Purchases and Sales Made in Q4 2023 in At&T Inc. (T)
This table provides information about the institutional ownership of At&T Inc. (T) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2024
Q4 2023
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
1.09KNew |
$15.6K - $18.7K
|
1.09K
$31K
|
|
|
Feb 07, 2024
Q4 2023
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
1.08K+ 8.52% |
$15.4K - $18.5K
|
13.7K
$391K
|
|
|
Feb 13, 2024
Q4 2023
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
1.06K+ 3.7% |
$15.1K - $18.2K
|
29.6K
$843K
|
|
|
Jan 17, 2024
Q4 2023
|
Planned Solutions, Inc.
|
BUY
|
- |
1.04KNew |
$14.9K - $18K
|
1.04K
$29.7K
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
1.04K+ 5.36% |
$14.9K - $17.9K
|
20.5K
$584K
|
|
|
Jan 23, 2024
Q4 2023
|
First Bancorp, Inc
|
BUY
|
- |
1.04K+ 3.48% |
$14.9K - $17.9K
|
31K
$882K
|
|
|
Jan 10, 2024
Q4 2023
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
1.04K+ 1.87% |
$14.9K - $17.9K
|
56.7K
$1.61M
|
|
|
Feb 07, 2024
Q4 2023
|
First United Bank & Trust
|
BUY
|
- |
1.04K+ 8.9% |
$14.9K - $17.9K
|
12.7K
$362K
|
|
|
Jan 30, 2024
Q4 2023
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
1.02K+ 2.95% |
$14.6K - $17.5K
|
35.6K
$1.01M
|
|
|
Jan 11, 2024
Q4 2023
|
Gen Wealth Group, Inc.
|
BUY
|
- |
1.02K+ 8.21% |
$14.5K - $17.5K
|
13.4K
$381K
|
|
|
Jun 26, 2024
Q4 2023
|
Old Port Advisors
|
BUY
|
- |
1.01K+ 1.03% |
$14.5K - $17.4K
|
98.9K
$2.82M
|
|
|
Jan 05, 2024
Q4 2023
|
Apella Capital, LLC
|
BUY
|
- |
1.01K+ 4.81% |
$14.5K - $17.4K
|
22K
$627K
|
|
|
Jan 25, 2024
Q4 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
1K+ 1.34% |
$14.3K - $17.2K
|
75.6K
$2.15M
|
|
|
Feb 08, 2024
Q4 2023
|
Exchange Capital Management, Inc.
|
BUY
|
- |
1K+ 5.72% |
$14.3K - $17.2K
|
18.5K
$526K
|
|
|
Jan 18, 2024
Q4 2023
|
Bouchey Financial Group LTD
|
BUY
|
- |
996+ 6.65% |
$14.3K - $17.2K
|
16K
$455K
|
|
|
Feb 02, 2024
Q4 2023
|
Addison Advisors LLC
|
BUY
|
- |
991+ 15.97% |
$14.2K - $17.1K
|
7.2K
$205K
|
|
|
Feb 06, 2024
Q4 2023
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
986+ 1.73% |
$14.1K - $17K
|
58.1K
$1.65M
|
|
|
Jan 04, 2024
Q4 2023
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
985+ 1.07% |
$14.1K - $17K
|
92.9K
$2.65M
|
|
|
Jan 16, 2024
Q4 2023
|
Windward Capital Management CO
|
BUY
|
- |
976+ 0.59% |
$14K - $16.8K
|
167K
$4.76M
|
|
|
Oct 03, 2024
Q4 2023
|
Windward Capital Management CO
|
BUY
|
- |
976+ 0.59% |
$14K - $16.8K
|
167K
$4.76M
|
|
|
Feb 13, 2024
Q4 2023
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
975+ 5.61% |
$14K - $16.8K
|
18.3K
$523K
|
|
|
Feb 14, 2024
Q4 2023
|
Hancock Whitney Corp
|
BUY
|
- |
974+ 1.02% |
$13.9K - $16.8K
|
96.4K
$2.74M
|
|
|
Feb 12, 2024
Q4 2023
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
972+ 9.15% |
$13.9K - $16.7K
|
11.6K
$330K
|
|
|
Mar 26, 2024
Q4 2023
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
955New |
$13.7K - $16.4K
|
955
$27.2K
|
|
|
Feb 07, 2024
Q4 2023
|
First Western Trust Bank
Denver, CO |
BUY
|
- |
945+ 7.77% |
$13.5K - $16.3K
|
13.1K
$373K
|
|
|
Jan 17, 2024
Q4 2023
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
940+ 4.58% |
$13.5K - $16.2K
|
21.5K
$612K
|
|
|
Jan 16, 2024
Q4 2023
|
Bill Few Associates, Inc.
