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Verizon Comm 5.90%

Q3 2018 vs Q4 2018

Comparing institutional holders between quarters

Quarters

Q4 2018Q3 2018Q2 2018Q1 2018Q4 2017
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Crossmark Global Holdings, Inc.
UNCHANGED
Shares27,000 from 27,000
Change0 (0%)
Value$683 (-$3)
Filed 2019-01-31
Plimoth Trust Co LLC
UNCHANGED
Shares14,235 from 14,235
Change0 (0%)
Value$361 (-$2)
Filed 2019-01-25
Roosevelt Investment Group Inc
UNCHANGED
Shares10,650 from 10,650
Change0 (0%)
Value$269 (-$2)
Filed 2019-02-05
PNC Financial Services Group, Inc.
UNCHANGED
Shares9,420 from 9,420
Change0 (0%)
Value$238 (-$1)
Filed 2019-02-08
Intercontinental Wealth Advisors, LLC
NEW
Shares1,000
Change+1,000
Value$25
Filed 2019-01-31
Lake Point Wealth Management
NEW
Shares68
Change+68
Value$2
Filed 2019-08-07
AlphaMark Advisors, LLC
CLOSED
Shares0 from 1,210
Change-1,210 (-100%)
Value$0 (-$31)
Filed 2019-02-06
Sonora Investment Management, LLC
CLOSED
Shares0 from 210
Change-210 (-100%)
Value$0 (-$5)
Filed 2019-01-25
Status
Crossmark Global Holdings, Inc.
UNCHANGED27,00027,00000%$686$683-$32019-01-31
Plimoth Trust Co LLC
UNCHANGED14,23514,23500%$363$361-$22019-01-25
Roosevelt Investment Group Inc
UNCHANGED10,65010,65000%$271$269-$22019-02-05
PNC Financial Services Group, Inc.
UNCHANGED9,4209,42000%$239$238-$12019-02-08
Intercontinental Wealth Advisors, LLC
NEW1,000—+1,000——$25—2019-01-31
Lake Point Wealth Management
NEW68—+68——$2—2019-08-07
AlphaMark Advisors, LLC
CLOSED01,210-1,210-100%$31$0-$312019-02-06
Sonora Investment Management, LLC
CLOSED0210-210-100%$5$0-$52019-01-25
Showing 8 of 8 institutions