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
|
Arlington Partners LLC
|
SELL
|
- |
-545- 97.32% |
$16.7K - $21.1K
|
15
$600
|
|
|
Feb 09, 2024
Q4 2023
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-550- 1.45% |
$16.9K - $21.3K
|
37.5K
$1.5M
|
|
|
Feb 12, 2024
Q4 2023
|
Bank Of Nova Scotia Trust CO
|
SELL
|
- |
-550- 7.89% |
$16.9K - $21.3K
|
6.42K
$257K
|
|
|
Feb 14, 2024
Q4 2023
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-550- 4.89% |
$16.9K - $21.3K
|
10.7K
$428K
|
|
|
Jan 10, 2024
Q4 2023
|
First Community Trust Na
|
SELL
|
- |
-555- 16.61% |
$17K - $21.5K
|
2.79K
$111K
|
|
|
Jan 17, 2024
Q4 2023
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-557- 10.78% |
$17.1K - $21.5K
|
4.61K
$184K
|
|
|
Jan 09, 2024
Q4 2023
|
Beacon Capital Management, LLC
|
SELL
|
- |
-567- 9.26% |
$17.4K - $21.9K
|
5.56K
$222K
|
|
|
Jan 25, 2024
Q4 2023
|
Aull & Monroe Investment Management Corp
Mobile, AL |
SELL
|
- |
-575- 0.92% |
$17.6K - $22.2K
|
61.7K
$2.47M
|
|
|
Feb 08, 2024
Q4 2023
|
Richmond Brothers, Inc.
Jackson, MI |
SELL
|
- |
-575- 9.07% |
$17.6K - $22.2K
|
5.77K
$231K
|
|
|
Feb 08, 2024
Q4 2023
|
Fairhaven Wealth Management, LLC
|
SELL
|
- |
-577- 7.64% |
$17.7K - $22.3K
|
6.97K
$279K
|
|
|
Jan 16, 2024
Q4 2023
|
Fsc Wealth Advisors, LLC
|
SELL
|
- |
-580- 12.37% |
$17.8K - $22.4K
|
4.11K
$164K
|
|
|
Jan 24, 2024
Q4 2023
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-584- 5.85% |
$17.9K - $22.6K
|
9.41K
$376K
|
|
|
Jan 24, 2024
Q4 2023
|
Sowa Financial Group, Inc.
Lincoln, RI |
SELL
|
- |
-584- 5.14% |
$17.9K - $22.6K
|
10.8K
$431K
|
|
|
Feb 07, 2024
Q4 2023
|
Jnba Financial Advisors
|
SELL
|
- |
-587- 14.12% |
$18K - $22.7K
|
3.57K
$143K
|
|
|
Feb 01, 2024
Q4 2023
|
1900 Wealth Management LLC
|
SELL
|
- |
-588- 9.5% |
$18K - $22.7K
|
5.6K
$224K
|
|
|
Feb 08, 2024
Q4 2023
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
SELL
|
- |
-588- 3.99% |
$18K - $22.7K
|
14.2K
$566K
|
|
|
Feb 07, 2024
Q4 2023
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-593- 6.6% |
$18.2K - $22.9K
|
8.4K
$336K
|
|
|
Feb 14, 2024
Q4 2023
|
Beck Mack & Oliver LLC
New York, NY |
SELL
|
- |
-604- 0.22% |
$18.5K - $23.3K
|
280K
$11.2M
|
|
|
Jan 26, 2024
Q4 2023
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-608- 2.59% |
$18.6K - $23.5K
|
22.9K
$914K
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-616- 2.07% |
$18.9K - $23.8K
|
29.2K
$1.17M
|
|
|
Feb 13, 2024
Q4 2023
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-620- 7.82% |
$19K - $24K
|
7.31K
$292K
|
|
|
Jan 08, 2024
Q4 2023
|
Versant Capital Management, Inc
|
SELL
|
- |
-623- 9.12% |
$19.1K - $24.1K
|
6.21K
$248K
|
|
|
Feb 08, 2024
Q4 2023
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
SELL
|
- |
-624- 3.11% |
$19.1K - $24.1K
|
19.4K
$777K
|
|
|
Jan 11, 2024
Q4 2023
|
West Financial Advisors, LLC
|
SELL
|
- |
-628- 71.36% |
$19.3K - $24.3K
|
252
$10.1K
|
|
|
Jan 12, 2024
Q4 2023
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-629- 3.5% |
$19.3K - $24.3K
|
17.4K
$694K
|
|
|
Feb 01, 2024
Q4 2023
|
Efg Asset Management (Americas) Corp.
