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 13, 2024
Q4 2023
|
Prudent Man Advisors, LLC
|
SELL
|
- |
-685- 5.34% |
$21K - $26.5K
|
12.1K
$519K
|
|
|
Feb 09, 2024
Q4 2023
|
Hohimer Wealth Management, LLC
|
SELL
|
- |
-688- 2.57% |
$21.1K - $26.6K
|
26.1K
$1.12M
|
|
|
Feb 13, 2024
Q4 2023
|
Tacita Capital Inc
Toronto, A6 |
SELL
|
- |
-690- 33.41% |
$21.2K - $26.7K
|
1.38K
$58.8K
|
|
|
Jan 18, 2024
Q4 2023
|
Morton Capital Management Llc/Ca
Calabasas, CA |
SELL
|
- |
-694- 10.11% |
$21.3K - $26.8K
|
6.17K
$264K
|
|
|
Jan 10, 2024
Q4 2023
|
Grassi Investment Management
|
SELL
|
- |
-697- 4.31% |
$21.4K - $26.9K
|
15.5K
$661K
|
|
|
Jan 30, 2024
Q4 2023
|
Mathes Company, Inc.
|
SELL
|
- |
-700- 1.68% |
$21.5K - $27.1K
|
41K
$1.75M
|
|
|
Feb 06, 2024
Q4 2023
|
Avalon Trust CO
Santa Fe, NM |
SELL
|
- |
-704- 25.56% |
$21.6K - $27.2K
|
2.05K
$87.7K
|
|
|
Feb 07, 2024
Q4 2023
|
ETF Store, Inc.
|
SELL
|
- |
-706- 8.86% |
$21.7K - $27.3K
|
7.26K
$310K
|
|
|
Feb 14, 2024
Q4 2023
|
Titleist Asset Management, LLC
San Antonio, TX |
SELL
|
- |
-707- 1.71% |
$21.7K - $27.3K
|
40.7K
$1.74M
|
|
|
Feb 12, 2024
Q4 2023
|
Hemenway Trust CO LLC
|
SELL
|
- |
-713- 9.88% |
$21.9K - $27.6K
|
6.5K
$278K
|
|
|
Feb 07, 2024
Q4 2023
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-717- 9.95% |
$22K - $27.7K
|
6.49K
$278K
|
|
|
Jan 11, 2024
Q4 2023
|
Willis Investment Counsel
Gainesville, GA |
SELL
|
- |
-720- 0.11% |
$22.1K - $27.8K
|
675K
$28.8M
|
|
|
Jan 22, 2024
Q4 2023
|
Center For Asset Management LLC
|
SELL
|
- |
-720- 3.74% |
$22.1K - $27.8K
|
18.6K
$793K
|
|
|
Jan 29, 2024
Q4 2023
|
Westchester Capital Management, Inc.
Omaha, NE |
SELL
|
- |
-725- 10.32% |
$22.2K - $28K
|
6.3K
$269K
|
|
|
Jan 31, 2024
Q4 2023
|
Nbw Capital LLC
|
SELL
|
- |
-725- 11.11% |
$22.2K - $28K
|
5.8K
$248K
|
|
|
Jan 11, 2024
Q4 2023
|
Bremer Bank National Association
|
SELL
|
- |
-728- 5.52% |
$22.3K - $28.1K
|
12.5K
$533K
|
|
|
Jan 22, 2024
Q4 2023
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-736- 66.67% |
$22.6K - $28.4K
|
368
$15.7K
|
|
|
Feb 06, 2024
Q4 2023
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
SELL
|
- |
-739- 10.04% |
$22.7K - $28.6K
|
6.62K
$283K
|
|
|
Feb 13, 2024
Q4 2023
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
SELL
|
- |
-741- 9.41% |
$22.7K - $28.6K
|
7.14K
$305K
|
|
|
Feb 06, 2024
Q4 2023
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-748- 2.26% |
$22.9K - $28.9K
|
32.3K
$1.38M
|
|
|
Feb 14, 2024
Q4 2023
|
Granite Investment Partners, LLC
|
SELL
|
- |
-750- 2.12% |
$23K - $29K
|
34.7K
$1.48M
|
|
|
Jan 22, 2024
Q4 2023
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-751- 4.11% |
$23K - $29K
|
17.5K
$750K
|
|
|
Feb 12, 2024
Q4 2023
|
Athena Investment Management
|
SELL
|
- |
-753- 2.88% |
$23.1K - $29.1K
|
25.4K
$1.09M
|
|
|
Mar 28, 2024
Q4 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-753- 3.31% |
$23.1K - $29.1K
|
22K
$941K
|
|
|
Jan 12, 2024
Q4 2023
|
Kraematon Investment Advisors, Inc
|
SELL
|
- |
-754- 3.58% |
