Purchases and Sales Made in Q2 2023 in At&T Inc. (T)
This table provides information about the institutional ownership of At&T Inc. (T) during Q2 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 |
---|---|---|---|---|---|---|---|
Aug 09, 2023
Q2 2023
|
Holistic Financial Partners
|
BUY
|
- |
745+ 5.79% |
$11.3K - $14.9K
|
13.6K
$323K
|
|
Jul 31, 2023
Q2 2023
|
Valley Brook Capital Group, Inc.
Venetia, PA |
BUY
|
- |
731+ 3.25% |
$11.1K - $14.6K
|
23.3K
$552K
|
|
Jul 13, 2023
Q2 2023
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
720+ 3.55% |
$10.9K - $14.4K
|
21K
$498K
|
|
Jul 24, 2023
Q2 2023
|
Accurate Wealth Management, LLC
|
BUY
|
- |
711+ 1.7% |
$10.8K - $14.2K
|
42.5K
$1.01M
|
|
Jul 07, 2023
Q2 2023
|
First Community Trust Na
|
BUY
|
- |
703+ 2.5% |
$10.7K - $14K
|
28.8K
$683K
|
|
Aug 08, 2023
Q2 2023
|
Archer Investment Corp
|
BUY
|
- |
695+ 6.1% |
$10.5K - $13.9K
|
12.1K
$287K
|
|
Aug 17, 2023
Q2 2023
|
Auxier Asset Management
Aurora, OR |
BUY
|
- |
694+ 2.12% |
$10.5K - $13.9K
|
33.4K
$792K
|
|
Apr 09, 2024
Q2 2023
|
Morningstar Investment Management LLC
Chicago, IL |
BUY
|
- |
692+ 2.44% |
$10.5K - $13.8K
|
29.1K
$690K
|
|
Jul 25, 2023
Q2 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
690+ 3.89% |
$10.5K - $13.8K
|
18.4K
$437K
|
|
Jul 20, 2023
Q2 2023
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
688New |
$10.4K - $13.7K
|
688
$16.3K
|
|
Aug 08, 2023
Q2 2023
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
687+ 0.82% |
$10.4K - $13.7K
|
84.6K
$2.01M
|
|
Aug 11, 2023
Q2 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
681+ 0.59% |
$10.3K - $13.6K
|
116K
$2.74M
|
|
Jul 28, 2023
Q2 2023
|
Capital Investment Counsel, Inc
|
BUY
|
- |
676+ 4.29% |
$10.2K - $13.5K
|
16.4K
$390K
|
|
Aug 01, 2023
Q2 2023
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
660+ 0.37% |
$10K - $13.2K
|
180K
$4.27M
|
|
Jul 20, 2023
Q2 2023
|
Pacific Sage Partners, LLC
Shoreline, WA |
BUY
|
- |
654+ 3.03% |
$9.91K - $13.1K
|
22.3K
$528K
|
|
Jul 19, 2023
Q2 2023
|
Eastern Bank
|
BUY
|
- |
643+ 0.07% |
$9.74K - $12.8K
|
952K
$22.6M
|
|
Aug 09, 2023
Q2 2023
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
636+ 5.66% |
$9.64K - $12.7K
|
11.9K
$282K
|
|
Jul 10, 2023
Q2 2023
|
Quent Capital, LLC
|
BUY
|
- |
634+ 3.88% |
$9.61K - $12.7K
|
17K
$402K
|
|
Jun 14, 2024
Q2 2023
|
Quent Capital, LLC
|
BUY
|
- |
634+ 3.88% |
$9.61K - $12.7K
|
17K
$402K
|
|
Jul 12, 2023
Q2 2023
|
First National Bank Of South Miami
|
BUY
|
- |
632+ 1.05% |
$9.57K - $12.6K
|
60.8K
$1.44M
|
|
Nov 04, 2024
Q2 2023
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
626New |
$9.48K - $12.5K
|
626
$14.9K
|
|
Jul 24, 2023
Q2 2023
|
Edmp, Inc.
|
BUY
|
- |
618+ 0.82% |
$9.36K - $12.3K
|
75.6K
$1.79M
|
|
Aug 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
BUY
|
- |
615+ 0.9% |
$9.32K - $12.3K
|
69.2K
$1.64M
|
|
Aug 04, 2023
Q2 2023
|
Financial Avengers, Inc.
