Purchases and Sales Made in Q1 2023 in At&T Inc. (T)
This table provides information about the institutional ownership of At&T Inc. (T) during Q1 2023. The information is specifically focused on institutions that hold shares of AT&T INC..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 27, 2023
Q1 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-485- 1.99% |
$8.79K - $9.9K
|
23.9K
$636K
|
|
|
May 03, 2023
Q1 2023
|
Moseley Investment Management Inc
|
SELL
|
- |
-488- 2.93% |
$8.85K - $9.96K
|
16.2K
$430K
|
|
|
Apr 21, 2023
Q1 2023
|
Successful Portfolios LLC
|
SELL
|
- |
-499- 2.52% |
$9.05K - $10.2K
|
19.3K
$513K
|
|
|
Jun 01, 2023
Q1 2023
|
Searle & Co.
|
SELL
|
- |
-500- 0.69% |
$9.07K - $10.2K
|
72.2K
$1.92M
|
|
|
Apr 11, 2023
Q1 2023
|
Hyperion Partners, LLC
Berwyn, PA |
SELL
|
- |
-503- 1.68% |
$9.12K - $10.3K
|
29.4K
$782K
|
|
|
Apr 07, 2023
Q1 2023
|
Hall Laurie J Trustee
|
SELL
|
- |
-505- 0.68% |
$9.16K - $10.3K
|
73.9K
$1.97M
|
|
|
May 05, 2023
Q1 2023
|
Prairie View Partners, LLC
|
SELL
|
- |
-505- 11.01% |
$9.16K - $10.3K
|
4.08K
$109K
|
|
|
May 16, 2023
Q1 2023
|
Red Tortoise LLC
Atlanta, GA |
SELL
|
- |
-509- 31.06% |
$9.23K - $10.4K
|
1.13K
$30.1K
|
|
|
May 04, 2023
Q1 2023
|
Financial Advisors, LLC
Andover, MA |
SELL
|
- |
-520- 2.49% |
$9.43K - $10.6K
|
20.4K
$542K
|
|
|
Apr 24, 2023
Q1 2023
|
Montecito Bank & Trust
|
SELL
|
- |
-523- 4.5% |
$9.48K - $10.7K
|
11.1K
$296K
|
|
|
Apr 27, 2023
Q1 2023
|
Annex Advisory Services, LLC
|
SELL
|
- |
-523- 2.68% |
$9.48K - $10.7K
|
19K
$505K
|
|
|
Apr 18, 2023
Q1 2023
|
La Fleur & Godfrey LLC
|
SELL
|
- |
-526- 1.47% |
$9.54K - $10.7K
|
35.2K
$937K
|
|
|
Apr 24, 2023
Q1 2023
|
Sowa Financial Group, Inc.
Lincoln, RI |
SELL
|
- |
-527- 3.61% |
$9.55K - $10.8K
|
14.1K
$374K
|
|
|
Apr 18, 2023
Q1 2023
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-528- 1.2% |
$9.57K - $10.8K
|
43.6K
$1.16M
|
|
|
May 05, 2023
Q1 2023
|
Prudent Man Advisors, LLC
|
SELL
|
- |
-528- 1.75% |
$9.57K - $10.8K
|
29.7K
$789K
|
|
|
Apr 28, 2023
Q1 2023
|
Bridges Investment Management Inc
|
SELL
|
- |
-530- 1.21% |
$9.61K - $10.8K
|
43.2K
$1.15M
|
|
|
May 12, 2023
Q1 2023
|
Jsf Financial, LLC
|
SELL
|
- |
-531- 0.92% |
$9.63K - $10.8K
|
57K
$1.52M
|
|
|
Apr 27, 2023
Q1 2023
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-532- 0.73% |
$9.65K - $10.9K
|
72.1K
$1.92M
|
|
|
May 01, 2023
Q1 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-543- 0.63% |
$9.84K - $11.1K
|
85.3K
$2.27M
|
|
|
May 04, 2023
Q1 2023
|
Capital Wealth Alliance, LLC
|
SELL
|
- |
-544- 4.74% |
$9.86K - $11.1K
|
10.9K
$291K
|
|
|
May 11, 2023
Q1 2023
|
Marco Investment Management LLC
|
SELL
|
- |
-544- 1.02% |
$9.86K - $11.1K
|
52.6K
$1.4M
|
|
|
Apr 19, 2023
Q1 2023
|
Windsor Group LTD
|
SELL
|
- |
-550- 1.87% |
$9.97K - $11.2K
|
28.9K
$769K
|
|
|
May 05, 2023
Q1 2023
|
Schulhoff & CO Inc
|
SELL
|
- |
-550- 0.59% |
$9.97K - $11.2K
|
93.1K
$2.48M
|
|
|
Sep 12, 2023
Q1 2023
|
Dcm Advisors, LLC
New York, NY |
SELL
|
- |
-554- 0.25% |
$10K - $11.3K
|
222K
$5.92M
|
|
|
May 10, 2023
Q1 2023
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-557- 3.56% |
$10.1K - $11.4K
|
15.1K
$401K
|
|
|
May 03, 2023
Q1 2023
|
Le Jeune Puetz Investment Counsel LLC
|
SELL
|
- |
-569- 0.8% |
$10.3K - $11.6K
|
70.8K
$1.89M
|
|
|
May 09, 2023
Q1 2023
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-582- 3.29% |
$10.6K - $11.9K
|
17.1K
$455K
|
|
|
May 15, 2023
Q1 2023
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-593- 1.36% |
$10.8K - $12.1K
|
42.9K
$1.14M
|
|
|
May 01, 2023
Q1 2023
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-598- 1.69% |
$10.8K - $12.2K
|
34.7K
$924K
|
|
|
May 09, 2023
Q1 2023
|
Griffin Asset Management, Inc.
