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 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
25+ 1.7% |
$2.26K - $2.51K
|
1.5K
$216K
|
|
Oct 31, 2023
Q3 2023
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
24+ 0.14% |
$2.17K - $2.41K
|
17.4K
$2.51M
|
|
Nov 02, 2023
Q3 2023
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
24+ 0.76% |
$2.17K - $2.41K
|
3.17K
$458K
|
|
Nov 09, 2023
Q3 2023
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
24+ 0.74% |
$2.17K - $2.41K
|
3.29K
$475K
|
|
Oct 17, 2023
Q3 2023
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
23+ 0.13% |
$2.08K - $2.31K
|
17.4K
$2.51M
|
|
Oct 19, 2023
Q3 2023
|
West End Advisors, LLC
|
BUY
|
- |
23New |
$2.08K - $2.31K
|
23
$3.32K
|
|
Nov 13, 2023
Q3 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
23+ 5.75% |
$2.08K - $2.31K
|
423
$61.1K
|
|
Oct 17, 2023
Q3 2023
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
22+ 0.72% |
$1.99K - $2.21K
|
3.07K
$444K
|
|
Oct 30, 2023
Q3 2023
|
Wolff Wiese Magana LLC
|
BUY
|
- |
22+ 4.13% |
$1.99K - $2.21K
|
555
$80.1K
|
|
Nov 13, 2023
Q3 2023
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
22+ 0.88% |
$1.99K - $2.21K
|
2.52K
$363K
|
|
Nov 14, 2023
Q3 2023
|
Foster Dykema Cabot & CO Inc
|
BUY
|
- |
22+ 0.65% |
$1.99K - $2.21K
|
3.39K
$489K
|
|
Nov 14, 2023
Q3 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
22+ 0.69% |
$1.99K - $2.21K
|
3.23K
$467K
|
|
Jan 30, 2024
Q3 2023
|
Dgs Capital Management, LLC
|
BUY
|
- |
22+ 0.94% |
$1.99K - $2.21K
|
2.35K
$340K
|
|
Nov 13, 2023
Q3 2023
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
21+ 0.45% |
$1.9K - $2.11K
|
4.71K
$680K
|
|
Nov 21, 2023
Q3 2023
|
Spears Abacus Advisors LLC
|
BUY
|
- |
21+ 0.2% |
$1.9K - $2.11K
|
10.8K
$1.55M
|
|
Oct 31, 2023
Q3 2023
|
Tranquility Partners, LLC
|
BUY
|
- |
20+ 0.69% |
$1.81K - $2.01K
|
2.94K
$424K
|
|
Nov 02, 2023
Q3 2023
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
20+ 0.32% |
$1.81K - $2.01K
|
6.19K
$894K
|
|
Oct 09, 2024
Q3 2023
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
20+ 0.91% |
$1.81K - $2.01K
|
2.23K
$322K
|
|
Oct 31, 2023
Q3 2023
|
Panagora Asset Management Inc
Boston, MA |
BUY
|
- |
19+ 0.06% |
$1.72K - $1.91K
|
33.6K
$4.85M
|
|
Nov 02, 2023
Q3 2023
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
19+ 0.47% |
$1.72K - $1.91K
|
4.09K
$590K
|
|
Oct 23, 2023
Q3 2023
|
Wells Trecaso Financial Group, LLC
|
BUY
|
- |
18+ 0.59% |
$1.63K - $1.81K
|
3.09K
$447K
|
|
Oct 30, 2023
Q3 2023
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
18+ 0.27% |
$1.63K - $1.81K
|
6.8K
$981K
|
|
Nov 08, 2023
Q3 2023
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
16+ 0.25% |
$1.45K - $1.61K
|
6.33K
$914K
|
|
Nov 13, 2023
Q3 2023
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
16+ 0.66% |
$1.45K - $1.61K
|
2.44K
$353K
|
|
Nov 13, 2023
Q3 2023
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
