Purchases and Sales Made in Q2 2023 in Philip Morris International Inc. (PM)
This table provides information about the institutional ownership of Philip Morris International Inc. (PM) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 10, 2023
Q2 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
348+ 5.78% |
$31.3K - $35.3K
|
6.37K
$799K
|
|
|
Aug 08, 2023
Q2 2023
|
Kapstone Financial Advisors LLC
Dayton, OH |
BUY
|
- |
344+ 8.78% |
$31K - $34.9K
|
4.26K
$535K
|
|
|
Aug 14, 2023
Q2 2023
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
344+ 11.08% |
$31K - $34.9K
|
3.45K
$433K
|
|
|
Aug 06, 2024
Q2 2023
|
Hantz Financial Services, Inc.
|
BUY
|
- |
343+ 0.4% |
$30.9K - $34.8K
|
85.6K
$10.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
BUY
|
- |
338+ 1.8% |
$30.4K - $34.3K
|
19.2K
$2.4M
|
|
|
Jul 22, 2024
Q2 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
338+ 6.66% |
$30.4K - $34.3K
|
5.41K
$679K
|
|
|
Jul 13, 2023
Q2 2023
|
City Holding CO
|
BUY
|
- |
337+ 15.9% |
$30.3K - $34.2K
|
2.46K
$308K
|
|
|
Aug 02, 2023
Q2 2023
|
Keystone Financial Services
|
BUY
|
- |
336+ 4.77% |
$30.2K - $34.1K
|
7.37K
$925K
|
|
|
Aug 08, 2023
Q2 2023
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
329+ 1.08% |
$29.6K - $33.4K
|
30.7K
$3.85M
|
|
|
Aug 08, 2023
Q2 2023
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
322+ 6.02% |
$29K - $32.7K
|
5.68K
$712K
|
|
|
Jul 13, 2023
Q2 2023
|
Everhart Financial Group, Inc.
|
BUY
|
- |
321+ 6.86% |
$28.9K - $32.6K
|
5K
$628K
|
|
|
Jul 27, 2023
Q2 2023
|
Norwood Financial Corp
|
BUY
|
- |
317+ 43.66% |
$28.5K - $32.2K
|
1.04K
$131K
|
|
|
Aug 14, 2023
Q2 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
311+ 6.24% |
$28K - $31.6K
|
5.3K
$664K
|
|
|
Aug 02, 2023
Q2 2023
|
Archford Capital Strategies, LLC
|
BUY
|
- |
310+ 1.64% |
$27.9K - $31.5K
|
19.2K
$2.41M
|
|
|
Aug 02, 2023
Q2 2023
|
Gratus Capital LLC
|
BUY
|
- |
309+ 7.04% |
$27.8K - $31.4K
|
4.7K
$589K
|
|
|
Jul 27, 2023
Q2 2023
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
308+ 11.23% |
$27.7K - $31.3K
|
3.05K
$383K
|
|
|
Aug 14, 2023
Q2 2023
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
BUY
|
- |
308+ 6.02% |
$27.7K - $31.3K
|
5.42K
$680K
|
|
|
Nov 04, 2024
Q2 2023
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
303New |
$27.3K - $30.8K
|
303
$38K
|
|
|
Aug 08, 2023
Q2 2023
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
302+ 1.05% |
$27.2K - $30.7K
|
29.2K
$3.66M
|
|
|
Jul 14, 2023
Q2 2023
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
300+ 7.28% |
$27K - $30.5K
|
4.42K
$554K
|
|
|
Aug 03, 2023
Q2 2023
|
Bristlecone Advisors, LLC
|
BUY
|
- |
300+ 8.68% |
$27K - $30.5K
|
3.76K
$471K
|
|
|
Aug 10, 2023
Q2 2023
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
BUY
|
- |
300+ 12.71% |
$27K - $30.5K
|
2.66K
$334K
|
|
|
Aug 11, 2023
Q2 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
297+ 0.91% |
$26.7K - $30.1K
|
32.9K
$4.12M
|
|
|
Aug 11, 2023
Q2 2023
|
Stone X Group Inc.
