise Advisors, LLC
|
SELL
|
- |
-147- 1.98% |
$4.51K - $5.68K
|
7.28K
$291K
|
|
|
Jan 31, 2024
Q4 2023
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-149- 13.13% |
$4.57K - $5.76K
|
986
$39.4K
|
|
|
Feb 08, 2024
Q4 2023
|
Strategic Financial Services, Inc,
Utica, NY |
SELL
|
- |
-149- 2.3% |
$4.57K - $5.76K
|
6.34K
$254K
|
|
|
Jan 08, 2024
Q4 2023
|
Baldwin Brothers LLC
|
SELL
|
- |
-150- 4.47% |
$4.6K - $5.8K
|
3.21K
$128K
|
|
|
Feb 07, 2024
Q4 2023
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-151- 71.23% |
$4.63K - $5.84K
|
61
$2.44K
|
|
|
Feb 07, 2024
Q4 2023
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-152- 2.38% |
$4.66K - $5.87K
|
6.23K
$249K
|
|
|
Feb 06, 2024
Q4 2023
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-157- 2.36% |
$4.82K - $6.07K
|
6.49K
$259K
|
|
|
Jan 16, 2024
Q4 2023
|
Thompson Investment Management, Inc.
|
SELL
|
- |
-159- 9.13% |
$4.88K - $6.15K
|
1.58K
$63.2K
|
|
|
Jan 17, 2024
Q4 2023
|
F&V Capital Management, LLC
|
SELL
|
- |
-160- 0.07% |
$4.91K - $6.18K
|
217K
$8.67M
|
|
|
Feb 06, 2024
Q4 2023
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-160- 1.4% |
$4.91K - $6.18K
|
11.3K
$451K
|
|
|
Feb 13, 2024
Q4 2023
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-160- 1.96% |
$4.91K - $6.18K
|
8K
$320K
|
|
|
Feb 09, 2024
Q4 2023
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-161- 1.28% |
$4.94K - $6.22K
|
12.5K
$498K
|
|
|
Jan 26, 2024
Q4 2023
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-165- 24.59% |
$5.06K - $6.38K
|
506
$20.2K
|
|
|
Feb 06, 2024
Q4 2023
|
Smh Capital Advisors Inc
|
SELL
|
- |
-166- 1.3% |
$5.09K - $6.42K
|
12.6K
$502K
|
|
|
Feb 06, 2024
Q4 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-167- 19.09% |
$5.12K - $6.45K
|
708
$28.3K
|
|
|
Jan 22, 2024
Q4 2023
|
Weaver Consulting Group
|
SELL
|
- |
-170- 0.75% |
$5.21K - $6.57K
|
22.4K
$894K
|
|
|
Jan 12, 2024
Q4 2023
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-173- 0.66% |
$5.31K - $6.69K
|
26K
$1.04M
|
|
|
Jan 26, 2024
Q4 2023
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-179- 2.18% |
$5.49K - $6.92K
|
8.02K
$321K
|
|
|
Jan 12, 2024
Q4 2023
|
Atwood & Palmer Inc
|
SELL
|
- |
-180- 7.3% |
$5.52K - $6.96K
|
2.29K
$91.4K
|
|
|
Jan 12, 2024
Q4 2023
|
Cgc Financial Services, LLC
Lake Oswego, OR |
SELL
|
- |
-185- 21.26% |
$5.67K - $7.15K
|
685
$27.4K
|
|
|
Jan 09, 2024
Q4 2023
|
Shilanski & Associates, Inc.
|
SELL
|
- |
-186- 1.47% |
$5.7K - $7.19K
|
12.4K
$497K
|
|
|
Feb 01, 2024
Q4 2023
|
Socha Financial Group, LLC
Corning, NY |
SELL
|
- |
-186- 1.89% |
$5.7K - $7.19K
|
9.65K
$386K
|
|
|
Feb 07, 2024
Q4 2023
|
Royal Capital Wealth Management, LLC
Carmel, IN |
SELL
|
- |
-187- 2.73% |
$5.74K - $7.23K
|
6.65K
$266K
|
|
|
Jan 29, 2024
Q4 2023
|
Cassia Capital Partners, LLC
Winston Salem, NC |
SELL
|
- |
-189- 1.49% |
$5.8K - $7.3K
|
12.5K
$498K
|
|
|
Feb 05, 2024
Q4 2023
|
Pacific Sage Partners, LLC
Shoreline, WA |
SELL
|
- |
-189- 1.8% |
$5.8K - $7.3K
|
10.3K
$412K
|
|
|
Feb 14, 2024
Q4 2023
|
Guardian Wealth Management, Inc.
