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 16, 2024
Q4 2023
|
Godsey & Gibb Associates
|
BUY
|
- |
32.5K+ 3.96% |
$465K - $559K
|
852K
$21.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Steward Partners Investment Solutions, LLC
Portland, OR |
BUY
|
- |
32KNew |
$458K - $551K
|
32K
$796K
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
31.8K+ 7.85% |
$456K - $548K
|
437K
$10.9M
|
|
|
Feb 12, 2024
Q4 2023
|
Sonoma Private Wealth LLC
San Francisco, CA |
BUY
|
- |
31.7K+ 109.98% |
$453K - $545K
|
60.5K
$1.5M
|
|
|
Jan 24, 2024
Q4 2023
|
Asset Management One Co., Ltd.
|
BUY
|
- |
31.6K+ 0.92% |
$452K - $543K
|
3.48M
$86.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
31.5K+ 336.05% |
$451K - $543K
|
40.9K
$1.02M
|
|
|
Feb 14, 2024
Q4 2023
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
31.5K+ 3.83% |
$451K - $542K
|
853K
$21.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
31.5K+ 2.44% |
$451K - $542K
|
1.32M
$32.8M
|
|
|
Jan 24, 2024
Q4 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
30.9K+ 16.08% |
$443K - $532K
|
223K
$5.55M
|
|
|
Feb 14, 2024
Q4 2023
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
30.9KNew |
$442K - $532K
|
30.9K
$768K
|
|
|
Jan 30, 2024
Q4 2023
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
30.5K+ 6.49% |
$436K - $525K
|
500K
$12.4M
|
|
|
Jan 10, 2024
Q4 2023
|
Insight Folios Inc
|
BUY
|
- |
30.1K+ 8.75% |
$432K - $519K
|
375K
$9.32M
|
|
|
Feb 14, 2024
Q4 2023
|
Point72 Asia (Singapore) Pte. Ltd.
Singapore, U0 |
BUY
|
- |
29.6KNew |
$423K - $509K
|
29.6K
$735K
|
|
|
Jan 31, 2024
Q4 2023
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
29.3KNew |
$420K - $505K
|
29.3K
$729K
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
29.1K+ 2.1% |
$416K - $501K
|
1.41M
$35.1M
|
|
|
Feb 06, 2024
Q4 2023
|
Lgt Group Foundation
|
BUY
|
- |
28.8K+ 4.59% |
$413K - $497K
|
658K
$16.3M
|
|
|
Jan 16, 2024
Q4 2023
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
28.5KNew |
$408K - $490K
|
28.5K
$707K
|
|
|
Feb 14, 2024
Q4 2023
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
28.5KNew |
$408K - $490K
|
28.5K
$707K
|
|
|
Feb 07, 2024
Q4 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
28.2K+ 217.59% |
$404K - $486K
|
41.2K
$1.02M
|
|
|
Jan 19, 2024
Q4 2023
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
27.9K+ 11.0% |
$400K - $481K
|
282K
$7M
|
|
|
Jan 30, 2024
Q4 2023
|
Life Plan Financial, LLC
Mankato, MN |
BUY
|
- |
27.8KNew |
$399K - $480K
|
27.8K
$692K
|
|
|
Jan 24, 2024
Q4 2023
|
Rkl Wealth Management LLC
|
BUY
|
- |
27.8KNew |
$399K - $479K
|
27.8K
$692K
|
|
|
Feb 08, 2024
Q4 2023
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
27.8K+ 9.93% |
$398K - $479K
|
308K
$7.65M
|
|
|
Jan 19, 2024
Q4 2023
|
Forum Private Client Group LLC
|
BUY
|
- |
27.8KNew |
$398K - $478K
|
27.8K
$690K
|
|
|
Jan 30, 2024
Q4 2023
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
27KNew |
$387K - $466K
|
27K
$672K
|
|
|
Jan 23, 2024
Q4 2023
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
26.8K+ 50.88% |
$384K - $462K
|
79.6K
$1.98M
|
|
|
Feb 09, 2024
Q4 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
26.6K+ 27.76% |
$381K - $458K
|
122K
$3.04M
|
|
|
Jan 29, 2024
Q4 2023
|
Lecap Asset Management LTD
London, X0 |
BUY
|
- |
26.3KNew |
$376K - $452K
|
26.3K
$653K
|
|
|
Feb 12, 2024
Q4 2023
|
Richard C. Young & Co., Ltd.
