Purchases and Sales Made in Q4 2023 in At&T Inc. (T)
This table provides information about the institutional ownership of At&T Inc. (T) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 29, 2024
Q4 2023
|
Mbe Wealth Management, LLC
|
BUY
|
- |
160+ 1.56% |
$2.29K - $2.76K
|
10.4K
$279K
|
|
|
Jan 18, 2024
Q4 2023
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
158+ 1.47% |
$2.26K - $2.72K
|
10.9K
$292K
|
|
|
Feb 02, 2024
Q4 2023
|
Delta Investment Management, LLC
|
BUY
|
- |
157+ 1.55% |
$2.25K - $2.7K
|
10.3K
$277K
|
|
|
Jan 12, 2024
Q4 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
155+ 1.34% |
$2.22K - $2.67K
|
11.8K
$315K
|
|
|
Jan 19, 2024
Q4 2023
|
Wells Trecaso Financial Group, LLC
|
BUY
|
- |
150+ 1.06% |
$2.15K - $2.58K
|
14.2K
$382K
|
|
|
Jan 22, 2024
Q4 2023
|
Capital Advantage, Inc.
|
BUY
|
- |
150+ 0.53% |
$2.15K - $2.58K
|
28.5K
$766K
|
|
|
Feb 13, 2024
Q4 2023
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
146+ 1.31% |
$2.09K - $2.51K
|
11.3K
$303K
|
|
|
Jan 19, 2024
Q4 2023
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
136+ 0.52% |
$1.95K - $2.34K
|
26.3K
$707K
|
|
|
Feb 15, 2024
Q4 2023
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
136+ 0.44% |
$1.95K - $2.34K
|
31.1K
$834K
|
|
|
Jan 10, 2024
Q4 2023
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
135+ 1.1% |
$1.93K - $2.32K
|
12.4K
$332K
|
|
|
Apr 09, 2024
Q4 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
126+ 0.46% |
$1.8K - $2.17K
|
27.3K
$733K
|
|
|
Jan 31, 2024
Q4 2023
|
Nbw Capital LLC
|
BUY
|
- |
120+ 0.83% |
$1.72K - $2.07K
|
14.6K
$391K
|
|
|
Feb 05, 2024
Q4 2023
|
Spc Financial, Inc.
|
BUY
|
- |
118+ 0.61% |
$1.69K - $2.03K
|
19.6K
$526K
|
|
|
Jan 16, 2024
Q4 2023
|
Jcic Asset Management Inc.
Toronto, A6 |
BUY
|
- |
110+ 1.46% |
$1.58K - $1.89K
|
7.65K
$205K
|
|
|
Jan 12, 2024
Q4 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
105+ 0.32% |
$1.5K - $1.81K
|
33.3K
$895K
|
|
|
Feb 12, 2024
Q4 2023
|
Financial Avengers, Inc.
Oakland, CA |
BUY
|
- |
100+ 1.76% |
$1.43K - $1.72K
|
5.77K
$155K
|
|
|
Feb 13, 2024
Q4 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
99+ 4.99% |
$1.42K - $1.7K
|
2.08K
$55.9K
|
|
|
Feb 08, 2024
Q4 2023
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
97+ 1.06% |
$1.39K - $1.67K
|
9.24K
$248K
|
|
|
Feb 08, 2024
Q4 2023
|
Massachusetts Financial Services CO
Boston, MA |
BUY
|
- |
96+ 0.63% |
$1.37K - $1.65K
|
15.4K
$414K
|
|
|
Feb 01, 2024
Q4 2023
|
Wedge Capital Management L L P
|
BUY
|
- |
88+ 0.78% |
$1.26K - $1.52K
|
11.3K
$304K
|
|
|
Jan 23, 2024
Q4 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
86+ 0.65% |
$1.23K - $1.48K
|
13.2K
$355K
|
|
|
Feb 08, 2024
Q4 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
78+ 25.91% |
$1.12K - $1.34K
|
379
$10.2K
|
|
|
Feb 05, 2024
Q4 2023
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
76+ 0.14% |
$1.09K - $1.31K
|
52.8K
$1.42M
|
|
|
Jan 05, 2024
Q4 2023
|
Selective Wealth Management, Inc.
