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 04, 2023
Q2 2023
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
11+ 0.4% |
$990 - $1.12K
|
2.79K
$363K
|
|
|
Jul 20, 2023
Q2 2023
|
Newton One Investments LLC
|
BUY
|
- |
10+ 1.26% |
$900 - $1.02K
|
803
$105K
|
|
|
Jul 24, 2023
Q2 2023
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
10+ 0.27% |
$900 - $1.02K
|
3.74K
$487K
|
|
|
Aug 10, 2023
Q2 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
10+ 0.23% |
$900 - $1.02K
|
4.39K
$572K
|
|
|
Jul 12, 2023
Q2 2023
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
9+ 0.21% |
$810 - $914
|
4.34K
$565K
|
|
|
Jul 18, 2023
Q2 2023
|
Welch Group, LLC
|
BUY
|
- |
9+ 0.04% |
$810 - $914
|
20.4K
$2.66M
|
|
|
Aug 08, 2023
Q2 2023
|
9258 Wealth Management, LLC
|
BUY
|
- |
9+ 0.15% |
$810 - $914
|
5.83K
$760K
|
|
|
Jul 05, 2023
Q2 2023
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
8+ 0.36% |
$720 - $812
|
2.21K
$288K
|
|
|
Jul 20, 2023
Q2 2023
|
Wells Trecaso Financial Group, LLC
|
BUY
|
- |
8+ 0.26% |
$720 - $812
|
3.08K
$400K
|
|
|
Jul 21, 2023
Q2 2023
|
Rmr Wealth Builders
|
BUY
|
- |
8+ 0.33% |
$720 - $812
|
2.41K
$314K
|
|
|
Aug 02, 2023
Q2 2023
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
8+ 1.11% |
$720 - $812
|
731
$95.2K
|
|
|
Aug 11, 2023
Q2 2023
|
Cornercap Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
8+ 0.02% |
$720 - $812
|
33.1K
$4.32M
|
|
|
Aug 14, 2023
Q2 2023
|
Cmg Global Holdings, LLC
|
BUY
|
- |
8+ 0.16% |
$720 - $812
|
4.89K
$636K
|
|
|
Jul 13, 2023
Q2 2023
|
Northstar Advisory Group, LLC
|
BUY
|
- |
7+ 0.18% |
$630 - $711
|
3.93K
$511K
|
|
|
Jul 18, 2023
Q2 2023
|
44 Wealth Management LLC
|
BUY
|
- |
7+ 0.05% |
$630 - $711
|
15.1K
$1.96M
|
|
|
Jul 26, 2023
Q2 2023
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
7+ 0.05% |
$630 - $711
|
15.1K
$1.97M
|
|
|
Jul 21, 2023
Q2 2023
|
Beaton Management Co. Inc.
Haverhill, MA |
BUY
|
- |
6+ 0.03% |
$540 - $609
|
18.2K
$2.37M
|
|
|
Jul 24, 2023
Q2 2023
|
Diligent Investors, LLC
|
BUY
|
- |
6+ 0.29% |
$540 - $609
|
2.07K
$269K
|
|
|
Jul 27, 2023
Q2 2023
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
6+ 0.19% |
$540 - $609
|
3.25K
$423K
|
|
|
Aug 16, 2023
Q2 2023
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
6+ 0.87% |
$540 - $609
|
697
$90.7K
|
|
|
Jul 07, 2023
Q2 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
5+ 0.71% |
$450 - $508
|
709
$92.3K
|
|
|
Jul 13, 2023
Q2 2023
|
Iam Advisory, LLC
|
BUY
|
- |
5+ 0.14% |
$450 - $508
|
3.66K
$476K
|
|
|
Jul 20, 2023
Q2 2023
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
5+ 1.27% |
$450 - $508
|
398
$51.8K
|
|
|
Jul 17, 2023
Q2 2023
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
4+ 0.44% |
$360 - $406
|
904
$118K
|
|
|
Jul 21, 2023
Q2 2023
