Purchases and Sales Made in Q3 2023 in Philip Morris International Inc. (PM)
This table provides information about the institutional ownership of Philip Morris International Inc. (PM) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 07, 2023
Q3 2023
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
321+ 9.12% |
$29K - $32.3K
|
3.84K
$555K
|
|
|
Oct 25, 2023
Q3 2023
|
Calamos Wealth Management LLC
|
BUY
|
- |
320+ 3.53% |
$28.9K - $32.2K
|
9.39K
$1.36M
|
|
|
Nov 14, 2023
Q3 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
320+ 4.21% |
$28.9K - $32.2K
|
7.92K
$1.14M
|
|
|
Nov 15, 2023
Q3 2023
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
319+ 12.46% |
$28.8K - $32.1K
|
2.88K
$416K
|
|
|
Nov 13, 2023
Q3 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
316+ 4.46% |
$28.5K - $31.8K
|
7.4K
$1.07M
|
|
|
Oct 06, 2023
Q3 2023
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
314+ 14.19% |
$28.4K - $31.6K
|
2.53K
$365K
|
|
|
Nov 01, 2023
Q3 2023
|
Principle Wealth Partners LLC
|
BUY
|
- |
314+ 0.9% |
$28.4K - $31.6K
|
35.3K
$5.09M
|
|
|
Nov 08, 2023
Q3 2023
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
314+ 5.72% |
$28.4K - $31.6K
|
5.8K
$838K
|
|
|
May 20, 2024
Q3 2023
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
302+ 1.0% |
$27.3K - $30.3K
|
30.4K
$4.39M
|
|
|
Oct 16, 2023
Q3 2023
|
Ziegler Capital Management, LLC
|
BUY
|
- |
300+ 1.12% |
$27.1K - $30.1K
|
27.1K
$3.92M
|
|
|
Oct 24, 2023
Q3 2023
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
300+ 2.28% |
$27.1K - $30.1K
|
13.5K
$1.94M
|
|
|
Nov 13, 2023
Q3 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
300+ 6.85% |
$27.1K - $30.1K
|
4.68K
$676K
|
|
|
Nov 09, 2023
Q3 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
292New |
$26.4K - $29.3K
|
292
$42.2K
|
|
|
Oct 18, 2023
Q3 2023
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
286+ 8.81% |
$25.8K - $28.7K
|
3.53K
$510K
|
|
|
Oct 12, 2023
Q3 2023
|
Moody National Bank Trust Division
|
BUY
|
- |
282+ 1.15% |
$25.5K - $28.3K
|
24.9K
$3.59M
|
|
|
Nov 06, 2023
Q3 2023
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
279+ 2.2% |
$25.2K - $28K
|
13K
$1.87M
|
|
|
Oct 17, 2023
Q3 2023
|
Royal Fund Management, LLC
|
BUY
|
- |
277+ 3.03% |
$25K - $27.8K
|
9.41K
$1.36M
|
|
|
Nov 20, 2023
Q3 2023
|
Tompkins Financial Corp
|
BUY
|
- |
275+ 3.99% |
$24.8K - $27.6K
|
7.16K
$1.03M
|
|
|
Oct 19, 2023
Q3 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
272+ 10.61% |
$24.6K - $27.3K
|
2.84K
$409K
|
|
|
Oct 26, 2023
Q3 2023
|
Sky Investment Group LLC
|
BUY
|
- |
272+ 0.34% |
$24.6K - $27.3K
|
80.4K
$11.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
270+ 2.08% |
$24.4K - $27.1K
|
13.3K
$1.92M
|
|
|
Nov 13, 2023
Q3 2023
|
Duff & Phelps Investment Management CO
Chicago, IL |
BUY
|
- |
267+ 1.58% |
$24.1K - $26.8K
|
17.2K
$2.48M
|
|
|
Oct 27, 2023
Q3 2023
|
Angeles Wealth Management, LLC
|
BUY
|
- |
266+ 6.42% |
$24K - $26.7K
|
4.41K
$637K
|
|
|
Oct 12, 2023
Q3 2023
|
Carret Asset Management, LLC
