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 14, 2024
Q4 2023
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
SELL
|
- |
-23- 0.89% |
$2.01K - $2.19K
|
2.56K
$426K
|
|
|
Jan 17, 2024
Q4 2023
|
Courier Capital LLC
|
SELL
|
- |
-24- 0.56% |
$2.1K - $2.29K
|
4.25K
$706K
|
|
|
Feb 12, 2024
Q4 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-25- 3.35% |
$2.19K - $2.38K
|
722
$120K
|
|
|
Jan 12, 2024
Q4 2023
|
My Legacy Advisors, LLC
|
SELL
|
- |
-25- 0.33% |
$2.19K - $2.38K
|
7.63K
$1.27M
|
|
|
Jan 26, 2024
Q4 2023
|
Plimoth Trust CO LLC
|
SELL
|
- |
-25- 0.35% |
$2.19K - $2.38K
|
7.21K
$1.2M
|
|
|
Feb 12, 2024
Q4 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-27- 0.34% |
$2.36K - $2.57K
|
7.88K
$1.31M
|
|
|
Feb 05, 2024
Q4 2023
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-28- 0.9% |
$2.45K - $2.67K
|
3.07K
$510K
|
|
|
Feb 02, 2024
Q4 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-29- 1.28% |
$2.54K - $2.76K
|
2.24K
$372K
|
|
|
Jan 10, 2024
Q4 2023
|
First Community Trust Na
|
SELL
|
- |
-30- 2.34% |
$2.62K - $2.86K
|
1.25K
$208K
|
|
|
Jan 17, 2024
Q4 2023
|
West Oak Capital, LLC
|
SELL
|
- |
-30- 1.08% |
$2.62K - $2.86K
|
2.76K
$458K
|
|
|
Jan 29, 2024
Q4 2023
|
Xcel Wealth Management, LLC
|
SELL
|
- |
-30- 0.98% |
$2.62K - $2.86K
|
3.02K
$502K
|
|
|
Feb 08, 2024
Q4 2023
|
Marathon Capital Management
Hunt Valley, MD |
SELL
|
- |
-30- 1.22% |
$2.62K - $2.86K
|
2.44K
$405K
|
|
|
Feb 21, 2024
Q4 2023
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-30- 0.93% |
$2.62K - $2.86K
|
3.2K
$532K
|
|
|
Jan 23, 2024
Q4 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-31- 0.82% |
$2.71K - $2.95K
|
3.75K
$624K
|
|
|
Feb 05, 2024
Q4 2023
|
Sage Rhino Capital LLC
|
SELL
|
- |
-32- 1.09% |
$2.8K - $3.05K
|
2.92K
$485K
|
|
|
Mar 13, 2024
Q4 2023
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-32- 1.03% |
$2.8K - $3.05K
|
3.08K
$513K
|
|
|
Feb 06, 2024
Q4 2023
|
Los Angeles Capital Management LLC
|
SELL
|
- |
-33- 0.4% |
$2.89K - $3.14K
|
8.2K
$1.36M
|
|
|
Jan 19, 2024
Q4 2023
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-34- 8.85% |
$2.97K - $3.24K
|
350
$58.2K
|
|
|
Jan 09, 2024
Q4 2023
|
Wbh Advisory Inc
|
SELL
|
- |
-35- 0.7% |
$3.06K - $3.33K
|
4.95K
$823K
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
SELL
|
- |
-35- 0.07% |
$3.06K - $3.33K
|
48.4K
$8.05M
|
|
|
Feb 06, 2024
Q4 2023
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-35- 1.52% |
$3.06K - $3.33K
|
2.27K
$378K
|
|
|
Feb 08, 2024
Q4 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-35- 0.15% |
$3.06K - $3.33K
|
23.6K
$3.92M
|
|
|
Jan 31, 2024
Q4 2023
|
Opes Wealth Management LLC
Menlo Park, CA |
SELL
|
- |
-36- 1.14% |
$3.15K - $3.43K
|
3.13K
$521K
|
|
|
Jan 31, 2024
Q4 2023
|
Cra Financial Services, LLC
|
SELL
|
- |
-36- 0.91% |
$3.15K - $3.43K
|
3.93K
$653K
|
|
|
Jan 10, 2024
Q4 2023
|
Triangle Securities Wealth Management
|
