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 |
|---|---|---|---|---|---|---|---|
|
Apr 15, 2024
Q1 2024
|
Powell Investment Advisors, LLC
|
BUY
|
- |
4.9KNew |
$186K - $208K
|
4.9K
$209K
|
|
|
Apr 12, 2024
Q1 2024
|
Exchange Bank
Santa Rosa, CA |
SELL
|
- |
-485- 9.11% |
$18.4K - $20.6K
|
4.84K
$207K
|
|
|
Apr 12, 2024
Q1 2024
|
Morton Capital Management Llc/Ca
Calabasas, CA |
SELL
|
- |
-162- 2.62% |
$6.14K - $6.88K
|
6.01K
$257K
|
|
|
Apr 12, 2024
Q1 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
950+ 2159.09% |
$36K - $40.4K
|
994
$42.5K
|
|
|
Apr 12, 2024
Q1 2024
|
Strategic Planning Group, LLC
Bountiful, UT |
BUY
|
- |
148+ 0.8% |
$5.61K - $6.29K
|
18.7K
$799K
|
|
|
Apr 11, 2024
Q1 2024
|
Executive Wealth Group LLC
Kirkland, WA |
BUY
|
- |
9.38KNew |
$356K - $399K
|
9.38K
$401K
|
|
|
Apr 10, 2024
Q1 2024
|
Private Capital Management LLC
|
BUY
|
- |
5.17KNew |
$196K - $219K
|
5.17K
$221K
|
|
|
Apr 05, 2024
Q1 2024
|
Summit Financial Group, Inc.
|
SELL
|
- |
-395- 1.35% |
$15K - $16.8K
|
28.8K
$1.23M
|
|
|
Apr 04, 2024
Q1 2024
|
Verity Wealth Advisors
|
SELL
|
- |
-407- 6.64% |
$15.4K - $17.3K
|
5.73K
$245K
|
|
| Q4 2023 | |||||||
|
Jan 08, 2025
Q4 2023
|
Arcadia Investment Advisors LLC
Eagle, ID |
BUY
|
- |
403+ 13433.33% |
$12.4K - $15.6K
|
406
$17.4K
|
|
|
Nov 04, 2024
Q4 2023
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
5+ 1.96% |
$153 - $193
|
260
$11.1K
|
|
|
Sep 30, 2024
Q4 2023
|
Jarislowsky, Fraser LTD
|
BUY
|
- |
24.5KNew |
$751K - $947K
|
24.5K
$1.05M
|
|
|
Jun 27, 2024
Q4 2023
|
Hfg Wealth Management, LLC
The Woodlands, TX |
SELL
|
- |
-7KClosed |
$215K - $271K
|
0
$0
|
|
|
Apr 12, 2024
Q4 2023
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
5New |
$153 - $193
|
5
$214
|
|
|
Apr 09, 2024
Q4 2023
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
407New |
$12.5K - $15.7K
|
407
$17.4K
|
|
|
Apr 09, 2024
Q4 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
20+ 1.08% |
$613 - $773
|
1.87K
$80K
|
|
|
Mar 22, 2024
Q4 2023
|
Livelsberger Financial Advisory
Ashland, OH |
BUY
|
- |
1.37KNew |
$42.1K - $53.1K
|
1.37K
$58.7K
|
|
|
Mar 21, 2024
Q4 2023
|
Cooksen Wealth, LLC
The Woodlands, TX |
BUY
|
- |
80New |
$2.45K - $3.09K
|
80
$3.42K
|
|
|
Mar 19, 2024
Q4 2023
|
Accent Capital Management, LLC
Dayton, OH |
BUY
|
- |
4KNew |
$123K - $155K
|
4K
$171K
|
|
|
Mar 14, 2024
Q4 2023
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
BUY
|
- |
14New |
$429 - $541
|
14
$599
|
|
|
Mar 12, 2024
Q4 2023
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
7.54K+ 125716.67% |
$231K - $292K
|
7.55K
$323K
|
|
|
Feb 23, 2024
Q4 2023
|
Tkg Advisors, LLC
|
SELL
|
- |
-2.08K- 23.81% |
$63.8K - $80.4K
|
6.65K
$284K
|
|
|
Feb 22, 2024
Q4 2023
|
Napa Wealth Management
Napa, CA |
BUY
|
- |
69.1KNew |
$2.12M - $2.67M
|
69.1K
$2.95M
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
1.24KNew |
$38.2K - $48.1K
|
1.24K
$53.2K
|
|
|
Feb 16, 2024
Q4 2023
|
Trail Ridge Investment Advisors, LLC
|
SELL
|
- |
-14- 0.18% |
$429 - $541
|
7.61K
$325K
|
|
|
Feb 15, 2024
Q4 2023
|
Park Circle CO
|
BUY
|
- |
2.01K+ 1.48% |
$61.5K - $77.5K
|
137K
$5.87M
|
|
|
Feb 15, 2024
Q4 2023
|
Virtus Investment Advisers, Inc.
