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 |
|---|---|---|---|---|---|---|---|
|
Jan 29, 2024
Q4 2023
|
Xcel Wealth Management, LLC
|
BUY
|
- |
33.3K+ 22.92% |
$1.02M - $1.29M
|
179K
$6.96M
|
|
|
Feb 27, 2024
Q4 2023
|
Counterweight Ventures, LLC
Wilmington, NC |
BUY
|
- |
32.3KNew |
$992K - $1.25M
|
32.3K
$1.26M
|
|
|
Feb 13, 2024
Q4 2023
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
BUY
|
- |
32.3K+ 9.34% |
$989K - $1.25M
|
378K
$14.7M
|
|
|
Feb 15, 2024
Q4 2023
|
Life Pro Asset Management
|
BUY
|
- |
32.2KNew |
$987K - $1.24M
|
32.2K
$1.25M
|
|
|
Feb 05, 2024
Q4 2023
|
Opinicus Capital, Inc.
Tampa, FL |
BUY
|
- |
32KNew |
$982K - $1.24M
|
32K
$1.25M
|
|
|
Feb 09, 2024
Q4 2023
|
Aviva PLC
|
BUY
|
- |
32K+ 1.31% |
$980K - $1.24M
|
2.47M
$96.2M
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
31.7K+ 8.42% |
$973K - $1.23M
|
409K
$15.9M
|
|
|
Jan 02, 2024
Q4 2023
|
Symmetry Partners, LLC
|
BUY
|
- |
31.5K+ 163.31% |
$966K - $1.22M
|
50.8K
$1.98M
|
|
|
Feb 02, 2024
Q4 2023
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
31.3KNew |
$959K - $1.21M
|
31.3K
$1.22M
|
|
|
Feb 06, 2024
Q4 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
30.6K+ 25.56% |
$937K - $1.18M
|
150K
$5.85M
|
|
|
Feb 14, 2024
Q4 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
30.5K+ 54.58% |
$934K - $1.18M
|
86.2K
$3.36M
|
|
|
Apr 01, 2024
Q4 2023
|
Ims Capital Management
|
BUY
|
- |
30.4K+ 190.19% |
$932K - $1.17M
|
46.4K
$1.81M
|
|
|
Feb 13, 2024
Q4 2023
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
30.2K+ 108.58% |
$927K - $1.17M
|
58.1K
$2.26M
|
|
|
Feb 08, 2024
Q4 2023
|
Wt Wealth Management
|
BUY
|
- |
30.2KNew |
$926K - $1.17M
|
30.2K
$1.18M
|
|
|
Feb 14, 2024
Q4 2023
|
Core Alternative Capital
|
BUY
|
- |
30K+ 35.9% |
$921K - $1.16M
|
114K
$4.43M
|
|
|
Feb 02, 2024
Q4 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
29.3KNew |
$898K - $1.13M
|
29.3K
$1.14M
|
|
|
Feb 12, 2024
Q4 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
29.3K+ 4.6% |
$897K - $1.13M
|
665K
$25.9M
|
|
|
Feb 01, 2024
Q4 2023
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
28.6KNew |
$877K - $1.1M
|
28.6K
$1.11M
|
|
|
Jan 25, 2024
Q4 2023
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
28.6K+ 43.96% |
$876K - $1.1M
|
93.5K
$3.64M
|
|
|
Jan 23, 2024
Q4 2023
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
28.5K+ 139.72% |
$873K - $1.1M
|
48.9K
$1.9M
|
|
|
Jan 31, 2024
Q4 2023
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
28.2K+ 6.44% |
$865K - $1.09M
|
466K
$18.2M
|
|
|
Feb 07, 2024
Q4 2023
|
Stoneridge Investment Partners LLC
|
BUY
|
- |
28.2K+ 45.28% |
$864K - $1.09M
|
90.3K
$3.52M
|
|
|
Feb 13, 2024
Q4 2023
|
First Dallas Securities Inc.
|
BUY
|
- |
28.1KNew |
$861K - $1.09M
|
28.1K
$1.09M
|
|
|
Jan 30, 2024
Q4 2023
|
Everence Capital Management Inc
|
BUY
|
- |
28K+ 24.37% |
$857K - $1.08M
|
143K
$5.56M
|
|
|
Jan 29, 2024
Q4 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
27.7K+ 25.79% |
$851K - $1.07M
|
135K
$5.27M
|
|
|
Feb 16, 2024
Q4 2023
|
Burford Brothers, Inc.
