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 |
---|---|---|---|---|---|---|---|
Feb 14, 2024
Q4 2023
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
195+ 152.34% |
$2.79K - $3.36K
|
323
$9.02K
|
|
Jan 09, 2024
Q4 2023
|
Purus Wealth Management, LLC
|
BUY
|
- |
194+ 1.2% |
$2.78K - $3.34K
|
16.4K
$459K
|
|
Mar 11, 2024
Q4 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
186+ 0.0% |
$2.66K - $3.2K
|
622M
$17.4B
|
|
Feb 09, 2024
Q4 2023
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
175+ 3.48% |
$2.51K - $3.01K
|
5.2K
$145K
|
|
Feb 13, 2024
Q4 2023
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
175+ 0.36% |
$2.51K - $3.01K
|
48.4K
$1.35M
|
|
Jan 29, 2024
Q4 2023
|
Mbe Wealth Management, LLC
|
BUY
|
- |
160+ 1.56% |
$2.29K - $2.76K
|
10.4K
$291K
|
|
Jan 18, 2024
Q4 2023
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
158+ 1.47% |
$2.26K - $2.72K
|
10.9K
$304K
|
|
Feb 02, 2024
Q4 2023
|
Delta Investment Management, LLC
|
BUY
|
- |
157+ 1.55% |
$2.25K - $2.7K
|
10.3K
$288K
|
|
Jan 12, 2024
Q4 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
155+ 1.34% |
$2.22K - $2.67K
|
11.8K
$328K
|
|
Jan 19, 2024
Q4 2023
|
Wells Trecaso Financial Group, LLC
|
BUY
|
- |
150+ 1.06% |
$2.15K - $2.58K
|
14.2K
$398K
|
|
Jan 22, 2024
Q4 2023
|
Capital Advantage, Inc.
|
BUY
|
- |
150+ 0.53% |
$2.15K - $2.58K
|
28.5K
$797K
|
|
Feb 13, 2024
Q4 2023
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
146+ 1.31% |
$2.09K - $2.51K
|
11.3K
$315K
|
|
Jan 19, 2024
Q4 2023
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
136+ 0.52% |
$1.95K - $2.34K
|
26.3K
$735K
|
|
Feb 15, 2024
Q4 2023
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
136+ 0.44% |
$1.95K - $2.34K
|
31.1K
$868K
|
|
Jan 10, 2024
Q4 2023
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
135+ 1.1% |
$1.93K - $2.32K
|
12.4K
$345K
|
|
Apr 09, 2024
Q4 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
126+ 0.46% |
$1.8K - $2.17K
|
27.3K
$762K
|
|
Jan 31, 2024
Q4 2023
|
Nbw Capital LLC
|
BUY
|
- |
120+ 0.83% |
$1.72K - $2.07K
|
14.6K
$407K
|
|
Feb 05, 2024
Q4 2023
|
Spc Financial, Inc.
|
BUY
|
- |
118+ 0.61% |
$1.69K - $2.03K
|
19.6K
$547K
|
|
Jan 16, 2024
Q4 2023
|
Jcic Asset Management Inc.
Toronto, A6 |
BUY
|
- |
110+ 1.46% |
$1.58K - $1.89K
|
7.65K
$214K
|
|
Jan 12, 2024
Q4 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
105+ 0.32% |
$1.5K - $1.81K
|
33.3K
$931K
|
|
Feb 12, 2024
Q4 2023
|
Financial Avengers, Inc.
Oakland, CA |
BUY
|
- |
100+ 1.76% |
$1.43K - $1.72K
|
5.77K
$161K
|
|
Feb 13, 2024
Q4 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
99+ 4.99% |
$1.42K - $1.7K
|
2.08K
$58.2K
|
|
Feb 08, 2024
Q4 2023
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
97+ 1.06% |
$1.39K - $1.67K
|
9.24K
$258K
|
|
Feb 08, 2024
Q4 2023
|
Massachusetts Financial Services CO
Boston, MA |
BUY
|
- |
96+ 0.63% |
$1.37K - $1.65K
|
15.4K
$431K
|
|
Feb 01, 2024
Q4 2023
|
Wedge Capital Management L L P
|
BUY
|
- |
88+ 0.78% |
$1.26K - $1.52K
|
11.3K
$316K
|
|
Jan 23, 2024
Q4 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
86+ 0.65% |
$1.23K - $1.48K
|
13.2K
$370K
|
|
Feb 08, 2024
Q4 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
78+ 25.91% |
$1.12K - $1.34K
|
379
$10.6K
|
|
Feb 05, 2024
Q4 2023
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
76+ 0.14% |
$1.09K - $1.31K
|
52.8K
$1.47M
|
|
Jan 05, 2024
Q4 2023
|
Selective Wealth Management, Inc.