|
BUY
|
- |
72+ 0.44% |
$1.03K - $1.24K
|
16.4K
$441K
|
|
|
Jan 16, 2024
Q4 2023
|
Acropolis Investment Management, LLC
|
BUY
|
- |
72+ 0.42% |
$1.03K - $1.24K
|
17.4K
$467K
|
|
|
Feb 01, 2024
Q4 2023
|
Ellenbecker Investment Group
|
BUY
|
- |
71+ 0.47% |
$1.02K - $1.22K
|
15.1K
$406K
|
|
|
Feb 02, 2024
Q4 2023
|
Investment Partners, Ltd.
|
BUY
|
- |
71+ 0.51% |
$1.02K - $1.22K
|
14K
$376K
|
|
|
Feb 09, 2024
Q4 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
69+ 0.41% |
$988 - $1.19K
|
17.1K
$459K
|
|
|
Feb 08, 2024
Q4 2023
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
66+ 0.22% |
$945 - $1.14K
|
30K
$806K
|
|
|
Feb 14, 2024
Q4 2023
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
60New |
$859 - $1.03K
|
60
$1.61K
|
|
|
Feb 15, 2024
Q4 2023
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
58New |
$831 - $999
|
58
$1.56K
|
|
|
Apr 12, 2024
Q4 2023
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
55New |
$788 - $947
|
55
$1.48K
|
|
|
Feb 08, 2024
Q4 2023
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
54+ 0.14% |
$773 - $930
|
39.2K
$1.05M
|
|
|
Jul 17, 2024
Q4 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
52+ 0.62% |
$745 - $895
|
8.48K
$228K
|
|
|
Feb 13, 2024
Q4 2023
|
Loomis Sayles & CO L P
|
BUY
|
- |
50+ 1.07% |
$716 - $861
|
4.74K
$127K
|
|
|
Feb 15, 2024
Q4 2023
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
50New |
$716 - $861
|
50
$1.34K
|
|
|
Feb 12, 2024
Q4 2023
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
47+ 0.46% |
$673 - $809
|
10.2K
$273K
|
|
|
Jan 17, 2024
Q4 2023
|
Aprio Wealth Management, LLC
|
BUY
|
- |
42+ 0.28% |
$601 - $723
|
15.3K
$410K
|
|
|
Jan 08, 2024
Q4 2023
|
Traverso Chambers Private Wealth Management, LLC
|
BUY
|
- |
41+ 0.34% |
$587 - $706
|
12.2K
$328K
|
|
|
Feb 06, 2024
Q4 2023
|
Resolute Wealth Strategies, LLC
Jackson, MS |
BUY
|
- |
41+ 0.03% |
$587 - $706
|
131K
$3.52M
|
|
|
Jan 10, 2024
Q4 2023
|
Marshall Financial Group LLC
|
BUY
|
- |
38+ 0.27% |
$544 - $654
|
14.3K
$384K
|
|
|
Feb 05, 2024
Q4 2023
|
Red Wave Investments LLC
Dillsburg, PA |
BUY
|
- |
38+ 0.29% |
$544 - $654
|
13.1K
$352K
|
|
|
Jan 23, 2024
Q4 2023
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
35+ 0.16% |
$501 - $603
|
21.3K
$573K
|
|
|
Feb 14, 2024
Q4 2023
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
33New |
$473 - $568
|
33
$886
|
|
|
Jan 11, 2024
Q4 2023
|
Affinity Wealth Management LLC
Wilmington, DE |
BUY
|
- |
31+ 0.24% |
$444 - $534
|
13K
$348K
|
|
|
Feb 12, 2024
Q4 2023
|
Mattern Wealth Management LLC
|
BUY
|
- |
31+ 0.11% |
$444 - $534
|
28.2K
$756K
|
|
|
Jan 23, 2024
Q4 2023
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
27+ 0.06% |
$387 - $465
|
45.5K
$1.22M
|
|
|
Feb 14, 2024
Q4 2023
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
25+ 17.61% |
$358 - $431
|
167
$4.48K
|
|
|
Feb 26, 2024
Q4 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
25+ 0.04% |
$358 - $431
|
68.7K
$1.84M
|
|
|
Jan 26, 2024
Q4 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
22+ 1.56% |
$315 - $379
|
1.43K
$38.4K
|