Oakland, CA |
BUY
|
- |
610+ 16.54% |
$9.24K - $12.2K
|
4.3K
$102K
|
|
Jul 17, 2023
Q2 2023
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
607+ 1.94% |
$9.2K - $12.1K
|
31.9K
$756K
|
|
Jul 06, 2023
Q2 2023
|
Moseley Investment Management Inc
|
BUY
|
- |
601+ 3.72% |
$9.11K - $12K
|
16.8K
$398K
|
|
Aug 08, 2023
Q2 2023
|
First Pacific Financial
|
BUY
|
- |
600New |
$9.09K - $12K
|
600
$14.2K
|
|
Aug 11, 2023
Q2 2023
|
Tacita Capital Inc
Toronto, A6 |
BUY
|
- |
600+ 68.18% |
$9.09K - $12K
|
1.48K
$35.1K
|
|
Jul 12, 2023
Q2 2023
|
Royal Fund Management, LLC
|
BUY
|
- |
592+ 0.34% |
$8.97K - $11.8K
|
174K
$4.14M
|
|
Jul 13, 2023
Q2 2023
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
582+ 3.08% |
$8.82K - $11.6K
|
19.4K
$462K
|
|
Aug 02, 2023
Q2 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
577+ 2.86% |
$8.74K - $11.5K
|
20.7K
$492K
|
|
Jul 10, 2023
Q2 2023
|
David J Yvars Group
|
BUY
|
- |
576+ 3.99% |
$8.73K - $11.5K
|
15K
$356K
|
|
Aug 10, 2023
Q2 2023
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
565+ 2.85% |
$8.56K - $11.3K
|
20.4K
$484K
|
|
Jul 26, 2023
Q2 2023
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
557+ 73.87% |
$8.44K - $11.1K
|
1.31K
$31.1K
|
|
Aug 07, 2023
Q2 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
548+ 0.63% |
$8.3K - $10.9K
|
88.1K
$2.09M
|
|
Jul 20, 2023
Q2 2023
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
543+ 0.7% |
$8.23K - $10.8K
|
78.6K
$1.86M
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
BUY
|
- |
540+ 0.82% |
$8.18K - $10.8K
|
66.6K
$1.58M
|
|
Aug 11, 2023
Q2 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
537+ 1.07% |
$8.14K - $10.7K
|
50.7K
$1.2M
|
|
Jul 10, 2023
Q2 2023
|
City State Bank
Norwalk, IA |
BUY
|
- |
536+ 2.21% |
$8.12K - $10.7K
|
24.8K
$588K
|
|
Jul 18, 2023
Q2 2023
|
Cutler Group LP
|
BUY
|
- |
535+ 2.58% |
$8.11K - $10.7K
|
21.3K
$504K
|
|
Aug 11, 2023
Q2 2023
|
First National Advisers, LLC
Omaha, NE |
BUY
|
- |
535+ 1.47% |
$8.11K - $10.7K
|
37K
$878K
|
|
Jul 07, 2023
Q2 2023
|
Independence Bank Of Kentucky
|
BUY
|
- |
528+ 9.45% |
$8K - $10.5K
|
6.12K
$145K
|
|
Jul 31, 2023
Q2 2023
|
Coulter & Justus Financial Services, LLC
|
BUY
|
- |
520+ 5.17% |
$7.88K - $10.4K
|
10.6K
$251K
|
|
Aug 10, 2023
Q2 2023
|
Washington Trust Bank
|
BUY
|
- |
519+ 2.6% |
$7.86K - $10.4K
|
20.5K
$485K
|
|
Aug 02, 2023
Q2 2023
|
Forum Private Client Group LLC
|
BUY
|
- |
516+ 2.18% |
$7.82K - $10.3K
|
24.2K
$575K
|
|
Aug 01, 2023
Q2 2023
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
BUY
|
- |
510+ 2.36% |
$7.73K - $10.2K
|
22.2K
$526K
|
|
Aug 11, 2023
Q2 2023
|
Orleans Capital Management Corp
Mandeville, LA |
BUY
|
- |
510+ 1.46% |
$7.73K - $10.2K
|
35.5K
$843K
|
|
Jul 13, 2023
Q2 2023
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
505+ 3.74% |
$7.65K - $10.1K
|
14K
$332K
|
|
Jul 21, 2023
Q2 2023
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
500+ 159.74% |
$7.58K - $9.98K
|
813
$19.3K
|
|
Jul 31, 2023
Q2 2023
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
BUY
|
- |
500+ 2.14% |
$7.58K - $9.98K
|
23.9K
$568K
|