|
BUY
|
- |
938+ 3.46% |
$13.4K - $16.2K
|
28K
$798K
|
|
|
Feb 14, 2024
Q4 2023
|
Wealth Architects, LLC
|
BUY
|
- |
918+ 7.56% |
$13.1K - $15.8K
|
13.1K
$372K
|
|
|
Feb 09, 2024
Q4 2023
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
903+ 3.69% |
$12.9K - $15.5K
|
25.4K
$723K
|
|
|
Jan 16, 2024
Q4 2023
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
893+ 19.03% |
$12.8K - $15.4K
|
5.59K
$159K
|
|
|
Jan 11, 2024
Q4 2023
|
Trilogy Capital Inc.
|
BUY
|
- |
887+ 8.44% |
$12.7K - $15.3K
|
11.4K
$324K
|
|
|
Jan 31, 2024
Q4 2023
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
876+ 1.73% |
$12.5K - $15.1K
|
51.5K
$1.47M
|
|
|
Feb 01, 2024
Q4 2023
|
Element Wealth, LLC
|
BUY
|
- |
876+ 6.7% |
$12.5K - $15.1K
|
14K
$397K
|
|
|
Feb 06, 2024
Q4 2023
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
876+ 1.92% |
$12.5K - $15.1K
|
46.5K
$1.32M
|
|
|
Jan 29, 2024
Q4 2023
|
Klingman & Associates, LLC
|
BUY
|
- |
851+ 4.62% |
$12.2K - $14.7K
|
19.3K
$549K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
846+ 0.77% |
$12.1K - $14.6K
|
110K
$3.14M
|
|
|
Jan 09, 2024
Q4 2023
|
Bath Savings Trust CO
|
BUY
|
- |
833+ 1.89% |
$11.9K - $14.3K
|
45K
$1.28M
|
|
|
Feb 14, 2024
Q4 2023
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
BUY
|
- |
830+ 0.8% |
$11.9K - $14.3K
|
105K
$2.98M
|
|
|
Jan 31, 2024
Q4 2023
|
Criterion Capital Advisors, LLC
Nashville, TN |
BUY
|
- |
820New |
$11.7K - $14.1K
|
820
$23.4K
|
|
|
Feb 06, 2024
Q4 2023
|
Ashburton (Jersey) LTD
St Helier, Y9 |
BUY
|
- |
812+ 2.94% |
$11.6K - $14K
|
28.4K
$810K
|
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
810+ 0.31% |
$11.6K - $13.9K
|
263K
$7.48M
|
|
|
Jan 25, 2024
Q4 2023
|
Fortem Financial Group, LLC
|
BUY
|
- |
810+ 3.53% |
$11.6K - $13.9K
|
23.7K
$676K
|
|
|
Jan 12, 2024
Q4 2023
|
Norway Savings Bank
|
BUY
|
- |
800+ 6.95% |
$11.5K - $13.8K
|
12.3K
$351K
|
|
|
Jan 12, 2024
Q4 2023
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
797+ 4.4% |
$11.4K - $13.7K
|
18.9K
$539K
|
|
|
Aug 08, 2024
Q4 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
770+ 37.49% |
$11K - $13.3K
|
2.82K
$80.4K
|
|
|
Feb 02, 2024
Q4 2023
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
767+ 3.49% |
$11K - $13.2K
|
22.7K
$647K
|
|
|
Jan 24, 2024
Q4 2023
|
Cfo4 Life Group, LLC
|
BUY
|
- |
759+ 2.71% |
$10.9K - $13.1K
|
28.8K
$819K
|
|
|
Feb 09, 2024
Q4 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
756+ 1.09% |
$10.8K - $13K
|
70.3K
$2M
|
|
|
Jan 05, 2024
Q4 2023
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
751New |
$10.8K - $12.9K
|
751
$21.4K
|
|
|
Jan 30, 2024
Q4 2023
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
BUY
|
- |
747+ 7.2% |
$10.7K - $12.9K
|
11.1K
$317K
|