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 |
---|---|---|---|---|---|---|---|
Feb 05, 2024
Q4 2023
|
Field & Main Bank
|
SELL
|
- |
-906- 3.63% |
$27.8K - $35K
|
24K
$950K
|
|
Feb 09, 2024
Q4 2023
|
Richwood Investment Advisors, LLC
|
SELL
|
- |
-914- 4.81% |
$28K - $35.3K
|
18.1K
$714K
|
|
Jan 31, 2024
Q4 2023
|
Obsidian Personal Planning Solutions LLC
|
SELL
|
- |
-917- 11.61% |
$28.1K - $35.4K
|
6.98K
$276K
|
|
Jan 16, 2024
Q4 2023
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-919- 11.53% |
$28.2K - $35.5K
|
7.05K
$279K
|
|
Jan 31, 2024
Q4 2023
|
Ipswich Investment Management Co., Inc.
|
SELL
|
- |
-919- 5.62% |
$28.2K - $35.5K
|
15.4K
$610K
|
|
Jan 29, 2024
Q4 2023
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-920- 9.42% |
$28.2K - $35.6K
|
8.85K
$350K
|
|
Feb 13, 2024
Q4 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-922- 1.14% |
$28.3K - $35.6K
|
79.8K
$3.16M
|
|
Jan 18, 2024
Q4 2023
|
Franklin Street Advisors Inc
|
SELL
|
- |
-925- 3.55% |
$28.4K - $35.8K
|
25.1K
$994K
|
|
Jan 23, 2024
Q4 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-928- 6.79% |
$28.5K - $35.9K
|
12.7K
$504K
|
|
Jan 19, 2024
Q4 2023
|
Pfg Advisors
|
SELL
|
- |
-929- 4.1% |
$28.5K - $35.9K
|
21.7K
$860K
|
|
Apr 04, 2024
Q4 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-930- 95.48% |
$28.5K - $35.9K
|
44
$1.74K
|
|
Jan 11, 2024
Q4 2023
|
Radnor Capital Management, LLC
|
SELL
|
- |
-933- 1.6% |
$28.6K - $36.1K
|
57.5K
$2.27M
|
|
Feb 07, 2024
Q4 2023
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-935- 7.46% |
$28.7K - $36.1K
|
11.6K
$459K
|
|
Jul 17, 2024
Q4 2023
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-948- 17.87% |
$29.1K - $36.6K
|
4.36K
$172K
|
|
Jan 19, 2024
Q4 2023
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-950- 10.72% |
$29.1K - $36.7K
|
7.92K
$313K
|
|
Feb 08, 2024
Q4 2023
|
German American Bancorp, Inc.
Jasper, IN |
SELL
|
- |
-968- 10.37% |
$29.7K - $37.4K
|
8.37K
$331K
|
|
Jan 18, 2024
Q4 2023
|
Uncommon Cents Investing LLC
|
SELL
|
- |
-969- 2.25% |
$29.7K - $37.5K
|
42.2K
$1.67M
|
|
Jan 17, 2024
Q4 2023
|
S.A. Mason LLC
|
SELL
|
- |
-971- 12.61% |
$29.8K - $37.5K
|
6.73K
$266K
|
|
Feb 14, 2024
Q4 2023
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-973- 0.13% |
$29.8K - $37.6K
|
745K
$29.4M
|
|
Feb 07, 2024
Q4 2023
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-975- 6.58% |
$29.9K - $37.7K
|
13.8K
$548K
|
|
Feb 05, 2024
Q4 2023
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-982- 5.09% |
$30.1K - $38K
|
18.3K
$724K
|
|
Jan 22, 2024
Q4 2023
|
Berkshire Bank
|
SELL
|
- |
-987- 1.42% |
$30.3K - $38.1K
|
68.5K
$2.71M
|
|
Feb 12, 2024
Q4 2023
|
Charter Research & Investment Group, Inc.
Southport, CT |
SELL
|
- |
-987- 3.33% |
$30.3K - $38.1K
|
28.6K
$1.13M
|
|
Jan 31, 2024
Q4 2023
|
Waterfront Wealth Inc.
|
SELL
|
- |
-990- 12.06% |
$30.4K - $38.3K
|
7.22K
$285K
|
|
Feb 07, 2024
Q4 2023
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-993- 7.53% |
$30.5K - $38.4K
|
12.2K
$482K
|
|
Jan 10, 2024
Q4 2023
|
Wealth Management Partners, LLC
|
SELL
|
- |
-995- 7.28% |
$30.5K - $38.5K
|
12.7K
$501K
|
|
Feb 02, 2024
Q4 2023
|
Cornerstone Capital, Inc.
