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 |
|---|---|---|---|---|---|---|---|
|
Jan 23, 2024
Q4 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
52+ 2.74% |
$4.55K - $4.95K
|
1.95K
$246K
|
|
|
Jan 10, 2024
Q4 2023
|
Cypress Wealth Services, LLC
|
BUY
|
- |
51+ 0.75% |
$4.46K - $4.86K
|
6.82K
$860K
|
|
|
Feb 08, 2024
Q4 2023
|
Panagora Asset Management Inc
Boston, MA |
BUY
|
- |
51+ 0.15% |
$4.46K - $4.86K
|
33.7K
$4.24M
|
|
|
Jan 09, 2024
Q4 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
50+ 0.25% |
$4.37K - $4.76K
|
20.1K
$2.54M
|
|
|
Feb 02, 2024
Q4 2023
|
Bailard, Inc.
|
BUY
|
- |
50+ 0.3% |
$4.37K - $4.76K
|
16.7K
$2.11M
|
|
|
Feb 14, 2024
Q4 2023
|
Wealth Architects, LLC
|
BUY
|
- |
50+ 0.81% |
$4.37K - $4.76K
|
6.25K
$788K
|
|
|
Feb 14, 2024
Q4 2023
|
Retirement Group, LLC
|
BUY
|
- |
50+ 4.22% |
$4.37K - $4.76K
|
1.24K
$156K
|
|
|
Jan 18, 2024
Q4 2023
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
43+ 0.54% |
$3.76K - $4.1K
|
8.03K
$1.01M
|
|
|
Jan 25, 2024
Q4 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
43+ 1.14% |
$3.76K - $4.1K
|
3.82K
$481K
|
|
|
Jan 11, 2024
Q4 2023
|
Grey Street Capital, LLC
Chicago, IL |
BUY
|
- |
42+ 0.67% |
$3.67K - $4K
|
6.28K
$792K
|
|
|
Feb 12, 2024
Q4 2023
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
42New |
$3.67K - $4K
|
42
$5.29K
|
|
|
Jan 22, 2024
Q4 2023
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
41New |
$3.59K - $3.91K
|
41
$5.17K
|
|
|
Feb 14, 2024
Q4 2023
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
40New |
$3.5K - $3.81K
|
40
$5.04K
|
|
|
Apr 22, 2024
Q4 2023
|
First Purpose Wealth LLC
|
BUY
|
- |
40+ 0.79% |
$3.5K - $3.81K
|
5.12K
$645K
|
|
|
Mar 12, 2024
Q4 2023
|
Executive Wealth Group LLC
Kirkland, WA |
BUY
|
- |
39+ 1.39% |
$3.41K - $3.72K
|
2.85K
$360K
|
|
|
Feb 05, 2024
Q4 2023
|
Greatmark Investment Partners, Inc.
|
BUY
|
- |
38+ 0.78% |
$3.32K - $3.62K
|
4.88K
$615K
|
|
|
Feb 06, 2024
Q4 2023
|
Aveo Capital Partners, LLC
|
BUY
|
- |
38+ 1.28% |
$3.32K - $3.62K
|
3.01K
$379K
|
|
|
Jan 17, 2024
Q4 2023
|
Powers Advisory Group, LLC
|
BUY
|
- |
37+ 0.85% |
$3.24K - $3.52K
|
4.37K
$551K
|
|
|
Jan 26, 2024
Q4 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
36+ 61.02% |
$3.15K - $3.43K
|
95
$12K
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
36+ 0.98% |
$3.15K - $3.43K
|
3.72K
$469K
|
|
|
Feb 08, 2024
Q4 2023
|
Trinity Point Wealth, LLC
|
BUY
|
- |
35+ 0.14% |
$3.06K - $3.33K
|
25.6K
$3.22M
|
|
|
Jan 12, 2024
Q4 2023
|
Lantz Financial LLC
|
BUY
|
- |
33+ 0.61% |
$2.89K - $3.14K
|
5.43K
$684K
|
|
|
Jan 19, 2024
Q4 2023
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
33+ 0.85% |
$2.89K - $3.14K
|
3.91K
$493K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
32+ 0.19% |
$2.8K - $3.05K
|
16.6K
$2.09M
|
|
|
Feb 06, 2024
Q4 2023
|
Carson Advisory Inc.
