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
|
Taylor & Morgan Wealth Management, LLC
|
SELL
|
- |
-1.11K- 12.23% |
$34K - $42.8K
|
7.94K
$314K
|
|
|
Jan 19, 2024
Q4 2023
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-1.11K- 4.03% |
$34K - $42.8K
|
26.4K
$1.04M
|
|
|
Jan 29, 2024
Q4 2023
|
Clarus Group, Inc.
|
SELL
|
- |
-1.12K- 12.94% |
$34.2K - $43.1K
|
7.51K
$297K
|
|
|
Jun 26, 2024
Q4 2023
|
Old Port Advisors
|
SELL
|
- |
-1.12K- 9.8% |
$34.2K - $43.1K
|
10.3K
$406K
|
|
|
Feb 05, 2024
Q4 2023
|
Capital Investment Counsel, Inc
|
SELL
|
- |
-1.13K- 2.34% |
$34.7K - $43.7K
|
47.1K
$1.86M
|
|
|
Mar 05, 2024
Q4 2023
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-1.14K- 11.77% |
$34.8K - $43.9K
|
8.52K
$337K
|
|
|
Feb 09, 2024
Q4 2023
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-1.14K- 6.99% |
$34.9K - $44K
|
15.1K
$599K
|
|
|
Feb 12, 2024
Q4 2023
|
Journey Advisory Group, LLC
|
SELL
|
- |
-1.14K- 7.27% |
$35K - $44.1K
|
14.5K
$575K
|
|
|
Feb 15, 2024
Q4 2023
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-1.14K- 7.87% |
$35.1K - $44.2K
|
13.4K
$530K
|
|
|
Jan 23, 2024
Q4 2023
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-1.15K- 4.46% |
$35.1K - $44.3K
|
24.6K
$971K
|
|
|
Jan 04, 2024
Q4 2023
|
Rempart Asset Management Inc.
Montreal, Z4 |
SELL
|
- |
-1.15K- 2.76% |
$35.3K - $44.4K
|
40.5K
$1.6M
|
|
|
Feb 07, 2024
Q4 2023
|
Reynders Mc Veigh Capital Management, LLC
|
SELL
|
- |
-1.15K- 14.58% |
$35.3K - $44.4K
|
6.74K
$266K
|
|
|
Feb 09, 2024
Q4 2023
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-1.17K- 4.52% |
$35.9K - $45.2K
|
24.7K
$977K
|
|
|
Jan 22, 2024
Q4 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-1.17K- 13.02% |
$36K - $45.3K
|
7.84K
$310K
|
|
|
Feb 02, 2024
Q4 2023
|
Herold Advisors, Inc.
|
SELL
|
- |
-1.19K- 1.95% |
$36.4K - $45.9K
|
59.7K
$2.36M
|
|
|
Feb 13, 2024
Q4 2023
|
Coco Enterprises, LLC
Whitefish, MT |
SELL
|
- |
-1.19K- 4.27% |
$36.5K - $46K
|
26.6K
$1.05M
|
|
|
Jan 11, 2024
Q4 2023
|
Orrstown Financial Services Inc
Shippensburg, PA |
SELL
|
- |
-1.19K- 11.13% |
$36.6K - $46.1K
|
9.53K
$377K
|
|
|
Feb 20, 2024
Q4 2023
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-1.2K- 16.63% |
$36.7K - $46.3K
|
6.01K
$237K
|
|
|
Jan 16, 2024
Q4 2023
|
Hbw Advisory Services LLC
|
SELL
|
- |
-1.2K- 1.64% |
$36.9K - $46.5K
|
72.2K
$2.85M
|
|
|
Feb 14, 2024
Q4 2023
|
Campion Asset Management
|
SELL
|
- |
-1.22K- 8.12% |
$37.3K - $47K
|
13.7K
$544K
|
|
|
Feb 09, 2024
Q4 2023
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-1.22K- 7.81% |
$37.4K - $47.2K
|
14.4K
$570K
|
|
|
Jan 22, 2024
Q4 2023
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-1.22K- 2.15% |
$37.5K - $47.3K
|
55.8K
$2.2M
|
|
|
Jan 23, 2024
Q4 2023
|
Dorchester Wealth Management CO
|
SELL
|
- |
-1.22K- 2.68% |
$37.5K - $47.3K
|
44.4K
$1.76M
|
|
|
Jan 29, 2024
Q4 2023
|
Adamsbrown Wealth Consultants LLC
|
SELL
|
- |
-1.24K- 15.54% |
$37.9K - $47.8K
|
6.72K
$266K
|
|
|
Feb 22, 2024
Q4 2023
|
Auxier Asset Management
Aurora, OR |
SELL
|
- |
-1.24K- 3.61% |
