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 14, 2023
Q2 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
112+ 1.0% |
$10.1K - $11.4K
|
11.3K
$1.48M
|
|
Sep 01, 2023
Q2 2023
|
Corrigan Financial, Inc.
Middletown, RI |
BUY
|
- |
112+ 2.49% |
$10.1K - $11.4K
|
4.6K
$599K
|
|
Jul 17, 2023
Q2 2023
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
111+ 3.78% |
$9.99K - $11.3K
|
3.05K
$396K
|
|
Aug 14, 2023
Q2 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
108+ 4.18% |
$9.72K - $11K
|
2.69K
$350K
|
|
Aug 10, 2023
Q2 2023
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
105+ 0.54% |
$9.45K - $10.7K
|
19.5K
$2.54M
|
|
Aug 11, 2023
Q2 2023
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
101+ 1.22% |
$9.09K - $10.3K
|
8.39K
$1.09M
|
|
Jul 24, 2023
Q2 2023
|
Citizens National Bank Trust Department
|
BUY
|
- |
100+ 0.15% |
$9K - $10.2K
|
67.4K
$8.78M
|
|
Aug 01, 2023
Q2 2023
|
Heritage Investors Management Corp
|
BUY
|
- |
100+ 0.09% |
$9K - $10.2K
|
107K
$14M
|
|
Aug 10, 2023
Q2 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
99+ 1.08% |
$8.91K - $10K
|
9.3K
$1.21M
|
|
Aug 03, 2023
Q2 2023
|
Jnba Financial Advisors
|
BUY
|
- |
98+ 64.47% |
$8.82K - $9.95K
|
250
$32.5K
|
|
Aug 10, 2023
Q2 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
96+ 0.85% |
$8.64K - $9.74K
|
11.4K
$1.48M
|
|
Jul 17, 2023
Q2 2023
|
Bluesphere Advisors, LLC
East Norriton, PA |
BUY
|
- |
95+ 0.55% |
$8.55K - $9.64K
|
17.2K
$2.24M
|
|
Aug 11, 2023
Q2 2023
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
94+ 1.54% |
$8.46K - $9.54K
|
6.18K
$805K
|
|
Jul 17, 2023
Q2 2023
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
93+ 489.47% |
$8.37K - $9.44K
|
112
$14.6K
|
|
Aug 14, 2023
Q2 2023
|
Basso Capital Management, L.P.
Stamford, CT |
BUY
|
- |
90New |
$8.1K - $9.14K
|
90
$11.7K
|
|
Aug 14, 2023
Q2 2023
|
Ardent Capital Management, Inc.
Cincinnati, OH |
BUY
|
- |
89+ 0.43% |
$8.01K - $9.03K
|
20.8K
$2.7M
|
|
Aug 11, 2023
Q2 2023
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
87+ 1.74% |
$7.83K - $8.83K
|
5.08K
$661K
|
|
Jul 28, 2023
Q2 2023
|
Kanawha Capital Management LLC
|
BUY
|
- |
86+ 1.06% |
$7.74K - $8.73K
|
8.23K
$1.07M
|
|
Jul 17, 2023
Q2 2023
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
BUY
|
- |
83+ 1.02% |
$7.47K - $8.43K
|
8.23K
$1.07M
|
|
Jul 18, 2023
Q2 2023
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
83+ 0.64% |
$7.47K - $8.43K
|
13.1K
$1.7M
|
|
Jul 20, 2023
Q2 2023
|
Blb&B Advisors, LLC
|
BUY
|
- |
81+ 2.51% |
$7.29K - $8.22K
|
3.31K
$430K
|
|
Aug 08, 2023
Q2 2023
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
81+ 13.82% |
$7.29K - $8.22K
|
667
$86.8K
|
|
Jul 31, 2023
Q2 2023
|
Dakota Wealth Management
|
BUY
|
- |
78+ 0.13% |
$7.02K - $7.92K
|
58.6K
$7.62M
|
|
Aug 11, 2023
Q2 2023
|
Vantage Consulting Group Inc
Virginia Beach, VA |
BUY
|
- |
77+ 1.98% |
$6.93K - $7.82K
|
3.96K
$516K
|
|