|
BUY
|
- |
26.2K+ 3.39% |
$375K - $451K
|
799K
$19.9M
|
|
|
Jan 10, 2024
Q4 2023
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
26KNew |
$372K - $447K
|
26K
$645K
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
25.9K+ 27.83% |
$371K - $447K
|
119K
$2.96M
|
|
|
Feb 14, 2024
Q4 2023
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
25.8K+ 4.31% |
$370K - $444K
|
624K
$15.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Sciencast Management LP
|
BUY
|
- |
25.8KNew |
$369K - $444K
|
25.8K
$641K
|
|
|
Jan 31, 2024
Q4 2023
|
Wheelhouse Advisory Group LLC
St. Louis, MO |
BUY
|
- |
25.8KNew |
$369K - $444K
|
25.8K
$640K
|
|
|
Jan 26, 2024
Q4 2023
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
25.4KNew |
$364K - $438K
|
25.4K
$632K
|
|
|
Feb 14, 2024
Q4 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
25.2K+ 34.49% |
$360K - $433K
|
98.1K
$2.44M
|
|
|
Jan 11, 2024
Q4 2023
|
Jeppson Wealth Management, LLC
|
BUY
|
- |
25.1K+ 13.86% |
$360K - $433K
|
207K
$5.13M
|
|
|
Feb 08, 2024
Q4 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
25.1K+ 41.96% |
$359K - $432K
|
84.9K
$2.11M
|
|
|
Feb 09, 2024
Q4 2023
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
25.1KNew |
$359K - $432K
|
25.1K
$624K
|
|
|
Jan 10, 2024
Q4 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
25.1K+ 16.95% |
$359K - $432K
|
173K
$4.3M
|
|
|
Apr 01, 2024
Q4 2023
|
Ims Capital Management
|
BUY
|
- |
24.9KNew |
$357K - $430K
|
24.9K
$620K
|
|
|
Feb 07, 2024
Q4 2023
|
Partnership Wealth Management, LLC
Towson, MD |
BUY
|
- |
24.9KNew |
$356K - $428K
|
24.9K
$618K
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
24.8K+ 13.64% |
$355K - $427K
|
207K
$5.14M
|
|
|
Jan 30, 2024
Q4 2023
|
Strs Ohio
|
BUY
|
- |
24.8K+ 0.79% |
$355K - $427K
|
3.16M
$78.6M
|
|
|
Feb 07, 2024
Q4 2023
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
24.8K+ 24.17% |
$354K - $426K
|
127K
$3.16M
|
|
|
Oct 21, 2024
Q4 2023
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
24.8K+ 24.17% |
$354K - $426K
|
127K
$3.16M
|
|
|
Jan 08, 2024
Q4 2023
|
First Hawaiian Bank
|
BUY
|
- |
24.6K+ 23.28% |
$353K - $424K
|
130K
$3.24M
|
|
|
Mar 06, 2024
Q4 2023
|
Willner & Heller, LLC
|
BUY
|
- |
24.3KNew |
$348K - $418K
|
24.3K
$604K
|
|
|
Jan 22, 2024
Q4 2023
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
24.2KNew |
$346K - $416K
|
24.2K
$601K
|
|
|
Feb 12, 2024
Q4 2023
|
Sar Wealth Management Group, LLC
Atlanta, GA |
BUY
|
- |
24KNew |
$344K - $414K
|
24K
$597K
|