Purchases and Sales Made in Q4 2022 in Verizon Communications Inc (VZ)
This table provides information about the institutional ownership of Verizon Communications Inc (VZ) during Q4 2022. 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 17, 2023
Q4 2022
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
81New |
$2.86K - $3.22K
|
81
$3.46K
|
|
Jan 10, 2023
Q4 2022
|
Mc Guire Investment Group, LLC
|
BUY
|
- |
80+ 1.18% |
$2.83K - $3.18K
|
6.88K
$294K
|
|
Feb 24, 2023
Q4 2022
|
Bbjs Financial Advisors, LLC
Seattle, WA |
BUY
|
- |
77New |
$2.72K - $3.07K
|
77
$3.29K
|
|
Jan 10, 2023
Q4 2022
|
Thomasville National Bank
|
BUY
|
- |
76+ 0.08% |
$2.69K - $3.03K
|
90.7K
$3.88M
|
|
Feb 09, 2023
Q4 2022
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
76+ 1.43% |
$2.69K - $3.03K
|
5.39K
$230K
|
|
Jan 25, 2023
Q4 2022
|
Versant Capital Management, Inc
|
BUY
|
- |
75+ 1.16% |
$2.65K - $2.99K
|
6.53K
$279K
|
|
Feb 06, 2023
Q4 2022
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
74+ 1.2% |
$2.62K - $2.95K
|
6.25K
$267K
|
|
Jan 19, 2023
Q4 2022
|
Shore Point Advisors, LLC
|
BUY
|
- |
72+ 1.02% |
$2.55K - $2.87K
|
7.12K
$305K
|
|
Jan 30, 2023
Q4 2022
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
71+ 0.1% |
$2.51K - $2.83K
|
70.6K
$3.02M
|
|
Jan 27, 2023
Q4 2022
|
Arcus Capital Partners, LLC
|
BUY
|
- |
67New |
$2.37K - $2.67K
|
67
$2.86K
|
|
Feb 07, 2023
Q4 2022
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
67+ 0.76% |
$2.37K - $2.67K
|
8.92K
$381K
|
|
Jan 24, 2023
Q4 2022
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
66+ 1.07% |
$2.33K - $2.63K
|
6.25K
$267K
|
|
Feb 14, 2023
Q4 2022
|
De Burlo Group Inc
Boston, MA |
BUY
|
- |
65+ 0.29% |
$2.3K - $2.59K
|
22.4K
$960K
|
|
Feb 14, 2023
Q4 2022
|
Marathon Capital Management
Hunt Valley, MD |
BUY
|
- |
60+ 0.14% |
$2.12K - $2.39K
|
43.8K
$1.87M
|
|
Feb 09, 2023
Q4 2022
|
Gilbert & Cook, Inc.
|
BUY
|
- |
59+ 0.3% |
$2.09K - $2.35K
|
19.7K
$843K
|
|
Jan 10, 2023
Q4 2022
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
58+ 0.78% |
$2.05K - $2.31K
|
7.48K
$320K
|
|
Feb 02, 2023
Q4 2022
|
Rmr Wealth Builders
|
BUY
|
- |
57+ 0.21% |
$2.01K - $2.27K
|
26.7K
$1.14M
|
|
Jan 12, 2023
Q4 2022
|
Lederer & Associates Investment Counsel
Long Beach, CA |
BUY
|
- |
53+ 0.33% |
$1.87K - $2.11K
|
16.2K
$691K
|
|
Jan 18, 2023
Q4 2022
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
53+ 0.5% |
$1.87K - $2.11K
|
10.7K
$456K
|
|
Jul 17, 2024
Q4 2022
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
49+ 1.37% |
$1.73K - $1.95K
|
3.62K
$155K
|
|
Feb 13, 2023
Q4 2022
|
Commons Capital, LLC
Needham, MA |
BUY
|
- |
47+ 0.49% |
$1.66K - $1.87K
|
9.6K
$410K
|
|
Feb 07, 2023
Q4 2022
|
Karpas Strategies, LLC
|
BUY
|
- |
46+ 0.53% |
$1.63K - $1.83K
|
8.71K
$372K
|
|
Feb 01, 2023
Q4 2022
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
44+ 0.36% |
$1.56K - $1.75K
|
12.3K
$527K
|
|
Apr 04, 2024
Q4 2022
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
44New |
$1.56K - $1.75K
|
44
$1.88K
|
|
Jan 30, 2023
Q4 2022
|
Nadler Financial Group, Inc.