Palo Alto, CA |
SELL
|
- |
-998- 0.33% |
$30.6K - $38.6K
|
305K
$12.1M
|
|
Jan 26, 2024
Q4 2023
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-999- 10.1% |
$30.6K - $38.6K
|
8.9K
$352K
|
|
Jan 30, 2024
Q4 2023
|
Emfo, LLC
|
SELL
|
- |
-1K- 2.12% |
$30.7K - $38.7K
|
46.1K
$1.82M
|
|
Feb 05, 2024
Q4 2023
|
Orion Capital Management LLC
|
SELL
|
- |
-1K- 11.37% |
$30.7K - $38.7K
|
7.79K
$308K
|
|
Jan 08, 2024
Q4 2023
|
Traverso Chambers Private Wealth Management, LLC
|
SELL
|
- |
-1K- 3.93% |
$30.7K - $38.7K
|
24.5K
$967K
|
|
Feb 05, 2024
Q4 2023
|
Rb Capital Management, LLC
|
SELL
|
- |
-1K- 5.44% |
$30.7K - $38.7K
|
17.4K
$688K
|
|
Feb 02, 2024
Q4 2023
|
Heritage Financial Services, LLC
|
SELL
|
- |
-1.01K- 15.84% |
$30.9K - $38.9K
|
5.34K
$211K
|
|
Feb 06, 2024
Q4 2023
|
Rmr Wealth Builders
|
SELL
|
- |
-1.01K- 2.62% |
$31.1K - $39.2K
|
37.8K
$1.49M
|
|
Jan 30, 2024
Q4 2023
|
Syntax Research, Inc.
Boca Raton, FL |
SELL
|
- |
-1.02K- 44.04% |
$31.4K - $39.5K
|
1.3K
$51.4K
|
|
Jan 24, 2024
Q4 2023
|
Lodestone Wealth Management LLC
Spokane, WA |
SELL
|
- |
-1.03K- 11.33% |
$31.5K - $39.7K
|
8.03K
$317K
|
|
Jan 11, 2024
Q4 2023
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-1.04K- 4.14% |
$31.7K - $40K
|
23.9K
$947K
|
|
Jan 22, 2024
Q4 2023
|
Newton One Investments LLC
|
SELL
|
- |
-1.06K- 51.94% |
$32.4K - $40.8K
|
977
$38.6K
|
|
Feb 05, 2024
Q4 2023
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-1.06K- 12.8% |
$32.4K - $40.9K
|
7.2K
$285K
|
|
Feb 12, 2024
Q4 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-1.06K- 15.25% |
$32.5K - $41K
|
5.9K
$233K
|
|
Jan 23, 2024
Q4 2023
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-1.06K- 3.16% |
$32.6K - $41K
|
32.6K
$1.29M
|
|
Feb 12, 2024
Q4 2023
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
SELL
|
- |
-1.08K- 6.37% |
$33K - $41.5K
|
15.8K
$625K
|
|
Jan 18, 2024
Q4 2023
|
Good Life Advisors, LLC
|
SELL
|
- |
-1.08K- 1.63% |
$33K - $41.6K
|
64.9K
$2.57M
|
|
Jan 23, 2024
Q4 2023
|
Heartland Bank & Trust CO
|
SELL
|
- |
-1.08K- 11.39% |
$33.2K - $41.8K
|
8.42K
$333K
|
|
Jan 17, 2024
Q4 2023
|
Douglas Lane & Associates, LLC
|
SELL
|
- |
-1.09K- 4.77% |
$33.3K - $41.9K
|
21.7K
$856K
|
|
Jan 23, 2024
Q4 2023
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-1.09K- 8.01% |
$33.4K - $42.1K
|
12.5K
$494K
|
|
Feb 02, 2024
Q4 2023
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
SELL
|
- |
-1.09K- 3.79% |
$33.5K - $42.2K
|
27.7K
$1.1M
|
|
Feb 14, 2024
Q4 2023
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-1.09K- 13.78% |
$33.6K - $42.3K
|
6.84K
$271K
|
|
Feb 14, 2024
Q4 2023
|
Ramirez Asset Management, Inc.
New York, NY |
SELL
|
- |
-1.1K- 57.89% |
$33.7K - $42.5K
|
800
$31.6K
|
|
Jan 08, 2024
Q4 2023
|
Ewg Elevate Inc.
|
SELL
|
- |
-1.11K- 16.81% |
$33.9K - $42.7K
|
5.47K
$216K
|