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 |
---|---|---|---|---|---|---|---|
Mar 04, 2024
Q4 2023
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
2.31KNew |
$202K - $220K
|
2.31K
$333K
|
|
Feb 13, 2024
Q4 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.29K+ 111.82% |
$200K - $218K
|
4.34K
$626K
|
|
Feb 08, 2024
Q4 2023
|
Kentucky Retirement Systems
Frankfort, KY |
BUY
|
- |
2.28K+ 1.87% |
$200K - $218K
|
124K
$17.9M
|
|
Feb 14, 2024
Q4 2023
|
Zega Financial, LLC
Palm Beach Gardens, FL |
BUY
|
- |
2.26KNew |
$198K - $215K
|
2.26K
$327K
|
|
Feb 07, 2024
Q4 2023
|
Dimensional Fund Advisors LP
Austin, TX |
BUY
|
- |
2.25K+ 0.08% |
$197K - $214K
|
2.89M
$418M
|
|
Feb 13, 2024
Q4 2023
|
Capital International LTD
Los Angeles, CA |
BUY
|
- |
2.25K+ 3.51% |
$197K - $214K
|
66.2K
$9.56M
|
|
Jan 23, 2024
Q4 2023
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
2.25KNew |
$196K - $214K
|
2.25K
$324K
|
|
Jan 31, 2024
Q4 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
2.23K+ 19.14% |
$195K - $213K
|
13.9K
$2.01M
|
|
Jan 31, 2024
Q4 2023
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
2.22K+ 31.32% |
$194K - $212K
|
9.32K
$1.35M
|
|
Feb 13, 2024
Q4 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
2.22KNew |
$194K - $212K
|
2.22K
$321K
|
|
Feb 06, 2024
Q4 2023
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
2.22KNew |
$194K - $211K
|
2.22K
$320K
|
|
Feb 12, 2024
Q4 2023
|
Elevatus Welath Management
Victor, NY |
BUY
|
- |
2.22KNew |
$194K - $211K
|
2.22K
$320K
|
|
Jan 10, 2024
Q4 2023
|
Foresight Capital Management Advisors, Inc.
|
BUY
|
- |
2.21KNew |
$193K - $211K
|
2.21K
$319K
|
|
Feb 14, 2024
Q4 2023
|
First Financial Bankshares Inc
Abilene, TX |
BUY
|
- |
2.2KNew |
$192K - $209K
|
2.2K
$318K
|
|
Feb 12, 2024
Q4 2023
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
2.2K+ 9.2% |
$192K - $209K
|
26.1K
$3.76M
|
|
Jan 18, 2024
Q4 2023
|
Accel Wealth Management
|
BUY
|
- |
2.16KNew |
$189K - $206K
|
2.16K
$312K
|
|
Feb 13, 2024
Q4 2023
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
2.16KNew |
$189K - $205K
|
2.16K
$311K
|
|
Feb 13, 2024
Q4 2023
|
Pring Turner Capital Group Inc
Walnut Creek, CA |
BUY
|
- |
2.14KNew |
$187K - $204K
|
2.14K
$309K
|
|
Feb 01, 2024
Q4 2023
|
Heritage Investment Group, Inc.
