Purchases and Sales Made in Q1 2023 in Philip Morris International Inc. (PM)
This table provides information about the institutional ownership of Philip Morris International Inc. (PM) during Q1 2023. The information is specifically focused on institutions that hold shares of Philip Morris International Inc..
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 10, 2023
Q1 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
65+ 5.39% |
$5.87K - $6.85K
|
1.27K
$159K
|
|
May 24, 2023
Q1 2023
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
62+ 0.46% |
$5.6K - $6.53K
|
13.6K
$1.71M
|
|
Apr 17, 2023
Q1 2023
|
Bill Few Associates, Inc.
|
BUY
|
- |
61+ 0.78% |
$5.51K - $6.43K
|
7.84K
$984K
|
|
Apr 28, 2023
Q1 2023
|
Sigma Investment Counselors Inc
|
BUY
|
- |
60+ 1.76% |
$5.42K - $6.32K
|
3.47K
$435K
|
|
May 05, 2023
Q1 2023
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
59+ 0.44% |
$5.33K - $6.22K
|
13.6K
$1.7M
|
|
May 09, 2023
Q1 2023
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
59+ 0.95% |
$5.33K - $6.22K
|
6.3K
$790K
|
|
Apr 11, 2023
Q1 2023
|
Seneca House Advisors
|
BUY
|
- |
57+ 0.6% |
$5.15K - $6.01K
|
9.5K
$1.19M
|
|
Apr 13, 2023
Q1 2023
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
56+ 0.7% |
$5.06K - $5.9K
|
8.02K
$1.01M
|
|
May 15, 2023
Q1 2023
|
C2 C Wealth Management, LLC
|
BUY
|
- |
56+ 0.34% |
$5.06K - $5.9K
|
16.3K
$2.05M
|
|
May 24, 2023
Q1 2023
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
55+ 2.8% |
$4.96K - $5.8K
|
2.02K
$253K
|
|
May 02, 2023
Q1 2023
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
54+ 1.52% |
$4.87K - $5.69K
|
3.61K
$453K
|
|
Jul 25, 2023
Q1 2023
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
53+ 0.08% |
$4.78K - $5.59K
|
63.2K
$7.92M
|
|
Apr 21, 2023
Q1 2023
|
Atlas Brown,Inc.
|
BUY
|
- |
52+ 0.68% |
$4.69K - $5.48K
|
7.74K
$971K
|
|
May 08, 2023
Q1 2023
|
Bailard, Inc.
|
BUY
|
- |
52+ 0.32% |
$4.69K - $5.48K
|
16.5K
$2.07M
|
|
Apr 28, 2023
Q1 2023
|
Disciplined Equity Management, Inc.
|
BUY
|
- |
50+ 0.5% |
$4.51K - $5.27K
|
10.1K
$1.26M
|
|
Apr 21, 2023
Q1 2023
|
Kennon Green & Company, LLC
Newport Beach, CA |
BUY
|
- |
47+ 0.07% |
$4.24K - $4.95K
|
63.5K
$7.97M
|
|
Apr 28, 2023
Q1 2023
|
Keystone Financial Services
|
BUY
|
- |
47+ 0.67% |
$4.24K - $4.95K
|
7.04K
$883K
|
|
May 09, 2023
Q1 2023
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
47New |
$4.24K - $4.95K
|
47
$5.9K
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
46+ 0.12% |
$4.15K - $4.85K
|
38.8K
$4.86M
|
|
May 03, 2023
Q1 2023
|
First Purpose Wealth LLC
|
BUY
|
- |
46+ 1.04% |
$4.15K - $4.85K
|
4.49K
$563K
|
|
Apr 18, 2023
Q1 2023
|
Steph & CO
|
BUY
|
- |
45+ 0.55% |
$4.06K - $4.74K
|
8.21K
$1.03M
|
|
May 11, 2023
Q1 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
45+ 4.49% |
$4.06K - $4.74K
|
1.05K
$131K
|
|
Apr 19, 2023
Q1 2023
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
44+ 0.54% |
$3.97K - $4.64K
|
8.17K
$1.02M
|
|
May 03, 2023
Q1 2023
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
44+ 0.61% |
