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 |
|---|---|---|---|---|---|---|---|
|
Nov 01, 2024
Q3 2024
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-7.11K- 75.01% |
$720K - $906K
|
2.37K
$309K
|
|
|
Nov 01, 2024
Q3 2024
|
Fee Only Financial Planning, L.C.
Okatie, SC |
SELL
|
- |
-176- 1.94% |
$17.8K - $22.4K
|
8.88K
$1.16M
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
516New |
$52.2K - $65.8K
|
516
$67.3K
|
|
|
Oct 31, 2024
Q3 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
2KNew |
$203K - $255K
|
2K
$261K
|
|
|
Oct 31, 2024
Q3 2024
|
Greatmark Investment Partners, Inc.
|
SELL
|
- |
-50- 1.01% |
$5.06K - $6.37K
|
4.88K
$636K
|
|
|
Oct 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
1.38K+ 16.31% |
$140K - $176K
|
9.87K
$1.29M
|
|
|
Oct 31, 2024
Q3 2024
|
Keybank National Association
|
SELL
|
- |
-510- 0.41% |
$51.6K - $65K
|
125K
$16.3M
|
|
|
Oct 31, 2024
Q3 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-70- 0.7% |
$7.09K - $8.92K
|
9.97K
$1.3M
|
|
|
Oct 31, 2024
Q3 2024
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
BUY
|
- |
4.32KNew |
$437K - $550K
|
4.32K
$563K
|
|
|
Oct 31, 2024
Q3 2024
|
Slagle Financial, LLC
Edwardsville, IL |
BUY
|
- |
1.09K+ 3.89% |
$111K - $139K
|
29.2K
$3.81M
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-19.8K- 8.15% |
$2.01M - $2.53M
|
223K
$29.1M
|
|
|
Oct 31, 2024
Q3 2024
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
BUY
|
- |
4+ 0.03% |
$405 - $510
|
12.2K
$1.59M
|
|
|
Oct 31, 2024
Q3 2024
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
BUY
|
- |
1.72KNew |
$174K - $219K
|
1.72K
$224K
|
|
|
Oct 31, 2024
Q3 2024
|
Smith Shellnut Wilson LLC
|
SELL
|
- |
-1K- 15.02% |
$101K - $127K
|
5.66K
$737K
|
|
|
Oct 31, 2024
Q3 2024
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
1.45K+ 102.54% |
$147K - $185K
|
2.87K
$374K
|
|
|
Oct 31, 2024
Q3 2024
|
Beacon Harbor Wealth Advisors, Inc.
|
SELL
|
- |
-90- 0.15% |
$9.11K - $11.5K
|
61.4K
$8M
|
|
|
Oct 31, 2024
Q3 2024
|
Dudley Capital Management, LLC
Middleburg, VA |
SELL
|
- |
-46- 0.32% |
$4.66K - $5.86K
|
14.6K
$1.9M
|
|
|
Oct 31, 2024
Q3 2024
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
98+ 20.81% |
$9.92K - $12.5K
|
569
$74.2K
|
|
|
Oct 31, 2024
Q3 2024
|
Kornitzer Capital Management Inc
|
BUY
|
- |
391+ 7.75% |
$39.6K - $49.8K
|
5.44K
$709K
|
|
|
Oct 31, 2024
Q3 2024
|
Hara Capital LLC
Bellevue, WA |
BUY
|
- |
15New |
$1.52K - $1.91K
|
15
$1.96K
|
|
|
Oct 31, 2024
Q3 2024
|
Keynote Financial Services LLC
Vernon, CT |
SELL
|
- |
-38- 0.56% |
$3.85K - $4.84K
|
6.75K
$880K
|
|
|
Oct 31, 2024
Q3 2024
|
Washington Trust Bank
|
SELL
|
- |
-45- 0.26% |
$4.56K - $5.74K
|
17K
$2.22M
|
|
|
Oct 31, 2024
Q3 2024
|
Montecito Bank & Trust
|
BUY
|
- |
70+ 0.92% |
$7.09K - $8.92K
|
7.66K
$998K
|
|
|
Oct 31, 2024
Q3 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
86+ 1.6% |
$8.71K - $11K
|
5.45K
$711K
|
|
|
Oct 31, 2024
Q3 2024
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-547- 3.99% |
