Purchases and Sales Made in Q1 2023 in At&T Inc. (T)
This table provides information about the institutional ownership of At&T Inc. (T) during Q1 2023. The information is specifically focused on institutions that hold shares of AT&T INC..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 11, 2023
Q1 2023
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
94+ 18.91% |
$1.7K - $1.92K
|
591
$15.9K
|
|
|
May 08, 2023
Q1 2023
|
Tfc Financial Management
|
BUY
|
- |
93+ 9.09% |
$1.69K - $1.9K
|
1.12K
$30.1K
|
|
|
Apr 11, 2023
Q1 2023
|
Acropolis Investment Management, LLC
|
BUY
|
- |
92+ 0.39% |
$1.67K - $1.88K
|
23.7K
$640K
|
|
|
May 12, 2023
Q1 2023
|
Royal Capital Wealth Management, LLC
Carmel, IN |
BUY
|
- |
91+ 0.39% |
$1.65K - $1.86K
|
23.5K
$633K
|
|
|
Apr 19, 2023
Q1 2023
|
Ballast, Inc.
|
BUY
|
- |
90+ 0.2% |
$1.63K - $1.84K
|
46.1K
$1.24M
|
|
|
Apr 18, 2023
Q1 2023
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
88+ 0.86% |
$1.6K - $1.8K
|
10.4K
$280K
|
|
|
Apr 12, 2023
Q1 2023
|
Bath Savings Trust CO
|
BUY
|
- |
85+ 0.17% |
$1.54K - $1.74K
|
50.8K
$1.37M
|
|
|
Apr 17, 2023
Q1 2023
|
Baldrige Asset Management LLC
|
BUY
|
- |
85+ 18.72% |
$1.54K - $1.74K
|
539
$14.5K
|
|
|
Apr 26, 2023
Q1 2023
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
85+ 0.25% |
$1.54K - $1.74K
|
33.6K
$907K
|
|
|
May 02, 2023
Q1 2023
|
Cap Wealth Advisors, LLC
|
BUY
|
- |
85+ 0.84% |
$1.54K - $1.74K
|
10.2K
$275K
|
|
|
May 08, 2023
Q1 2023
|
Investment Partners, Ltd.
|
BUY
|
- |
85+ 0.66% |
$1.54K - $1.74K
|
12.9K
$348K
|
|
|
May 10, 2023
Q1 2023
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
84+ 2.44% |
$1.52K - $1.72K
|
3.52K
$95K
|
|
|
Apr 24, 2023
Q1 2023
|
Accredited Investors Inc.
|
BUY
|
- |
78+ 0.67% |
$1.41K - $1.59K
|
11.7K
$315K
|
|
|
May 09, 2023
Q1 2023
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
71+ 0.8% |
$1.29K - $1.45K
|
8.95K
$241K
|
|
|
May 15, 2023
Q1 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
69+ 0.49% |
$1.25K - $1.41K
|
14.2K
$383K
|
|
|
May 12, 2023
Q1 2023
|
Echo Street Capital Management LLC
New York, NY |
BUY
|
- |
67+ 0.42% |
$1.21K - $1.37K
|
16K
$431K
|
|
|
Apr 19, 2023
Q1 2023
|
Patriot Investment Management Inc.
|
BUY
|
- |
66+ 0.39% |
$1.2K - $1.35K
|
16.9K
$455K
|
|
|
May 12, 2023
Q1 2023
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
64+ 0.49% |
$1.16K - $1.31K
|
13.2K
$355K
|
|
|
Apr 14, 2023
Q1 2023
|
Asset Management Corp
|
BUY
|
- |
61+ 0.28% |
$1.11K - $1.25K
|
22.1K
$597K
|
|
|
Apr 06, 2023
Q1 2023
|
Cra Financial Services, LLC
|
BUY
|
- |
58+ 0.33% |
$1.05K - $1.18K
|
17.5K
$471K
|
|
|
Apr 05, 2023
Q1 2023
|
Rise Advisors, LLC
|
BUY
|
- |
54+ 0.8% |
$979 - $1.1K
|
6.85K
$185K
|
|
|
May 04, 2023
Q1 2023
|
Ss&H Financial Advisors, Inc.
