Latest Institutional Transactions on Philip Morris International Inc. (PM)
This table provides information on the latest institutional transactions involving Philip Morris International Inc. (PM) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 25, 2025
Q2 2025
|
David Katz
Matrix Asset Advisors Inc
|
SELL
|
- |
-133- 9.77% |
$19.8K - $24.6K
|
1.23K
$198K
|
|
|
Jul 25, 2025
Q2 2025
|
Cerro Pacific Wealth Advisors LLC
|
SELL
|
- |
-380- 14.94% |
$56.7K - $70.3K
|
2.16K
$348K
|
|
|
Jul 25, 2025
Q2 2025
|
Investment Advisory Group, LLC
|
BUY
|
- |
1.2KNew |
$179K - $222K
|
1.2K
$193K
|
|
|
Jul 25, 2025
Q2 2025
|
Sather Financial Group Inc
|
BUY
|
- |
4.21KNew |
$628K - $778K
|
4.21K
$677K
|
|
|
Jul 25, 2025
Q2 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-31- 0.99% |
$4.63K - $5.73K
|
3.09K
$498K
|
|
|
Jul 25, 2025
Q2 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-479- 0.86% |
$71.5K - $88.6K
|
55.2K
$8.88M
|
|
|
Jul 25, 2025
Q2 2025
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
1.1KNew |
$165K - $204K
|
1.1K
$178K
|
|
|
Jul 25, 2025
Q2 2025
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
592+ 45.82% |
$88.3K - $109K
|
1.88K
$303K
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
526+ 1.06% |
$78.5K - $97.3K
|
50K
$8.06M
|
|
|
Jul 25, 2025
Q2 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
44.5K+ 27.96% |
$6.64M - $8.23M
|
204K
$32.8M
|
|
|
Jul 25, 2025
Q2 2025
|
Means Investment Co., Inc.
|
SELL
|
- |
-197- 0.61% |
$29.4K - $36.4K
|
31.9K
$5.15M
|
|
|
Jul 25, 2025
Q2 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-870- 39.19% |
$130K - $161K
|
1.35K
$217K
|
|
|
Jul 25, 2025
Q2 2025
|
Meritage Portfolio Management
|
SELL
|
- |
-2.14K- 7.11% |
$319K - $395K
|
27.9K
$4.5M
|
|
|
Jul 25, 2025
Q2 2025
|
Spc Financial, Inc.
|
BUY
|
- |
20+ 0.48% |
$2.98K - $3.7K
|
4.17K
$672K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
24.7K+ 33.03% |
$3.69M - $4.57M
|
99.6K
$16M
|
|
|
Jul 25, 2025
Q2 2025
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
75+ 4.18% |
$11.2K - $13.9K
|
1.87K
$301K
|
|
|
Jul 25, 2025
Q2 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
210+ 2.68% |
$31.3K - $38.8K
|
8.04K
$1.3M
|
|
|
Jul 25, 2025
Q2 2025
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
93+ 3.4% |
$13.9K - $17.2K
|
2.83K
$455K
|
|
|
Jul 25, 2025
Q2 2025
|
Lion Street Advisors, LLC
|
BUY
|
- |
245+ 5.61% |
$36.6K - $45.3K
|
4.61K
$742K
|
|
|
Jul 25, 2025
Q2 2025
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-141K- 43.15% |
$21.1M - $26.1M
|
186K
$30M
|
|
|
Jul 25, 2025
Q2 2025
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-39- 1.19% |
$5.82K - $7.21K
|
3.24K
$522K
|
|
|
Jul 25, 2025
Q2 2025
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
3.41K+ 229.99% |
$509K - $631K
|
4.9K
$789K
|
|
|
Jul 25, 2025
Q2 2025
|
Mokan Wealth Management Inc.
