Purchases and Sales Made in Q2 2023 in At&T Inc. (T)
This table provides information about the institutional ownership of At&T Inc. (T) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 01, 2023
Q2 2023
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
14+ 0.69% |
$212 - $279
|
2.04K
$49.8K
|
|
|
Apr 04, 2024
Q2 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
12+ 0.92% |
$182 - $240
|
1.32K
$32.3K
|
|
|
Aug 01, 2023
Q2 2023
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
11+ 0.46% |
$167 - $220
|
2.42K
$59.2K
|
|
|
Aug 14, 2023
Q2 2023
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
11+ 0.52% |
$167 - $220
|
2.12K
$51.9K
|
|
|
Aug 14, 2023
Q2 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
10+ 0.03% |
$152 - $200
|
32.3K
$790K
|
|
|
Dec 19, 2024
Q2 2023
|
Arcadia Investment Advisors LLC
Eagle, ID |
BUY
|
- |
10New |
$152 - $200
|
10
$245
|
|
|
Aug 11, 2023
Q2 2023
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
8+ 0.05% |
$121 - $160
|
17.7K
$433K
|
|
|
Jul 14, 2023
Q2 2023
|
Evolution Advisers, Inc.
|
BUY
|
- |
6+ 1.09% |
$90.9 - $120
|
555
$13.6K
|
|
|
Jul 26, 2023
Q2 2023
|
Hbc Financial Services, Pllc
|
BUY
|
- |
6+ 0.03% |
$90.9 - $120
|
23.7K
$580K
|
|
|
Aug 03, 2023
Q2 2023
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
BUY
|
- |
6+ 0.04% |
$90.9 - $120
|
13.9K
$339K
|
|
|
Aug 14, 2023
Q2 2023
|
Gould Capital, LLC
|
BUY
|
- |
6+ 1.46% |
$90.9 - $120
|
417
$10.2K
|
|
|
Jul 24, 2023
Q2 2023
|
Horrell Capital Management, Inc.
|
BUY
|
- |
4+ 0.01% |
$60.6 - $79.8
|
29.5K
$722K
|
|
|
Jul 26, 2023
Q2 2023
|
Tealwood Asset Management Inc
|
BUY
|
- |
4+ 0.01% |
$60.6 - $79.8
|
34.5K
$843K
|
|
|
Jul 18, 2023
Q2 2023
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
3+ 0.03% |
$45.5 - $59.9
|
11.1K
$271K
|
|
|
Jul 26, 2023
Q2 2023
|
High Mark Wealth Management LLC
|
BUY
|
- |
3+ 0.22% |
$45.5 - $59.9
|
1.38K
$33.8K
|
|
|
Aug 09, 2023
Q2 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
3+ 0.83% |
$45.5 - $59.9
|
365
$8.92K
|
|
|
Aug 10, 2023
Q2 2023
|
Stone House Investment Management, LLC
|
BUY
|
- |
3+ 1.86% |
$45.5 - $59.9
|
164
$4.01K
|
|
|
Jul 11, 2023
Q2 2023
|
Biltmore Wealth Management, LLC
|
BUY
|
- |
2+ 0.02% |
$30.3 - $39.9
|
11.1K
$271K
|
|
|
Jul 12, 2023
Q2 2023
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
2+ 0.02% |
$30.3 - $39.9
|
10.6K
$259K
|
|
|
Jul 24, 2023
Q2 2023
|
Meridian Financial Partners LLC
|
BUY
|
- |
1+ 0.01% |
$15.2 - $20
|
14.1K
$345K
|
|
|
Jul 25, 2023
Q2 2023
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
1+ 0.26% |
$15.2 - $20
|
380
$9.29K
|
|
|
Jul 26, 2023
Q2 2023
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
1+ 0.06% |
$15.2 - $20
|
1.76K
$42.9K
|
|
|
Aug 02, 2023
Q2 2023
|
Ifs Advisors, LLC
|
BUY
|
- |
1+ 0.12% |
$15.2 - $20
|
857
$21K
|
|
|
Aug 07, 2023
Q2 2023
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Silicon Valley Capital Partners