|
BUY
|
- |
50+ 0.05% |
$907 - $1.02K
|
94.6K
$2.55M
|
|
|
May 12, 2023
Q1 2023
|
Ckw Financial Group
|
BUY
|
- |
50+ 1.03% |
$907 - $1.02K
|
4.93K
$133K
|
|
|
May 09, 2023
Q1 2023
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
48+ 0.23% |
$870 - $980
|
20.8K
$561K
|
|
|
Apr 11, 2023
Q1 2023
|
Walker Asset Management, LLC
|
BUY
|
- |
46+ 0.1% |
$834 - $939
|
45.3K
$1.22M
|
|
|
Apr 13, 2023
Q1 2023
|
Secure Asset Management, LLC
|
BUY
|
- |
46+ 0.31% |
$834 - $939
|
14.9K
$401K
|
|
|
Apr 14, 2023
Q1 2023
|
Signal Point Asset Management, LLC
|
BUY
|
- |
46+ 0.18% |
$834 - $939
|
25.3K
$682K
|
|
|
May 02, 2023
Q1 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
43+ 0.43% |
$780 - $878
|
10.1K
$272K
|
|
|
Apr 19, 2023
Q1 2023
|
Sterneck Capital Management, LLC
Kansas City, MO |
BUY
|
- |
42+ 0.23% |
$761 - $858
|
17.9K
$483K
|
|
|
May 10, 2023
Q1 2023
|
Te Ahumairangi Investment Management LTD
Wellington Central, Q2 |
BUY
|
- |
40+ 0.01% |
$725 - $817
|
742K
$20M
|
|
|
May 08, 2023
Q1 2023
|
Means Investment Co., Inc.
|
BUY
|
- |
38+ 0.23% |
$689 - $776
|
16.4K
$443K
|
|
|
Apr 28, 2023
Q1 2023
|
Wealth Trust Asset Management, LLC
Destin, FL |
BUY
|
- |
36+ 0.36% |
$653 - $735
|
10.2K
$274K
|
|
|
Apr 14, 2023
Q1 2023
|
Gleason Group, Inc.
|
BUY
|
- |
35+ 0.8% |
$635 - $715
|
4.43K
$120K
|
|
|
May 16, 2023
Q1 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
33+ 0.29% |
$598 - $674
|
11.6K
$313K
|
|
|
May 04, 2023
Q1 2023
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
32+ 0.22% |
$580 - $653
|
14.3K
$385K
|
|
|
May 16, 2023
Q1 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
32+ 2.13% |
$580 - $653
|
1.53K
$41.3K
|
|
|
May 09, 2023
Q1 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
31New |
$562 - $633
|
31
$836
|
|
|
May 11, 2023
Q1 2023
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
31+ 0.06% |
$562 - $633
|
50.8K
$1.37M
|
|
|
Apr 26, 2023
Q1 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
30+ 0.06% |
$544 - $613
|
51.1K
$1.38M
|
|
|
Apr 20, 2023
Q1 2023
|
Source Financial Advisors LLC
New York, NY |
BUY
|
- |
29+ 0.2% |
$526 - $592
|
14.4K
$389K
|
|
|
May 03, 2023
Q1 2023
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
29+ 0.05% |
$526 - $592
|
59.3K
$1.6M
|
|
|
May 05, 2023
Q1 2023
|
Triad Financial Advisors, Inc.
Greensboro, NC |
BUY
|
- |
26+ 0.14% |
$471 - $531
|
19.2K
$519K
|
|
|
May 10, 2023
Q1 2023
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
26+ 0.08% |
$471 - $531
|
34.5K
$930K
|
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
25New |
$453 - $511
|
25
$674
|
|
|
May 22, 2023
Q1 2023
|
American Trust
Lexington, KY |
BUY
|
- |
25+ 0.14% |
$453 - $511
|
17.4K
$469K
|
|
|
May 12, 2023
Q1 2023
|
Girard Partners Ltd.
|
BUY
|
- |
24+ 0.11% |
$435 - $490
|
21.8K
$589K
|
|
|
Apr 12, 2023
Q1 2023
|
Traverso Chambers Private Wealth Management, LLC
|
BUY
|
- |
23+ 0.18% |
$417 - $470
|
12.9K
$349K
|
|
|
May 02, 2023
Q1 2023
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
23+ 0.14% |
$417 - $470
|
16.6K
$446K
|
|
|
Jun 17, 2024
Q1 2023
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
22+ 0.58% |
$399 - $449
|
3.81K
$103K
|
|
|
May 02, 2023
Q1 2023
|
Investment Advisory Group, LLC
|
BUY
|
- |
21+ 0.13% |
$381 - $429
|
16.5K
$446K
|