Latest Institutional Transactions on Philip Morris International Inc. (PM)
This table provides information on the latest institutional transactions involving Philip Morris International Inc. (PM) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 01, 2024
Q3 2024
|
Td Asset Management Inc
|
BUY
|
- |
64.5K+ 8.64% |
$6.54M - $8.23M
|
812K
$103M
|
|
|
Nov 01, 2024
Q3 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-358- 1.65% |
$36.2K - $45.6K
|
21.3K
$2.71M
|
|
|
Nov 01, 2024
Q3 2024
|
Equitable Trust CO
|
BUY
|
- |
1.58K+ 12.5% |
$159K - $201K
|
14.2K
$1.8M
|
|
|
Nov 01, 2024
Q3 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
242+ 2.34% |
$24.5K - $30.8K
|
10.6K
$1.35M
|
|
|
Nov 01, 2024
Q3 2024
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
BUY
|
- |
3.81KNew |
$386K - $485K
|
3.81K
$485K
|
|
|
Nov 01, 2024
Q3 2024
|
Retirement Solution Inc.
|
BUY
|
- |
1.82KNew |
$184K - $232K
|
1.82K
$231K
|
|
|
Nov 01, 2024
Q3 2024
|
Troy Asset Management LTD
|
SELL
|
- |
-52.2K- 9.17% |
$5.29M - $6.66M
|
517K
$65.8M
|
|
|
Nov 01, 2024
Q3 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
1.27K+ 2.44% |
$128K - $161K
|
53.2K
$6.77M
|
|
|
Nov 01, 2024
Q3 2024
|
Sage Rhino Capital LLC
|
BUY
|
- |
60+ 2.05% |
$6.08K - $7.65K
|
2.98K
$380K
|
|
|
Nov 01, 2024
Q3 2024
|
Carson Advisory Inc.
|
BUY
|
- |
2+ 0.05% |
$203 - $255
|
3.94K
$502K
|
|
|
Nov 01, 2024
Q3 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-818- 63.71% |
$82.8K - $104K
|
466
$59.3K
|
|
|
Nov 01, 2024
Q3 2024
|
Covestor LTD
Boston, MA |
BUY
|
PUT |
4New |
$405 - $510
|
4
$509
|
|
|
Nov 01, 2024
Q3 2024
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-1.03K- 15.49% |
$104K - $131K
|
5.62K
$715K
|
|
|
Nov 01, 2024
Q3 2024
|
Windward Capital Management CO
|
BUY
|
- |
2.52K+ 8.19% |
$256K - $322K
|
33.3K
$4.24M
|
|
|
Nov 01, 2024
Q3 2024
|
First Fiduciary Investment Counsel, Inc.
|
SELL
|
- |
-149- 0.19% |
$15.1K - $19K
|
78K
$9.93M
|
|
|
Nov 01, 2024
Q3 2024
|
First Personal Financial Services
|
BUY
|
- |
3+ 1.0% |
$304 - $382
|
303
$38.6K
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-15K- 9.94% |
$1.52M - $1.92M
|
136K
$17.3M
|
|
|
Nov 01, 2024
Q3 2024
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-1.01K- 29.49% |
$102K - $128K
|
2.41K
$306K
|
|
|
Nov 01, 2024
Q3 2024
|
Primoris Wealth Advisors, LLC
|
BUY
|
- |
9.45K+ 69.93% |
$957K - $1.2M
|
23K
$2.92M
|
|
|
Nov 01, 2024
Q3 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-624- 3.52% |
$63.2K - $79.5K
|
17.1K
$2.18M
|
|
|
Nov 01, 2024
Q3 2024
|
Tctc Holdings, LLC
Dallas, TX |
SELL
|
- |
-484- 0.27% |
$49K - $61.7K
|
180K
$22.9M
|
|
|
Nov 01, 2024
Q3 2024
|
Bridges Investment Management Inc
|
SELL
|
- |
-4.34K- 5.82% |
$439K - $553K
|
70.2K
$8.94M
|
|
|
Nov 01, 2024
Q3 2024
|
Klingman & Associates, LLC
|
BUY
|
- |
8+ 0.27% |
$810 - $1.02K
|
2.99K
$381K
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
9.42K+ 5.73% |
$953K - $1.2M
|
174K
$22.1M
|
|
|
Nov 01, 2024
Q3 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-4.95K- 14.13% |
$501K - $631K
|
30.1K
$3.83M
|
|
|
Nov 01, 2024
Q3 2024
|
Nordwand Advisors, LLC
Radnor, PA |
SELL
|
- |
-2.35K- 81.27% |
$238K - $299K
|
541
$68.9K
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-898- 3.6% |
$90.9K - $114K
|
24K
$3.06M
|
|
|
Nov 01, 2024
Q3 2024
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-7.11K- 75.01% |
$720K - $906K
|
2.37K
$302K
|
|
|
Nov 01, 2024
Q3 2024
|
Fee Only Financial Planning, L.C.
