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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2023
Q1 2023
|
Delphia (Usa) Inc.
Toronto, A6 |
SELL
|
- |
-1.03K- 16.21% |
$92.9K - $108K
|
5.32K
$839K
|
|
|
May 15, 2023
Q1 2023
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
2.12KNew |
$191K - $223K
|
2.12K
$334K
|
|
|
May 12, 2023
Q1 2023
|
Penn Capital Management Company, LLC
Philadelphia, PA |
BUY
|
- |
4.22KNew |
$381K - $445K
|
4.22K
$665K
|
|
|
May 12, 2023
Q1 2023
|
Security Asset Management
|
BUY
|
- |
852+ 35.11% |
$76.9K - $89.8K
|
3.28K
$517K
|
|
|
May 12, 2023
Q1 2023
|
River Glades Family Offices LLC
Naples, FL |
SELL
|
- |
-2.4K- 49.38% |
$217K - $253K
|
2.46K
$388K
|
|
|
May 11, 2023
Q1 2023
|
Arnhold LLC
|
SELL
|
- |
-19.7K- 66.27% |
$1.77M - $2.07M
|
10K
$1.58M
|
|
|
May 10, 2023
Q1 2023
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
32.4KNew |
$2.92M - $3.41M
|
32.4K
$5.11M
|
|
|
May 10, 2023
Q1 2023
|
Powell Investment Advisors, LLC
|
BUY
|
- |
3.59KNew |
$324K - $378K
|
3.59K
$566K
|
|
|
May 10, 2023
Q1 2023
|
Ergoteles LLC
New York, NY |
BUY
|
- |
384K+ 1317.15% |
$34.6M - $40.4M
|
413K
$65.1M
|
|
|
May 10, 2023
Q1 2023
|
Pinnacle West Asset Management, Inc.
Casper, WY |
BUY
|
- |
3KNew |
$271K - $316K
|
3K
$473K
|
|
|
May 09, 2023
Q1 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
22+ 3.25% |
$1.99K - $2.32K
|
698
$110K
|
|
|
May 08, 2023
Q1 2023
|
Sageworth Trust CO
|
SELL
|
- |
-18- 8.26% |
$1.62K - $1.9K
|
200
$31.5K
|
|
|
May 08, 2023
Q1 2023
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-158- 2.56% |
$14.3K - $16.7K
|
6.01K
$948K
|
|
|
May 05, 2023
Q1 2023
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-155- 6.63% |
$14K - $16.3K
|
2.18K
$344K
|
|
|
May 05, 2023
Q1 2023
|
Wealth Advisors, Inc.
|
BUY
|
- |
1K+ 40.29% |
$90.3K - $105K
|
3.48K
$549K
|
|
|
May 04, 2023
Q1 2023
|
Tilt Investment Management Holdings, Pbc
New York, NY |
BUY
|
- |
1.05K+ 14.71% |
$94.8K - $111K
|
8.19K
$1.29M
|
|
|
May 03, 2023
Q1 2023
|
Goldstream Capital Management LTD
|
BUY
|
- |
1.42KNew |
$129K - $150K
|
1.42K
$225K
|
|
|
May 03, 2023
Q1 2023
|
Le Jeune Puetz Investment Counsel LLC
|
BUY
|
- |
520+ 7.68% |
$46.9K - $54.8K
|
7.29K
$1.15M
|
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
1New |
$90.3 - $105
|
1
$158
|
|
|
May 02, 2023
Q1 2023
|
True Capital Management
San Francisco, CA |
BUY
|
- |
760+ 9.72% |
$68.6K - $80.1K
|
8.58K
$1.35M
|
|
|
May 02, 2023
Q1 2023
|
Wealth Trust Axiom LLC
|
SELL
|
- |
-4- 0.15% |
$361 - $422
|
2.74K
$432K
|
|
|
May 01, 2023
Q1 2023
|
Mascoma Wealth Management LLC
|
BUY
|
- |
96+ 309.68% |
$8.67K - $10.1K
|
127
$20K
|
|
|
Apr 28, 2023
Q1 2023
|
Dupont Capital Management Corp
|
SELL
|
- |
-15.1K- 70.1% |
$1.36M - $1.59M
|
6.44K
$1.02M
|
|
|
Apr 26, 2023
Q1 2023
|
Clean Yield Group
|
SELL
|
- |
-300- 99.67% |
$27.1K - $31.6K
|
1
$158
|
|
|
Apr 26, 2023
Q1 2023
|
Jtc Employer Solutions Trustee LTD
|
SELL
|
- |
-404- 29.97% |
$36.5K - $42.6K
|
944
$149K
|
|
|
Apr 26, 2023
Q1 2023
|
Geneva Partners, LLC
|
BUY
|
- |
2.36K+ 9.91% |
$213K - $249K
|
26.2K
$4.14M
|
|
|
Apr 25, 2023
Q1 2023
|
James Investment Research Inc
|
SELL
|
- |
-8- 1.49% |
$722 - $843
|
528
$83.3K
|
|
|
Apr 24, 2023
Q1 2023
|
Center For Asset Management LLC
|
BUY
|
- |
160+ 1.58% |
$14.4K - $16.9K
|
10.3K
$1.63M
|
|
|
Apr 24, 2023
Q1 2023
|
Granite Shares Advisors LLC
|
BUY
|
- |
4.65KNew |
$420K - $490K
|
4.65K
$733K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
1.35KNew |
$122K - $143K
|
1.35K
$214K
|
|
|
Apr 20, 2023
Q1 2023
|
Edmp, Inc.