16+ 0.17% |
$1.45K - $1.61K
|
9.36K
$1.35M
|
|
Nov 08, 2023
Q3 2023
|
Archer Investment Corp
|
BUY
|
- |
15+ 1.27% |
$1.35K - $1.51K
|
1.19K
$172K
|
|
Oct 19, 2023
Q3 2023
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
15+ 0.45% |
$1.35K - $1.51K
|
3.37K
$486K
|
|
Oct 20, 2023
Q3 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
14+ 31.11% |
$1.26K - $1.41K
|
59
$8.52K
|
|
Oct 30, 2023
Q3 2023
|
Wp Advisors, LLC
|
BUY
|
- |
14+ 0.19% |
$1.26K - $1.41K
|
7.25K
$1.05M
|
|
Nov 13, 2023
Q3 2023
|
Clari Vest Asset Management LLC
San Diego, CA |
BUY
|
- |
14New |
$1.26K - $1.41K
|
14
$2.02K
|
|
Nov 14, 2023
Q3 2023
|
Kingfisher Capital LLC
|
BUY
|
- |
14+ 0.42% |
$1.26K - $1.41K
|
3.31K
$478K
|
|
Nov 14, 2023
Q3 2023
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
14+ 0.14% |
$1.26K - $1.41K
|
10.2K
$1.47M
|
|
Apr 03, 2024
Q3 2023
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
14+ 0.65% |
$1.26K - $1.41K
|
2.16K
$312K
|
|
Jan 28, 2025
Q3 2023
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
14+ 0.3% |
$1.26K - $1.41K
|
4.64K
$669K
|
|
Oct 10, 2023
Q3 2023
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
13+ 0.4% |
$1.17K - $1.31K
|
3.23K
$466K
|
|
Oct 11, 2023
Q3 2023
|
Acropolis Investment Management, LLC
|
BUY
|
- |
13+ 0.95% |
$1.17K - $1.31K
|
1.38K
$200K
|
|
Oct 23, 2023
Q3 2023
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
13+ 0.53% |
$1.17K - $1.31K
|
2.47K
$356K
|
|
Nov 14, 2023
Q3 2023
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
BUY
|
- |
13+ 0.5% |
$1.17K - $1.31K
|
2.62K
$379K
|
|
Nov 15, 2023
Q3 2023
|
Jag Capital Management, LLC
|
BUY
|
- |
13+ 0.24% |
$1.17K - $1.31K
|
5.43K
$783K
|
|
Oct 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
12+ 0.25% |
$1.08K - $1.21K
|
4.84K
$699K
|
|
Oct 30, 2023
Q3 2023
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
12+ 0.25% |
$1.08K - $1.21K
|
4.91K
$709K
|
|
Nov 07, 2023
Q3 2023
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
12+ 0.04% |
$1.08K - $1.21K
|
29.2K
$4.22M
|
|
Nov 15, 2023
Q3 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
12+ 0.05% |
$1.08K - $1.21K
|
22.1K
$3.19M
|
|
Oct 18, 2023
Q3 2023
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
11+ 0.34% |
$994 - $1.11K
|
3.2K
$462K
|
|
Nov 06, 2023
Q3 2023
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
11+ 0.29% |
$994 - $1.11K
|
3.75K
$542K
|
|
Nov 13, 2023
Q3 2023
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
11+ 0.63% |
$994 - $1.11K
|
1.76K
$254K
|
|
Nov 15, 2023
Q3 2023
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
11+ 0.29% |
$994 - $1.11K
|
3.81K
$550K
|
|
Oct 18, 2023
Q3 2023
|
Washington Trust CO
|
BUY
|
- |
10+ 0.14% |
$903 - $1K
|
7.13K
$1.03M
|
|
Oct 18, 2023
Q3 2023
|
Welch Group, LLC
|
BUY
|
- |
10+ 0.05% |
$903 - $1K
|
20.4K
$2.95M
|
|
Oct 20, 2023
Q3 2023
|
Newton One Investments LLC
|
BUY
|
- |
10+ 1.25% |
$903 - $1K
|
813
$117K
|