Purchases and Sales Made in Q4 2023 in 3 M CO (MMM)
This table provides information about the institutional ownership of 3 M CO (MMM) during Q4 2023. The information is specifically focused on institutions that hold shares of 3M CO.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Apr 26, 2024
Q4 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
25+ 5.14% |
$2.14K - $2.74K
|
511
$79.3K
|
|
Feb 12, 2024
Q4 2023
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
23+ 0.3% |
$1.97K - $2.52K
|
7.75K
$1.2M
|
|
Jan 10, 2024
Q4 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
22+ 0.3% |
$1.88K - $2.41K
|
7.31K
$1.13M
|
|
Jan 26, 2024
Q4 2023
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
22+ 22.0% |
$1.88K - $2.41K
|
122
$18.9K
|
|
Jan 23, 2024
Q4 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
21+ 13.38% |
$1.8K - $2.3K
|
178
$27.6K
|
|
Feb 13, 2024
Q4 2023
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
21+ 0.19% |
$1.8K - $2.3K
|
11.1K
$1.73M
|
|
Feb 07, 2024
Q4 2023
|
Seven Springs Wealth Group, LLC
|
BUY
|
- |
20+ 0.79% |
$1.71K - $2.19K
|
2.56K
$397K
|
|
Jan 25, 2024
Q4 2023
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
19New |
$1.63K - $2.08K
|
19
$2.95K
|
|
Feb 12, 2024
Q4 2023
|
Madison Asset Management, LLC
Madison, WI |
BUY
|
- |
19+ 0.1% |
$1.63K - $2.08K
|
19.5K
$3.03M
|
|
Jan 24, 2024
Q4 2023
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
18+ 0.58% |
$1.54K - $1.97K
|
3.12K
$484K
|
|
Feb 02, 2024
Q4 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
18+ 1.46% |
$1.54K - $1.97K
|
1.25K
$193K
|
|
Feb 14, 2024
Q4 2023
|
Ofi Invest Asset Management
Paris, I0 |
BUY
|
- |
17+ 6.3% |
$1.46K - $1.86K
|
287
$44.5K
|
|
Jan 10, 2024
Q4 2023
|
Dakota Community Bank & Trust Na
Hebron, ND |
BUY
|
- |
15+ 1.73% |
$1.28K - $1.65K
|
880
$137K
|
|
Feb 09, 2024
Q4 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
15+ 2.64% |
$1.28K - $1.65K
|
583
$90.5K
|
|
Feb 14, 2024
Q4 2023
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
15New |
$1.28K - $1.65K
|
15
$2.33K
|
|
Feb 13, 2024
Q4 2023
|
Boyer & Corporon Wealth Management, LLC
Overland Park, KS |
BUY
|
- |
14+ 0.03% |
$1.2K - $1.54K
|
48.6K
$7.55M
|
|
Jan 17, 2024
Q4 2023
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
13+ 0.21% |
$1.11K - $1.43K
|
6.32K
$981K
|
|
Feb 15, 2024
Q4 2023
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
13+ 0.49% |
$1.11K - $1.43K
|
2.67K
$414K
|
|
Jan 10, 2024
Q4 2023
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
10+ 0.09% |
$856 - $1.1K
|
10.6K
$1.64M
|
|
Jan 23, 2024
Q4 2023
|
Independence Bank Of Kentucky
|
BUY
|
- |
10+ 1.52% |
$856 - $1.1K
|
670
$104K
|
|
Jan 30, 2024
Q4 2023
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
10+ 66.67% |
$856 - $1.1K
|
25
$3.88K
|
|
Feb 12, 2024
Q4 2023
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
10+ 0.32% |
$856 - $1.1K
|
3.11K
$483K
|
|
Feb 12, 2024
Q4 2023
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
