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 18, 2024
Q4 2023
|
Bouchey Financial Group LTD
|
SELL
|
- |
-503- 7.24% |
$44K - $47.9K
|
6.44K
$812K
|
|
|
Jan 26, 2024
Q4 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-504- 5.72% |
$44.1K - $48K
|
8.3K
$1.05M
|
|
|
Feb 02, 2024
Q4 2023
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-504- 3.05% |
$44.1K - $48K
|
16K
$2.02M
|
|
|
Jan 09, 2024
Q4 2023
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-505- 3.11% |
$44.2K - $48.1K
|
15.7K
$1.98M
|
|
|
Feb 14, 2024
Q4 2023
|
Redwood Investment Management, LLC
Scottsdale, AZ |
SELL
|
- |
-506- 2.05% |
$44.3K - $48.2K
|
24.2K
$3.05M
|
|
|
Feb 13, 2024
Q4 2023
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-508- 7.78% |
$44.4K - $48.4K
|
6.02K
$759K
|
|
|
Feb 13, 2024
Q4 2023
|
Mcmorgan & CO LLC
San Francisco, CA |
SELL
|
- |
-510- 4.79% |
$44.6K - $48.6K
|
10.1K
$1.28M
|
|
|
Feb 02, 2024
Q4 2023
|
Valmark Advisers, Inc.
|
SELL
|
- |
-511- 10.75% |
$44.7K - $48.7K
|
4.24K
$535K
|
|
|
Feb 05, 2024
Q4 2023
|
Guyasuta Investment Advisors Inc
|
SELL
|
- |
-515- 1.14% |
$45K - $49.1K
|
44.5K
$5.61M
|
|
|
Feb 07, 2024
Q4 2023
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-517- 5.24% |
$45.2K - $49.3K
|
9.36K
$1.18M
|
|
|
Jan 11, 2024
Q4 2023
|
First Citizens Financial Corp
|
SELL
|
- |
-518- 18.07% |
$45.3K - $49.3K
|
2.35K
$296K
|
|
|
Jan 11, 2024
Q4 2023
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-519- 5.35% |
$45.4K - $49.4K
|
9.17K
$1.16M
|
|
|
Aug 14, 2024
Q4 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-519- 3.79% |
$45.4K - $49.4K
|
13.2K
$1.66M
|
|
|
Jan 08, 2024
Q4 2023
|
Tompkins Financial Corp
|
SELL
|
- |
-522- 7.29% |
$45.7K - $49.7K
|
6.64K
$837K
|
|
|
Feb 14, 2024
Q4 2023
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-522- 3.81% |
$45.7K - $49.7K
|
13.2K
$1.66M
|
|
|
Feb 14, 2024
Q4 2023
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-526- 1.8% |
$46K - $50.1K
|
28.7K
$3.61M
|
|
|
Jan 09, 2024
Q4 2023
|
Wayfinding Financial, LLC
Lynnwood, WA |
SELL
|
- |
-527- 19.86% |
$46.1K - $50.2K
|
2.13K
$268K
|
|
|
Jan 24, 2024
Q4 2023
|
Fishman Jay A LTD
Troy, MI |
SELL
|
- |
-527- 6.78% |
$46.1K - $50.2K
|
7.25K
$914K
|
|
|
Feb 06, 2024
Q4 2023
|
South State Corp
|
SELL
|
- |
-534- 2.68% |
$46.7K - $50.9K
|
19.4K
$2.44M
|
|
|
Feb 05, 2024
Q4 2023
|
Camden Capital, LLC
|
SELL
|
- |
-536- 6.36% |
$46.9K - $51.1K
|
7.9K
$995K
|
|
|
Apr 08, 2024
Q4 2023
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-541- 3.54% |
$47.3K - $51.5K
|
14.7K
$1.86M
|
|
|
Jan 24, 2024
Q4 2023
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-547- 10.92% |
$47.8K - $52.1K
|
4.46K
$563K
|
|
|
Jan 18, 2024
Q4 2023
|
Burns J W & CO Inc
|
SELL
|
- |
-549- 2.61% |
$48K - $52.3K
|
20.5K
$2.58M
|
|
|
Feb 13, 2024
Q4 2023
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-553- 1.17% |
$48.4K - $52.7K
|
46.9K
$5.91M
|
|
|
Feb 14, 2024
Q4 2023
|
Titleist Asset Management, LLC
San Antonio, TX |
SELL
|
- |
-553- 4.11% |
$48.4K - $52.7K
|
12.9K
$1.63M
|
|
|
Feb 05, 2024
Q4 2023
|
Cannell & Co.
