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 12, 2024
Q4 2023
|
Eagle Asset Management Inc
St Petersburg, FL |
BUY
|
- |
13.2K+ 2.47% |
$406K - $512K
|
549K
$21.4M
|
|
|
Feb 13, 2024
Q4 2023
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
13.2K+ 3664.54% |
$406K - $511K
|
13.6K
$529K
|
|
|
Jan 29, 2024
Q4 2023
|
Lauer Wealth, LLC
Valparaiso, IN |
BUY
|
- |
13K+ 134.81% |
$400K - $503K
|
22.7K
$884K
|
|
|
Feb 14, 2024
Q4 2023
|
Easterly Investment Partners LLC
|
BUY
|
- |
13K+ 3.75% |
$399K - $503K
|
360K
$14M
|
|
|
Jan 23, 2024
Q4 2023
|
Mwa Asset Management
Lexington, MA |
BUY
|
- |
13K+ 42.06% |
$398K - $501K
|
43.8K
$1.71M
|
|
|
Jan 08, 2024
Q4 2023
|
Pure Financial Advisors, LLC
|
BUY
|
- |
12.9KNew |
$397K - $500K
|
12.9K
$504K
|
|
|
Jan 17, 2024
Q4 2023
|
Monarch Capital Management Inc
|
BUY
|
- |
12.9K+ 49.07% |
$397K - $500K
|
39.3K
$1.53M
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Street Partners, LLC
Memphis, TN |
BUY
|
- |
12.9K+ 9.75% |
$397K - $500K
|
146K
$5.67M
|
|
|
Feb 09, 2024
Q4 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
12.9K+ 7.8% |
$396K - $499K
|
179K
$6.95M
|
|
|
Feb 08, 2024
Q4 2023
|
Trillium Asset Management, LLC
Boston, MA |
BUY
|
- |
12.9K+ 3.21% |
$396K - $498K
|
415K
$16.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Fcg Investment CO
Germantown, TN |
BUY
|
- |
12.9KNew |
$395K - $497K
|
12.9K
$501K
|
|
|
Feb 14, 2024
Q4 2023
|
Lantern Wealth Advisors, LLC
Melville, NY |
BUY
|
- |
12.6KNew |
$388K - $489K
|
12.6K
$493K
|
|
|
Feb 14, 2024
Q4 2023
|
Centiva Capital, LP
New York, NY |
BUY
|
- |
12.6K+ 195.78% |
$386K - $486K
|
19K
$740K
|
|
|
Jan 26, 2024
Q4 2023
|
Impax Asset Management Group PLC
|
BUY
|
- |
12.4K+ 5.72% |
$380K - $479K
|
229K
$8.93M
|
|
|
Feb 14, 2024
Q4 2023
|
Silver Coast Investments LLC
San Diego, X1 |
BUY
|
- |
12.4KNew |
$380K - $479K
|
12.4K
$482K
|
|
|
Feb 13, 2024
Q4 2023
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
12.3K+ 0.55% |
$377K - $475K
|
2.26M
$88M
|
|
|
Feb 20, 2024
Q4 2023
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
12.3KNew |
$377K - $475K
|
12.3K
$479K
|
|
|
Feb 08, 2024
Q4 2023
|
Apexium Financial, LP
|
BUY
|
- |
12.3K+ 99.14% |
$377K - $475K
|
24.7K
$961K
|
|
|
Feb 09, 2024
Q4 2023
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
12.3K+ 4.53% |
$377K - $475K
|
283K
$11M
|
|
|
Feb 12, 2024
Q4 2023
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
11.9KNew |
$365K - $460K
|
11.9K
$464K
|
|
|
Jan 16, 2024
Q4 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
11.9K+ 6.13% |
$365K - $459K
|
206K
$8.02M
|
|
|
Feb 12, 2024
Q4 2023
|
Pingora Partners LLC
Wilson, WY |
BUY
|
- |
11.9KNew |
$364K - $459K
|
11.9K
$462K
|
|
|
Feb 14, 2024
Q4 2023
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
11.8KNew |
$362K - $457K
|
11.8K
$460K
|
|
|
Feb 08, 2024
Q4 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
11.7K+ 74.81% |
$357K - $450K
|
27.2K
$1.06M
|
|
|
Feb 13, 2024
Q4 2023
|
Steward Partners Investment Solutions, LLC
Portland, OR |
BUY
|
- |
11.6KNew |
$355K - $447K
|
11.6K
$450K
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
11.6K+ 25.09% |
$355K - $447K
|
57.6K
$2.25M
|
|
|
Feb 13, 2024
Q4 2023
|
Aviso Wealth Management
Bellevue, WA |
BUY
|
- |
11.5KNew |
$352K - $444K
|
11.5K
$447K
|
|
|
Feb 14, 2024
Q4 2023
|
Mosley Wealth Management
Anaheim, CA |
BUY
|
- |
11.5KNew |
$352K - $444K
|
11.5K
$447K
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
11.4K+ 1.02% |
$350K - $441K
|
1.13M
$44.2M
|
|
|
Jan 18, 2024
Q4 2023
|
Peak Financial Management, Inc.
