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 |
---|---|---|---|---|---|---|---|
Jul 14, 2023
Q2 2023
|
Cfm Wealth Partners LLC
|
SELL
|
- |
-53- 0.06% |
$4.77K - $5.38K
|
88.7K
$11.5M
|
|
Aug 15, 2023
Q2 2023
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-54- 0.4% |
$4.86K - $5.48K
|
13.6K
$1.77M
|
|
Jul 21, 2023
Q2 2023
|
Plimoth Trust CO LLC
|
SELL
|
- |
-55- 0.75% |
$4.95K - $5.58K
|
7.32K
$953K
|
|
Jul 26, 2023
Q2 2023
|
Hartford Financial Management Inc.
|
SELL
|
- |
-55- 0.26% |
$4.95K - $5.58K
|
21.1K
$2.75M
|
|
Aug 01, 2023
Q2 2023
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-56- 1.18% |
$5.04K - $5.68K
|
4.69K
$611K
|
|
Aug 14, 2023
Q2 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-56- 3.26% |
$5.04K - $5.68K
|
1.66K
$216K
|
|
Aug 01, 2024
Q2 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-56- 21.46% |
$5.04K - $5.68K
|
205
$26.7K
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-59- 3.32% |
$5.31K - $5.99K
|
1.72K
$224K
|
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-60- 1.84% |
$5.4K - $6.09K
|
3.21K
$418K
|
|
Aug 01, 2023
Q2 2023
|
Chesapeake Wealth Management
|
SELL
|
- |
-60- 1.26% |
$5.4K - $6.09K
|
4.7K
$611K
|
|
Jul 18, 2023
Q2 2023
|
Bill Few Associates, Inc.
|
SELL
|
- |
-61- 0.78% |
$5.49K - $6.19K
|
7.78K
$1.01M
|
|
Jul 14, 2023
Q2 2023
|
Vera Bank, N.A.
|
SELL
|
- |
-62- 1.03% |
$5.58K - $6.29K
|
5.98K
$779K
|
|
Aug 03, 2023
Q2 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-62- 1.51% |
$5.58K - $6.29K
|
4.03K
$525K
|
|
Aug 08, 2023
Q2 2023
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-62- 0.97% |
$5.58K - $6.29K
|
6.31K
$822K
|
|
Aug 15, 2023
Q2 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-62- 50.0% |
$5.58K - $6.29K
|
62
$8.07K
|
|
Jul 14, 2023
Q2 2023
|
Patten & Patten Inc
|
SELL
|
- |
-63- 0.8% |
$5.67K - $6.4K
|
7.82K
$1.02M
|
|
Aug 01, 2023
Q2 2023
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-63- 0.77% |
$5.67K - $6.4K
|
8.07K
$1.05M
|
|
Aug 14, 2023
Q2 2023
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-65- 1.15% |
$5.85K - $6.6K
|
5.58K
$726K
|
|
Jul 21, 2023
Q2 2023
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-66- 1.9% |
$5.94K - $6.7K
|
3.4K
$443K
|
|
Jul 13, 2023
Q2 2023
|
Central Bank & Trust CO
|
SELL
|
- |
-67- 2.01% |
$6.03K - $6.8K
|
3.27K
$425K
|
|
Jul 27, 2023
Q2 2023
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
SELL
|
- |
-67- 1.59% |
$6.03K - $6.8K
|
4.15K
$540K
|
|
Aug 04, 2023
Q2 2023
|
Lincoln Capital LLC
|
SELL
|
- |
-67- 3.0% |
$6.03K - $6.8K
|
2.17K
$283K
|
|
Aug 08, 2023
Q2 2023
|
Edge Capital Group, LLC
|
SELL
|
- |
-68- 2.76% |
$6.12K - $6.9K
|
2.39K
$312K
|
|
Jul 13, 2023
Q2 2023
|
Chickasaw Capital Management LLC
|
SELL
|
- |
-70- 0.31% |
$6.3K - $7.11K
|
22.2K
$2.89M
|
|
Jul 31, 2023
Q2 2023
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-70- 2.37% |
$6.3K - $7.11K
|
2.89K
$376K
|
|
Jul 17, 2023
Q2 2023