|
BUY
|
- |
294+ 1.53% |
$26.5K - $29.8K
|
19.5K
$2.44M
|
|
|
Jul 24, 2023
Q2 2023
|
Marion Wealth Management
|
BUY
|
- |
291+ 3.13% |
$26.2K - $29.5K
|
9.6K
$1.2M
|
|
|
Jul 27, 2023
Q2 2023
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
- |
290+ 4.78% |
$26.1K - $29.4K
|
6.36K
$798K
|
|
|
Aug 14, 2023
Q2 2023
|
Adams Wealth Management
|
BUY
|
- |
289+ 3.62% |
$26K - $29.3K
|
8.27K
$1.04M
|
|
|
Jul 31, 2023
Q2 2023
|
Brighton Jones LLC
|
BUY
|
- |
287+ 4.08% |
$25.8K - $29.1K
|
7.32K
$918K
|
|
|
Aug 15, 2023
Q2 2023
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
286+ 8.15% |
$25.7K - $29K
|
3.8K
$476K
|
|
|
Jul 07, 2023
Q2 2023
|
Independence Bank Of Kentucky
|
BUY
|
- |
284+ 5.4% |
$25.6K - $28.8K
|
5.55K
$696K
|
|
|
Jul 13, 2023
Q2 2023
|
Grey Street Capital, LLC
Chicago, IL |
BUY
|
- |
284+ 4.77% |
$25.6K - $28.8K
|
6.24K
$782K
|
|
|
Aug 07, 2023
Q2 2023
|
Dean Investment Associates, LLC
Beavercreek, OH |
BUY
|
- |
283+ 0.56% |
$25.5K - $28.7K
|
50.7K
$6.36M
|
|
|
Aug 15, 2023
Q2 2023
|
Nbw Capital LLC
|
BUY
|
- |
283+ 12.9% |
$25.5K - $28.7K
|
2.48K
$311K
|
|
|
Jul 26, 2023
Q2 2023
|
Alera Investment Advisors, LLC
|
BUY
|
- |
282+ 9.1% |
$25.4K - $28.6K
|
3.38K
$424K
|
|
|
Aug 07, 2023
Q2 2023
|
Keystone Financial Group
|
BUY
|
- |
282+ 1.76% |
$25.4K - $28.6K
|
16.3K
$2.04M
|
|
|
Aug 15, 2023
Q2 2023
|
Girard Partners Ltd.
|
BUY
|
- |
276+ 3.31% |
$24.8K - $28K
|
8.62K
$1.08M
|
|
|
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
276New |
$24.8K - $28K
|
276
$34.6K
|
|
|
Aug 01, 2023
Q2 2023
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
BUY
|
- |
272+ 0.55% |
$24.5K - $27.6K
|
50.1K
$6.28M
|
|
|
Aug 02, 2023
Q2 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
270+ 4.96% |
$24.3K - $27.4K
|
5.72K
$717K
|
|
|
Aug 09, 2023
Q2 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
269New |
$24.2K - $27.3K
|
269
$33.7K
|
|
|
Aug 11, 2023
Q2 2023
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
269+ 11.83% |
$24.2K - $27.3K
|
2.54K
$319K
|
|
|
Aug 08, 2023
Q2 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
267+ 1.64% |
$24K - $27.1K
|
16.6K
$2.08M
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
266+ 50.38% |
$23.9K - $27K
|
794
$99.6K
|
|
|
Jul 10, 2023
Q2 2023
|
Trust CO
|
BUY
|
- |
264New |
$23.8K - $26.8K
|
264
$33.1K
|
|
|
Aug 14, 2023
Q2 2023
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
264+ 2.7% |
$23.8K - $26.8K
|
10.1K
$1.26M
|
|
|
Aug 08, 2023
Q2 2023
|
Jacobi Capital Management LLC
|
BUY
|
- |
262+ 1.72% |
$23.6K - $26.6K
|
15.5K
$1.95M
|
|
|
Jul 20, 2023
Q2 2023
|
Csenge Advisory Group
|
BUY
|
- |
259+ 1.14% |
$23.3K - $26.3K
|
23K
$2.88M
|
|
|
Jul 10, 2023
Q2 2023
|
Stolper CO
|
BUY
|
- |
252+ 1.55% |
$22.7K - $25.6K
|
16.5K
$2.07M
|
|
|
Aug 11, 2023
Q2 2023
|
Enterprise Financial Services Corp
Clayton, MO |
BUY
|
- |
252+ 4.46% |
$22.7K - $25.6K
|
5.9K
$740K
|
|
|
Aug 09, 2023
Q2 2023
|
Burney CO
Reston, VA |
BUY
|
- |
250+ 6.76% |
$22.5K - $25.4K
|
3.95K
$495K
|