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, 2023
Q4 2022
|
Autus Asset Management, LLC
|
SELL
|
- |
-10.8K- 6.62% |
$381K - $429K
|
152K
$6.68M
|
|
|
Jan 20, 2023
Q4 2022
|
Abeille Asset Management Sa
|
BUY
|
- |
1.14MNew |
$40.2M - $45.3M
|
1.14M
$50M
|
|
|
Jan 20, 2023
Q4 2022
|
Lehman & Derafelo Financial Resources LLC
|
SELL
|
- |
-520- 5.42% |
$18.4K - $20.7K
|
9.08K
$399K
|
|
|
Jan 20, 2023
Q4 2022
|
Domani Wealth, LLC
|
SELL
|
- |
-816- 9.3% |
$28.8K - $32.5K
|
7.96K
$350K
|
|
|
Jan 19, 2023
Q4 2022
|
Pendal Group LTD
|
BUY
|
- |
108KNew |
$3.81M - $4.29M
|
108K
$4.74M
|
|
|
Jan 18, 2023
Q4 2022
|
Magnolia Capital Management LTD
|
BUY
|
- |
37+ 1.48% |
$1.31K - $1.47K
|
2.54K
$112K
|
|
|
Jan 18, 2023
Q4 2022
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
1.51KNew |
$53.3K - $60K
|
1.51K
$66.3K
|
|
|
Jan 18, 2023
Q4 2022
|
Wj Interests, LLC
Sugar Land, TX |
BUY
|
- |
1.33KNew |
$46.9K - $52.9K
|
1.33K
$58.4K
|
|
|
Jan 17, 2023
Q4 2022
|
Harrison & CO Wealth Management, LLC
|
BUY
|
- |
5.02K+ 42.9% |
$178K - $200K
|
16.7K
$736K
|
|
|
Jan 17, 2023
Q4 2022
|
Iam Advisory, LLC
|
SELL
|
- |
-2.99K- 11.29% |
$106K - $119K
|
23.4K
$1.03M
|
|
|
Jan 13, 2023
Q4 2022
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-6.49K- 98.68% |
$229K - $258K
|
87
$3.83K
|
|
|
Jan 13, 2023
Q4 2022
|
Professional Advisory Services Inc
|
SELL
|
- |
-151K- 96.23% |
$5.35M - $6.02M
|
5.93K
$261K
|
|
|
Jan 13, 2023
Q4 2022
|
Gofen & Glossberg LLC
|
SELL
|
- |
-36.2K- 10.89% |
$1.28M - $1.44M
|
296K
$13M
|
|
|
Jan 12, 2023
Q4 2022
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
387+ 5.72% |
$13.7K - $15.4K
|
7.15K
$315K
|
|
|
Jan 12, 2023
Q4 2022
|
Avity Investment Management Inc.
|
SELL
|
- |
-3.18K- 38.15% |
$112K - $126K
|
5.15K
$226K
|
|
|
Jan 12, 2023
Q4 2022
|
Peak Financial Advisors LLC
|
SELL
|
- |
-1.06K- 11.42% |
$37.4K - $42.1K
|
8.2K
$361K
|
|
|
Jan 12, 2023
Q4 2022
|
Titleist Asset Management, Ltd.
San Antonio, TX |
BUY
|
- |
12.5K+ 73.08% |
$442K - $498K
|
29.6K
$1.3M
|
|
|
Jan 12, 2023
Q4 2022
|
Bennicas & Associates, Inc.
|
SELL
|
- |
-3.83K- 9.88% |
$135K - $152K
|
34.9K
$1.54M
|
|
|
Jan 12, 2023
Q4 2022
|
Lederer & Associates Investment Counsel
Long Beach, CA |
BUY
|
- |
53+ 0.33% |
$1.87K - $2.11K
|
16.2K
$711K
|
|
|
Jan 11, 2023
Q4 2022
|
Arkadios Wealth Advisors
|
BUY
|
CALL |
7KNew |
$247K - $279K
|
7K
$308K
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
502New |
$17.7K - $20K
|
502
$22.1K
|
|
|
Jan 10, 2023
Q4 2022
|
Phocas Financial Corp.