Okatie, SC |
SELL
|
- |
-176- 1.94% |
$17.8K - $22.4K
|
8.88K
$1.13M
|
|
|
Oct 31, 2024
Q3 2024
|
Spinnaker Trust
|
BUY
|
- |
1.1K+ 7.44% |
$111K - $140K
|
15.9K
$2.02M
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
516New |
$52.2K - $65.8K
|
516
$65.7K
|
|
|
Oct 31, 2024
Q3 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
2KNew |
$203K - $255K
|
2K
$255K
|
|
|
Oct 31, 2024
Q3 2024
|
Rwc Asset Management LLP
London, X0 |
SELL
|
- |
-2.28K- 0.92% |
$231K - $291K
|
246K
$31.3M
|
|
|
Oct 31, 2024
Q3 2024
|
Greatmark Investment Partners, Inc.
|
SELL
|
- |
-50- 1.01% |
$5.06K - $6.37K
|
4.88K
$621K
|
|
|
Oct 31, 2024
Q3 2024
|
Wedgewood Investors Inc
|
SELL
|
- |
-180- 1.15% |
$18.2K - $22.9K
|
15.4K
$1.96M
|
|
|
Oct 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
1.38K+ 16.31% |
$140K - $176K
|
9.87K
$1.26M
|
|
|
Oct 31, 2024
Q3 2024
|
Keybank National Association
|
SELL
|
- |
-510- 0.41% |
$51.6K - $65K
|
125K
$15.9M
|
|
|
Oct 31, 2024
Q3 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-70- 0.7% |
$7.09K - $8.92K
|
9.97K
$1.27M
|
|
|
Oct 31, 2024
Q3 2024
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
BUY
|
- |
4.32KNew |
$437K - $550K
|
4.32K
$550K
|
|
|
Oct 31, 2024
Q3 2024
|
Vaughan & CO Securities, Inc.
|
SELL
|
- |
-102- 1.01% |
$10.3K - $13K
|
9.96K
$1.27M
|
|
|
Oct 31, 2024
Q3 2024
|
Waterfront Wealth Inc.
|
BUY
|
- |
451+ 3.6% |
$45.7K - $57.5K
|
13K
$1.65M
|
|
|
Oct 31, 2024
Q3 2024
|
Hendley & CO Inc
|
SELL
|
- |
-21.2K- 61.59% |
$2.14M - $2.7M
|
13.2K
$1.68M
|
|
|
Oct 31, 2024
Q3 2024
|
Slagle Financial, LLC
Edwardsville, IL |
BUY
|
- |
1.09K+ 3.89% |
$111K - $139K
|
29.2K
$3.72M
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-19.8K- 8.15% |
$2.01M - $2.53M
|
223K
$28.4M
|
|
|
Oct 31, 2024
Q3 2024
|
Kennon Green & Company, LLC
Newport Beach, CA |
SELL
|
- |
-59- 0.11% |
$5.97K - $7.52K
|
52.7K
$6.7M
|
|
|
Oct 31, 2024
Q3 2024
|
Philip James Wealth Mangement, LLC
Milton, GA |
BUY
|
- |
4.65KNew |
$471K - $592K
|
4.65K
$591K
|
|
|
Oct 31, 2024
Q3 2024
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
BUY
|
- |
4+ 0.03% |
$405 - $510
|
12.2K
$1.55M
|
|
|
Oct 31, 2024
Q3 2024
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
BUY
|
- |
1.72KNew |
$174K - $219K
|
1.72K
$219K
|
|
|
Oct 31, 2024
Q3 2024
|
Smith Shellnut Wilson LLC
|
SELL
|
- |
-1K- 15.02% |
$101K - $127K
|
5.66K
$720K
|
|
|
Oct 31, 2024
Q3 2024
|
First National Bank & Trust CO Of Newtown
|
SELL
|
- |
-2.58K- 24.65% |
$261K - $329K
|
7.89K
$1M
|