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 27, 2023
Q2 2023
|
Pay Pay Securities Corp
Tokyo, M0 |
SELL
|
- |
-1- 0.38% |
$15.2 - $20
|
264
$6.45K
|
|
|
Aug 14, 2023
Q2 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-2- 0.01% |
$30.3 - $39.9
|
28.1K
$687K
|
|
|
Jan 08, 2025
Q2 2023
|
Arcadia Investment Advisors LLC
Eagle, ID |
SELL
|
- |
-12- 54.55% |
$182 - $240
|
10
$245
|
|
|
Jul 07, 2023
Q2 2023
|
Savior LLC
|
SELL
|
- |
-14- 2.02% |
$212 - $279
|
680
$16.6K
|
|
|
Jul 25, 2023
Q2 2023
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
SELL
|
- |
-15- 0.13% |
$227 - $299
|
11.1K
$272K
|
|
|
Jul 21, 2023
Q2 2023
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-16- 0.12% |
$242 - $319
|
13.2K
$323K
|
|
|
Aug 22, 2023
Q2 2023
|
Us Asset Management LLC
Pittsburgh, PA |
SELL
|
- |
-16- 0.08% |
$242 - $319
|
20.2K
$494K
|
|
|
Jul 20, 2023
Q2 2023
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-18- 0.05% |
$273 - $359
|
33.6K
$822K
|
|
|
Jul 26, 2023
Q2 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-21- 0.1% |
$318 - $419
|
20.1K
$492K
|
|
|
Jul 18, 2023
Q2 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-22- 0.07% |
$333 - $439
|
30.3K
$742K
|
|
|
Aug 11, 2023
Q2 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-31- 1.37% |
$470 - $619
|
2.24K
$54.7K
|
|
|
Jul 25, 2023
Q2 2023
|
Creative Capital Management Investments LLC
San Diego, CA |
SELL
|
- |
-32- 0.65% |
$485 - $639
|
4.86K
$119K
|
|
|
Apr 22, 2024
Q2 2023
|
Creative Capital Management Investments LLC
San Diego, CA |
SELL
|
- |
-32- 0.65% |
$485 - $639
|
4.86K
$119K
|
|
|
Jul 19, 2023
Q2 2023
|
Essex Savings Bank
|
SELL
|
- |
-33- 0.13% |
$500 - $659
|
25.3K
$619K
|
|
|
Aug 11, 2023
Q2 2023
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-36- 0.21% |
$545 - $719
|
16.9K
$412K
|
|
|
Aug 09, 2023
Q2 2023
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-41- 3.5% |
$621 - $818
|
1.13K
$27.6K
|
|
|
Jul 12, 2023
Q2 2023
|
Piscataqua Savings Bank
|
SELL
|
- |
-44- 0.27% |
$667 - $878
|
16.1K
$394K
|
|
|
Aug 14, 2023
Q2 2023
|
Clari Vest Asset Management LLC
San Diego, CA |
SELL
|
- |
-47- 9.29% |
$712 - $938
|
459
$11.2K
|
|
|
Aug 09, 2023
Q2 2023
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
SELL
|
- |
-49- 2.08% |
$742 - $978
|
2.31K
$56.4K
|
|
|
Jul 20, 2023
Q2 2023
|
Bourgeon Capital Management LLC
|
SELL
|
- |
-50- 21.83% |
$758 - $998
|
179
$4.38K
|
|
|
Jul 21, 2023
Q2 2023
|
Pflug Koory, LLC
|
SELL
|
- |
-50- 2.25% |
$758 - $998
|
2.17K
$53.2K
|
|
|
Jul 25, 2023
Q2 2023
|
Sanctuary Wealth Management, L.L.C.
|
SELL
|
- |
-50- 33.33% |
$758 - $998
|
100
$2.45K
|
|
|
Jul 21, 2023
Q2 2023
|
Ifg Advisory, LLC
|
SELL
|
- |
-52- 0.13% |
$788 - $1.04K
|
40.4K
$987K
|
|
|
Jul 28, 2023
Q2 2023
|
Crewe Advisors LLC
|
SELL
|
- |
-52- 0.5% |
$788 - $1.04K
|
10.4K
$255K
|
|
|
Aug 14, 2023
Q2 2023
|
Ascent Group, LLC
|
SELL
|
- |
-52- 0.03% |
$788 - $1.04K
|
157K
$3.83M
|