|
SELL
|
- |
-606- 1.54% |
$11K - $12.4K
|
38.7K
$1.03M
|
|
|
Apr 12, 2023
Q1 2023
|
Founders Capital Management
|
SELL
|
- |
-614- 1.56% |
$11.1K - $12.5K
|
38.8K
$1.03M
|
|
|
Apr 25, 2023
Q1 2023
|
Cross Staff Investments Inc
|
SELL
|
- |
-618- 3.87% |
$11.2K - $12.6K
|
15.4K
$409K
|
|
|
Apr 24, 2023
Q1 2023
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-619- 10.64% |
$11.2K - $12.6K
|
5.2K
$138K
|
|
|
May 09, 2023
Q1 2023
|
Sawgrass Asset Management LLC
|
SELL
|
- |
-631- 1.43% |
$11.4K - $12.9K
|
43.4K
$1.16M
|
|
|
Feb 13, 2024
Q1 2023
|
United Community Bank
Greenville, SC |
SELL
|
- |
-632- 6.63% |
$11.5K - $12.9K
|
8.89K
$237K
|
|
|
May 01, 2023
Q1 2023
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
SELL
|
- |
-643- 0.99% |
$11.7K - $13.1K
|
64.5K
$1.72M
|
|
|
May 10, 2023
Q1 2023
|
Concentric Wealth Management, LLC
Lafayette, CA |
SELL
|
- |
-643- 0.4% |
$11.7K - $13.1K
|
160K
$4.27M
|
|
|
Apr 06, 2023
Q1 2023
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-647- 4.78% |
$11.7K - $13.2K
|
12.9K
$343K
|
|
|
Apr 26, 2023
Q1 2023
|
Massachusetts Wealth Management
North Andover, MA |
SELL
|
- |
-650- 4.06% |
$11.8K - $13.3K
|
15.4K
$409K
|
|
|
May 15, 2023
Q1 2023
|
Westchester Capital Management, Inc.
Omaha, NE |
SELL
|
- |
-651- 0.42% |
$11.8K - $13.3K
|
155K
$4.13M
|
|
|
Apr 10, 2023
Q1 2023
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
SELL
|
- |
-675- 2.67% |
$12.2K - $13.8K
|
24.6K
$656K
|
|
|
May 10, 2023
Q1 2023
|
Diligent Investors, LLC
|
SELL
|
- |
-677- 1.3% |
$12.3K - $13.8K
|
51.4K
$1.37M
|
|
|
May 10, 2023
Q1 2023
|
Zhang Financial LLC
|
SELL
|
- |
-677- 4.36% |
$12.3K - $13.8K
|
14.9K
$396K
|
|
|
May 12, 2023
Q1 2023
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-680- 3.67% |
$12.3K - $13.9K
|
17.9K
$475K
|
|
|
Apr 27, 2023
Q1 2023
|
Sterling Investment Management, LLC
|
SELL
|
- |
-682- 1.42% |
$12.4K - $13.9K
|
47.4K
$1.26M
|
|
|
May 03, 2023
Q1 2023
|
9258 Wealth Management, LLC
|
SELL
|
- |
-685- 1.82% |
$12.4K - $14K
|
37K
$984K
|
|
|
Apr 06, 2023
Q1 2023
|
Alliance Wealth Advisors, LLC
|
SELL
|
- |
-692- 3.65% |
$12.5K - $14.1K
|
18.3K
$486K
|
|
|
May 15, 2023
Q1 2023
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-700- 5.24% |
$12.7K - $14.3K
|
12.7K
$337K
|
|
|
Apr 18, 2023
Q1 2023
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-708- 5.29% |
$12.8K - $14.5K
|
12.7K
$337K
|
|
|
May 08, 2023
Q1 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-712- 3.03% |
$12.9K - $14.5K
|
22.8K
$607K
|