Aug 14, 2023
Q2 2023
|
Syntax Advisors, LLC
New York, NY |
BUY
|
- |
77+ 1.98% |
$6.93K - $7.82K
|
3.96K
$516K
|
|
Jul 17, 2023
Q2 2023
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
74+ 0.83% |
$6.66K - $7.51K
|
8.95K
$1.17M
|
|
Jul 17, 2023
Q2 2023
|
First International Bank & Trust
Watford City, ND |
BUY
|
- |
72+ 1.21% |
$6.48K - $7.31K
|
6K
$782K
|
|
Aug 07, 2023
Q2 2023
|
Xml Financial, LLC
|
BUY
|
- |
72+ 0.5% |
$6.48K - $7.31K
|
14.5K
$1.88M
|
|
Aug 10, 2023
Q2 2023
|
Angeles Investment Advisors, LLC
|
BUY
|
- |
70+ 2.35% |
$6.3K - $7.11K
|
3.05K
$397K
|
|
Aug 14, 2023
Q2 2023
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
70+ 0.05% |
$6.3K - $7.11K
|
143K
$18.7M
|
|
Jul 24, 2023
Q2 2023
|
Charles Schwab Trust CO
|
BUY
|
- |
66+ 0.89% |
$5.94K - $6.7K
|
7.51K
$978K
|
|
Aug 08, 2023
Q2 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
66+ 2.34% |
$5.94K - $6.7K
|
2.89K
$377K
|
|
Jul 24, 2023
Q2 2023
|
Accel Wealth Management
|
BUY
|
- |
65+ 3.26% |
$5.85K - $6.6K
|
2.06K
$268K
|
|
Aug 08, 2023
Q2 2023
|
Glassman Wealth Services
|
BUY
|
- |
65+ 3.86% |
$5.85K - $6.6K
|
1.75K
$228K
|
|
Jul 21, 2023
Q2 2023
|
Intercontinental Wealth Advisors, LLC
|
BUY
|
- |
63+ 1.75% |
$5.67K - $6.4K
|
3.67K
$478K
|
|
Jul 26, 2023
Q2 2023
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
62+ 0.47% |
$5.58K - $6.29K
|
13.2K
$1.71M
|
|
Jul 21, 2023
Q2 2023
|
Kovack Advisors, Inc.
|
BUY
|
- |
61+ 1.48% |
$5.49K - $6.19K
|
4.19K
$545K
|
|
Aug 03, 2023
Q2 2023
|
Accredited Investors Inc.
|
BUY
|
- |
60+ 1.1% |
$5.4K - $6.09K
|
5.51K
$718K
|
|
Aug 09, 2023
Q2 2023
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
59+ 1.21% |
$5.31K - $5.99K
|
4.94K
$643K
|
|
Aug 01, 2023
Q2 2023
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
58+ 0.86% |
$5.22K - $5.89K
|
6.78K
$882K
|
|
Jul 09, 2024
Q2 2023
|
Rockingstone Advisors LLC
Great Barrington, MA |
BUY
|
- |
58+ 0.29% |
$5.22K - $5.89K
|
20.2K
$2.62M
|
|
Jul 18, 2023
Q2 2023
|
Atlas Brown,Inc.
|
BUY
|
- |
57+ 0.74% |
$5.13K - $5.79K
|
7.8K
$1.02M
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
53+ 1.28% |
$4.77K - $5.38K
|
4.21K
$548K
|
|
Aug 11, 2023
Q2 2023
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
52+ 0.72% |
$4.68K - $5.28K
|
7.29K
$950K
|
|
Jul 20, 2023
Q2 2023
|
Cornerstone Advisory, LLC
|
BUY
|
- |
51+ 0.9% |
$4.59K - $5.18K
|
5.7K
$742K
|
|
Jul 31, 2023
Q2 2023
|
Valley National Advisers Inc
|
BUY
|
- |
51+ 0.7% |
$4.59K - $5.18K
|
7.36K
$958K
|
|
Jul 21, 2023
Q2 2023
|
Byrne Asset Management LLC
|
BUY
|
- |
50+ 2.16% |
$4.5K - $5.08K
|
2.37K
$309K
|
|
Jul 26, 2023
Q2 2023
|
Arlington Partners LLC
|
BUY
|
- |
50+ 11.74% |
$4.5K - $5.08K
|
476
$62K
|
|
Aug 07, 2023
Q2 2023
|
Coastline Trust CO
|
BUY
|
- |
50+ 0.98% |
$4.5K - $5.08K
|
5.18K
$674K
|
|
Aug 09, 2023
Q2 2023
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
50+ 1.58% |
$4.5K - $5.08K
|
3.22K
$420K
|