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 |
---|---|---|---|---|---|---|---|
Feb 06, 2024
Q4 2023
|
Los Angeles Capital Management LLC
|
SELL
|
- |
-33- 0.4% |
$2.89K - $3.14K
|
8.2K
$1.03M
|
|
Jan 19, 2024
Q4 2023
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-34- 8.85% |
$2.97K - $3.24K
|
350
$44.1K
|
|
Jan 09, 2024
Q4 2023
|
Wbh Advisory Inc
|
SELL
|
- |
-35- 0.7% |
$3.06K - $3.33K
|
4.95K
$623K
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
SELL
|
- |
-35- 0.07% |
$3.06K - $3.33K
|
48.4K
$6.1M
|
|
Feb 06, 2024
Q4 2023
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-35- 1.52% |
$3.06K - $3.33K
|
2.27K
$286K
|
|
Feb 08, 2024
Q4 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-35- 0.15% |
$3.06K - $3.33K
|
23.6K
$2.97M
|
|
Jan 31, 2024
Q4 2023
|
Opes Wealth Management LLC
Menlo Park, CA |
SELL
|
- |
-36- 1.14% |
$3.15K - $3.43K
|
3.13K
$395K
|
|
Jan 31, 2024
Q4 2023
|
Cra Financial Services, LLC
|
SELL
|
- |
-36- 0.91% |
$3.15K - $3.43K
|
3.93K
$495K
|
|
Jan 10, 2024
Q4 2023
|
Triangle Securities Wealth Management
|
SELL
|
- |
-37- 0.41% |
$3.24K - $3.52K
|
9.09K
$1.15M
|
|
Feb 09, 2024
Q4 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-37- 1.62% |
$3.24K - $3.52K
|
2.25K
$284K
|
|
Jan 29, 2024
Q4 2023
|
Costello Asset Management, Inc
|
SELL
|
- |
-38- 1.57% |
$3.32K - $3.62K
|
2.38K
$300K
|
|
Feb 14, 2024
Q4 2023
|
Kingfisher Capital LLC
|
SELL
|
- |
-38- 1.15% |
$3.32K - $3.62K
|
3.28K
$413K
|
|
Jan 22, 2024
Q4 2023
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-39- 56.52% |
$3.41K - $3.72K
|
30
$3.78K
|
|
Feb 13, 2024
Q4 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-39- 0.11% |
$3.41K - $3.72K
|
34.8K
$4.39M
|
|
Feb 15, 2024
Q4 2023
|
Westshore Wealth, LLC
|
SELL
|
- |
-39- 0.91% |
$3.41K - $3.72K
|
4.27K
$538K
|
|
Jan 23, 2024
Q4 2023
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-41- 0.41% |
$3.59K - $3.91K
|
10.1K
$1.27M
|
|
Feb 13, 2024
Q4 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-41- 0.26% |
$3.59K - $3.91K
|
16K
$2.01M
|
|
Jan 18, 2024
Q4 2023
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-42- 1.78% |
$3.67K - $4K
|
2.32K
$292K
|
|
Jan 31, 2024
Q4 2023
|
Gray Wealth Management Inc.
Bangor, ME |
SELL
|
- |
-42- 0.96% |
$3.67K - $4K
|
4.31K
$544K
|
|
Feb 09, 2024
Q4 2023
|
X Square Capital, LLC
|
SELL
|
- |
-42- 0.16% |
$3.67K - $4K
|
25.6K
$3.23M
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-43- 0.32% |
$3.76K - $4.1K
|
13.4K
$1.69M
|
|
Jul 31, 2024
Q4 2023
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-43- 0.25% |
$3.76K - $4.1K
|
17.4K
$2.19M
|
|
Jan 11, 2024
Q4 2023
|
Commons Capital, LLC
Needham, MA |
SELL
|
- |
-45- 2.07% |
$3.94K - $4.29K
|
2.13K
$269K
|
|
Feb 14, 2024
Q4 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-46- 0.98% |
$4.02K - $4.38K
|
4.63K
$584K
|
|
Feb 09, 2024
Q4 2023
|
Cravens & CO Advisors, LLC
Cookeville, TN |
SELL
|
- |
-47- 0.53% |
$4.11K - $4.48K
|
8.8K
$1.11M
|
|
Jan 12, 2024
Q4 2023
|
Park Edge Advisors, LLC
Cleveland, OH |
SELL
|
- |
-49- 1.92% |
$4.29K - $4.67K
|
2.51K
$316K
|
|
Feb 14, 2024
Q4 2023
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
SELL
|
- |
-50- 0.26% |
$4.37K - $4.76K
|
19.1K
$2.41M
|
|
Dec 12, 2024
Q4 2023
|
Heritage Wealth Advisors
|
SELL
|
- |
-52- 0.06% |
$4.55K - $4.95K
|
84.5K
$10.7M
|
|
Jan 11, 2024
Q4 2023
|
626 Financial, LLC
|
SELL
|
- |
-53- 1.45% |
$4.64K - $5.05K
|
3.6K
$454K
|
|
Feb 13, 2024
Q4 2023
|
Borer Denton & Associates, Inc.