|
BUY
|
- |
40+ 0.41% |
$1.41K - $1.59K
|
9.82K
$420K
|
|
May 16, 2023
Q4 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
38+ 3.4% |
$1.34K - $1.51K
|
1.16K
$49.4K
|
|
Jan 18, 2023
Q4 2022
|
Magnolia Capital Management LTD
|
BUY
|
- |
37+ 1.48% |
$1.31K - $1.47K
|
2.54K
$108K
|
|
Feb 14, 2023
Q4 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
37+ 12.63% |
$1.31K - $1.47K
|
330
$14.1K
|
|
Jan 24, 2023
Q4 2022
|
Merrion Investment Management Co, LLC
|
BUY
|
- |
30+ 0.48% |
$1.06K - $1.19K
|
6.26K
$268K
|
|
Feb 09, 2023
Q4 2022
|
Affinity Wealth Management LLC
Wilmington, DE |
BUY
|
- |
28+ 0.31% |
$990 - $1.11K
|
8.99K
$384K
|
|
Jan 17, 2023
Q4 2022
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
27+ 0.1% |
$954 - $1.07K
|
26.2K
$1.12M
|
|
Feb 09, 2023
Q4 2022
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
27+ 0.36% |
$954 - $1.07K
|
7.57K
$324K
|
|
Feb 15, 2023
Q4 2022
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
26+ 1.15% |
$919 - $1.04K
|
2.28K
$97.6K
|
|
Jan 19, 2023
Q4 2022
|
Harbor Group, Inc.
|
BUY
|
- |
24+ 0.28% |
$848 - $955
|
8.62K
$369K
|
|
Feb 07, 2023
Q4 2022
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
24+ 5.36% |
$848 - $955
|
472
$20.2K
|
|
Feb 07, 2023
Q4 2022
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
23+ 0.28% |
$813 - $916
|
8.1K
$346K
|
|
Jan 23, 2023
Q4 2022
|
Cambridge Advisors Inc.
|
BUY
|
- |
22+ 0.15% |
$778 - $876
|
14.7K
$627K
|
|
Jan 17, 2023
Q4 2022
|
Sumitomo Life Insurance CO
|
BUY
|
- |
21+ 0.04% |
$742 - $836
|
53.2K
$2.28M
|
|
Feb 14, 2023
Q4 2022
|
Jentner Corp
|
BUY
|
- |
21+ 0.28% |
$742 - $836
|
7.49K
$320K
|
|
Feb 09, 2023
Q4 2022
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
20+ 0.1% |
$707 - $796
|
21K
$897K
|
|
Feb 10, 2023
Q4 2022
|
Cyrus J. Lawrence, LLC
|
BUY
|
- |
20+ 0.63% |
$707 - $796
|
3.2K
$137K
|
|
Jan 19, 2023
Q4 2022
|
Tsfg, LLC
|
BUY
|
- |
15+ 0.25% |
$530 - $597
|
6.09K
$260K
|
|
Feb 13, 2023
Q4 2022
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
15+ 0.03% |
$530 - $597
|
52.6K
$2.25M
|
|
Jan 10, 2023
Q4 2022
|
Bcs Wealth Management
|
BUY
|
- |
12+ 0.13% |
$424 - $478
|
9.1K
$389K
|
|
Jan 13, 2023
Q4 2022
|
Savior LLC
|
BUY
|
- |
9+ 0.34% |
$318 - $358
|
2.63K
$113K
|
|
Jan 24, 2023
Q4 2022
|
Lafayette Investments, Inc.
|
BUY
|
- |
8+ 0.03% |
$283 - $318
|
24.5K
$1.05M
|
|
Feb 06, 2023
Q4 2022
|
Wolff Financial Management LLC
|
BUY
|
- |
8+ 0.03% |
$283 - $318
|
24.4K
$1.04M
|
|
Jan 10, 2023
Q4 2022
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
6+ 0.08% |
$212 - $239
|
7.5K
$321K
|
|
Jan 11, 2023
Q4 2022
|
Financial Consulate, Inc
|
BUY
|
- |
6+ 0.06% |
$212 - $239
|
10.4K
$443K
|
|
Jan 09, 2023
Q4 2022
|
Addison Capital CO
|
BUY
|
- |
5+ 0.04% |
$177 - $199
|
11.8K
$506K
|