Purchases and Sales Made in Q4 2023 in Philip Morris International Inc. (PM)
This table provides information about the institutional ownership of Philip Morris International Inc. (PM) during Q4 2023. The information is specifically focused on institutions that hold shares of Philip Morris International Inc..
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
17.2K+ 5.93% |
$1.51M - $1.64M
|
307K
$40M
|
|
Aug 05, 2024
Q4 2023
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
16.8KNew |
$1.47M - $1.6M
|
16.8K
$2.18M
|
|
Feb 08, 2024
Q4 2023
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
16.6K+ 0.59% |
$1.45M - $1.58M
|
2.81M
$365M
|
|
Feb 08, 2024
Q4 2023
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
16.5K+ 58.21% |
$1.44M - $1.57M
|
44.7K
$5.82M
|
|
Feb 06, 2024
Q4 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
16.4K+ 104.63% |
$1.43M - $1.56M
|
32.1K
$4.18M
|
|
Jan 17, 2024
Q4 2023
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
16.2KNew |
$1.42M - $1.54M
|
16.2K
$2.11M
|
|
Feb 07, 2024
Q4 2023
|
Banque Cantonale Vaudoise
|
BUY
|
- |
16.2K+ 1.46% |
$1.42M - $1.54M
|
1.12M
$146M
|
|
Feb 14, 2024
Q4 2023
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
15.7K+ 91.82% |
$1.37M - $1.5M
|
32.8K
$4.27M
|
|
Jan 25, 2024
Q4 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
15.5K+ 93.68% |
$1.36M - $1.48M
|
32.1K
$4.18M
|
|
Feb 07, 2024
Q4 2023
|
Stoneridge Investment Partners LLC
|
BUY
|
- |
15.5K+ 77.0% |
$1.35M - $1.47M
|
35.6K
$4.63M
|
|
Jan 16, 2024
Q4 2023
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
14.8K+ 570.0% |
$1.29M - $1.41M
|
17.4K
$2.27M
|
|
Feb 14, 2024
Q4 2023
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
14.7K+ 73.97% |
$1.29M - $1.4M
|
34.6K
$4.51M
|
|
Feb 14, 2024
Q4 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
14.7K+ 113.46% |
$1.29M - $1.4M
|
27.7K
$3.61M
|
|
Feb 12, 2024
Q4 2023
|
Weiss Asset Management LP
Boston, MA |
BUY
|
- |
14.4KNew |
$1.26M - $1.37M
|
14.4K
$1.88M
|
|
Jan 22, 2024
Q4 2023
|
Country Club Bank
|
BUY
|
- |
13.5K+ 21.27% |
$1.18M - $1.29M
|
77.2K
$10.1M
|
|
Jan 11, 2024
Q4 2023
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
13.4K+ 2.27% |
$1.17M - $1.28M
|
603K
$78.6M
|
|
Feb 02, 2024
Q4 2023
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
13.3KNew |
$1.16M - $1.27M
|
13.3K
$1.73M
|
|
May 07, 2024
Q4 2023
|
Fiduciary Family Office, LLC
Boca Raton, FL |
BUY
|
- |
13.3KNew |
$1.16M - $1.26M
|
13.3K
$1.73M
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
13.2K+ 1.35% |
$1.16M - $1.26M
|
994K
$129M
|
|
Jan 25, 2024
Q4 2023
|
Mainstay Capital Management LLC
|
BUY
|
- |
13.2KNew |
$1.15M - $1.25M
|
13.2K
$1.71M
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
12.9K+ 6.02% |
$1.13M - $1.23M
|
228K
$29.7M
|
|
Jan 22, 2024
Q4 2023
|
Secure Asset Management, LLC
|
BUY
|
- |
12.9K+ 571.85% |
$1.13M - $1.23M
|
15.2K
$1.98M
|
|
Jan 22, 2024
Q4 2023
|
First Citizens Bank & Trust CO
|
BUY
|
- |
12.8K+ 40.59% |
$1.12M - $1.22M
|
44.3K
$5.77M
|
|
Feb 09, 2024
Q4 2023
|
Quest Partners LLC
New York, NY |
BUY
|
- |
12.8KNew |
