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 |
|---|---|---|---|---|---|---|---|
|
Jul 10, 2023
Q2 2023
|
Rise Advisors, LLC
|
BUY
|
- |
62+ 0.91% |
$939 - $1.24K
|
6.91K
$156K
|
|
|
Jul 31, 2023
Q2 2023
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
60New |
$909 - $1.2K
|
60
$1.35K
|
|
|
Aug 09, 2023
Q2 2023
|
Cim Investment Management Inc
Pittsburgh, PA |
BUY
|
- |
60+ 0.25% |
$909 - $1.2K
|
24.2K
$546K
|
|
|
Jul 31, 2023
Q2 2023
|
Ellenbecker Investment Group
|
BUY
|
- |
58+ 0.39% |
$879 - $1.16K
|
14.8K
$333K
|
|
|
Jul 25, 2023
Q2 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
57+ 103.64% |
$864 - $1.14K
|
112
$2.52K
|
|
|
Jul 28, 2023
Q2 2023
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
54+ 0.37% |
$818 - $1.08K
|
14.8K
$333K
|
|
|
Jul 19, 2023
Q2 2023
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
53+ 16.01% |
$803 - $1.06K
|
384
$8.65K
|
|
|
Aug 04, 2023
Q2 2023
|
Steward Financial Group LLC
|
BUY
|
- |
53+ 3.4% |
$803 - $1.06K
|
1.61K
$36.4K
|
|
|
Jul 18, 2023
Q2 2023
|
Ckw Financial Group
|
BUY
|
- |
50+ 1.01% |
$758 - $998
|
4.98K
$112K
|
|
|
Jul 28, 2023
Q2 2023
|
Bank Of New Hampshire
|
BUY
|
- |
49+ 0.45% |
$742 - $978
|
11K
$248K
|
|
|
Aug 10, 2023
Q2 2023
|
Southeast Asset Advisors Inc.
Thomasville, GA |
BUY
|
- |
49+ 0.22% |
$742 - $978
|
22.6K
$509K
|
|
|
Jul 26, 2023
Q2 2023
|
Firestone Capital Management
|
BUY
|
- |
48+ 0.27% |
$727 - $958
|
17.9K
$404K
|
|
|
Jul 31, 2023
Q2 2023
|
Means Investment Co., Inc.
|
BUY
|
- |
45+ 0.27% |
$682 - $898
|
16.5K
$371K
|
|
|
Jul 07, 2023
Q2 2023
|
West Financial Advisors, LLC
|
BUY
|
- |
44New |
$667 - $878
|
44
$991
|
|
|
Jul 11, 2023
Q2 2023
|
Luken Investment Analytics, LLC
Brentwood, TN |
BUY
|
- |
44+ 3.85% |
$667 - $878
|
1.19K
$26.8K
|
|
|
Jul 19, 2023
Q2 2023
|
Aspiriant, LLC
|
BUY
|
- |
44+ 0.26% |
$667 - $878
|
16.7K
$377K
|
|
|
Aug 02, 2023
Q2 2023
|
Lathrop Investment Management Corp
|
BUY
|
- |
44+ 0.42% |
$667 - $878
|
10.6K
$240K
|
|
|
Aug 11, 2023
Q2 2023
|
Lcm Capital Management Inc
|
BUY
|
- |
44+ 0.36% |
$667 - $878
|
12.3K
$278K
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
43+ 0.94% |
$651 - $858
|
4.62K
$104K
|
|
|
Jul 28, 2023
Q2 2023
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
42+ 0.13% |
$636 - $838
|
32K
$721K
|
|
|
Jul 31, 2023
Q2 2023
|
F
|
BUY
|
- |
42+ 0.41% |
$636 - $838
|
10.4K
$234K
|
|
|
Jul 20, 2023
Q2 2023
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
40+ 0.72% |
$606 - $798
|
5.61K
$126K
|
|
|
Aug 07, 2023
Q2 2023
|
Capital Square, LLC
|
BUY
|
- |
39+ 0.12% |
$591 - $778
|
31.4K
$707K
|
|
|
Aug 08, 2023
Q2 2023
|
Resolute Wealth Strategies, LLC
Jackson, MS |
BUY
|
- |
38+ 0.03% |
$576 - $758
|
131K
$2.95M
|
|
|
Jul 20, 2023
Q2 2023
|
Timber Creek Capital Management LLC
|
BUY
|
- |
37New |
$561 - $739
|
37
$834
|
|
|
Aug 16, 2023
Q2 2023
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
36+ 0.56% |
$545 - $719
|
6.52K
$147K
|
|
|
Jul 10, 2023
Q2 2023
|
Hyperion Partners, LLC
Berwyn, PA |
BUY
|
- |
35+ 0.12% |
$530 - $699
|
29.4K
$663K
|
|
|
Jul 13, 2023
Q2 2023
|
Traverso Chambers Private Wealth Management, LLC
|
BUY
|
- |
35+ 0.27% |
$530 - $699
|
13K
$292K
|
|
|
Jul 19, 2023
Q2 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
34+ 109.68% |
$515 - $679
|
65
$1.46K
|
|
|
Aug 16, 2023
Q2 2023
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
34+ 0.12% |
$515 - $679
|
27.8K
$627K
|
|
|
Jul 14, 2023
Q2 2023
|
Level Financial Advisors, Inc.
