Purchases and Sales Made in Q4 2023 in Philip Morris International Inc. (PM)
This table provides information about the institutional ownership of Philip Morris International Inc. (PM) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Mar 14, 2024
Q4 2023
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
BUY
|
- |
400New |
$35K - $38.1K
|
400
$49.8K
|
|
|
Feb 08, 2024
Q4 2023
|
Texas Permanent School Fund
Austin, TX |
BUY
|
- |
396+ 0.12% |
$34.6K - $37.7K
|
321K
$39.9M
|
|
|
Feb 08, 2024
Q4 2023
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
386+ 2.77% |
$33.8K - $36.8K
|
14.3K
$1.78M
|
|
|
Feb 09, 2024
Q4 2023
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
382+ 1.39% |
$33.4K - $36.4K
|
27.8K
$3.46M
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
359+ 8.72% |
$31.4K - $34.2K
|
4.48K
$557K
|
|
|
Feb 14, 2024
Q4 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
351+ 1.21% |
$30.7K - $33.4K
|
29.3K
$3.65M
|
|
|
Jan 11, 2024
Q4 2023
|
Brookstone Capital Management
|
BUY
|
- |
348+ 1.3% |
$30.4K - $33.2K
|
27.1K
$3.38M
|
|
|
Feb 07, 2024
Q4 2023
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
347New |
$30.4K - $33.1K
|
347
$43.2K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
346New |
$30.3K - $33K
|
346
$43.1K
|
|
|
Jan 02, 2024
Q4 2023
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
341+ 26.66% |
$29.8K - $32.5K
|
1.62K
$202K
|
|
|
Jan 16, 2024
Q4 2023
|
Valicenti Advisory Services Inc
|
BUY
|
- |
340+ 3.74% |
$29.7K - $32.4K
|
9.44K
$1.18M
|
|
|
Jan 12, 2024
Q4 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
334+ 5.97% |
$29.2K - $31.8K
|
5.93K
$739K
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
332+ 1.26% |
$29K - $31.6K
|
26.7K
$3.33M
|
|
|
Feb 14, 2024
Q4 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
331+ 1.14% |
$29K - $31.5K
|
29.2K
$3.64M
|
|
|
Feb 14, 2024
Q4 2023
|
Quarry LP
New York, NY |
BUY
|
- |
329+ 307.48% |
$28.8K - $31.3K
|
436
$54.3K
|
|
|
Jan 24, 2024
Q4 2023
|
Jacobsen Capital Management
|
BUY
|
- |
324+ 14.76% |
$28.3K - $30.9K
|
2.52K
$314K
|
|
|
Feb 06, 2024
Q4 2023
|
Rmr Wealth Builders
|
BUY
|
- |
322+ 13.32% |
$28.2K - $30.7K
|
2.74K
$341K
|
|
|
Feb 06, 2024
Q4 2023
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
321+ 8.52% |
$28.1K - $30.6K
|
4.09K
$509K
|
|
|
Jan 23, 2024
Q4 2023
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
318+ 10.64% |
$27.8K - $30.3K
|
3.31K
$412K
|
|
|
Jan 12, 2024
Q4 2023
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
315+ 9.36% |
$27.6K - $30K
|
3.68K
$458K
|
|
|
Feb 14, 2024
Q4 2023
|
Paloma Partners Management CO
Greenwich, CT |
BUY
|
- |
312New |
$27.3K - $29.7K
|
312
$38.9K
|
|
|
Jan 05, 2024
Q4 2023
|
O'Keefe Stevens Advisory, Inc.
