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 15, 2024
Q4 2023
|
Park Circle CO
|
BUY
|
- |
2.01K+ 1.48% |
$61.5K - $77.5K
|
137K
$5.4M
|
|
|
Jan 12, 2024
Q4 2023
|
Independent Wealth Network Inc.
|
BUY
|
- |
2K+ 23.06% |
$61.4K - $77.3K
|
10.7K
$421K
|
|
|
Jan 12, 2024
Q4 2023
|
Paragon Capital Management LTD
|
BUY
|
- |
2K+ 27.91% |
$61.3K - $77.3K
|
9.17K
$361K
|
|
|
Jan 09, 2024
Q4 2023
|
Sage Capital Advisors,Llc
|
BUY
|
- |
1.99K+ 1.59% |
$61.2K - $77.1K
|
127K
$5M
|
|
|
Feb 01, 2024
Q4 2023
|
Pds Planning, Inc
|
BUY
|
- |
1.99K+ 18.18% |
$60.9K - $76.8K
|
12.9K
$509K
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
1.98K+ 6.27% |
$60.8K - $76.6K
|
33.6K
$1.32M
|
|
|
Jan 11, 2024
Q4 2023
|
Cic Wealth, LLC
Rockville, MD |
BUY
|
- |
1.96K+ 29.1% |
$60.2K - $75.9K
|
8.71K
$343K
|
|
|
May 14, 2024
Q4 2023
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.96K+ 26.11% |
$60.1K - $75.8K
|
9.47K
$373K
|
|
|
Feb 08, 2024
Q4 2023
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
1.96KNew |
$60K - $75.6K
|
1.96K
$77K
|
|
|
Feb 12, 2024
Q4 2023
|
Evoke Wealth, LLC
|
BUY
|
- |
1.93K+ 7.91% |
$59.2K - $74.6K
|
26.3K
$1.04M
|
|
|
Feb 12, 2024
Q4 2023
|
Mattern Wealth Management LLC
|
BUY
|
- |
1.9K+ 20.11% |
$58.3K - $73.4K
|
11.3K
$447K
|
|
|
Jan 10, 2024
Q4 2023
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
1.88K+ 2.19% |
$57.7K - $72.7K
|
88K
$3.46M
|
|
|
Oct 28, 2024
Q4 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
1.87K+ 9.29% |
$57.4K - $72.3K
|
22K
$867K
|
|
|
Feb 13, 2024
Q4 2023
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
BUY
|
- |
1.86K+ 18.48% |
$57K - $71.9K
|
11.9K
$469K
|
|
|
Feb 01, 2024
Q4 2023
|
Klingenstein Fields & CO LP
|
BUY
|
- |
1.85K+ 25.04% |
$56.8K - $71.5K
|
9.24K
$364K
|
|
|
Jan 22, 2024
Q4 2023
|
Bonness Enterprises Inc
|
BUY
|
- |
1.84K+ 3.88% |
$56.6K - $71.3K
|
49.4K
$1.95M
|
|
|
Jan 24, 2024
Q4 2023
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
1.83K+ 15.65% |
$56.1K - $70.7K
|
13.5K
$533K
|
|
|
Jan 18, 2024
Q4 2023
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
1.8K+ 6.87% |
$55.3K - $69.7K
|
28.1K
$1.11M
|
|
|
Feb 13, 2024
Q4 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
1.75K+ 9.1% |
$53.6K - $67.6K
|
21K
$826K
|
|
|
Jan 18, 2024
Q4 2023
|
Strong Tower Advisory Services
Minneapolis, MN |
BUY
|
- |
1.75K+ 3.42% |
$53.6K - $67.5K
|
52.8K
$2.08M
|
|
|
Feb 06, 2024
Q4 2023
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
1.75K+ 21.07% |
$53.6K - $67.5K
|
10K
$395K
|
|
|
Jan 18, 2024
Q4 2023
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
1.74K+ 7.63% |
$53.4K - $67.3K
|
24.5K
$967K
|
|
|
Jan 30, 2024
Q4 2023
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
1.71K+ 13.88% |
$52.3K - $65.9K
|
14K
$551K
|
|
|
Feb 16, 2024
Q4 2023
|
Bluefin Capital Management, LLC
New York, NY |
BUY
|
- |
1.7K+ 18.48% |
$52.1K - $65.7K
|
10.9K
$429K
|
|
|
Jan 12, 2024
Q4 2023
|
My Legacy Advisors, LLC
|
BUY
|
- |
1.69K+ 6.25% |