Blue Bell, PA |
SELL
|
- |
-53- 1.56% |
$4.64K - $5.05K
|
3.34K
$421K
|
|
Jan 18, 2024
Q4 2023
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-54- 31.4% |
$4.72K - $5.14K
|
118
$14.9K
|
|
Feb 08, 2024
Q4 2023
|
1 St Source Bank
|
SELL
|
- |
-54- 2.01% |
$4.72K - $5.14K
|
2.63K
$332K
|
|
Feb 09, 2024
Q4 2023
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-54- 0.12% |
$4.72K - $5.14K
|
46.7K
$5.89M
|
|
Feb 08, 2024
Q4 2023
|
Campbell Wealth Management
|
SELL
|
- |
-55- 2.07% |
$4.81K - $5.24K
|
2.6K
$327K
|
|
Feb 09, 2024
Q4 2023
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-55- 0.64% |
$4.81K - $5.24K
|
8.5K
$1.07M
|
|
Jan 08, 2024
Q4 2023
|
Salvus Wealth Management, LLC
|
SELL
|
- |
-56- 0.66% |
$4.9K - $5.34K
|
8.46K
$1.07M
|
|
Jan 30, 2024
Q4 2023
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-56- 0.73% |
$4.9K - $5.34K
|
7.57K
$954K
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-56- 0.61% |
$4.9K - $5.34K
|
9.08K
$1.14M
|
|
Jan 24, 2024
Q4 2023
|
Souders Financial Advisors
|
SELL
|
- |
-57- 1.02% |
$4.99K - $5.43K
|
5.51K
$694K
|
|
Feb 09, 2024
Q4 2023
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-57- 2.31% |
$4.99K - $5.43K
|
2.41K
$304K
|
|
Jan 31, 2024
Q4 2023
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-58- 2.14% |
$5.07K - $5.53K
|
2.65K
$335K
|
|
Jan 18, 2024
Q4 2023
|
Everett Harris & CO
|
SELL
|
- |
-59- 0.46% |
$5.16K - $5.62K
|
12.8K
$1.62M
|
|
Feb 07, 2024
Q4 2023
|
Wambolt & Associates, LLC
|
SELL
|
- |
-59- 0.84% |
$5.16K - $5.62K
|
7K
$883K
|
|
Feb 09, 2024
Q4 2023
|
Allstate Corp
Northbrook, IL |
SELL
|
- |
-59- 1.13% |
$5.16K - $5.62K
|
5.15K
$649K
|
|
Feb 14, 2024
Q4 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-59- 22.78% |
$5.16K - $5.62K
|
200
$25.2K
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-59- 86.76% |
$5.16K - $5.62K
|
9
$1.13K
|
|
Feb 05, 2024
Q4 2023
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-60- 1.74% |
$5.25K - $5.72K
|
3.4K
$428K
|
|
Feb 08, 2024
Q4 2023
|
Amg National Trust Bank
|
SELL
|
- |
-60- 0.3% |
$5.25K - $5.72K
|
19.9K
$2.51M
|
|
Feb 12, 2024
Q4 2023
|
Charter Research & Investment Group, Inc.
Southport, CT |
SELL
|
- |
-60- 0.46% |
$5.25K - $5.72K
|
12.9K
$1.63M
|
|
Jan 10, 2024
Q4 2023
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-61- 2.5% |
$5.34K - $5.81K
|
2.38K
$300K
|