Latest Institutional Transactions on Verizon Communications Inc (VZ)
This table provides information on the latest institutional transactions involving Verizon Communications Inc (VZ) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jan 23, 2025
Q4 2024
|
Sol Capital Management CO
|
SELL
|
- |
-410- 5.23% |
$16.2K - $18.5K
|
7.43K
$322K
|
|
Jan 23, 2025
Q4 2024
|
Gilbert & Cook, Inc.
|
BUY
|
- |
397+ 1.79% |
$15.7K - $17.9K
|
22.6K
$979K
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
14.1KNew |
$557K - $636K
|
14.1K
$609K
|
|
Jan 23, 2025
Q4 2024
|
Calton & Associates, Inc.
|
SELL
|
- |
-19.9K- 70.01% |
$786K - $898K
|
8.51K
$368K
|
|
Jan 23, 2025
Q4 2024
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-18- 0.16% |
$713 - $814
|
11.5K
$497K
|
|
Jan 23, 2025
Q4 2024
|
Mediolanum International Funds LTD
Dublin 1, L2 |
SELL
|
- |
-266K- 75.35% |
$10.5M - $12M
|
87K
$3.77M
|
|
Jan 23, 2025
Q4 2024
|
Heritage Financial Services, LLC
|
SELL
|
- |
-1.87K- 21.57% |
$74.2K - $84.7K
|
6.81K
$295K
|
|
Jan 23, 2025
Q4 2024
|
Cmg Global Holdings, LLC
|
SELL
|
- |
-5.06K- 12.91% |
$200K - $229K
|
34.1K
$1.48M
|
|
Jan 23, 2025
Q4 2024
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
486+ 4.65% |
$19.2K - $22K
|
10.9K
$473K
|
|
Jan 23, 2025
Q4 2024
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
190+ 2.62% |
$7.52K - $8.59K
|
7.44K
$322K
|
|
Jan 23, 2025
Q4 2024
|
Donald L. Hagan, LLC
|
BUY
|
- |
76+ 1.01% |
$3.01K - $3.44K
|
7.59K
$329K
|
|
Jan 23, 2025
Q4 2024
|
Clarity Financial LLC
|
SELL
|
- |
-467- 0.79% |
$18.5K - $21.1K
|
58.4K
$2.53M
|
|
Jan 23, 2025
Q4 2024
|
Cypress Capital Management LLC (Wy)
|
SELL
|
- |
-66- 3.54% |
$2.61K - $2.98K
|
1.8K
$77.8K
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-61.2K- 3.5% |
$2.42M - $2.77M
|
1.69M
$73.1M
|
|
Jan 23, 2025
Q4 2024
|
Sonora Investment Management Group, LLC
Tucson, AZ |
SELL
|
- |
-6.76K- 3.31% |
$268K - $306K
|
197K
$8.55M
|
|
Jan 23, 2025
Q4 2024
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
SELL
|
- |
-804- 8.65% |
$31.8K - $36.3K
|
8.49K
$368K
|
|
Jan 23, 2025
Q4 2024
|
Boomfish Wealth Group, LLC
Alpharetta, GA |
SELL
|
- |
-9.38K- 32.32% |
$371K - $424K
|
19.6K
$851K
|
|
Jan 23, 2025
Q4 2024
|
Ridgepath Capital Management LLC
Knoxville, TN |
SELL
|
- |
-40.7K- 30.07% |
$1.61M - $1.84M
|
94.7K
$4.1M
|
|
Jan 23, 2025
Q4 2024
|
Fiduciary Advisors, Inc.
St. Louis, MO |
BUY
|
- |
357New |
$14.1K - $16.1K
|
357
$15.5K
|
|
Jan 23, 2025
Q4 2024
|
Country Trust Bank
|
SELL
|
- |
-300- 5.28% |
$11.9K - $13.6K
|
5.38K
$233K
|
|
Jan 23, 2025
Q4 2024
|
Keudell
|
BUY
|
- |
179+ 0.38% |
$7.09K - $8.09K
|
47.1K
$2.04M
|
|
Jan 23, 2025
Q4 2024
|
Powers Advisory Group, LLC
|
BUY
|
- |
130+ 1.05% |
$5.15K - $5.88K
|
12.5K
$543K
|
|
Jan 23, 2025
Q4 2024
|
Btc Capital Management, Inc.