Peoria, IL |
SELL
|
- |
-194- 8.23% |
$5.95K - $7.5K
|
2.16K
$86.4K
|
|
|
Jan 30, 2024
Q4 2023
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-197- 1.7% |
$6.04K - $7.61K
|
11.4K
$456K
|
|
|
Jan 04, 2024
Q4 2023
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-200- 7.29% |
$6.13K - $7.73K
|
2.55K
$102K
|
|
|
Jan 19, 2024
Q4 2023
|
Life Planning Partners, Inc
|
SELL
|
- |
-200- 14.34% |
$6.13K - $7.73K
|
1.2K
$47.8K
|
|
|
Jan 30, 2024
Q4 2023
|
Lipe & Dalton
|
SELL
|
- |
-200- 1.16% |
$6.13K - $7.73K
|
17.1K
$683K
|
|
|
Feb 07, 2024
Q4 2023
|
Nvwm, LLC
|
SELL
|
- |
-200- 6.17% |
$6.13K - $7.73K
|
3.04K
$122K
|
|
|
Feb 13, 2024
Q4 2023
|
Quest Investment Management LLC
Lake Oswego, OR |
SELL
|
- |
-200- 2.17% |
$6.13K - $7.73K
|
9K
$360K
|
|
|
Feb 09, 2024
Q4 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-201- 7.46% |
$6.16K - $7.77K
|
2.49K
$99.6K
|
|
|
Jan 25, 2024
Q4 2023
|
Valley National Advisers Inc
|
SELL
|
- |
-202- 0.88% |
$6.2K - $7.81K
|
22.7K
$907K
|
|
|
Feb 12, 2024
Q4 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-204- 7.86% |
$6.26K - $7.88K
|
2.39K
$95.6K
|
|
|
Jan 26, 2024
Q4 2023
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-205- 0.68% |
$6.29K - $7.92K
|
30.1K
$1.2M
|
|
|
Jan 16, 2024
Q4 2023
|
Godsey & Gibb Associates
|
SELL
|
- |
-206- 5.88% |
$6.32K - $7.96K
|
3.3K
$132K
|
|
|
Feb 08, 2024
Q4 2023
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-207- 5.64% |
$6.35K - $8K
|
3.46K
$138K
|
|
|
Feb 15, 2024
Q4 2023
|
Horizon Kinetics Asset Management LLC
|
SELL
|
- |
-215- 1.97% |
$6.59K - $8.31K
|
10.7K
$427K
|
|
|
Jan 09, 2024
Q4 2023
|
Purus Wealth Management, LLC
|
SELL
|
- |
-216- 1.55% |
$6.62K - $8.35K
|
13.7K
$547K
|
|
|
Jan 23, 2024
Q4 2023
|
Semus Wealth Partners LLC
Boca Raton, FL |
SELL
|
- |
-216- 2.61% |
$6.62K - $8.35K
|
8.07K
$322K
|
|
|
Feb 08, 2024
Q4 2023
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-216- 0.55% |
$6.62K - $8.35K
|
38.8K
$1.55M
|
|
|
Feb 13, 2024
Q4 2023
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
SELL
|
- |
-217- 2.11% |
$6.66K - $8.39K
|
10.1K
$402K
|
|
|
Jan 31, 2024
Q4 2023
|
First National Bank & Trust CO Of Newtown
|
SELL
|
- |
-219- 0.29% |
$6.72K - $8.46K
|
74.9K
$2.99M
|
|
|
Jan 10, 2024
Q4 2023
|
Harbor Group, Inc.
|
SELL
|
- |
-224- 2.7% |
$6.87K - $8.66K
|
8.06K
$322K
|
|
|
Jan 19, 2024
Q4 2023
|
West Branch Capital LLC
|
SELL
|
- |
-230- 6.42% |
$7.05K - $8.89K
|
3.35K
$134K
|
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-233- 19.91% |
$7.15K - $9.01K
|
937
$37.5K
|
|
|
Jan 22, 2024
Q4 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-234- 1.42% |
$7.18K - $9.04K
|
16.3K
$651K
|
|
|
Feb 13, 2024
Q4 2023
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-237- 3.64% |
$7.27K - $9.16K
|
6.28K
$251K
|
|
|
Feb 14, 2024
Q4 2023
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
SELL
|
- |
-240- 3.59% |
$7.36K - $9.28K
|
6.45K
$258K
|