|
SELL
|
- |
-629- 2.83% |
$19.3K - $24.3K
|
21.6K
$862K
|
|
|
Jan 09, 2024
Q4 2023
|
Central Bank & Trust CO
|
SELL
|
- |
-632- 14.77% |
$19.4K - $24.4K
|
3.65K
$146K
|
|
|
Feb 14, 2024
Q4 2023
|
Stonehage Fleming Financial Services Holdings LTD
|
SELL
|
- |
-632- 20.59% |
$19.4K - $24.4K
|
2.44K
$97.5K
|
|
|
Feb 08, 2024
Q4 2023
|
Addison Capital CO
|
SELL
|
- |
-634- 8.71% |
$19.4K - $24.5K
|
6.65K
$266K
|
|
|
Feb 05, 2024
Q4 2023
|
Vanguard Capital Wealth Advisors
|
SELL
|
- |
-639- 4.53% |
$19.6K - $24.7K
|
13.5K
$538K
|
|
|
Feb 08, 2024
Q4 2023
|
Texas Permanent School Fund
Austin, TX |
SELL
|
- |
-639- 0.07% |
$19.6K - $24.7K
|
868K
$34.7M
|
|
|
Jan 17, 2024
Q4 2023
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-648- 4.0% |
$19.9K - $25K
|
15.6K
$622K
|
|
|
Feb 01, 2024
Q4 2023
|
Psi Advisors, LLC
|
SELL
|
- |
-653- 2.1% |
$20K - $25.2K
|
30.4K
$1.22M
|
|
|
Jan 12, 2024
Q4 2023
|
Lantz Financial LLC
|
SELL
|
- |
-654- 4.17% |
$20.1K - $25.3K
|
15K
$600K
|
|
|
Jan 29, 2024
Q4 2023
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-660- 7.57% |
$20.2K - $25.5K
|
8.06K
$322K
|
|
|
Feb 07, 2024
Q4 2023
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-660- 0.26% |
$20.2K - $25.5K
|
254K
$10.2M
|
|
|
Jan 22, 2024
Q4 2023
|
Ironwood Wealth Management, Inc.
|
SELL
|
- |
-662- 30.61% |
$20.3K - $25.6K
|
1.5K
$60K
|
|
|
Jan 24, 2024
Q4 2023
|
Peoples Financial Services Corp.
|
SELL
|
- |
-666- 1.41% |
$20.4K - $25.7K
|
46.4K
$1.86M
|
|
|
Jan 22, 2024
Q4 2023
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
SELL
|
- |
-669- 40.08% |
$20.5K - $25.9K
|
1K
$40K
|
|
|
Feb 01, 2024
Q4 2023
|
Vicus Capital
State College, PA |
SELL
|
- |
-673- 10.56% |
$20.6K - $26K
|
5.7K
$228K
|
|
|
Feb 08, 2024
Q4 2023
|
Empire Life Investments Inc.
|
SELL
|
- |
-676- 0.19% |
$20.7K - $26.1K
|
365K
$14.6M
|
|
|
Feb 12, 2024
Q4 2023
|
Excalibur Management Corp
|
SELL
|
- |
-679- 0.72% |
$20.8K - $26.2K
|
94.2K
$3.76M
|
|
|
Feb 08, 2024
Q4 2023
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-681- 6.54% |
$20.9K - $26.3K
|
9.72K
$389K
|
|
|
May 15, 2024
Q4 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-684- 41.83% |
$21K - $26.4K
|
951
$38K
|
|
|
Feb 13, 2024
Q4 2023
|
Prudent Man Advisors, LLC
|
SELL
|
- |
-685- 5.34% |
$21K - $26.5K
|
12.1K
$486K
|
|
|
Feb 09, 2024
Q4 2023
|
Hohimer Wealth Management, LLC
|
SELL
|
- |
-688- 2.57% |
$21.1K - $26.6K
|
26.1K
$1.04M
|
|
|
Feb 13, 2024
Q4 2023
|
Tacita Capital Inc
Toronto, A6 |
SELL
|
- |
-690- 33.41% |
$21.2K - $26.7K
|
1.38K
$55K
|
|
|
Jan 18, 2024
Q4 2023
|
Morton Capital Management Llc/Ca
Calabasas, CA |
SELL
|
- |
-694- 10.11% |
$21.3K - $26.8K
|
6.17K
$247K
|
|
|
Jan 10, 2024
Q4 2023
|
Grassi Investment Management
|
SELL
|
- |
-697- 4.31% |
$21.4K - $26.9K
|
15.5K
$618K
|
|
|
Jan 30, 2024
Q4 2023
|
Mathes Company, Inc.
|
SELL
|
- |
-700- 1.68% |
$21.5K - $27.1K
|
41K
$1.64M
|