|
BUY
|
- |
2.14KNew |
$187K - $204K
|
2.14K
$309K
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
2.14K+ 2.23% |
$187K - $204K
|
98.1K
$14.2M
|
|
Feb 14, 2024
Q4 2023
|
Kuhn & CO Investment Counsel
Chicago, IL |
BUY
|
- |
2.13KNew |
$186K - $203K
|
2.13K
$308K
|
|
Jan 18, 2024
Q4 2023
|
Parisi Gray Wealth Management
|
BUY
|
- |
2.13KNew |
$186K - $203K
|
2.13K
$307K
|
|
Feb 14, 2024
Q4 2023
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
2.11KNew |
$185K - $201K
|
2.11K
$305K
|
|
Jan 29, 2024
Q4 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
2.09K+ 4.35% |
$183K - $199K
|
50.1K
$7.24M
|
|
Jan 19, 2024
Q4 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
2.06K+ 11.98% |
$180K - $196K
|
19.2K
$2.77M
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
2.05KNew |
$179K - $195K
|
2.05K
$296K
|
|
Feb 14, 2024
Q4 2023
|
Profund Advisors LLC
|
BUY
|
- |
2.04K+ 13.59% |
$178K - $194K
|
17K
$2.46M
|
|
Jan 24, 2024
Q4 2023
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
1.98K+ 71.21% |
$173K - $189K
|
4.76K
$687K
|
|
Feb 08, 2024
Q4 2023
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
1.94K+ 27.73% |
$169K - $184K
|
8.91K
$1.29M
|
|
Feb 05, 2024
Q4 2023
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
1.93K+ 23.53% |
$169K - $184K
|
10.1K
$1.46M
|
|
Feb 13, 2024
Q4 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1.84K+ 3.44% |
$161K - $176K
|
55.5K
$8.01M
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO
|
BUY
|
- |
1.84K+ 0.78% |
$161K - $175K
|
236K
$34M
|
|
Jan 10, 2024
Q4 2023
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
1.81KNew |
$159K - $173K
|
1.81K
$262K
|
|
Feb 14, 2024
Q4 2023
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
1.81K+ 34.86% |
$158K - $172K
|
7K
$1.01M
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.8K+ 8.61% |
$158K - $172K
|
22.8K
$3.29M
|
|
Jan 12, 2024
Q4 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
1.8K+ 20.65% |
$158K - $172K
|
10.5K
$1.52M
|
|
Feb 05, 2024
Q4 2023
|
Hartford Funds Management CO LLC
Wayne, PA |
BUY
|
- |
1.8K+ 34.05% |
$157K - $171K
|
7.07K
$1.02M
|
|
Jan 29, 2024
Q4 2023
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
1.79K+ 1.8% |
$157K - $171K
|
101K
$14.6M
|
|
Feb 13, 2024
Q4 2023
|
Poehling Capital Management, Inc.
Madison, WI |
BUY
|
- |
1.77K+ 11.74% |
$154K - $168K
|
16.8K
$2.43M
|
|
Feb 09, 2024
Q4 2023
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
1.69K+ 34.39% |
$148K - $161K
|
6.6K
$953K
|
|
Feb 09, 2024
Q4 2023
|
Financial Advisors Network, Inc.
|
BUY
|
- |
1.67K+ 26.67% |
$146K - $159K
|
7.95K
$1.15M
|
|
Feb 02, 2024
Q4 2023
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
1.67K+ 5.13% |
$146K - $159K
|
34.1K
$4.93M
|
|
Jan 12, 2024
Q4 2023
|
Archford Capital Strategies, LLC
|
BUY
|
- |
1.65K+ 8.89% |
$144K - $157K
|
20.2K
$2.92M
|
|
Feb 02, 2024
Q4 2023
|
Meixler Investment Management, Ltd.
Show Low, AZ |
BUY
|
- |
1.64K+ 6.84% |
$143K - $156K
|
25.5K
$3.69M
|
|
Feb 12, 2024
Q4 2023
|
Zions Bancorporation, N.A.
|
BUY
|
- |
1.63K+ 1.67% |
$142K - $155K
|
98.8K
$14.3M
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.62K+ 4.31% |
$142K - $154K
|
39.3K
$5.67M
|
|
Jan 18, 2024
Q4 2023
|
Flc Capital Advisors
|
BUY
|
- |
1.62K+ 11.7% |
$142K - $154K
|
15.5K
$2.23M
|
|
Feb 05, 2024
Q4 2023
|
Savant Capital, LLC
|
BUY
|
- |
1.61K+ 3.91% |
$141K - $153K
|
42.7K
$6.17M
|
|
Feb 02, 2024
Q4 2023
|
Kovack Advisors, Inc.
|
BUY
|
- |
1.57K+ 35.6% |
$137K - $149K
|
5.98K
$863K
|
|
Feb 01, 2024
Q4 2023
|
Bfsg, LLC
|
BUY
|
- |
1.55KNew |
$135K - $148K
|
1.55K
$224K
|