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 02, 2024
Q4 2023
|
Heritage Financial Services, LLC
|
SELL
|
- |
-1.01K- 15.84% |
$30.9K - $38.9K
|
5.34K
$227K
|
|
|
Feb 06, 2024
Q4 2023
|
Rmr Wealth Builders
|
SELL
|
- |
-1.01K- 2.62% |
$31.1K - $39.2K
|
37.8K
$1.6M
|
|
|
Jan 30, 2024
Q4 2023
|
Syntax Research, Inc.
Boca Raton, FL |
SELL
|
- |
-1.02K- 44.04% |
$31.4K - $39.5K
|
1.3K
$55.2K
|
|
|
Jan 24, 2024
Q4 2023
|
Lodestone Wealth Management LLC
Spokane, WA |
SELL
|
- |
-1.03K- 11.33% |
$31.5K - $39.7K
|
8.03K
$341K
|
|
|
Jan 11, 2024
Q4 2023
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-1.04K- 4.14% |
$31.7K - $40K
|
23.9K
$1.02M
|
|
|
Jan 22, 2024
Q4 2023
|
Newton One Investments LLC
|
SELL
|
- |
-1.06K- 51.94% |
$32.4K - $40.8K
|
977
$41.5K
|
|
|
Feb 05, 2024
Q4 2023
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-1.06K- 12.8% |
$32.4K - $40.9K
|
7.2K
$306K
|
|
|
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
$251K
|
|
|
Jan 23, 2024
Q4 2023
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-1.06K- 3.16% |
$32.6K - $41K
|
32.6K
$1.38M
|
|
|
Feb 12, 2024
Q4 2023
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
SELL
|
- |
-1.08K- 6.37% |
$33K - $41.5K
|
15.8K
$671K
|
|
|
Jan 18, 2024
Q4 2023
|
Good Life Advisors, LLC
|
SELL
|
- |
-1.08K- 1.63% |
$33K - $41.6K
|
64.9K
$2.76M
|
|
|
Jan 23, 2024
Q4 2023
|
Heartland Bank & Trust CO
|
SELL
|
- |
-1.08K- 11.39% |
$33.2K - $41.8K
|
8.42K
$358K
|
|
|
Jan 17, 2024
Q4 2023
|
Douglas Lane & Associates, LLC
|
SELL
|
- |
-1.09K- 4.77% |
$33.3K - $41.9K
|
21.7K
$920K
|
|
|
Jan 23, 2024
Q4 2023
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-1.09K- 8.01% |
$33.4K - $42.1K
|
12.5K
$531K
|
|
|
Feb 02, 2024
Q4 2023
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
SELL
|
- |
-1.09K- 3.79% |
$33.5K - $42.2K
|
27.7K
$1.18M
|
|
|
Feb 14, 2024
Q4 2023
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-1.09K- 13.78% |
$33.6K - $42.3K
|
6.84K
$291K
|
|
|
Feb 14, 2024
Q4 2023
|
Ramirez Asset Management, Inc.
New York, NY |
SELL
|
- |
-1.1K- 57.89% |
$33.7K - $42.5K
|
800
$34K
|
|
|
Jan 08, 2024
Q4 2023
|
Ewg Elevate Inc.
|
SELL
|
- |
-1.11K- 16.81% |
$33.9K - $42.7K
|
5.47K
$232K
|
|
|
Jan 10, 2024
Q4 2023
|
Taylor & Morgan Wealth Management, LLC
|
SELL
|
- |
-1.11K- 12.23% |
$34K - $42.8K
|
7.94K
$337K
|
|
|
Jan 19, 2024
Q4 2023
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-1.11K- 4.03% |
$34K - $42.8K
|
26.4K
$1.12M
|
|
|
Jan 29, 2024
Q4 2023
|
Clarus Group, Inc.
|
SELL
|
- |
-1.12K- 12.94% |
$34.2K - $43.1K
|
7.51K
$319K
|
|
|
Jun 26, 2024
Q4 2023
|
Old Port Advisors
|
SELL
|
- |
-1.12K- 9.8% |
$34.2K - $43.1K
|
10.3K
$437K
|
|
|
Feb 05, 2024
Q4 2023
|
Capital Investment Counsel, Inc
|
SELL
|
- |
-1.13K- 2.34% |
$34.7K - $43.7K
|
47.1K
$2M
|
|
|
Mar 05, 2024
Q4 2023
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-1.14K- 11.77% |
$34.8K - $43.9K
|
8.52K
$362K
|
|
|
Feb 09, 2024
Q4 2023
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-1.14K- 6.99% |
$34.9K - $44K
|
15.1K
$643K
|
|
|
Feb 12, 2024
Q4 2023
|
Journey Advisory Group, LLC
|
SELL
|
- |
-1.14K- 7.27% |
$35K - $44.1K
|
14.5K
$618K
|
|
|
Feb 15, 2024
Q4 2023
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-1.14K- 7.87% |
$35.1K - $44.2K
|
13.4K
$569K
|
|
|
Jan 23, 2024
Q4 2023
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-1.15K- 4.46% |
$35.1K - $44.3K
|
24.6K
$1.04M
|
|
|
Jan 04, 2024
Q4 2023
|
Rempart Asset Management Inc.
