Latest Institutional Transactions on Altria Group, Inc. (MO)
This table provides information on the latest institutional transactions involving Altria Group, Inc. (MO) 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 |
|---|---|---|---|---|---|---|---|
|
Jul 23, 2025
Q2 2025
|
Meitav Dash Investments LTD
|
BUY
|
- |
78.5K+ 875.85% |
$4.36M - $4.78M
|
87.4K
$5.2M
|
|
|
Jul 23, 2025
Q2 2025
|
Cfm Wealth Partners LLC
|
SELL
|
- |
-805- 0.97% |
$44.7K - $49K
|
82.4K
$4.9M
|
|
|
Jul 23, 2025
Q2 2025
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
92+ 0.11% |
$5.11K - $5.6K
|
84.8K
$5.04M
|
|
|
Jul 23, 2025
Q2 2025
|
Sunbeam Capital Management, LLC
Atlanta, GA |
BUY
|
- |
7+ 0.2% |
$389 - $426
|
3.48K
$207K
|
|
|
Jul 23, 2025
Q2 2025
|
Rmg Wealth Management LLC
Platteville, WI |
BUY
|
- |
343New |
$19.1K - $20.9K
|
343
$20.4K
|
|
|
Jul 23, 2025
Q2 2025
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
1.56K+ 3.25% |
$86.6K - $94.9K
|
49.4K
$2.94M
|
|
|
Jul 23, 2025
Q2 2025
|
Gerber, LLC
Columbus, OH |
BUY
|
- |
2+ 0.02% |
$111 - $122
|
8.45K
$502K
|
|
|
Jul 23, 2025
Q2 2025
|
Bingham Private Wealth, LLC
San Francisco, CA |
SELL
|
- |
-626- 7.17% |
$34.8K - $38.1K
|
8.11K
$482K
|
|
|
Jul 23, 2025
Q2 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-80.9K- 76.27% |
$4.49M - $4.92M
|
25.2K
$1.5M
|
|
|
Jul 23, 2025
Q2 2025
|
Godsey & Gibb Associates
|
SELL
|
- |
-410- 2.95% |
$22.8K - $25K
|
13.5K
$802K
|
|
|
Jul 23, 2025
Q2 2025
|
Shell Asset Management CO
The Hague, P7 |
BUY
|
- |
35.5K+ 120.23% |
$1.97M - $2.16M
|
65K
$3.86M
|
|
|
Jul 23, 2025
Q2 2025
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
13+ 0.32% |
$722 - $792
|
4.14K
$246K
|
|
|
Jul 23, 2025
Q2 2025
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-638- 47.4% |
$35.4K - $38.9K
|
708
$42.1K
|
|
|
Jul 23, 2025
Q2 2025
|
Gentry Private Wealth, LLC
Wichita, KS |
BUY
|
- |
65+ 0.87% |
$3.61K - $3.96K
|
7.52K
$447K
|
|
|
Jul 23, 2025
Q2 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
2.09K+ 12.72% |
$116K - $127K
|
18.5K
$1.1M
|
|
|
Jul 23, 2025
Q2 2025
|
Center For Asset Management LLC
|
SELL
|
- |
-435- 2.0% |
$24.2K - $26.5K
|
21.3K
$1.26M
|
|
|
Jul 23, 2025
Q2 2025
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-2.2K- 2.41% |
$122K - $134K
|
88.9K
$5.28M
|
|
|
Jul 23, 2025
Q2 2025
|
Cortland Associates Inc
|
BUY
|
- |
279+ 1.52% |
$15.5K - $17K
|
18.6K
$1.11M
|
|
|
Jul 23, 2025
Q2 2025
|
Element Wealth, LLC
|
BUY
|
- |
33+ 0.73% |
$1.83K - $2.01K
|
4.57K
$271K
|
|
|
Jul 23, 2025
Q2 2025
|
Ellsworth Advisors, LLC
|
BUY
|
- |
82K+ 421.38% |
$4.56M - $5M
|
101K
$6.03M
|
|
|
Jul 23, 2025
Q2 2025
|
West End Advisors, LLC
|
SELL
|
- |
-2- 3.17% |
$111 - $122
|
61
$3.63K
|
|
|
Jul 23, 2025
Q2 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
71+ 1.41% |
$3.94K - $4.32K
|
5.12K
$304K
|
|
|
Jul 23, 2025
Q2 2025
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
682+ 9.72% |
$37.9K - $41.5K
|
7.7K
$458K
|
|
|
Jul 23, 2025
Q2 2025
|
Wheelhouse Advisory Group LLC
St. Louis, MO |
SELL
|
- |