|
BUY
|
- |
31+ 0.79% |
$2.71K - $2.95K
|
3.95K
$498K
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
31New |
$2.71K - $2.95K
|
31
$3.91K
|
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
30+ 0.38% |
$2.62K - $2.86K
|
7.95K
$1M
|
|
|
Jan 22, 2024
Q4 2023
|
Jb Capital LLC
|
BUY
|
- |
30+ 0.52% |
$2.62K - $2.86K
|
5.82K
$733K
|
|
|
Feb 07, 2024
Q4 2023
|
Shayne & Co., LLC
|
BUY
|
- |
30+ 0.21% |
$2.62K - $2.86K
|
14.3K
$1.8M
|
|
|
Feb 09, 2024
Q4 2023
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
30+ 1.65% |
$2.62K - $2.86K
|
1.85K
$233K
|
|
|
Feb 12, 2024
Q4 2023
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
29+ 0.56% |
$2.54K - $2.76K
|
5.23K
$659K
|
|
|
Jan 11, 2024
Q4 2023
|
Ridgewood Investments LLC
|
BUY
|
- |
28+ 0.55% |
$2.45K - $2.67K
|
5.16K
$650K
|
|
|
Jan 23, 2024
Q4 2023
|
Patten & Patten Inc
|
BUY
|
- |
28+ 0.35% |
$2.45K - $2.67K
|
7.97K
$1M
|
|
|
Feb 01, 2024
Q4 2023
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
28+ 0.69% |
$2.45K - $2.67K
|
4.12K
$519K
|
|
|
Mar 01, 2024
Q4 2023
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
28New |
$2.45K - $2.67K
|
28
$3.53K
|
|
|
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
28New |
$2.45K - $2.67K
|
28
$3.53K
|
|
|
Jan 10, 2024
Q4 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
26+ 0.92% |
$2.27K - $2.48K
|
2.84K
$358K
|
|
|
Jan 12, 2024
Q4 2023
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
26+ 1.29% |
$2.27K - $2.48K
|
2.03K
$256K
|
|
|
Jan 22, 2024
Q4 2023
|
Hudock, Inc.
|
BUY
|
- |
25+ 0.92% |
$2.19K - $2.38K
|
2.75K
$346K
|
|
|
Feb 13, 2024
Q4 2023
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
24New |
$2.1K - $2.29K
|
24
$3.02K
|
|
|
Feb 14, 2024
Q4 2023
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
24+ 0.95% |
$2.1K - $2.29K
|
2.54K
$320K
|
|
|
Feb 14, 2024
Q4 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
23+ 6.5% |
$2.01K - $2.19K
|
377
$47.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Lummis Asset Management, LP
Fort Worth, TX |
BUY
|
- |
23New |
$2.01K - $2.19K
|
23
$2.9K
|
|
|
Jan 23, 2024
Q4 2023
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
22+ 0.97% |
$1.92K - $2.1K
|
2.29K
$288K
|
|
|
Jan 18, 2024
Q4 2023
|
Occidental Asset Management, LLC
|
BUY
|
- |
21+ 0.86% |
$1.84K - $2K
|
2.46K
$310K
|
|
|
Jan 19, 2024
Q4 2023
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
21+ 0.59% |
$1.84K - $2K
|
3.56K
$448K
|
|
|
Jan 31, 2024
Q4 2023
|
Nbw Capital LLC
|
BUY
|
- |
21+ 0.91% |
$1.84K - $2K
|
2.32K
$293K
|
|
|
Feb 02, 2024
Q4 2023
|
Carret Asset Management, LLC
|
BUY
|
- |
21+ 0.57% |
$1.84K - $2K
|
3.7K
$466K
|
|
|
Feb 06, 2024
Q4 2023
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
BUY
|
- |
21+ 0.87% |
$1.84K - $2K
|
2.45K
$308K
|
|
|
Feb 05, 2024
Q4 2023
|
Paces Ferry Wealth Advisors, LLC
|
BUY
|
- |
20+ 0.56% |
$1.75K - $1.91K
|
3.57K
$450K
|