$3.97K - $4.64K
|
7.31K
$917K
|
|
May 09, 2023
Q1 2023
|
Gladius Capital Management LP
Chicago, IL |
BUY
|
- |
44+ 1.12% |
$3.97K - $4.64K
|
3.96K
$496K
|
|
May 15, 2023
Q1 2023
|
Parkwood LLC
Cleveland, OH |
BUY
|
- |
44+ 0.09% |
$3.97K - $4.64K
|
48.7K
$6.11M
|
|
Apr 24, 2023
Q1 2023
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
40+ 1.9% |
$3.61K - $4.22K
|
2.15K
$269K
|
|
Apr 27, 2023
Q1 2023
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
40+ 0.34% |
$3.61K - $4.22K
|
11.9K
$1.49M
|
|
Apr 28, 2023
Q1 2023
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
39+ 1.2% |
$3.52K - $4.11K
|
3.29K
$412K
|
|
May 02, 2023
Q1 2023
|
V Wealth Advisors LLC
|
BUY
|
- |
39+ 0.83% |
$3.52K - $4.11K
|
4.75K
$596K
|
|
May 05, 2023
Q1 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
39+ 0.61% |
$3.52K - $4.11K
|
6.43K
$806K
|
|
Apr 10, 2023
Q1 2023
|
Northwest Quadrant Wealth Management, LLC
|
BUY
|
- |
38+ 1.1% |
$3.43K - $4K
|
3.49K
$437K
|
|
May 12, 2023
Q1 2023
|
Ardent Capital Management, Inc.
Cincinnati, OH |
BUY
|
- |
38+ 0.18% |
$3.43K - $4K
|
20.7K
$2.59M
|
|
May 12, 2023
Q1 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
38+ 0.34% |
$3.43K - $4K
|
11.3K
$1.41M
|
|
May 22, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
38+ 950.0% |
$3.43K - $4K
|
42
$5.27K
|
|
May 12, 2023
Q1 2023
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
37+ 0.76% |
$3.34K - $3.9K
|
4.88K
$612K
|
|
Nov 06, 2023
Q1 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
37New |
$3.34K - $3.9K
|
37
$4.64K
|
|
Apr 12, 2023
Q1 2023
|
Evanson Asset Management, LLC
|
BUY
|
- |
36+ 0.38% |
$3.25K - $3.79K
|
9.52K
$1.19M
|
|
Apr 17, 2023
Q1 2023
|
Byrne Asset Management LLC
|
BUY
|
- |
35+ 1.53% |
$3.16K - $3.69K
|
2.32K
$291K
|
|
May 10, 2023
Q1 2023
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
34+ 0.01% |
$3.07K - $3.58K
|
311K
$39M
|
|
May 26, 2023
Q1 2023
|
Cravens & CO Advisors, LLC
Cookeville, TN |
BUY
|
- |
33+ 0.39% |
$2.98K - $3.48K
|
8.42K
$1.06M
|
|
Mar 12, 2024
Q1 2023
|
Executive Wealth Group LLC
Kirkland, WA |
BUY
|
- |
33+ 1.22% |
$2.98K - $3.48K
|
2.74K
$344K
|
|
May 08, 2023
Q1 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
32+ 0.6% |
$2.89K - $3.37K
|
5.41K
$678K
|
|
Apr 24, 2023
Q1 2023
|
First Personal Financial Services
|
BUY
|
- |
30+ 10.0% |
$2.71K - $3.16K
|
330
$41.4K
|
|
Apr 20, 2023
Q1 2023
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
29+ 0.33% |
$2.62K - $3.06K
|
8.88K
$1.11M
|
|
Apr 20, 2023
Q1 2023
|
Private Ocean, LLC
|
BUY
|
- |
29+ 9.67% |
$2.62K - $3.06K
|
329
$41.3K
|
|
Apr 25, 2023
Q1 2023
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
29+ 0.75% |
$2.62K - $3.06K
|
3.92K
$492K
|
|
May 01, 2023
Q1 2023
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
29+ 1.07% |
$2.62K - $3.06K
|
2.74K
$343K
|
|
Apr 18, 2023
Q1 2023
|
Activest Wealth Management
|
BUY
|
- |
28New |
$2.53K - $2.95K
|
28
$3.51K
|
|
May 03, 2023
Q1 2023
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
28+ 0.25% |
$2.53K - $2.95K
|
11.2K
$1.41M
|