-248- 5.0% |
$13.8K - $15.1K
|
4.71K
$280K
|
|
|
Jul 23, 2025
Q2 2025
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
57+ 1.55% |
$3.17K - $3.47K
|
3.74K
$222K
|
|
|
Jul 23, 2025
Q2 2025
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-439- 0.78% |
$24.4K - $26.7K
|
56K
$3.33M
|
|
|
Jul 23, 2025
Q2 2025
|
Intergy Private Wealth, LLC
|
BUY
|
- |
883+ 19.73% |
$49.1K - $53.8K
|
5.36K
$319K
|
|
|
Jul 23, 2025
Q2 2025
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-125- 2.52% |
$6.95K - $7.61K
|
4.84K
$288K
|
|
|
Jul 23, 2025
Q2 2025
|
Nbt Bank N A
|
SELL
|
- |
-167- 0.36% |
$9.28K - $10.2K
|
45.8K
$2.72M
|
|
|
Jul 23, 2025
Q2 2025
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
BUY
|
- |
616+ 15.26% |
$34.2K - $37.5K
|
4.65K
$277K
|
|
|
Jul 23, 2025
Q2 2025
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
BUY
|
- |
307+ 4.34% |
$17.1K - $18.7K
|
7.38K
$438K
|
|
|
Jul 23, 2025
Q2 2025
|
Proffitt & Goodson Inc
|
BUY
|
- |
5+ 0.29% |
$278 - $305
|
1.73K
$103K
|
|
|
Jul 23, 2025
Q2 2025
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
334+ 56.9% |
$18.6K - $20.3K
|
921
$54.7K
|
|
|
Jul 23, 2025
Q2 2025
|
Vontobel Holding Ltd.
|
SELL
|
- |
-424- 0.76% |
$23.6K - $25.8K
|
55.7K
$3.31M
|
|
|
Jul 23, 2025
Q2 2025
|
Cohen Investment Advisors LLC
|
SELL
|
- |
-625- 8.23% |
$34.7K - $38.1K
|
6.97K
$414K
|
|
|
Jul 23, 2025
Q2 2025
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
13.9K+ 7.99% |
$775K - $849K
|
188K
$11.2M
|
|
|
Jul 23, 2025
Q2 2025
|
Horizon Advisory Services, Inc.
West Henrietta, NY |
BUY
|
- |
12+ 0.16% |
$667 - $731
|
7.38K
$439K
|
|
|
Jul 23, 2025
Q2 2025
|
First Merchants Corp
|
SELL
|
- |
-2.88K- 12.89% |
$160K - $176K
|
19.5K
$1.16M
|
|
|
Jul 23, 2025
Q2 2025
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-69- 0.27% |
$3.83K - $4.2K
|
25.1K
$1.49M
|
|
|
Jul 23, 2025
Q2 2025
|
Maryland State Retirement & Pension System
|
BUY
|
- |
2.69K+ 3.39% |
$149K - $164K
|
82K
$4.87M
|
|
|
Jul 23, 2025
Q2 2025
|
Optas, LLC
|
BUY
|
- |
825+ 22.35% |
$45.8K - $50.3K
|
4.52K
$268K
|
|
|
Jul 23, 2025
Q2 2025
|
Fluent Financial, LLC
|
BUY
|
- |
23.9KNew |
$1.33M - $1.46M
|
23.9K
$1.42M
|
|
|
Jul 23, 2025
Q2 2025
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
169+ 3.08% |
$9.39K - $10.3K
|
5.66K
$336K
|
|
|
Jul 23, 2025
Q2 2025
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-719- 6.14% |
$39.9K - $43.8K
|
11K
$653K
|
|
|
Jul 23, 2025
Q2 2025
|
Ignite Planners, LLC
|
SELL
|
- |
-452- 1.73% |
$25.1K - $27.5K
|
25.7K
$1.53M
|
|
|
Jul 23, 2025
Q2 2025
|
Ti Trust, Inc
|
BUY
|
- |
18.2K+ 140.5% |
$1.01M - $1.11M
|
31.2K
$1.85M
|
|
|
Jul 23, 2025
Q2 2025
|
Narwhal Capital Management
|
SELL
|
- |
-4K- 15.36% |
$222K - $244K
|
22K
$1.31M
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
643+ 12.83% |
$35.7K - $39.2K
|
5.65K
$336K
|
|
|
Jul 23, 2025
Q2 2025
|
Wespac Advisors, LLC
|
BUY
|
- |
15.2KNew |
$846K - $928K
|
15.2K
$906K
|
|
|
Jul 23, 2025
Q2 2025
|
Windle Wealth, LLC
Oklahoma City, OK |
SELL
|
- |
-2.04K- 1.47% |
$113K - $124K
|
136K
$8.08M
|