Savant Capital LLC Increases Holdings in PMI
According to a report from wkrb13, Savant Capital LLC increased its stake in Philip Morris International (PMI) by 144.6% in the second quarter, as stated in their latest 13F filing with the U.S. Securities and Exchange Commission (SEC). The company acquired an additional 24,314 shares, bringing their total holdings to 41,125 shares, with a total value of $4.015 million.
Other hedge funds and institutional investors have recently made adjustments to their positions in the company.
Savant Capital LLC is an American private wealth management and investment consulting firm. The company offers financial planning, investment management, retirement planning, tax planning, and other financial advisory services to help clients manage and increase their wealth. Its clients may include individual investors, families, retirement plans, trusts, and charitable organizations, among others. Savant Capital LLC is dedicated to helping clients achieve their financial goals by creating investment portfolios and providing comprehensive financial advice tailored to their needs and risk preferences. The company is headquartered in Illinois, United States.
For example, Stone House Investment Management LLC acquired approximately $29,000 worth of Philip Morris International shares in the first quarter. BOK Financial Private Wealth Inc. and Barrett & Company Inc. both purchased around $32,000 worth of Philip Morris International stocks during the same period. NewSquare Capital LLC increased its holdings in Philip Morris International by 127.0% in the first quarter, now owning 370 shares worth $36,000. Lastly, Blume Capital Management Inc. bought approximately $36,000 worth of Philip Morris International stocks in the first quarter.
Currently, 79.70% of the stocks are held by institutional investors and hedge funds.
Notice
1. This article is provided exclusively for professional research purposes related to industry, technology and policy. Any reference to brands or products is made solely for the purpose of objective description and does not constitute an endorsement, recommendation, or promotion of any brand or product.
2. The use of nicotine products, including but not limited to cigarettes, e-cigarettes, and heated tobacco products, is associated with significant health risks. Users are required to comply with all relevant laws and regulations in their respective jurisdictions.
3. This article is strictly restricted from being accessed or viewed by individuals under the legal age.
Copyright
This article is either an original work by 2Firsts or a reproduction from third-party sources with the original source clearly indicated. The copyright and usage rights of this article belong to 2Firsts or the original source. Unauthorized reproduction, distribution, or any other unauthorized use of this article by any entity or individual is strictly prohibited. Violators will be held legally responsible. For copyright-related matters, please contact: info@2firsts.com
AI Assistance Disclaimer
This article may have utilized AI to enhance translation and editing efficiency. However, due to technical limitations, errors may occur. Readers are advised to refer to the sources provided for more accurate information.
This article should not be used as a basis for any investment decisions or advice, and 2Firsts assumes no direct or indirect liability for any errors in the content.