New York, NY |
SELL
|
- |
-558- 1.61% |
$48.8K - $53.2K
|
34.1K
$4.3M
|
|
|
Jan 04, 2024
Q4 2023
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-559- 6.69% |
$48.9K - $53.3K
|
7.8K
$982K
|
|
|
Jan 18, 2024
Q4 2023
|
Franklin Street Advisors Inc
|
SELL
|
- |
-561- 6.82% |
$49.1K - $53.4K
|
7.67K
$967K
|
|
|
Jan 08, 2024
Q4 2023
|
Wallace Advisory Group, LLC
Lafayette, CA |
SELL
|
- |
-562- 5.19% |
$49.2K - $53.5K
|
10.3K
$1.29M
|
|
|
Jan 26, 2024
Q4 2023
|
Aspiriant, LLC
|
SELL
|
- |
-570- 13.86% |
$49.9K - $54.3K
|
3.54K
$447K
|
|
|
Feb 13, 2024
Q4 2023
|
Arbor Capital Management Inc
Anchorage, AK |
SELL
|
- |
-575- 2.61% |
$50.3K - $54.8K
|
21.4K
$2.7M
|
|
|
Jan 23, 2024
Q4 2023
|
Coastline Trust CO
|
SELL
|
- |
-576- 12.06% |
$50.4K - $54.9K
|
4.2K
$529K
|
|
|
Apr 04, 2024
Q4 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-579- 73.11% |
$50.6K - $55.2K
|
213
$26.8K
|
|
|
Feb 12, 2024
Q4 2023
|
Verity & Verity, LLC
Beaufort, SC |
SELL
|
- |
-580- 2.95% |
$50.7K - $55.3K
|
19.1K
$2.4M
|
|
|
Jan 26, 2024
Q4 2023
|
Applied Capital Llc/Fl
Hollywood, FL |
SELL
|
- |
-581- 3.45% |
$50.8K - $55.4K
|
16.3K
$2.05M
|
|
|
Feb 06, 2024
Q4 2023
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-582- 0.51% |
$50.9K - $55.4K
|
114K
$14.4M
|
|
|
Feb 09, 2024
Q4 2023
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-585- 8.63% |
$51.2K - $55.7K
|
6.2K
$781K
|
|
|
Jan 12, 2024
Q4 2023
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-588- 5.53% |
$51.4K - $56K
|
10K
$1.27M
|
|
|
Jan 25, 2024
Q4 2023
|
Meeder Advisory Services, Inc.
Dublin, OH |
SELL
|
- |
-588- 3.64% |
$51.4K - $56K
|
15.6K
$1.96M
|
|
|
Jan 10, 2024
Q4 2023
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-589- 3.14% |
$51.5K - $56.1K
|
18.2K
$2.29M
|
|
|
Feb 07, 2024
Q4 2023
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-595- 0.72% |
$52K - $56.7K
|
81.8K
$10.3M
|
|
|
Jan 11, 2024
Q4 2023
|
Avity Investment Management Inc.
|
SELL
|
- |
-600- 11.61% |
$52.5K - $57.2K
|
4.57K
$576K
|
|
|
Feb 09, 2024
Q4 2023
|
Bard Financial Services, Inc.
|
SELL
|
- |
-600- 0.75% |
$52.5K - $57.2K
|
79.2K
$9.99M
|
|
|
Feb 12, 2024
Q4 2023
|
Mattern Wealth Management LLC
|
SELL
|
- |
-600- 10.51% |
$52.5K - $57.2K
|
5.11K
$644K
|
|
|
Feb 14, 2024
Q4 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-601- 7.59% |
$52.6K - $57.3K
|
7.32K
$923K
|
|
|
Nov 07, 2024
Q4 2023
|
Verity & Verity, LLC
Beaufort, SC |
SELL
|
- |
-617- 3.0% |
$54K - $58.8K
|
19.9K
$2.51M
|
|
|
Jan 23, 2024
Q4 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-618- 0.44% |
$54.1K - $58.9K
|
140K
$17.7M
|
|
|
Feb 09, 2024
Q4 2023
|
Keystone Financial Group
|
SELL
|
- |
-618- 3.81% |
$54.1K - $58.9K
|
15.6K
$1.97M
|
|
|
Jan 09, 2024
Q4 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-619- 8.17% |
$54.1K - $59K
|
6.96K
$877K
|
|
|
Feb 09, 2024
Q4 2023
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-619- 4.56% |
$54.1K - $59K
|
12.9K
$1.63M
|