Dallas, TX |
BUY
|
- |
27.4KNew |
$840K - $1.06M
|
27.4K
$1.07M
|
|
|
Feb 09, 2024
Q4 2023
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
27.3KNew |
$836K - $1.05M
|
27.3K
$1.06M
|
|
|
Feb 14, 2024
Q4 2023
|
Shelton Capital Management
Denver, CO |
BUY
|
- |
27.2K+ 9.66% |
$835K - $1.05M
|
309K
$12M
|
|
|
Feb 14, 2024
Q4 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
27.2K+ 14.79% |
$833K - $1.05M
|
211K
$8.21M
|
|
|
Feb 09, 2024
Q4 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
27K+ 77.92% |
$828K - $1.04M
|
61.6K
$2.4M
|
|
|
Feb 06, 2024
Q4 2023
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
26.9KNew |
$824K - $1.04M
|
26.9K
$1.05M
|
|
|
Feb 07, 2024
Q4 2023
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
26.8K+ 38.97% |
$821K - $1.04M
|
95.5K
$3.72M
|
|
|
Jan 29, 2024
Q4 2023
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
26.7KNew |
$818K - $1.03M
|
26.7K
$1.04M
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
26.3K+ 27.41% |
$806K - $1.02M
|
122K
$4.76M
|
|
|
Feb 06, 2024
Q4 2023
|
Metis Global Partners, LLC
|
BUY
|
- |
26.2K+ 14.35% |
$803K - $1.01M
|
209K
$8.13M
|
|
|
Feb 07, 2024
Q4 2023
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
26.1K+ 119.77% |
$801K - $1.01M
|
48K
$1.87M
|
|
|
Feb 14, 2024
Q4 2023
|
Nippon Life Global Investors Americas, Inc.
|
BUY
|
- |
25.7K+ 25.11% |
$787K - $992K
|
128K
$4.98M
|
|
|
Feb 07, 2024
Q4 2023
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
25.6KNew |
$786K - $990K
|
25.6K
$998K
|
|
|
Feb 06, 2024
Q4 2023
|
Lgt Group Foundation
|
BUY
|
- |
25.6K+ 8.65% |
$785K - $989K
|
321K
$12.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Midland Wealth Advisors LLC
Rockford, IL |
BUY
|
- |
25.5KNew |
$781K - $984K
|
25.5K
$992K
|
|
|
Jan 30, 2024
Q4 2023
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
25.4K+ 26.13% |
$778K - $981K
|
123K
$4.77M
|
|
|
Feb 06, 2024
Q4 2023
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
25.1K+ 392.65% |
$770K - $971K
|
31.5K
$1.23M
|
|
|
Jan 29, 2024
Q4 2023
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
25.1K+ 2.86% |
$769K - $969K
|
903K
$35.2M
|
|
|
Jan 18, 2024
Q4 2023
|
Cottage Street Advisors LLC
|
BUY
|
- |
25.1K+ 65.86% |
$769K - $969K
|
63.1K
$2.46M
|
|
|
Sep 30, 2024
Q4 2023
|
Jarislowsky, Fraser LTD
|
BUY
|
- |
24.5KNew |
$751K - $947K
|
24.5K
$954K
|
|
|
Feb 14, 2024
Q4 2023
|
Eight 31 Financial LLC
Midland, TX |
BUY
|
- |
24.1KNew |
$739K - $931K
|
24.1K
$938K
|
|
|
Feb 06, 2024
Q4 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
24.1K+ 19.88% |
$739K - $931K
|
145K
$5.65M
|
|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
24K+ 50.6% |
$735K - $926K
|
71.3K
$2.78M
|
|
|
Feb 08, 2024
Q4 2023
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
23.9KNew |
$734K - $925K
|
23.9K
$932K
|
|
|
Jan 31, 2024
Q4 2023
|
Kornitzer Capital Management Inc
|
BUY
|
- |
23.7K+ 2.65% |
$726K - $915K
|
917K
$35.7M
|