10New |
$856 - $1.1K
|
10
$1.55K
|
|
Feb 14, 2024
Q4 2023
|
First County Bank /Ct/
Stamford, CT |
BUY
|
- |
10+ 0.42% |
$856 - $1.1K
|
2.41K
$373K
|
|
Jan 10, 2024
Q4 2023
|
Rise Advisors, LLC
|
BUY
|
- |
9+ 0.35% |
$770 - $987
|
2.62K
$406K
|
|
Feb 09, 2024
Q4 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
9+ 0.32% |
$770 - $987
|
2.83K
$438K
|
|
Feb 13, 2024
Q4 2023
|
Clari Vest Asset Management LLC
San Diego, CA |
BUY
|
- |
9New |
$770 - $987
|
9
$1.4K
|
|
Feb 14, 2024
Q4 2023
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
BUY
|
- |
8+ 3.45% |
$685 - $878
|
240
$37.2K
|
|
Feb 15, 2024
Q4 2023
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
7New |
$599 - $768
|
7
$1.09K
|
|
Mar 14, 2024
Q4 2023
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
BUY
|
- |
7New |
$599 - $768
|
7
$1.09K
|
|
Jan 17, 2024
Q4 2023
|
S.A. Mason LLC
|
BUY
|
- |
6+ 0.27% |
$514 - $658
|
2.19K
$340K
|
|
Apr 22, 2024
Q4 2023
|
First Purpose Wealth LLC
|
BUY
|
- |
6+ 0.23% |
$514 - $658
|
2.62K
$407K
|
|
Jan 24, 2024
Q4 2023
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
5+ 0.2% |
$428 - $548
|
2.47K
$384K
|
|
Jan 25, 2024
Q4 2023
|
Tfc Financial Management
|
BUY
|
- |
5+ 0.07% |
$428 - $548
|
7.3K
$1.13M
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
4+ 1.23% |
$342 - $439
|
328
$50.9K
|
|
Feb 02, 2024
Q4 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
4+ 1.87% |
$342 - $439
|
218
$33.8K
|
|
Feb 13, 2025
Q4 2023
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
4+ 0.05% |
$342 - $439
|
8.23K
$1.28M
|
|
Jan 09, 2024
Q4 2023
|
Affiance Financial, LLC
|
BUY
|
- |
3+ 0.03% |
$257 - $329
|
10.7K
$1.66M
|
|
Jan 10, 2024
Q4 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
3+ 0.04% |
$257 - $329
|
8.4K
$1.3M
|
|
Jan 30, 2024
Q4 2023
|
Archer Investment Corp
|
BUY
|
- |
3+ 0.12% |
$257 - $329
|
2.57K
$398K
|
|
Feb 14, 2024
Q4 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
3+ 1.15% |
$257 - $329
|
264
$41K
|
|
Jan 12, 2024
Q4 2023
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
2+ 0.01% |
$171 - $219
|
13.6K
$2.12M
|
|
Jan 16, 2024
Q4 2023
|
Centerpoint Advisors, LLC
|
BUY
|
- |
2+ 0.21% |
$171 - $219
|
947
$147K
|
|
Jan 24, 2024
Q4 2023
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
2+ 0.94% |
$171 - $219
|
214
$33.2K
|
|
Feb 05, 2024
Q4 2023
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
2+ 0.02% |
$171 - $219
|
8.32K
$1.29M
|
|
Feb 05, 2024
Q4 2023
|
Wealth Trust Axiom LLC
|
BUY
|
- |
2+ 0.07% |
$171 - $219
|
3.07K
$477K
|
|
Feb 08, 2024
Q4 2023
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
2+ 2.02% |
$171 - $219
|
101
$15.7K
|
|
Jan 10, 2024
Q4 2023
|
Jgp Wealth Management, LLC
|
BUY
|
- |
1+ 0.01% |
$85.6 - $110
|
7.13K
$1.11M
|
|
Jan 22, 2024
Q4 2023
|
Newton One Investments LLC
|
BUY
|
- |
1+ 1.04% |
$85.6 - $110
|
97
$15.1K
|
|
Jan 24, 2024
Q4 2023
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
1+ 0.51% |
$85.6 - $110
|
196
$30.4K
|