$1.12M - $1.22M
|
12.8K
$1.66M
|
|
Feb 13, 2024
Q4 2023
|
Center Book Partners LP
Greenwich, CT |
BUY
|
- |
12.5K+ 29.85% |
$1.09M - $1.19M
|
54.3K
$7.07M
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
BUY
|
- |
12.4K+ 2.63% |
$1.09M - $1.18M
|
485K
$63.2M
|
|
Feb 07, 2024
Q4 2023
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
12.3K+ 0.84% |
$1.08M - $1.18M
|
1.49M
$194M
|
|
Feb 13, 2024
Q4 2023
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
11.8KNew |
$1.03M - $1.12M
|
11.8K
$1.54M
|
|
Jan 12, 2024
Q4 2023
|
Keating Wealth Management LLC
Greenwood Village, CO |
BUY
|
- |
11.6KNew |
$1.01M - $1.1M
|
11.6K
$1.51M
|
|
Feb 01, 2024
Q4 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
11.5K+ 112.38% |
$1.01M - $1.1M
|
21.8K
$2.84M
|
|
Feb 15, 2024
Q4 2023
|
Optimist Retirement Group LLC
Bellevue, WA |
BUY
|
- |
11.5KNew |
$1.01M - $1.1M
|
11.5K
$1.5M
|
|
Feb 14, 2024
Q4 2023
|
High Vista Strategies LLC
Boston, MA |
BUY
|
- |
11.3KNew |
$988K - $1.08M
|
11.3K
$1.47M
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
11.2K+ 32.54% |
$982K - $1.07M
|
45.7K
$5.96M
|
|
Feb 14, 2024
Q4 2023
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
11.1KNew |
$974K - $1.06M
|
11.1K
$1.45M
|
|
Jan 24, 2024
Q4 2023
|
Quilter PLC
|
BUY
|
- |
11.1K+ 4.43% |
$969K - $1.06M
|
261K
$34M
|
|
Feb 14, 2024
Q4 2023
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
11KNew |
$960K - $1.05M
|
11K
$1.43M
|
|
Feb 14, 2024
Q4 2023
|
Graham Capital Management, L.P.
Rowayton, CT |
BUY
|
- |
10.9KNew |
$950K - $1.04M
|
10.9K
$1.41M
|
|
Feb 07, 2024
Q4 2023
|
Foyston, Gordon, & Payne Inc
Toronto, A6 |
BUY
|
- |
10.8K+ 5.4% |
$944K - $1.03M
|
211K
$27.4M
|
|
Feb 13, 2024
Q4 2023
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
10.8K+ 132.08% |
$941K - $1.02M
|
18.9K
$2.46M
|
|
Apr 30, 2024
Q4 2023
|
Ridgepath Capital Management LLC
Knoxville, TN |
BUY
|
- |
10.7KNew |
$932K - $1.02M
|
10.7K
$1.39M
|
|
Feb 12, 2024
Q4 2023
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
BUY
|
- |
10.6KNew |
$927K - $1.01M
|
10.6K
$1.38M
|
|
Jan 30, 2024
Q4 2023
|
Prosperitas Financial LLC
Valencia, CA |
BUY
|
- |
10.5K+ 213.72% |
$921K - $1M
|
15.5K
$2.01M
|
|
Feb 13, 2024
Q4 2023
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
10.5KNew |
$918K - $1M
|
10.5K
$1.37M
|
|
Feb 09, 2024
Q4 2023
|
Sepio Capital, LP
|
BUY
|
- |
10.5K+ 36.11% |
$918K - $1M
|
39.5K
$5.15M
|
|
Jan 29, 2024
Q4 2023
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
10.4K+ 21.93% |
$907K - $988K
|
57.7K
$7.51M
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
10.2K+ 13.14% |
$895K - $975K
|
88.1K
$11.5M
|
|
Feb 28, 2024
Q4 2023
|
Forthright Family Wealth Advisory LLC
Houston, TX |
BUY
|
- |
10KNew |
$875K - $953K
|
10K
$1.3M
|
|
Feb 14, 2024
Q4 2023
|
Knoll Capital Management, LLC
Miami, FL |
BUY
|
- |
10KNew |
$875K - $953K
|
10K
$1.3M
|
|
Jan 22, 2024
Q4 2023
|
Veracity Capital LLC
|
BUY
|
- |
9.96K+ 75.71% |
$871K - $948K
|
23.1K
$3.01M
|
|
Feb 06, 2024
Q4 2023
|
Metis Global Partners, LLC
|
BUY
|
- |
9.77K+ 20.45% |
$854K - $931K
|
57.5K
$7.49M
|