|
BUY
|
- |
30+ 2.67% |
$455 - $599
|
1.15K
$26K
|
|
|
Jul 27, 2023
Q2 2023
|
Horan Securities, Inc.
|
BUY
|
- |
28+ 0.28% |
$424 - $559
|
9.99K
$225K
|
|
|
Aug 01, 2023
Q2 2023
|
Cross Staff Investments Inc
|
BUY
|
- |
28+ 0.18% |
$424 - $559
|
15.4K
$347K
|
|
|
Jul 25, 2023
Q2 2023
|
Builder Investment Group Inc /Adv
Atlanta, GA |
BUY
|
- |
27+ 0.06% |
$409 - $539
|
44.5K
$1M
|
|
|
Aug 10, 2023
Q2 2023
|
Vista Finance, LLC
|
BUY
|
- |
26+ 0.09% |
$394 - $519
|
28K
$630K
|
|
|
Aug 04, 2023
Q2 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
25+ 0.89% |
$379 - $499
|
2.82K
$63.6K
|
|
|
May 15, 2024
Q2 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
25+ 0.13% |
$379 - $499
|
19.3K
$436K
|
|
|
Jul 26, 2023
Q2 2023
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
24+ 0.06% |
$364 - $479
|
42.4K
$956K
|
|
|
Aug 09, 2023
Q2 2023
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
BUY
|
- |
21+ 0.2% |
$318 - $419
|
10.8K
$242K
|
|
|
Jul 07, 2023
Q2 2023
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
20+ 0.02% |
$303 - $399
|
82.3K
$1.86M
|
|
|
Jul 28, 2023
Q2 2023
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
20+ 1.08% |
$303 - $399
|
1.87K
$42.1K
|
|
|
Aug 14, 2023
Q2 2023
|
Investors Research Corp
|
BUY
|
- |
20+ 0.03% |
$303 - $399
|
66.9K
$1.51M
|
|
|
Jul 20, 2023
Q2 2023
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
19+ 0.55% |
$288 - $379
|
3.46K
$77.8K
|
|
|
Jul 06, 2023
Q2 2023
|
Piershale Financial Group, Inc.
|
BUY
|
- |
17+ 0.1% |
$258 - $339
|
17.2K
$388K
|
|
|
Jul 17, 2023
Q2 2023
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
17+ 0.06% |
$258 - $339
|
30.5K
$688K
|
|
|
Aug 08, 2023
Q2 2023
|
Column Capital Advisors, LLC
|
BUY
|
- |
15+ 0.15% |
$227 - $299
|
10.1K
$229K
|
|
|
Aug 15, 2023
Q2 2023
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
15+ 0.12% |
$227 - $299
|
12.8K
$288K
|
|
|
Aug 01, 2023
Q2 2023
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
14+ 0.69% |
$212 - $279
|
2.04K
$45.9K
|
|
|
Apr 04, 2024
Q2 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
12+ 0.92% |
$182 - $240
|
1.32K
$29.8K
|
|
|
Aug 01, 2023
Q2 2023
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
11+ 0.46% |
$167 - $220
|
2.42K
$54.6K
|