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-72- 2.78% |
$6.48K - $7.31K
|
2.52K
$328K
|
|
Aug 14, 2023
Q2 2023
|
Pin Oak Investment Advisors Inc
Houston, TX |
SELL
|
- |
-74- 4.42% |
$6.66K - $7.51K
|
1.6K
$208K
|
|
Jul 19, 2023
Q2 2023
|
Eudaimonia Advisors LLC
Winchester, TN |
SELL
|
- |
-75- 1.6% |
$6.75K - $7.61K
|
4.62K
$602K
|
|
Jul 19, 2023
Q2 2023
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-75- 3.18% |
$6.75K - $7.61K
|
2.29K
$298K
|
|
Jul 17, 2023
Q2 2023
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-76- 1.24% |
$6.84K - $7.71K
|
6.05K
$788K
|
|
Aug 14, 2023
Q2 2023
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-76- 0.58% |
$6.84K - $7.71K
|
13K
$1.69M
|
|
Jul 05, 2023
Q2 2023
|
M&R Capital Management Inc
|
SELL
|
- |
-77- 2.53% |
$6.93K - $7.82K
|
2.97K
$386K
|
|
Aug 10, 2023
Q2 2023
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-77- 2.96% |
$6.93K - $7.82K
|
2.52K
$328K
|
|
Aug 10, 2023
Q2 2023
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-82- 1.89% |
$7.38K - $8.32K
|
4.25K
$554K
|
|
Oct 17, 2023
Q2 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
SELL
|
- |
-85- 52.15% |
$7.65K - $8.63K
|
78
$10.2K
|
|
Aug 09, 2023
Q2 2023
|
Rock Creek Group, LP
|
SELL
|
- |
-86- 4.68% |
$7.74K - $8.73K
|
1.75K
$228K
|
|
Jul 10, 2023
Q2 2023
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-87- 2.83% |
$7.83K - $8.83K
|
2.98K
$389K
|
|
Jul 28, 2023
Q2 2023
|
Costello Asset Management, Inc
|
SELL
|
- |
-88- 3.19% |
$7.92K - $8.93K
|
2.67K
$347K
|
|
Jun 17, 2024
Q2 2023
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-88- 1.57% |
$7.92K - $8.93K
|
5.51K
$717K
|
|
Aug 04, 2023
Q2 2023
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-89- 1.79% |
$8.01K - $9.03K
|
4.9K
$637K
|
|
Aug 03, 2023
Q2 2023
|
W Advisors, LLC
Germantown, TN |
SELL
|
- |
-90- 2.21% |
$8.1K - $9.14K
|
3.98K
$518K
|
|
Jul 13, 2023
Q2 2023
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-92- 3.65% |
$8.28K - $9.34K
|
2.43K
$316K
|
|
Jul 17, 2023
Q2 2023
|
Htg Investment Advisors, Inc.
New Canaan, CT |
SELL
|
- |
-95- 3.27% |
$8.55K - $9.64K
|
2.81K
$366K
|
|
Jul 26, 2023
Q2 2023
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-95- 4.52% |
$8.55K - $9.64K
|
2.01K
$261K
|
|
Aug 10, 2023
Q2 2023
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-95- 1.34% |
$8.55K - $9.64K
|
6.99K
$910K
|
|
Apr 04, 2024
Q2 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-95- 13.87% |
$8.55K - $9.64K
|
590
$76.8K
|
|
Jul 14, 2023
Q2 2023
|
Arden Trust CO
|
SELL
|
- |
-97- 1.84% |
$8.73K - $9.85K
|
5.19K
$676K
|
|
Jul 11, 2023
Q2 2023
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-98- 0.13% |
$8.82K - $9.95K
|
72.8K
$9.48M
|
|
Oct 29, 2024
Q2 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-99- 54.7% |
$8.91K - $10K
|
82
$10.7K
|
|
Jul 11, 2023
Q2 2023
|
Trust CO Of Oklahoma
|
SELL
|
- |
-100- 0.87% |
$9K - $10.2K
|
11.4K
$1.49M
|