|
SELL
|
- |
-4.26K- 8.57% |
$169K - $193K
|
45.4K
$1.97M
|
|
Jan 23, 2025
Q4 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-135- 0.56% |
$5.35K - $6.1K
|
24K
$1.04M
|
|
Jan 23, 2025
Q4 2024
|
Hamilton Point Investment Advisors, LLC
|
SELL
|
- |
-6.18K- 8.97% |
$245K - $279K
|
62.7K
$2.72M
|
|
Jan 23, 2025
Q4 2024
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-278- 4.81% |
$11K - $12.6K
|
5.51K
$239K
|
|
Jan 23, 2025
Q4 2024
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
628+ 1.39% |
$24.9K - $28.4K
|
45.9K
$1.99M
|
|
Jan 23, 2025
Q4 2024
|
Kennebec Savings Bank
Augusta, ME |
SELL
|
- |
-1.7K- 11.78% |
$67.2K - $76.8K
|
12.7K
$551K
|
|
Jan 23, 2025
Q4 2024
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-1.43K- 5.32% |
$56.7K - $64.7K
|
25.5K
$1.1M
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
1.95K+ 9.78% |
$77.4K - $88.3K
|
21.9K
$950K
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
SELL
|
- |
-6.44K- 5.13% |
$255K - $291K
|
119K
$5.16M
|
|
Jan 23, 2025
Q4 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
1.5K+ 17.7% |
$59.2K - $67.6K
|
9.95K
$431K
|
|
Jan 23, 2025
Q4 2024
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
14+ 0.13% |
$554 - $633
|
10.7K
$463K
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
3.86KNew |
$153K - $174K
|
3.86K
$167K
|
|
Jan 23, 2025
Q4 2024
|
Simpli Fi, Inc.
|
BUY
|
- |
281+ 1.0% |
$11.1K - $12.7K
|
28.5K
$1.23M
|
|
Jan 23, 2025
Q4 2024
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-6.22K- 2.51% |
$246K - $281K
|
241K
$10.5M
|
|
Jan 23, 2025
Q4 2024
|
Everett Harris & CO
|
BUY
|
- |
8.39K+ 1.46% |
$332K - $379K
|
582K
$25.2M
|
|
Jan 23, 2025
Q4 2024
|
Kg&L Capital Management,Llc
|
SELL
|
- |
-209- 1.22% |
$8.28K - $9.45K
|
16.9K
$731K
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
4.06K+ 11.93% |
$161K - $184K
|
38.1K
$1.65M
|
|
Jan 23, 2025
Q4 2024
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-1.31K- 3.04% |
$52K - $59.4K
|
41.9K
$1.82M
|
|
Jan 23, 2025
Q4 2024
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
116+ 1.14% |
$4.59K - $5.24K
|
10.3K
$446K
|
|
Jan 23, 2025
Q4 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
2.18K+ 9.57% |
$86.5K - $98.7K
|
25K
$1.08M
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
3.35K+ 10.8% |
$132K - $151K
|
34.3K
$1.49M
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
BUY
|
- |
2.63K+ 9.7% |
$104K - $119K
|
29.8K
$1.29M
|
|
Jan 23, 2025
Q4 2024
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
BUY
|
- |
5.72K+ 37.81% |
$226K - $259K
|
20.8K
$903K
|
|
Jan 23, 2025
Q4 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-75- 2.15% |
$2.97K - $3.39K
|
3.41K
$148K
|
|
Jan 23, 2025
Q4 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
397+ 215.76% |
$15.7K - $17.9K
|
581
$25.2K
|
|
Jan 23, 2025
Q4 2024
|
Western Financial Corp/Ca
San Diego, CA |
BUY
|
- |
253+ 1.45% |
$10K - $11.4K
|
17.7K
$769K
|
|
Jan 23, 2025
Q4 2024
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
2.6K+ 14.59% |
$103K - $118K
|
20.4K
$885K
|
|
Jan 22, 2025
Q4 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-241- 0.32% |
$9.54K - $10.9K
|
74K
$3.21M
|