$55.4K - $69.7K
|
13.2K
$1.71M
|
|
|
Oct 31, 2024
Q3 2024
|
Diligent Investors, LLC
|
BUY
|
- |
1.73KNew |
$175K - $220K
|
1.73K
$226K
|
|
|
Oct 31, 2024
Q3 2024
|
Hollencrest Capital Management
|
BUY
|
- |
310+ 0.26% |
$31.4K - $39.5K
|
118K
$15.4M
|
|
|
Oct 31, 2024
Q3 2024
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
3.15KNew |
$319K - $401K
|
3.15K
$411K
|
|
|
Oct 30, 2024
Q3 2024
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-5.15K- 52.77% |
$521K - $656K
|
4.61K
$600K
|
|
|
Oct 30, 2024
Q3 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
2+ 0.06% |
$203 - $255
|
3.29K
$428K
|
|
|
Oct 30, 2024
Q3 2024
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
BUY
|
- |
427+ 7.02% |
$43.2K - $54.4K
|
6.51K
$849K
|
|
|
Oct 30, 2024
Q3 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
704+ 2.21% |
$71.3K - $89.7K
|
32.5K
$4.24M
|
|
|
Oct 30, 2024
Q3 2024
|
United Community Bank
Greenville, SC |
BUY
|
- |
574+ 5.71% |
$58.1K - $73.2K
|
10.6K
$1.39M
|
|
|
Oct 30, 2024
Q3 2024
|
Fishman Jay A LTD
Troy, MI |
SELL
|
- |
-700- 9.82% |
$70.9K - $89.2K
|
6.43K
$838K
|
|
|
Oct 30, 2024
Q3 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
11.6K+ 20.14% |
$1.18M - $1.48M
|
69.5K
$9.06M
|
|
|
Oct 30, 2024
Q3 2024
|
Heritage Investors Management Corp
|
SELL
|
- |
-23.9K- 26.84% |
$2.42M - $3.05M
|
65.2K
$8.5M
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-189- 1.34% |
$19.1K - $24.1K
|
13.9K
$1.82M
|
|
|
Oct 30, 2024
Q3 2024
|
Pittenger & Anderson Inc
|
BUY
|
- |
3.5K+ 51.85% |
$354K - $446K
|
10.3K
$1.34M
|
|
|
Oct 30, 2024
Q3 2024
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
3.3K+ 128.85% |
$334K - $420K
|
5.85K
$763K
|
|
|
Oct 30, 2024
Q3 2024
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
2.48K+ 46.82% |
$251K - $316K
|
7.78K
$1.01M
|
|
|
Oct 30, 2024
Q3 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
1.02K+ 9.86% |
$104K - $131K
|
11.4K
$1.49M
|
|
|
Oct 30, 2024
Q3 2024
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
5K+ 71.41% |
$506K - $637K
|
12K
$1.56M
|
|
|
Oct 30, 2024
Q3 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
103+ 1.8% |
$10.4K - $13.1K
|
5.81K
$758K
|
|
|
Oct 30, 2024
Q3 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
1.16K+ 45.28% |
$117K - $147K
|
3.71K
$484K
|
|
|
Oct 30, 2024
Q3 2024
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
SELL
|
- |
-341- 1.66% |
$34.5K - $43.5K
|
20.2K
$2.63M
|
|
|
Oct 30, 2024
Q3 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
66+ 0.51% |
$6.68K - $8.41K
|
13.1K
$1.7M
|
|
|
Oct 30, 2024
Q3 2024
|
Bailard, Inc.
|
BUY
|
- |
24+ 1.2% |
$2.43K - $3.06K
|
2.03K
$264K
|
|
|
Oct 30, 2024
Q3 2024
|
Jfg Wealth Management, LLC
Denver, CO |
BUY
|
- |
232+ 11.53% |
$23.5K - $29.6K
|
2.25K
$293K
|
|
|
Oct 30, 2024
Q3 2024
|
Fiduciary Family Office, LLC
Boca Raton, FL |
SELL
|
- |
-409- 1.44% |
$41.4K - $52.1K
|
28.1K
$3.66M
|
|
|
Oct 30, 2024
Q3 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-12.6K- 14.64% |
$1.27M - $1.6M
|
73.3K
$9.55M
|