Purchases and Sales Made in Q1 2025 in At&T Inc. (T)
This table provides information about the institutional ownership of At&T Inc. (T) during Q1 2025. 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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2025
Q1 2025
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
7.15KNew |
$154K - $202K
|
7.15K
$200K
|
|
|
May 05, 2025
Q1 2025
|
North Forty Two & Co.
Lake Oswego, OR |
BUY
|
- |
7.14KNew |
$154K - $202K
|
7.14K
$199K
|
|
|
Apr 18, 2025
Q1 2025
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
7.14KNew |
$154K - $202K
|
7.14K
$199K
|
|
|
May 14, 2025
Q1 2025
|
Royal Capital Wealth Management, LLC
Carmel, IN |
BUY
|
- |
7.14KNew |
$154K - $202K
|
7.14K
$199K
|
|
|
May 15, 2025
Q1 2025
|
Plancorp, LLC
|
BUY
|
- |
7.13K+ 19.5% |
$154K - $202K
|
43.7K
$1.22M
|
|
|
May 15, 2025
Q1 2025
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
BUY
|
- |
7.13KNew |
$154K - $202K
|
7.13K
$199K
|
|
|
Apr 16, 2025
Q1 2025
|
Capstone Wealth Management, LLC
Tuscaloosa, AL |
BUY
|
- |
7.1KNew |
$153K - $201K
|
7.1K
$198K
|
|
|
Apr 29, 2025
Q1 2025
|
Interchange Capital Partners, LLC
|
BUY
|
- |
7.1KNew |
$153K - $201K
|
7.1K
$198K
|
|
|
May 14, 2025
Q1 2025
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
7.09K+ 19.09% |
$153K - $200K
|
44.2K
$1.23M
|
|
|
May 01, 2025
Q1 2025
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
7.07K+ 18.03% |
$152K - $200K
|
46.3K
$1.29M
|
|
|
May 02, 2025
Q1 2025
|
Kornitzer Capital Management Inc
|
BUY
|
- |
7.07K+ 0.74% |
$152K - $200K
|
958K
$26.8M
|
|
|
May 07, 2025
Q1 2025
|
Canopy Partners, LLC
Terrace Park, OH |
BUY
|
- |
7.06KNew |
$152K - $200K
|
7.06K
$197K
|
|
|
May 20, 2025
Q1 2025
|
Flaharty Asset Management, LLC
|
BUY
|
- |
7.04KNew |
$152K - $199K
|
7.04K
$197K
|
|
|
May 09, 2025
Q1 2025
|
J. Safra Sarasin Holding Ag
Basel, V8 |
BUY
|
- |
6.95K+ 24.78% |
$150K - $196K
|
35K
$976K
|
|
|
Apr 30, 2025
Q1 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
6.93K+ 74.06% |
$149K - $196K
|
16.3K
$454K
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
6.89K+ 10.0% |
$149K - $195K
|
75.8K
$2.12M
|
|
|
Apr 24, 2025
Q1 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
6.76K+ 6.24% |
$146K - $191K
|
115K
$3.21M
|
|
|
May 15, 2025
Q1 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
6.76K+ 35.87% |
$146K - $191K
|
25.6K
$715K
|
|
|
May 01, 2025
Q1 2025
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
6.67K+ 31.01% |
$144K - $189K
|
28.2K
$786K
|
|
|
May 13, 2025
Q1 2025
|
Cornerstone Select Advisors, LLC
St. Louis, MO |
BUY
|
- |
6.57K+ 5.4% |
$142K - $186K
|
128K
$3.58M
|
|
|
Apr 23, 2025
Q1 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
6.57K+ 28.68% |
$142K - $186K
|
29.5K
$823K
|
|
|
Apr 17, 2025
Q1 2025
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
6.56K+ 5.01% |
$141K - $185K
|
137K
$3.84M
|
|
|
May 05, 2025
Q1 2025
|
Edgemoor Investment Advisors, Inc.