SELL
|
- |
-37- 0.41% |
$3.24K - $3.52K
|
9.09K
$1.51M
|
|
|
Feb 09, 2024
Q4 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-37- 1.62% |
$3.24K - $3.52K
|
2.25K
$375K
|
|
|
Jan 29, 2024
Q4 2023
|
Costello Asset Management, Inc
|
SELL
|
- |
-38- 1.57% |
$3.32K - $3.62K
|
2.38K
$396K
|
|
|
Feb 14, 2024
Q4 2023
|
Kingfisher Capital LLC
|
SELL
|
- |
-38- 1.15% |
$3.32K - $3.62K
|
3.28K
$545K
|
|
|
Jan 22, 2024
Q4 2023
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-39- 56.52% |
$3.41K - $3.72K
|
30
$4.99K
|
|
|
Feb 13, 2024
Q4 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-39- 0.11% |
$3.41K - $3.72K
|
34.8K
$5.79M
|
|
|
Feb 15, 2024
Q4 2023
|
Westshore Wealth, LLC
|
SELL
|
- |
-39- 0.91% |
$3.41K - $3.72K
|
4.27K
$710K
|
|
|
Jan 23, 2024
Q4 2023
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-41- 0.41% |
$3.59K - $3.91K
|
10.1K
$1.68M
|
|
|
Feb 13, 2024
Q4 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-41- 0.26% |
$3.59K - $3.91K
|
16K
$2.65M
|
|
|
Jan 18, 2024
Q4 2023
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-42- 1.78% |
$3.67K - $4K
|
2.32K
$386K
|
|
|
Jan 31, 2024
Q4 2023
|
Gray Wealth Management Inc.
Bangor, ME |
SELL
|
- |
-42- 0.96% |
$3.67K - $4K
|
4.31K
$717K
|
|
|
Feb 09, 2024
Q4 2023
|
X Square Capital, LLC
|
SELL
|
- |
-42- 0.16% |
$3.67K - $4K
|
25.6K
$4.26M
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-43- 0.32% |
$3.76K - $4.1K
|
13.4K
$2.23M
|
|
|
Jul 31, 2024
Q4 2023
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-43- 0.25% |
$3.76K - $4.1K
|
17.4K
$2.89M
|
|
|
Jan 11, 2024
Q4 2023
|
Commons Capital, LLC
Needham, MA |
SELL
|
- |
-45- 2.07% |
$3.94K - $4.29K
|
2.13K
$354K
|
|
|
Feb 14, 2024
Q4 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-46- 0.98% |
$4.02K - $4.38K
|
4.63K
$770K
|
|
|
Feb 09, 2024
Q4 2023
|
Cravens & CO Advisors, LLC
Cookeville, TN |
SELL
|
- |
-47- 0.53% |
$4.11K - $4.48K
|
8.8K
$1.46M
|
|
|
Jan 12, 2024
Q4 2023
|
Park Edge Advisors, LLC
Cleveland, OH |
SELL
|
- |
-49- 1.92% |
$4.29K - $4.67K
|
2.51K
$417K
|
|
|
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
$3.18M
|
|
|
Dec 12, 2024
Q4 2023
|
Heritage Wealth Advisors
|
SELL
|
- |
-52- 0.06% |
$4.55K - $4.95K
|
84.5K
$14.1M
|
|
|
Jan 11, 2024
Q4 2023
|
626 Financial, LLC
|
SELL
|
- |
-53- 1.45% |
$4.64K - $5.05K
|
3.6K
$599K
|
|
|
Feb 13, 2024
Q4 2023
|
Borer Denton & Associates, Inc.
Blue Bell, PA |
SELL
|
- |
-53- 1.56% |
$4.64K - $5.05K
|
3.34K
$555K
|
|
|
Jan 18, 2024
Q4 2023
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-54- 31.4% |
$4.72K - $5.14K
|
118
$19.6K
|
|
|
Feb 08, 2024
Q4 2023
|
1 St Source Bank
|
SELL
|
- |
-54- 2.01% |
$4.72K - $5.14K
|
2.63K
$438K
|
|
|
Feb 09, 2024
Q4 2023
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-54- 0.12% |
$4.72K - $5.14K
|
46.7K
$7.77M
|
|
|
Feb 08, 2024
Q4 2023
|
Campbell Wealth Management
|
SELL
|
- |
-55- 2.07% |
$4.81K - $5.24K
|
2.6K
$432K
|