Montreal, Z4 |
SELL
|
- |
-1.15K- 2.76% |
$35.3K - $44.4K
|
40.5K
$1.72M
|
|
|
Feb 07, 2024
Q4 2023
|
Reynders Mc Veigh Capital Management, LLC
|
SELL
|
- |
-1.15K- 14.58% |
$35.3K - $44.4K
|
6.74K
$286K
|
|
|
Feb 09, 2024
Q4 2023
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-1.17K- 4.52% |
$35.9K - $45.2K
|
24.7K
$1.05M
|
|
|
Jan 22, 2024
Q4 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-1.17K- 13.02% |
$36K - $45.3K
|
7.84K
$333K
|
|
|
Feb 02, 2024
Q4 2023
|
Herold Advisors, Inc.
|
SELL
|
- |
-1.19K- 1.95% |
$36.4K - $45.9K
|
59.7K
$2.54M
|
|
|
Feb 13, 2024
Q4 2023
|
Coco Enterprises, LLC
Whitefish, MT |
SELL
|
- |
-1.19K- 4.27% |
$36.5K - $46K
|
26.6K
$1.13M
|
|
|
Jan 11, 2024
Q4 2023
|
Orrstown Financial Services Inc
Shippensburg, PA |
SELL
|
- |
-1.19K- 11.13% |
$36.6K - $46.1K
|
9.53K
$405K
|
|
|
Feb 20, 2024
Q4 2023
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-1.2K- 16.63% |
$36.7K - $46.3K
|
6.01K
$255K
|
|
|
Jan 16, 2024
Q4 2023
|
Hbw Advisory Services LLC
|
SELL
|
- |
-1.2K- 1.64% |
$36.9K - $46.5K
|
72.2K
$3.07M
|
|
|
Feb 14, 2024
Q4 2023
|
Campion Asset Management
|
SELL
|
- |
-1.22K- 8.12% |
$37.3K - $47K
|
13.7K
$584K
|
|
|
Feb 09, 2024
Q4 2023
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-1.22K- 7.81% |
$37.4K - $47.2K
|
14.4K
$612K
|
|
|
Jan 22, 2024
Q4 2023
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-1.22K- 2.15% |
$37.5K - $47.3K
|
55.8K
$2.37M
|
|
|
Jan 23, 2024
Q4 2023
|
Dorchester Wealth Management CO
|
SELL
|
- |
-1.22K- 2.68% |
$37.5K - $47.3K
|
44.4K
$1.89M
|
|
|
Jan 29, 2024
Q4 2023
|
Adamsbrown Wealth Consultants LLC
|
SELL
|
- |
-1.24K- 15.54% |
$37.9K - $47.8K
|
6.72K
$286K
|
|
|
Feb 22, 2024
Q4 2023
|
Auxier Asset Management
Aurora, OR |
SELL
|
- |
-1.24K- 3.61% |
$38.1K - $48K
|
33.1K
$1.41M
|
|
|
Jan 10, 2024
Q4 2023
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-1.24K- 6.11% |
$38.2K - $48.1K
|
19.1K
$813K
|
|
|
Feb 12, 2024
Q4 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.25K- 3.76% |
$38.4K - $48.4K
|
32K
$1.36M
|
|
|
Jan 29, 2024
Q4 2023
|
Kennedy Investment Group
West Depford, NJ |
SELL
|
- |
-1.26K- 4.06% |
$38.6K - $48.7K
|
29.7K
$1.26M
|
|
|
Feb 08, 2024
Q4 2023
|
Hayek Kallen Investment Management
Fairhope, AL |
SELL
|
- |
-1.26K- 1.3% |
$38.6K - $48.7K
|
95.4K
$4.05M
|
|
|
Jan 17, 2024
Q4 2023
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-1.26K- 2.26% |
$38.7K - $48.8K
|
54.6K
$2.32M
|
|
|
Feb 06, 2024
Q4 2023
|
Sheets Smith Wealth Management
|
SELL
|
- |
-1.26K- 7.93% |
$38.8K - $48.9K
|
14.7K
$624K
|
|
|
Feb 12, 2024
Q4 2023
|
Viawealth, LLC
Overland Park, KS |
SELL
|
- |
-1.26K- 5.39% |
$38.8K - $48.9K
|
22.2K
$944K
|