Alameda, CA |
BUY
|
- |
4.8KNew |
$170K - $191K
|
4.8K
$211K
|
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
4.28KNew |
$151K - $171K
|
4.28K
$188K
|
|
|
Jan 09, 2023
Q4 2022
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-94- 1.68% |
$3.32K - $3.74K
|
5.5K
$242K
|
|
| Q3 2022 | |||||||
|
Nov 19, 2024
Q3 2022
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
SELL
|
- |
-9.02KClosed |
$343K - $466K
|
0
$0
|
|
|
Jan 23, 2024
Q3 2022
|
Sabadell Asset Management, S.A S.G.I.I.C
Sant Cugat Del Valles, U3 |
SELL
|
- |
-19.3KClosed |
$732K - $996K
|
0
$0
|
|
|
Sep 21, 2023
Q3 2022
|
Jefferies Group LLC
New York, NY |
SELL
|
- |
-3.39K- 36.02% |
$129K - $175K
|
6.02K
$265K
|
|
|
Sep 15, 2023
Q3 2022
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
SELL
|
- |
-4.11KClosed |
$156K - $212K
|
0
$0
|
|
|
Aug 18, 2023
Q3 2022
|
Northeast Financial Group, Inc.
Tannersville, PA |
SELL
|
- |
-4.84KClosed |
$184K - $250K
|
0
$0
|
|
|
Dec 01, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-66.5K- 9.42% |
$2.52M - $3.43M
|
639K
$28.1M
|
|
|
Nov 29, 2022
Q3 2022
|
Salem Capital Management Inc
|
BUY
|
- |
209+ 0.26% |
$7.94K - $10.8K
|
79.4K
$3.49M
|
|
|
Nov 22, 2022
Q3 2022
|
Continental Investors Services, Inc.
Longview, WA |
BUY
|
- |
17.8KNew |
$676K - $919K
|
17.8K
$783K
|
|
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
56.2K+ 29.09% |
$2.13M - $2.9M
|
249K
$11M
|
|
|
Nov 16, 2022
Q3 2022
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
1.12K+ 12.31% |
$42.5K - $57.8K
|
10.2K
$449K
|
|
|
Nov 15, 2022
Q3 2022
|
Bradley Mark J.
|
SELL
|
- |
-875- 5.32% |
$33.2K - $45.2K
|
15.6K
$685K
|
|
|
Nov 15, 2022
Q3 2022
|
Doyle Wealth Management
St. Petersburg, FL |
SELL
|
- |
-212K- 75.53% |
$8.06M - $11M
|
68.8K
$3.03M
|
|
|
Nov 14, 2022
Q3 2022
|
Cpwm, LLC
Seattle, WA |
BUY
|
- |
4.07K+ 19.66% |
$154K - $210K
|
24.8K
$1.09M
|
|
|
Nov 14, 2022
Q3 2022
|
Beaumont Financial Partners, LLC
|
SELL
|
- |
-493- 3.51% |
$18.7K - $25.5K
|
13.5K
$595K
|
|
|
Nov 14, 2022
Q3 2022
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
BUY
|
CALL |
500New |
$19K - $25.8K
|
500
$22K
|
|
|
Nov 14, 2022
Q3 2022
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
1.73K+ 2.69% |
$65.8K - $89.4K
|
66.2K
$2.91M
|
|
|
Nov 14, 2022
Q3 2022
|
Osterweis Capital Management Inc
San Francisco, CA |
BUY
|
- |
1.84KNew |
$69.9K - $95.1K
|
1.84K
$81K
|
|
|
Nov 14, 2022
Q3 2022
|
Caas Capital Management LP
New York, NY |
SELL
|
- |
-46.3K- 79.28% |
$1.76M - $2.39M
|
12.1K
$532K
|
|
|
Nov 14, 2022
Q3 2022
|
Caas Capital Management LP
New York, NY |
SELL
|
PUT |
-23.1K- 95.45% |
$877K - $1.19M
|
1.1K
$48.4K
|
|
|
Nov 14, 2022
Q3 2022
|
Ehp Funds Inc.
Toronto, Z4 |
BUY
|
- |
1.7K+ 11.97% |
$64.5K - $87.8K
|
15.9K
$699K
|
|
|
Nov 14, 2022
Q3 2022
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
6.95KNew |
$264K - $359K
|
6.95K
$306K
|
|
|
Nov 14, 2022
Q3 2022
|
Meristem Family Wealth, LLC
Minnetonka, MN |
SELL
|
- |
-16KClosed |
$609K - $829K
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Maryland Capital Management
Towson, MD |
SELL
|
- |
-2.91K- 1.03% |
$111K - $150K
|
279K
$12.3M
|
|
|
Nov 14, 2022
Q3 2022
|
Sante Capital Fund, LP
|
BUY
|
- |
21.4KNew |
$812K - $1.1M
|
21.4K
$941K
|
|
|
Nov 14, 2022
Q3 2022
|
Bluestein R H & CO LLC
Birmingham, MI |
SELL
|
- |
-1.31K- 16.38% |
$49.6K - $67.4K
|
6.66K
$293K
|
|
|
Nov 14, 2022
Q3 2022
|
Family Legacy, Inc.
|
SELL
|
- |
-2K- 7.38% |
$76K - $103K
|
25.1K
$1.11M
|
|