$23.1K - $29.1K
|
20.3K
$868K
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-757- 8.52% |
$23.2K - $29.3K
|
8.13K
$348K
|
|
|
Jan 30, 2024
Q4 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-760- 0.79% |
$23.3K - $29.4K
|
94.9K
$4.06M
|
|
|
Feb 02, 2024
Q4 2023
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-767- 11.42% |
$23.5K - $29.6K
|
5.95K
$254K
|
|
|
Jan 19, 2024
Q4 2023
|
Strategic Advisors LLC
|
SELL
|
- |
-771- 2.35% |
$23.6K - $29.8K
|
32.1K
$1.37M
|
|
|
Jan 30, 2024
Q4 2023
|
Investment Advisory Group, LLC
|
SELL
|
- |
-771- 4.59% |
$23.6K - $29.8K
|
16K
$685K
|
|
|
Jan 24, 2024
Q4 2023
|
Riverview Trust CO
|
SELL
|
- |
-774- 9.06% |
$23.7K - $29.9K
|
7.77K
$332K
|
|
|
Jan 09, 2024
Q4 2023
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-781- 3.6% |
$24K - $30.2K
|
20.9K
$893K
|
|
|
Jan 11, 2024
Q4 2023
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
SELL
|
- |
-785- 11.56% |
$24.1K - $30.3K
|
6K
$257K
|
|
|
Feb 13, 2024
Q4 2023
|
Poehling Capital Management, Inc.
Madison, WI |
SELL
|
- |
-791- 3.7% |
$24.3K - $30.6K
|
20.6K
$880K
|
|
|
Mar 04, 2024
Q4 2023
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-796- 13.35% |
$24.4K - $30.8K
|
5.17K
$221K
|
|
|
Feb 09, 2024
Q4 2023
|
Solitude Financial Services
|
SELL
|
- |
-799- 2.9% |
$24.5K - $30.9K
|
26.7K
$1.14M
|
|
|
Feb 05, 2024
Q4 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-802- 1.45% |
$24.6K - $31K
|
54.6K
$2.33M
|
|
|
Feb 13, 2024
Q4 2023
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-807- 4.88% |
$24.8K - $31.2K
|
15.7K
$673K
|
|
|
Feb 14, 2024
Q4 2023
|
Boyar Asset Management Inc.
New York, NY |
SELL
|
- |
-810- 7.3% |
$24.8K - $31.3K
|
10.3K
$440K
|
|
|
Jan 31, 2024
Q4 2023
|
Cable Hill Partners, LLC
Portland, OR |
SELL
|
- |
-819- 7.1% |
$25.1K - $31.7K
|
10.7K
$458K
|
|
|
Jan 24, 2024
Q4 2023
|
Boit C F David
Boston, MA |
SELL
|
- |
-820- 5.85% |
$25.1K - $31.7K
|
13.2K
$564K
|
|
|
Jan 24, 2024
Q4 2023
|
Triton Wealth Management, Pllc
|
SELL
|
- |
-823- 8.79% |
$25.2K - $31.8K
|
8.54K
$365K
|
|
|
Jan 17, 2024
Q4 2023
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-829- 3.71% |
$25.4K - $32K
|
21.5K
$920K
|
|
|
Feb 09, 2024
Q4 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-834- 1.79% |
$25.6K - $32.2K
|
45.8K
$1.96M
|
|
|
Feb 14, 2024
Q4 2023
|
Coastwise Capital Group, LLC
La Jolla, CA |
SELL
|
- |
-842- 1.86% |
$25.8K - $32.5K
|
44.4K
$1.9M
|
|
|
Aug 05, 2024
Q4 2023
|
Stonehage Fleming Financial Services Holdings LTD
|
SELL
|
- |
-847- 25.78% |
$26K - $32.7K
|
2.44K
$104K
|
|
|
Feb 12, 2024
Q4 2023
|
Money Concepts Capital Corp
|
SELL
|
- |
-849- 0.53% |
$26K - $32.8K
|
159K
$6.82M
|
|
|
Jan 19, 2024
Q4 2023
|
Westhampton Capital, LLC
|
SELL
|
- |
-850- 12.95% |
$26.1K - $32.9K
|
5.72K
$244K
|
|
|
Jan 17, 2024
Q4 2023
|
Heartwood Wealth Advisors LLC
|
SELL
|
- |
-858- 4.02% |
$26.3K - $33.2K
|
20.5K
$877K
|
|
|
Jan 10, 2024
Q4 2023
|
Ivc Wealth Advisors LLC
|
SELL
|
- |
-865- 4.82% |
$26.5K - $33.4K
|
17.1K
$731K
|