|
BUY
|
- |
308+ 12.64% |
$26.9K - $29.3K
|
2.75K
$342K
|
|
|
Jan 18, 2024
Q4 2023
|
Successful Portfolios LLC
|
BUY
|
- |
307+ 9.93% |
$26.9K - $29.2K
|
3.4K
$423K
|
|
|
Feb 06, 2024
Q4 2023
|
Founders Financial Securities LLC
|
BUY
|
- |
304+ 12.42% |
$26.6K - $29K
|
2.75K
$343K
|
|
|
Jan 19, 2024
Q4 2023
|
Next Capital Management LLC
|
BUY
|
- |
303+ 4.31% |
$26.5K - $28.9K
|
7.34K
$914K
|
|
|
Jan 30, 2024
Q4 2023
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
302+ 1.14% |
$26.4K - $28.8K
|
26.8K
$3.33M
|
|
|
Feb 08, 2024
Q4 2023
|
Klr Investment Advisors, LLC
Providence, RI |
BUY
|
- |
302+ 5.7% |
$26.4K - $28.8K
|
5.6K
$697K
|
|
|
Feb 08, 2024
Q4 2023
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
302+ 0.17% |
$26.4K - $28.8K
|
180K
$22.4M
|
|
|
Feb 02, 2024
Q4 2023
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
301+ 10.36% |
$26.3K - $28.7K
|
3.21K
$399K
|
|
|
Jan 10, 2024
Q4 2023
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
300+ 4.84% |
$26.2K - $28.6K
|
6.49K
$809K
|
|
|
Jan 16, 2024
Q4 2023
|
Cooper Financial Group
|
BUY
|
- |
299+ 2.11% |
$26.2K - $28.5K
|
14.4K
$1.8M
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
BUY
|
- |
292+ 1.4% |
$25.5K - $27.8K
|
21.2K
$2.63M
|
|
|
Jan 31, 2024
Q4 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
288+ 2.36% |
$25.2K - $27.4K
|
12.5K
$1.55M
|
|
|
Jan 25, 2024
Q4 2023
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
287+ 3.41% |
$25.1K - $27.3K
|
8.71K
$1.08M
|
|
|
Feb 09, 2024
Q4 2023
|
Davidson Investment Advisors
|
BUY
|
- |
287+ 0.17% |
$25.1K - $27.3K
|
166K
$20.7M
|
|
|
Jan 19, 2024
Q4 2023
|
Pfg Advisors
|
BUY
|
- |
282+ 11.24% |
$24.7K - $26.9K
|
2.79K
$347K
|
|
|
Feb 05, 2024
Q4 2023
|
Essex Financial Services, Inc.
|
BUY
|
- |
282+ 1.39% |
$24.7K - $26.9K
|
20.5K
$2.55M
|
|
|
Jan 25, 2024
Q4 2023
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
281+ 5.01% |
$24.6K - $26.8K
|
5.89K
$734K
|
|
|
Feb 02, 2024
Q4 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
278+ 157.95% |
$24.3K - $26.5K
|
454
$56.5K
|
|
|
Jan 16, 2024
Q4 2023
|
D.B. Root & Company, LLC
|
BUY
|
- |
274+ 11.46% |
$24K - $26.1K
|
2.67K
$332K
|
|
|
Jan 31, 2024
Q4 2023
|
Waterfront Wealth Inc.
|
BUY
|
- |
271+ 2.35% |
$23.7K - $25.8K
|
11.8K
$1.47M
|
|
|
Jan 31, 2024
Q4 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
270+ 0.84% |
$23.6K - $25.7K
|
32.5K
$4.04M
|
|
|
Feb 14, 2024
Q4 2023
|
Investmark Advisory Group LLC
|
BUY
|
- |
270+ 0.84% |
$23.6K - $25.7K
|
32.6K
$4.06M
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
268+ 5.52% |
$23.4K - $25.5K
|
5.12K
$638K
|
|
|
Feb 26, 2024
Q4 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
268+ 5.29% |
$23.4K - $25.5K
|
5.33K
$664K
|
|
|
Jan 18, 2024
Q4 2023
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
267+ 5.81% |
$23.4K - $25.4K
|
4.86K
$605K
|
|
|
Feb 06, 2024
Q4 2023
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
267+ 1.89% |
$23.4K - $25.4K
|
14.4K
$1.8M
|
|
|
Feb 05, 2024
Q4 2023
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
263+ 0.83% |
$23K - $25.1K
|
32K
$3.99M
|
|
|
Feb 05, 2024
Q4 2023
|
Marco Investment Management LLC
|
BUY
|
- |
261+ 8.4% |
$22.8K - $24.9K
|
3.37K
$420K
|
|
|
Feb 08, 2024
Q4 2023
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
- |
261+ 8.89% |
$22.8K - $24.9K
|
3.2K
$398K
|