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
4+ 0.13% |
$360 - $406
|
3.04K
$396K
|
|
|
Aug 07, 2023
Q2 2023
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
4+ 0.46% |
$360 - $406
|
883
$115K
|
|
|
Aug 10, 2023
Q2 2023
|
Stone House Investment Management, LLC
|
BUY
|
- |
4+ 1.32% |
$360 - $406
|
307
$40K
|
|
|
Aug 14, 2023
Q2 2023
|
Private Portfolio Partners LLC
|
BUY
|
- |
4+ 0.14% |
$360 - $406
|
2.79K
$363K
|
|
|
Jul 13, 2023
Q2 2023
|
Traverso Chambers Private Wealth Management, LLC
|
BUY
|
- |
3+ 0.01% |
$270 - $305
|
20.4K
$2.66M
|
|
|
Jul 25, 2023
Q2 2023
|
Albion Financial Group
|
BUY
|
- |
3New |
$270 - $305
|
3
$391
|
|
|
Jul 25, 2023
Q2 2023
|
Carret Asset Management, LLC
|
BUY
|
- |
3+ 0.09% |
$270 - $305
|
3.41K
$444K
|
|
|
Jul 26, 2023
Q2 2023
|
Cypress Capital Group
|
BUY
|
- |
3+ 0.01% |
$270 - $305
|
50.3K
$6.55M
|
|
|
Aug 01, 2023
Q2 2023
|
Schulhoff & CO Inc
|
BUY
|
- |
3+ 0.07% |
$270 - $305
|
4.21K
$548K
|
|
|
Aug 02, 2023
Q2 2023
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
3+ 0.14% |
$270 - $305
|
2.08K
$270K
|
|
|
Aug 07, 2023
Q2 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
3+ 0.05% |
$270 - $305
|
6.49K
$845K
|
|
|
Aug 08, 2023
Q2 2023
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
3+ 0.13% |
$270 - $305
|
2.36K
$308K
|
|
|
Dec 19, 2024
Q2 2023
|
Arcadia Investment Advisors LLC
Eagle, ID |
BUY
|
- |
3New |
$270 - $305
|
3
$391
|
|
|
Jan 08, 2025
Q2 2023
|
Arcadia Investment Advisors LLC
Eagle, ID |
BUY
|
- |
3New |
$270 - $305
|
3
$391
|
|
|
Jul 14, 2023
Q2 2023
|
626 Financial, LLC
|
BUY
|
- |
2+ 0.05% |
$180 - $203
|
3.66K
$476K
|
|
|
Jul 18, 2023
Q2 2023
|
D.B. Root & Company, LLC
|
BUY
|
- |
2+ 0.08% |
$180 - $203
|
2.39K
$311K
|
|
|
Jul 18, 2023
Q2 2023
|
Pathway Financial Advisors LLC
|
BUY
|
- |
2+ 0.03% |
$180 - $203
|
5.78K
$753K
|
|
|
Jul 20, 2023
Q2 2023
|
Ade, LLC
|
BUY
|
- |
2+ 0.05% |
$180 - $203
|
3.66K
$476K
|
|
|
Jul 20, 2023
Q2 2023
|
Gleason Group, Inc.
|
BUY
|
- |
2+ 1.33% |
$180 - $203
|
152
$19.8K
|
|
|
Jul 20, 2023
Q2 2023
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
2+ 0.17% |
$180 - $203
|
1.16K
$151K
|
|
|
Jul 28, 2023
Q2 2023
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
2+ 1.36% |
$180 - $203
|
149
$19.4K
|
|
|
Aug 03, 2023
Q2 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
2+ 0.29% |
$180 - $203
|
689
$89.7K
|
|
|
Aug 03, 2023
Q2 2023
|
Delta Investment Management, LLC
|
BUY
|
- |
2+ 0.04% |
$180 - $203
|
5.16K
$672K
|
|
|
Jul 11, 2023
Q2 2023
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
- |
1+ 0.04% |
$90 - $102
|
2.75K
$358K
|
|
|
Jul 12, 2023
Q2 2023
|
Signal Point Asset Management, LLC
|
BUY
|
- |
1+ 0.04% |
$90 - $102
|
2.44K
$317K
|
|
|
Jul 17, 2023
Q2 2023
|
Sns Financial Group, LLC
|
BUY
|
- |
1+ 0.03% |
$90 - $102
|
3.09K
$402K
|