|
SELL
|
- |
-3.47K- 41.41% |
$313K - $366K
|
4.91K
$774K
|
|
|
Apr 20, 2023
Q1 2023
|
Empire Financial Management Company, LLC
New York, NY |
BUY
|
- |
3.69KNew |
$333K - $389K
|
3.69K
$582K
|
|
|
Apr 20, 2023
Q1 2023
|
High Tower Trust Services, Lta
|
BUY
|
- |
18.3K+ 10.68% |
$1.66M - $1.93M
|
190K
$30M
|
|
|
Apr 20, 2023
Q1 2023
|
Kovack Advisors, Inc.
|
BUY
|
PUT |
200New |
$18.1K - $21.1K
|
200
$31.5K
|
|
|
Apr 18, 2023
Q1 2023
|
Eagle Ridge Investment Management
|
BUY
|
- |
3.18KNew |
$287K - $335K
|
3.18K
$502K
|
|
|
Apr 17, 2023
Q1 2023
|
Carlson Capital Management
|
SELL
|
- |
-4- 0.11% |
$361 - $422
|
3.57K
$564K
|
|
|
Apr 17, 2023
Q1 2023
|
Baldrige Asset Management LLC
|
SELL
|
- |
-216- 32.38% |
$19.5K - $22.8K
|
451
$71.1K
|
|
|
Apr 17, 2023
Q1 2023
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-3- 0.68% |
$271 - $316
|
440
$69.4K
|
|
|
Apr 17, 2023
Q1 2023
|
ETF Managers Group, LLC
Summit, NJ |
SELL
|
- |
-22.2K- 63.44% |
$2.01M - $2.34M
|
12.8K
$2.02M
|
|
|
Apr 14, 2023
Q1 2023
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-29- 1.2% |
$2.62K - $3.06K
|
2.4K
$378K
|
|
|
Apr 14, 2023
Q1 2023
|
Piscataqua Savings Bank
|
SELL
|
- |
-100- 8.62% |
$9.03K - $10.5K
|
1.06K
$167K
|
|
|
Apr 14, 2023
Q1 2023
|
Asset Management Corp
|
BUY
|
- |
1.35K+ 17.77% |
$122K - $142K
|
8.95K
$1.41M
|
|
|
Apr 06, 2023
Q1 2023
|
Parsec Financial Management, Inc.
|
BUY
|
- |
6.92K+ 68.93% |
$625K - $729K
|
17K
$2.67M
|
|
| Q4 2022 | |||||||
|
Jan 19, 2024
Q4 2022
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
2.08KNew |
$175K - $217K
|
2.08K
$328K
|
|
|
Mar 01, 2023
Q4 2022
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
2.64KNew |
$222K - $275K
|
2.64K
$416K
|
|
|
Feb 27, 2023
Q4 2022
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
443New |
$37.2K - $46.2K
|
443
$69.9K
|
|
|
Feb 24, 2023
Q4 2022
|
Natixis
Paris, I0 |
BUY
|
PUT |
80KNew |
$6.72M - $8.34M
|
80K
$12.6M
|
|
|
Feb 21, 2023
Q4 2022
|
Foundation Wealth Management, LLC
Clayton, MO |
BUY
|
- |
9.75KNew |
$819K - $1.02M
|
9.75K
$1.54M
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
236New |
$19.8K - $24.6K
|
236
$37.2K
|
|
|
Feb 15, 2023
Q4 2022
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
2KNew |
$168K - $209K
|
2K
$316K
|
|