$38.1K - $48K
|
33.1K
$1.31M
|
|
|
Jan 10, 2024
Q4 2023
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-1.24K- 6.11% |
$38.2K - $48.1K
|
19.1K
$756K
|
|
|
Feb 12, 2024
Q4 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.25K- 3.76% |
$38.4K - $48.4K
|
32K
$1.27M
|
|
|
Jan 29, 2024
Q4 2023
|
Kennedy Investment Group
West Depford, NJ |
SELL
|
- |
-1.26K- 4.06% |
$38.6K - $48.7K
|
29.7K
$1.18M
|
|
|
Feb 08, 2024
Q4 2023
|
Hayek Kallen Investment Management
Fairhope, AL |
SELL
|
- |
-1.26K- 1.3% |
$38.6K - $48.7K
|
95.4K
$3.77M
|
|
|
Jan 17, 2024
Q4 2023
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-1.26K- 2.26% |
$38.7K - $48.8K
|
54.6K
$2.16M
|
|
|
Feb 06, 2024
Q4 2023
|
Sheets Smith Wealth Management
|
SELL
|
- |
-1.26K- 7.93% |
$38.8K - $48.9K
|
14.7K
$581K
|
|
|
Feb 12, 2024
Q4 2023
|
Viawealth, LLC
Overland Park, KS |
SELL
|
- |
-1.26K- 5.39% |
$38.8K - $48.9K
|
22.2K
$878K
|
|
|
Feb 05, 2024
Q4 2023
|
Kapstone Financial Advisors LLC
Dayton, OH |
SELL
|
- |
-1.27K- 12.31% |
$38.8K - $48.9K
|
9.01K
$356K
|
|
|
Feb 08, 2024
Q4 2023
|
North Rock Partners, LLC
|
SELL
|
- |
-1.27K- 4.11% |
$38.9K - $49K
|
29.6K
$1.17M
|
|
|
Jan 17, 2024
Q4 2023
|
Harrington Investments, Inc
|
SELL
|
- |
-1.27K- 3.07% |
$39K - $49.1K
|
40.1K
$1.59M
|
|
|
Jan 31, 2024
Q4 2023
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-1.28K- 4.01% |
$39.3K - $49.5K
|
30.7K
$1.21M
|
|
|
Feb 14, 2024
Q4 2023
|
Wealth Architects, LLC
|
SELL
|
- |
-1.28K- 9.2% |
$39.3K - $49.6K
|
12.7K
$501K
|
|
|
Feb 14, 2024
Q4 2023
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-1.29K- 10.59% |
$39.6K - $49.9K
|
10.9K
$431K
|
|
|
Feb 12, 2024
Q4 2023
|
Arrow Financial Corp
|
SELL
|
- |
-1.29K- 10.1% |
$39.7K - $50K
|
11.5K
$455K
|
|
|
Jan 22, 2024
Q4 2023
|
Wendell David Associates Inc
|
SELL
|
- |
-1.3K- 1.95% |
$39.9K - $50.2K
|
65.4K
$2.59M
|
|
|
Jan 31, 2024
Q4 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-1.3K- 33.05% |
$39.9K - $50.3K
|
2.64K
$104K
|
|
|
Jan 19, 2024
Q4 2023
|
Quent Capital, LLC
|
SELL
|
- |
-1.31K- 17.44% |
$40.3K - $50.8K
|
6.22K
$246K
|
|
|
Jun 14, 2024
Q4 2023
|
Quent Capital, LLC
|
SELL
|
- |
-1.31K- 17.44% |
$40.3K - $50.8K
|
6.22K
$246K
|
|
|
May 20, 2024
Q4 2023
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-1.32K- 7.46% |
$40.4K - $50.9K
|
16.3K
$645K
|
|
|
Jan 17, 2024
Q4 2023
|
Planned Solutions, Inc.
|
SELL
|
- |
-1.33K- 15.44% |
$40.8K - $51.4K
|
7.28K
$288K
|
|
|
Feb 12, 2024
Q4 2023
|
Insight 2811, Inc.
Chicago, IL |
SELL
|
- |
-1.33K- 9.9% |
$40.8K - $51.4K
|
12.1K
$478K
|
|
|
Feb 02, 2024
Q4 2023
|
White Pine Capital LLC
Golden Valley, MN |
SELL
|
- |
-1.33K- 2.68% |
$40.9K - $51.6K
|
48.5K
$1.92M
|
|
|
Feb 14, 2024
Q4 2023
|
Modera Wealth Management, LLC
|
SELL
|
- |
-1.34K- 6.06% |
$41.1K - $51.8K
|
20.8K
$822K
|
|
|
Jan 10, 2024
Q4 2023
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-1.35K- 8.16% |
$41.5K - $52.3K
|
15.2K
$602K
|
|
|
Jan 31, 2024
Q4 2023
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-1.36K- 0.52% |
$41.6K - $52.4K
|
261K
$10.3M
|