|
BUY
|
- |
11.4KNew |
$348K - $439K
|
11.4K
$442K
|
|
|
Nov 13, 2024
Q4 2023
|
Onefund, LLC
Saint Petersburg, FL |
BUY
|
- |
11.1KNew |
$341K - $430K
|
11.1K
$433K
|
|
|
Jan 24, 2024
Q4 2023
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
11KNew |
$338K - $426K
|
11K
$429K
|
|
|
Feb 13, 2024
Q4 2023
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
11KNew |
$338K - $426K
|
11K
$429K
|
|
|
Feb 13, 2024
Q4 2023
|
Ascent Group, LLC
|
BUY
|
- |
10.8K+ 9.15% |
$333K - $419K
|
129K
$5.04M
|
|
|
Feb 14, 2024
Q4 2023
|
Mendel Money Management
Northbrook, IL |
BUY
|
- |
10.8KNew |
$332K - $418K
|
10.8K
$421K
|
|
|
Jan 12, 2024
Q4 2023
|
Ifm Investors Pty LTD
|
BUY
|
- |
10.8K+ 1.28% |
$332K - $418K
|
854K
$33.3M
|
|
|
Feb 16, 2024
Q4 2023
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
10.7KNew |
$329K - $415K
|
10.7K
$418K
|
|
|
Feb 12, 2024
Q4 2023
|
Richard C. Young & Co., Ltd.
|
BUY
|
- |
10.7K+ 3.28% |
$328K - $413K
|
337K
$13.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Rafferty Asset Management, LLC
New York, NY |
BUY
|
- |
10.7K+ 3.18% |
$327K - $412K
|
346K
$13.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
10.6K+ 25.92% |
$326K - $411K
|
51.7K
$2.01M
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
10.6K+ 10.32% |
$326K - $411K
|
114K
$4.42M
|
|
|
Jan 17, 2024
Q4 2023
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
10.6K+ 6.94% |
$325K - $409K
|
163K
$6.35M
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
10.6K+ 2.12% |
$324K - $408K
|
508K
$19.8M
|
|
|
Feb 05, 2024
Q4 2023
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
10.6K+ 19.81% |
$324K - $408K
|
63.8K
$2.49M
|
|
|
Feb 14, 2024
Q4 2023
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
10.5KNew |
$323K - $407K
|
10.5K
$410K
|
|
|
Jan 17, 2024
Q4 2023
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
10.5K+ 7.08% |
$322K - $405K
|
159K
$6.18M
|
|
|
Feb 13, 2024
Q4 2023
|
Hodges Capital Management Inc.
|
BUY
|
- |
10.5K+ 53.81% |
$321K - $405K
|
30K
$1.17M
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
10.5KNew |
$321K - $404K
|
10.5K
$408K
|
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
10.3KNew |
$316K - $398K
|
10.3K
$401K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
10.3K+ 9.95% |
$316K - $398K
|
114K
$4.43M
|