|
BUY
|
- |
72+ 0.44% |
$1.03K - $1.24K
|
16.4K
$459K
|
|
Jan 16, 2024
Q4 2023
|
Acropolis Investment Management, LLC
|
BUY
|
- |
72+ 0.42% |
$1.03K - $1.24K
|
17.4K
$486K
|
|
Feb 01, 2024
Q4 2023
|
Ellenbecker Investment Group
|
BUY
|
- |
71+ 0.47% |
$1.02K - $1.22K
|
15.1K
$423K
|
|
Feb 02, 2024
Q4 2023
|
Investment Partners, Ltd.
|
BUY
|
- |
71+ 0.51% |
$1.02K - $1.22K
|
14K
$391K
|
|
Feb 09, 2024
Q4 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
69+ 0.41% |
$988 - $1.19K
|
17.1K
$477K
|
|
Feb 08, 2024
Q4 2023
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
66+ 0.22% |
$945 - $1.14K
|
30K
$839K
|
|
Feb 14, 2024
Q4 2023
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
60New |
$859 - $1.03K
|
60
$1.68K
|
|
Feb 15, 2024
Q4 2023
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
58New |
$831 - $999
|
58
$1.62K
|
|
Apr 12, 2024
Q4 2023
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
55New |
$788 - $947
|
55
$1.54K
|
|
Feb 08, 2024
Q4 2023
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
54+ 0.14% |
$773 - $930
|
39.2K
$1.09M
|
|
Jul 17, 2024
Q4 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
52+ 0.62% |
$745 - $895
|
8.48K
$237K
|
|
Feb 13, 2024
Q4 2023
|
Loomis Sayles & CO L P
|
BUY
|
- |
50+ 1.07% |
$716 - $861
|
4.74K
$132K
|
|
Feb 15, 2024
Q4 2023
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
50New |
$716 - $861
|
50
$1.4K
|
|
Feb 12, 2024
Q4 2023
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
47+ 0.46% |
$673 - $809
|
10.2K
$284K
|
|
Jan 17, 2024
Q4 2023
|
Aprio Wealth Management, LLC
|
BUY
|
- |
42+ 0.28% |
$601 - $723
|
15.3K
$426K
|
|
Jan 08, 2024
Q4 2023
|
Traverso Chambers Private Wealth Management, LLC
|
BUY
|
- |
41+ 0.34% |
$587 - $706
|
12.2K
$341K
|
|
Feb 06, 2024
Q4 2023
|
Resolute Wealth Strategies, LLC
Jackson, MS |
BUY
|
- |
41+ 0.03% |
$587 - $706
|
131K
$3.66M
|
|
Jan 10, 2024
Q4 2023
|
Marshall Financial Group LLC
|
BUY
|
- |
38+ 0.27% |
$544 - $654
|
14.3K
$400K
|
|
Feb 05, 2024
Q4 2023
|
Red Wave Investments LLC
Dillsburg, PA |
BUY
|
- |
38+ 0.29% |
$544 - $654
|
13.1K
$366K
|
|
Jan 23, 2024
Q4 2023
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
35+ 0.16% |
$501 - $603
|
21.3K
$596K
|
|
Feb 14, 2024
Q4 2023
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
33New |
$473 - $568
|
33
$921
|
|
Jan 11, 2024
Q4 2023
|
Affinity Wealth Management LLC
Wilmington, DE |
BUY
|
- |
31+ 0.24% |
$444 - $534
|
13K
$362K
|