Overland Park, KS |
BUY
|
- |
1.24KNew |
$185K - $229K
|
1.24K
$199K
|
|
|
Jul 25, 2025
Q2 2025
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-161- 2.57% |
$24K - $29.8K
|
6.1K
$982K
|
|
|
Jul 25, 2025
Q2 2025
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-132K- 48.62% |
$19.7M - $24.4M
|
139K
$22.4M
|
|
|
Jul 25, 2025
Q2 2025
|
Acorn Creek Capital LLC
Fort Collins, CO |
BUY
|
- |
31+ 1.8% |
$4.63K - $5.73K
|
1.76K
$283K
|
|
|
Jul 25, 2025
Q2 2025
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
47+ 3.05% |
$7.01K - $8.69K
|
1.59K
$256K
|
|
|
Jul 25, 2025
Q2 2025
|
Sharp Financial Services, LLC
Horsham, PA |
BUY
|
- |
422+ 22.4% |
$63K - $78K
|
2.31K
$371K
|
|
|
Jul 25, 2025
Q2 2025
|
Retirement Planning Group, LLC / Ny
Malta, NY |
SELL
|
- |
-2- 0.12% |
$298 - $370
|
1.64K
$264K
|
|
|
Jul 25, 2025
Q2 2025
|
Griffin Asset Management, Inc.
|
BUY
|
- |
36+ 0.16% |
$5.37K - $6.66K
|
22.8K
$3.68M
|
|
|
Jul 25, 2025
Q2 2025
|
Pathway Financial Advisors LLC
|
SELL
|
- |
-1.9K- 32.86% |
$284K - $351K
|
3.88K
$625K
|
|
|
Jul 25, 2025
Q2 2025
|
Welch Group, LLC
|
BUY
|
- |
59+ 0.27% |
$8.8K - $10.9K
|
21.7K
$3.49M
|
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
5.76K+ 23.27% |
$860K - $1.07M
|
30.5K
$4.92M
|
|
|
Jul 25, 2025
Q2 2025
|
Leith Wheeler Investment Counsel Ltd.
|
BUY
|
- |
1.78K+ 2.15% |
$266K - $330K
|
84.7K
$13.6M
|
|
|
Jul 25, 2025
Q2 2025
|
Bill Few Associates, Inc.
|
SELL
|
- |
-1.09K- 14.54% |
$162K - $201K
|
6.38K
$1.03M
|
|
|
Jul 25, 2025
Q2 2025
|
Cypress Capital Group
|
BUY
|
- |
1.96K+ 4.05% |
$292K - $362K
|
50.2K
$8.09M
|
|
|
Jul 25, 2025
Q2 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
41+ 3.82% |
$6.12K - $7.58K
|
1.11K
$179K
|
|
|
Jul 25, 2025
Q2 2025
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-396- 5.49% |
$59.1K - $73.2K
|
6.82K
$1.1M
|
|
|
Jul 25, 2025
Q2 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
9.8K+ 10.99% |
$1.46M - $1.81M
|
99K
$15.9M
|
|
|
Jul 25, 2025
Q2 2025
|
Wealth Architects, LLC
|
SELL
|
- |
-40- 0.52% |
$5.97K - $7.4K
|
7.63K
$1.23M
|
|
|
Jul 25, 2025
Q2 2025
|
Yousif Capital Management, LLC
|
SELL
|
- |
-3.4K- 2.88% |
$507K - $629K
|
115K
$18.4M
|
|
|
Jul 25, 2025
Q2 2025
|
Concord Wealth Partners
|
BUY
|
- |
2+ 0.81% |
$298 - $370
|
248
$39.9K
|
|
|
Jul 25, 2025
Q2 2025
|
Cboe Vest Financial, LLC
Mclean, VA |
BUY
|
- |
6.02K+ 39.28% |
$898K - $1.11M
|
21.3K
$3.44M
|
|
|
Jul 25, 2025
Q2 2025
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
900+ 0.67% |
$134K - $166K
|
134K
$21.7M
|
|
|
Jul 25, 2025
Q2 2025
|
North Rock Partners, LLC
|
SELL
|
- |
-13.5K- 6.52% |
$2.01M - $2.49M
|
193K
$31.1M
|
|
|
Jul 25, 2025
Q2 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-5.94K- 21.87% |
$886K - $1.1M
|
21.2K
$3.42M
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-27.6K- 38.42% |
$4.11M - $5.1M
|
44.2K
$7.12M
|
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-28K- 17.7% |
$4.18M - $5.18M
|
130K
$21M
|
|
|
Jul 25, 2025
Q2 2025
|
Endowment Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-69- 5.44% |
$10.3K - $12.8K
|
1.2K
$193K
|
|
|
Jul 24, 2025
Q2 2025
|
Mainstay Capital Management LLC
|
BUY
|
- |
14.5K+ 94.0% |
$2.16M - $2.68M
|
29.9K
$4.82M
|