Hartford, CT |
BUY
|
- |
5.12KNew |
$157K - $198K
|
5.12K
$219K
|
|
|
Feb 15, 2024
Q4 2023
|
Dodge & Cox
San Francisco, CA |
BUY
|
- |
5.5KNew |
$169K - $213K
|
5.5K
$235K
|
|
|
Feb 14, 2024
Q4 2023
|
Nippon Life Global Investors Americas, Inc.
|
BUY
|
- |
25.7K+ 25.11% |
$787K - $992K
|
128K
$5.47M
|
|
|
Feb 14, 2024
Q4 2023
|
Investmark Advisory Group LLC
|
SELL
|
- |
-6.6K- 53.92% |
$203K - $255K
|
5.64K
$241K
|
|
|
Feb 14, 2024
Q4 2023
|
Waddell & Associates, LLC
|
SELL
|
- |
-4.81K- 37.32% |
$147K - $186K
|
8.08K
$345K
|
|
|
Feb 14, 2024
Q4 2023
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
500+ 427.35% |
$15.3K - $19.3K
|
617
$26.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Weiss Multi Strategy Advisers LLC
New York, NY |
BUY
|
- |
217KNew |
$6.65M - $8.38M
|
217K
$9.27M
|
|
|
Feb 14, 2024
Q4 2023
|
Mork Capital Management, LLC
Healdsburg, CA |
BUY
|
- |
5.42K+ 25.45% |
$166K - $209K
|
26.7K
$1.14M
|
|
|
Feb 14, 2024
Q4 2023
|
J. Goldman & CO LP
New York, NY |
BUY
|
CALL |
200KNew |
$6.13M - $7.73M
|
200K
$8.55M
|
|
|
Feb 14, 2024
Q4 2023
|
Putnam Investments LLC
Boston, MA |
SELL
|
- |
-10.9K- 7.9% |
$336K - $423K
|
128K
$5.46M
|
|
|
Feb 14, 2024
Q4 2023
|
Kingfisher Capital LLC
|
BUY
|
- |
5.85KNew |
$180K - $226K
|
5.85K
$250K
|
|
|
Feb 14, 2024
Q4 2023
|
Grayhawk Investment Strategies Inc.
Calgary, A0 |
BUY
|
- |
17.5KNew |
$535K - $675K
|
17.5K
$747K
|
|
|
Feb 14, 2024
Q4 2023
|
Daniel Loeb
Third Point LLC | New York, Ny
|
BUY
|
- |
4.68MNew |
$143M - $181M
|
4.68M
$200M
|
|
|
Feb 14, 2024
Q4 2023
|
Iii Capital Management
Boca Raton, FL |
SELL
|
- |
-6K- 16.0% |
$184K - $232K
|
31.5K
$1.35M
|
|
|
Feb 14, 2024
Q4 2023
|
Point72 Middle East Fze
Stamford, CT |
BUY
|
PUT |
83.7K+ 169.78% |
$2.57M - $3.24M
|
133K
$5.69M
|
|
|
Feb 14, 2024
Q4 2023
|
Ramirez Asset Management, Inc.
New York, NY |
SELL
|
- |
-1.1K- 57.89% |
$33.7K - $42.5K
|
800
$34.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
964New |
$29.6K - $37.3K
|
964
$41.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Fj Investments, LLC
Salt Lake City, UT |
BUY
|
- |
109KNew |
$3.35M - $4.23M
|
109K
$4.68M
|
|
|
Feb 13, 2024
Q4 2023
|
Prudent Man Advisors, LLC
|
SELL
|
- |
-685- 5.34% |
$21K - $26.5K
|
12.1K
$519K
|
|
|
Feb 13, 2024
Q4 2023
|
Cohanzick Management, LLC
Pleasantville, NY |
SELL
|
- |
-30K- 30.0% |
$920K - $1.16M
|
70K
$2.99M
|
|
|
Feb 13, 2024
Q4 2023
|
Edgewood Management LLC
Greenwich, CT |
BUY
|
- |
5.55KNew |
$170K - $214K
|
5.55K
$237K
|
|
|
Feb 13, 2024
Q4 2023
|
Marathon Trading Investment Management LLC
Radnor, PA |
BUY
|
- |
2.35KNew |
$72.1K - $90.9K
|
2.35K
$101K
|
|
|
Feb 13, 2024
Q4 2023
|
Quest Investment Management LLC
Lake Oswego, OR |
SELL
|
- |
-200- 2.17% |
$6.13K - $7.73K
|
9K
$385K
|
|
|
Feb 13, 2024
Q4 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
4.46KNew |
$137K - $172K
|
4.46K
$191K
|
|