|
BUY
|
- |
6.47K+ 2.23% |
$140K - $183K
|
297K
$8.28M
|
|
|
May 13, 2025
Q1 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
6.44K+ 4.34% |
$139K - $182K
|
155K
$4.33M
|
|
|
May 15, 2025
Q1 2025
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
6.42K+ 28.71% |
$138K - $182K
|
28.8K
$803K
|
|
|
May 12, 2025
Q1 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
6.41K+ 10.67% |
$138K - $181K
|
66.4K
$1.86M
|
|
|
May 07, 2025
Q1 2025
|
Applied Finance Capital Management, LLC
San Juan, PR |
BUY
|
- |
6.33K+ 7.56% |
$136K - $179K
|
90K
$2.51M
|
|
|
Apr 17, 2025
Q1 2025
|
Fny Investment Advisers, LLC
|
BUY
|
- |
6.25K+ 46.85% |
$135K - $177K
|
19.6K
$547K
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
6.21KNew |
$134K - $176K
|
6.21K
$173K
|
|
|
May 06, 2025
Q1 2025
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
6.14K+ 15.86% |
$132K - $174K
|
44.9K
$1.25M
|
|
|
May 07, 2025
Q1 2025
|
Globalt Investments LLC / Ga
Atlanta, GA |
BUY
|
- |
6.07K+ 1.53% |
$131K - $172K
|
404K
$11.3M
|
|
|
Apr 29, 2025
Q1 2025
|
Adell Harriman & Carpenter Inc
|
BUY
|
- |
6.01K+ 4.03% |
$129K - $170K
|
155K
$4.33M
|
|
|
May 12, 2025
Q1 2025
|
Pandora Wealth, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
6KNew |
$129K - $170K
|
6K
$168K
|
|
|
Apr 30, 2025
Q1 2025
|
Mjp Associates Inc
|
BUY
|
- |
5.99K+ 23.83% |
$129K - $169K
|
31.1K
$869K
|
|
|
Apr 22, 2025
Q1 2025
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
5.93K+ 21.84% |
$128K - $168K
|
33K
$923K
|
|
|
Apr 30, 2025
Q1 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
5.89K+ 11.64% |
$127K - $166K
|
56.5K
$1.58M
|
|
|
May 08, 2025
Q1 2025
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
5.86K+ 41.09% |
$126K - $166K
|
20.1K
$562K
|
|
|
May 15, 2025
Q1 2025
|
Adalta Capital Management LLC
New York, NY |
BUY
|
- |
5.79KNew |
$125K - $164K
|
5.79K
$162K
|
|
|
Apr 21, 2025
Q1 2025
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
5.77K+ 16.27% |
$124K - $163K
|
41.2K
$1.15M
|
|
|
May 08, 2025
Q1 2025
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
5.76K+ 6.67% |
$124K - $163K
|
92.2K
$2.57M
|
|
|
May 08, 2025
Q1 2025
|
Heritage Wealth Advisors
|
BUY
|
- |
5.75K+ 149.9% |
$124K - $163K
|
9.59K
$268K
|
|
|
Apr 18, 2025
Q1 2025
|
Bell Bank
|
BUY
|
- |
5.64K+ 1.49% |
$122K - $160K
|
384K
$10.7M
|
|
|
May 13, 2025
Q1 2025
|
Fcg Investment CO
Germantown, TN |
BUY
|
- |
5.63K+ 36.84% |
$121K - $159K
|
20.9K
$584K
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
5.6K+ 14.89% |
$121K - $158K
|
43.2K
$1.21M
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
5.57K+ 100.38% |
$120K - $157K
|
11.1K
$310K
|
|
|
May 08, 2025
Q1 2025
|
Univest Financial Corp
|
BUY
|
- |
5.47K+ 45.9% |
$118K - $155K
|
17.4K
$485K
|
|
|
Apr 23, 2025
Q1 2025
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
5.41K+ 0.14% |
$117K - $153K
|
3.8M
$106M
|
|
|
May 14, 2025
Q1 2025
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
5.33K+ 17.75% |
$115K - $151K
|
35.4K
$987K
|
|
|
Apr 10, 2025
Q1 2025
|
Apella Capital, LLC
|
BUY
|
- |
5.32K+ 17.98% |
$115K - $150K
|
34.9K
$975K
|
|
|
May 13, 2025
Q1 2025
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
5.26K+ 5.33% |
$113K - $149K
|
104K
$2.9M
|