$51.9K - $65.4K
|
28.8K
$1.13M
|
|
|
Feb 06, 2024
Q4 2023
|
Provence Wealth Management Group
|
BUY
|
- |
1.69K+ 24.31% |
$51.7K - $65.2K
|
8.63K
$340K
|
|
|
Jan 26, 2024
Q4 2023
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
1.68K+ 8.3% |
$51.6K - $65K
|
21.9K
$864K
|
|
|
Jan 08, 2024
Q4 2023
|
Czech National Bank
Prague, 2N |
BUY
|
- |
1.68K+ 0.23% |
$51.5K - $64.9K
|
736K
$29M
|
|
|
Jan 30, 2024
Q4 2023
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
1.67K+ 8.79% |
$51.2K - $64.5K
|
20.7K
$814K
|
|
|
Feb 14, 2024
Q4 2023
|
Entry Point Capital, LLC
New York, NY |
BUY
|
- |
1.65KNew |
$50.6K - $63.8K
|
1.65K
$65K
|
|
|
Feb 05, 2024
Q4 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
1.63K+ 7.95% |
$49.9K - $62.9K
|
22.1K
$871K
|
|
|
Jan 10, 2024
Q4 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.62K+ 1.28% |
$49.6K - $62.5K
|
128K
$5.03M
|
|
|
Feb 05, 2024
Q4 2023
|
Pya Waltman Capital, LLC
Knoxville, TN |
BUY
|
- |
1.61K+ 7.84% |
$49.2K - $62K
|
22.1K
$870K
|
|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
1.58K+ 11.17% |
$48.5K - $61.1K
|
15.7K
$619K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
1.57KNew |
$48.2K - $60.8K
|
1.57K
$61.9K
|
|
|
Jan 09, 2024
Q4 2023
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
1.57K+ 15.87% |
$48.2K - $60.7K
|
11.5K
$452K
|
|
|
Feb 05, 2024
Q4 2023
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
1.56K+ 7.03% |
$47.8K - $60.2K
|
23.7K
$933K
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.54K+ 9.09% |
$47.2K - $59.4K
|
18.4K
$727K
|
|
|
Jan 18, 2024
Q4 2023
|
Successful Portfolios LLC
|
BUY
|
- |
1.53K+ 22.84% |
$47K - $59.2K
|
8.24K
$325K
|
|
|
Jan 16, 2024
Q4 2023
|
Acropolis Investment Management, LLC
|
BUY
|
- |
1.51K+ 5.19% |
$46.4K - $58.5K
|
30.7K
$1.21M
|
|
|
Jan 31, 2024
Q4 2023
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
1.51K+ 16.61% |
$46.4K - $58.4K
|
10.6K
$418K
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.51K+ 1.1% |
$46.2K - $58.2K
|
139K
$5.47M
|
|
|
Jan 17, 2024
Q4 2023
|
Wealth Bridge Investment Counsel Inc.
|
BUY
|
- |
1.5K+ 1.16% |
$46K - $58K
|
131K
$5.17M
|
|
|
Jan 22, 2024
Q4 2023
|
Perkins Capital Management Inc
|
BUY
|
- |
1.5K+ 9.92% |
$46K - $58K
|
16.6K
$655K
|
|
|
Jan 23, 2024
Q4 2023
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
1.5K+ 6.09% |
$46K - $58K
|
26.1K
$1.03M
|
|
|
Jan 23, 2024
Q4 2023
|
First Bancorp, Inc
|
BUY
|
- |
1.49K+ 9.25% |
$45.7K - $57.6K
|
17.6K
$694K
|
|
|
Feb 01, 2024
Q4 2023
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
1.45K+ 19.53% |
$44.5K - $56.1K
|
8.89K
$350K
|
|
|
Feb 14, 2024
Q4 2023
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
BUY
|
- |
1.42K+ 34.32% |
$43.5K - $54.8K
|
5.55K
$218K
|
|
|
Jan 10, 2024
Q4 2023
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
1.4K+ 8.48% |
$42.8K - $54K
|
17.9K
$704K
|
|
|
Feb 01, 2024
Q4 2023
|
Telemus Capital, LLC
|
BUY
|
- |
1.39K+ 4.81% |
$42.7K - $53.8K
|
30.3K
$1.19M
|