|
BUY
|
- |
264+ 7.74% |
$23.8K - $26.5K
|
3.68K
$531K
|
|
|
Oct 20, 2023
Q3 2023
|
Pds Planning, Inc
|
BUY
|
- |
257+ 7.63% |
$23.2K - $25.8K
|
3.62K
$523K
|
|
|
Oct 18, 2023
Q3 2023
|
Marion Wealth Management
|
BUY
|
- |
254+ 2.65% |
$22.9K - $25.5K
|
9.86K
$1.42M
|
|
|
Nov 01, 2023
Q3 2023
|
Renasant Bank
|
BUY
|
- |
254+ 4.68% |
$22.9K - $25.5K
|
5.69K
$821K
|
|
|
Oct 26, 2023
Q3 2023
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
250+ 2.46% |
$22.6K - $25.1K
|
10.4K
$1.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
250+ 1.7% |
$22.6K - $25.1K
|
14.9K
$2.16M
|
|
|
Oct 13, 2023
Q3 2023
|
Cypress Wealth Services, LLC
|
BUY
|
- |
249+ 3.82% |
$22.5K - $25K
|
6.77K
$978K
|
|
|
Oct 25, 2023
Q3 2023
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
249+ 1.9% |
$22.5K - $25K
|
13.3K
$1.93M
|
|
|
Oct 27, 2023
Q3 2023
|
Veriti Management LLC
|
BUY
|
- |
249+ 2.8% |
$22.5K - $25K
|
9.14K
$1.32M
|
|
|
Oct 11, 2023
Q3 2023
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
248+ 2.43% |
$22.4K - $24.9K
|
10.5K
$1.51M
|
|
|
Nov 02, 2023
Q3 2023
|
Hoyle Cohen, LLC
|
BUY
|
- |
245+ 2.56% |
$22.1K - $24.6K
|
9.82K
$1.42M
|
|
|
Nov 06, 2023
Q3 2023
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
245+ 9.21% |
$22.1K - $24.6K
|
2.91K
$420K
|
|
|
Nov 13, 2023
Q3 2023
|
Tacita Capital Inc
Toronto, A6 |
BUY
|
- |
240+ 40.68% |
$21.7K - $24.1K
|
830
$120K
|
|
|
Oct 10, 2023
Q3 2023
|
Quent Capital, LLC
|
BUY
|
- |
235+ 9.08% |
$21.2K - $23.6K
|
2.82K
$408K
|
|
|
Jun 14, 2024
Q3 2023
|
Quent Capital, LLC
|
BUY
|
- |
235+ 9.08% |
$21.2K - $23.6K
|
2.82K
$408K
|
|
|
Nov 01, 2023
Q3 2023
|
Regions Financial Corp
|
BUY
|
- |
234+ 0.24% |
$21.1K - $23.5K
|
95.9K
$13.9M
|
|
|
Nov 09, 2023
Q3 2023
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
233+ 1.47% |
$21K - $23.4K
|
16.1K
$2.32M
|
|
|
Oct 19, 2023
Q3 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
232+ 2.0% |
$21K - $23.3K
|
11.8K
$1.71M
|
|
|
Nov 07, 2023
Q3 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
228+ 1.65% |
$20.6K - $22.9K
|
14K
$2.03M
|
|
|
Nov 14, 2023
Q3 2023
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
226+ 2.25% |
$20.4K - $22.7K
|
10.3K
$1.48M
|
|
|
Dec 19, 2024
Q3 2023
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
226+ 1.07% |
$20.4K - $22.7K
|
21.3K
$3.08M
|
|
|
Nov 07, 2023
Q3 2023
|
South State Corp
|
BUY
|
- |
223+ 1.13% |
$20.1K - $22.4K
|
19.9K
$2.87M
|
|
|
Oct 19, 2023
Q3 2023
|
Kovack Advisors, Inc.
|
BUY
|
- |
222+ 5.3% |
$20.1K - $22.3K
|
4.41K
$636K
|
|
|
Nov 14, 2023
Q3 2023
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
222+ 1.68% |
$20.1K - $22.3K
|
13.5K
$1.94M
|
|
|
Nov 14, 2023
Q3 2023
|
Cornerstone Advisory, LLC
|
BUY
|
- |
220+ 3.86% |
$19.9K - $22.1K
|
5.92K
$855K
|
|
|
Oct 31, 2023
Q3 2023
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
219+ 56.74% |
$19.8K - $22K
|
605
$87.4K
|
|
|
Oct 05, 2023
Q3 2023
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
218+ 5.92% |
$19.7K - $21.9K
|
3.9K
$564K
|