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 13, 2024
Q4 2023
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
3.17KNew |
$277K - $302K
|
3.17K
$457K
|
|
|
Feb 05, 2024
Q4 2023
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
3.11KNew |
$272K - $297K
|
3.11K
$450K
|
|
|
Jan 17, 2024
Q4 2023
|
Dash Acquisitions Inc.
|
BUY
|
- |
3.1K+ 1.9% |
$271K - $295K
|
166K
$24M
|
|
|
Jan 18, 2024
Q4 2023
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
3.09K+ 6.97% |
$270K - $294K
|
47.4K
$6.84M
|
|
|
Feb 02, 2024
Q4 2023
|
First Fiduciary Investment Counsel, Inc.
|
BUY
|
- |
3.07K+ 4.02% |
$269K - $293K
|
79.5K
$11.5M
|
|
|
Feb 06, 2024
Q4 2023
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
3.03KNew |
$265K - $289K
|
3.03K
$438K
|
|
|
Feb 14, 2024
Q4 2023
|
Chaney Capital Management, Inc.
Lynnwood, WA |
BUY
|
- |
3.03KNew |
$265K - $288K
|
3.03K
$437K
|
|
|
Feb 14, 2024
Q4 2023
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
3.01KNew |
$263K - $287K
|
3.01K
$434K
|
|
|
Feb 13, 2024
Q4 2023
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
2.96K+ 33.8% |
$258K - $282K
|
11.7K
$1.69M
|
|
|
Feb 13, 2024
Q4 2023
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
BUY
|
- |
2.95K+ 15.64% |
$258K - $281K
|
21.8K
$3.15M
|
|
|
Feb 14, 2024
Q4 2023
|
Kkm Financial LLC
Chicago, IL |
BUY
|
- |
2.91KNew |
$254K - $277K
|
2.91K
$420K
|
|
|
Jan 30, 2024
Q4 2023
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
2.89K+ 4.21% |
$253K - $275K
|
71.5K
$10.3M
|
|
|
Dec 19, 2024
Q4 2023
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
2.89K+ 13.53% |
$253K - $275K
|
24.2K
$3.5M
|
|
|
Feb 08, 2024
Q4 2023
|
Independent Advisor Alliance
|
BUY
|
- |
2.83K+ 4.91% |
$248K - $270K
|
60.4K
$8.73M
|
|
|
Jan 29, 2024
Q4 2023
|
Live Oak Private Wealth LLC
|
BUY
|
- |
2.79K+ 11.27% |
$244K - $266K
|
27.6K
$3.98M
|
|
|
Feb 02, 2024
Q4 2023
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
2.78K+ 41.95% |
$243K - $265K
|
9.41K
$1.36M
|
|
|
Jan 10, 2025
Q4 2023
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
2.78KNew |
$243K - $264K
|
2.78K
$401K
|
|
|
Jan 12, 2024
Q4 2023
|
Advisor Resource Council
|
BUY
|
- |
2.73KNew |
$239K - $260K
|
2.73K
$395K
|
|
|
Feb 14, 2024
Q4 2023
|
Oracle Alpha Inc.
Toronto, A6 |
BUY
|
- |
2.69KNew |
$236K - $257K
|
2.69K
$389K
|
|
|
Feb 12, 2024
Q4 2023
|
Cloverfields Capital Group, LP
Minneapolis, MN |
BUY
|
- |
2.67K+ 5.48% |
$233K - $254K
|
51.4K
$7.42M
|
|
|
Jan 30, 2024
Q4 2023
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
2.66KNew |
$233K - $254K
|
2.66K
$385K
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2.66K+ 5.03% |
$232K - $253K
|
55.5K
$8.01M
|
|
|
Feb 07, 2024
Q4 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
2.65K+ 5.17% |
$232K - $253K
|
54K
$7.8M
|
|
|
Jan 26, 2024
Q4 2023
|
Financial Counselors Inc
|
BUY
|
- |
2.65K+ 0.86% |
$232K - $252K
|
312K
$45.1M
|
|
|
May 10, 2024
Q4 2023
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
2.64KNew |
$231K - $251K
|
2.64K
$381K
|
|
|
Feb 12, 2024
Q4 2023
|
Alaethes Wealth LLC
Glenbrook, NV |
BUY
|
- |
2.63KNew |
$230K - $250K
|
2.63K
$379K
|
|
|
Jan 25, 2024
Q4 2023
|
Meeder Asset Management Inc
|
BUY
|
- |
2.6KNew |
$228K - $248K
|
2.6K
$376K
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
2.6K+ 9.35% |
$227K - $247K
|
30.4K
$4.39M
|
|
|
Jan 31, 2024
Q4 2023
|
Wheelhouse Advisory Group LLC
St. Louis, MO |
BUY
|
- |
2.58KNew |
$226K - $246K
|
2.58K
$372K
|
|
|
Feb 05, 2024
Q4 2023
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
2.57KNew |
$225K - $245K
|
2.57K
$371K
|
|
|
Feb 09, 2024
Q4 2023
|
Banco Santander, S.A.
|
BUY
|
- |
2.55K+ 2.12% |
$223K - $242K
|
122K
$17.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
2.54K+ 2.54% |
$222K - $242K
|
103K
$14.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Blue Crest Capital Management LTD
St Helier, Y9 |
BUY
|
- |
2.53K+ 22.38% |
$222K - $241K
|
13.9K
$2M
|
|
|
Feb 12, 2024
Q4 2023
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
2.52KNew |
$220K - $240K
|
2.52K
$364K
|
|
|
Jan 29, 2024
Q4 2023
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
2.5KNew |
$219K - $238K
|
2.5K
$361K
|
|
|
Jan 17, 2024
Q4 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
2.5K+ 9.54% |
$219K - $238K
|
28.7K
$4.15M
|
|
|
Jan 17, 2024
Q4 2023
|
Aprio Wealth Management, LLC
|
BUY
|
- |
2.48KNew |
$217K - $236K
|
2.48K
$358K
|
|
|
Feb 12, 2024
Q4 2023
|
Stone X Group Inc.
|
BUY
|
- |
2.48K+ 12.28% |
$217K - $236K
|
22.6K
$3.27M
|
|
|
Mar 07, 2024
Q4 2023
|
Objective Capital Management, LLC
|
BUY
|
- |
2.47KNew |
$216K - $235K
|
2.47K
$356K
|
|
|
Jan 23, 2024
Q4 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
2.46KNew |
$215K - $235K
|
2.46K
$356K
|
|
|
Jan 18, 2024
Q4 2023
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
2.45KNew |
$215K - $234K
|
2.45K
$354K
|
|
|
Jan 26, 2024
Q4 2023
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
BUY
|
- |
2.44KNew |
$214K - $233K
|
2.44K
$353K
|
|
|
Jan 08, 2024
Q4 2023
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
2.4K+ 49.84% |
$210K - $229K
|
7.22K
$1.04M
|
|
|
Feb 14, 2024
Q4 2023
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
2.39K+ 22.29% |
$209K - $228K
|
13.1K
$1.89M
|
|
|
Feb 14, 2024
Q4 2023
|
Midland Wealth Advisors LLC
Rockford, IL |
BUY
|
- |
2.38KNew |
$208K - $226K
|
2.38K
$343K
|
|
|
Jan 30, 2024
Q4 2023
|
First American Trust, Fsb
|
BUY
|
- |
2.37KNew |
$207K - $226K
|
2.37K
$342K
|
|
|
Jan 24, 2024
Q4 2023
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
2.34KNew |
$205K - $223K
|
2.34K
$338K
|
|
|
Feb 09, 2024
Q4 2023
|
Central Valley Advisors, LLC
Sacramento, CA |
BUY
|
- |
2.32KNew |
$203K - $221K
|
2.32K
$335K
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
2.32KNew |
$203K - $221K
|
2.32K
$335K
|
|
|
Feb 14, 2024
Q4 2023
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
2.31KNew |
$202K - $220K
|
2.31K
$333K
|