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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Keystone Wealth Services, LLC
|
BUY
|
- |
307+ 2.59% |
$15.1K - $17.7K
|
12.1K
$669K
|
|
|
Feb 06, 2025
Q4 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
951+ 6.16% |
$46.7K - $54.9K
|
16.4K
$902K
|
|
|
Feb 06, 2025
Q4 2024
|
Silver Coast Investments LLC
San Diego, X1 |
SELL
|
- |
-4.15K- 26.99% |
$203K - $239K
|
11.2K
$618K
|
|
|
Feb 06, 2025
Q4 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
167+ 0.96% |
$8.19K - $9.64K
|
17.6K
$968K
|
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
1.36K+ 9.95% |
$66.9K - $78.8K
|
15.1K
$830K
|
|
|
Feb 06, 2025
Q4 2024
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
2.55K+ 23.43% |
$125K - $147K
|
13.5K
$741K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
21.3K+ 20.35% |
$1.04M - $1.23M
|
126K
$6.93M
|
|
|
Feb 06, 2025
Q4 2024
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
5+ 0.09% |
$245 - $289
|
5.78K
$319K
|
|
|
Feb 06, 2025
Q4 2024
|
Tacita Capital Inc
Toronto, A6 |
SELL
|
- |
-600- 37.22% |
$29.4K - $34.6K
|
1.01K
$55.7K
|
|
|
Feb 06, 2025
Q4 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
533+ 10.89% |
$26.1K - $30.8K
|
5.43K
$299K
|
|
|
Feb 06, 2025
Q4 2024
|
Ddfg, Inc
Thousand Oaks, CA |
SELL
|
- |
-26- 0.32% |
$1.28K - $1.5K
|
8.02K
$442K
|
|
|
Feb 06, 2025
Q4 2024
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-130- 1.41% |
$6.38K - $7.51K
|
9.08K
$500K
|
|
|
Feb 06, 2025
Q4 2024
|
Alta Capital Management LLC
|
BUY
|
- |
3.86K+ 7.22% |
$189K - $223K
|
57.2K
$3.15M
|
|
|
Feb 06, 2025
Q4 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
2.3M+ 3.99% |
$113M - $133M
|
59.8M
$3.29B
|
|
|
Feb 06, 2025
Q4 2024
|
Patten Group, Inc.
|
BUY
|
- |
213+ 4.85% |
$10.4K - $12.3K
|
4.61K
$254K
|
|
|
Feb 06, 2025
Q4 2024
|
State Of Michigan Retirement System
|
SELL
|
- |
-63K- 12.04% |
$3.09M - $3.64M
|
460K
$25.3M
|
|
|
Feb 06, 2025
Q4 2024
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-1.19K- 6.24% |
$58.3K - $68.6K
|
17.8K
$983K
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
72New |
$3.53K - $4.16K
|
72
$3.97K
|
|
|
Feb 06, 2025
Q4 2024
|
Bahl & Gaynor Inc
|
SELL
|
- |
-401- 1.03% |
$19.7K - $23.2K
|
38.5K
$2.12M
|
|
|
Feb 06, 2025
Q4 2024
|
Torray LLC
|
SELL
|
- |
-178- 0.26% |
$8.73K - $10.3K
|
69.1K
$3.8M
|
|
|
Feb 06, 2025
Q4 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-20- 0.07% |
$981 - $1.15K
|
29.3K
$1.61M
|
|
|
Feb 06, 2025
Q4 2024
|
Kapstone Financial Advisors LLC
Dayton, OH |
SELL
|
- |
-276- 2.04% |
$13.5K - $15.9K
|
13.3K
$732K
|
|
|
Feb 06, 2025
Q4 2024
|
Cypress Capital Group
|
SELL
|
- |
-7.62K- 10.46% |
$374K - $440K
|
65.2K
$3.59M
|
|
|
Feb 06, 2025
Q4 2024
|
Victory Capital Management Inc
|
BUY
|
- |
93.1K+ 2.12% |
$4.57M - $5.38M
|
4.49M
$247M
|
|
|
Feb 06, 2025
Q4 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
5.74KNew |
$282K - $332K
|
5.74K
$316K
|
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
SELL
|
- |
-4.83K- 3.64% |
$237K - $279K
|
128K
$7.04M
|
|
|
Feb 06, 2025
Q4 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
66New |
$3.24K - $3.81K
|
66
$3.64K
|
|
|
Feb 06, 2025
Q4 2024
|
Souders Financial Advisors
|
BUY
|
- |
920+ 20.14% |
$45.1K - $53.1K
|
5.49K
$302K
|
|
|
Feb 06, 2025
Q4 2024
|
Clark Estates Inc
New York, NY |
SELL
|
- |
-8.09K- 10.77% |
$397K - $467K
|
67.1K
$3.69M
|
|
|
Feb 06, 2025
Q4 2024
|
New Square Capital LLC
|
BUY
|
- |
34New |
$1.67K - $1.96K
|
34
$1.87K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
77.6K+ 3.6% |
$3.81M - $4.48M
|
2.23M
$123M
|
|
|
Feb 06, 2025
Q4 2024
|
Spc Financial, Inc.
|
SELL
|
- |
-89- 0.71% |
$4.37K - $5.14K
|
12.4K
$684K
|
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
SELL
|
- |
-5.46K- 0.91% |
$268K - $315K
|
597K
$32.9M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-1.72K- 1.54% |
$84.2K - $99.1K
|
110K
$6.03M
|
|
|
Feb 06, 2025
Q4 2024
|
Symphony Financial Services, Inc.
Akron, OH |
SELL
|
- |
-1.08K- 11.03% |
$53.1K - $62.5K
|
8.73K
$481K
|
|
|
Feb 06, 2025
Q4 2024
|
Midwest Heritage Bank, Fsb
|
BUY
|
- |
9+ 0.19% |
$442 - $520
|
4.85K
$267K
|
|
|
Feb 06, 2025
Q4 2024
|
Arizona State Retirement System
|
SELL
|
- |
-139- 0.03% |
$6.82K - $8.03K
|
492K
$27.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-8.75K- 11.46% |
$429K - $505K
|
67.5K
$3.72M
|
|
|
Feb 06, 2025
Q4 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-741- 15.89% |
$36.4K - $42.8K
|
3.92K
$216K
|
|
|
Feb 06, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-291K- 98.09% |
$14.3M - $16.8M
|
5.67K
$312K
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
917+ 0.41% |
$45K - $52.9K
|
225K
$12.4M
|
|
|
Feb 06, 2025
Q4 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-1.42K- 2.39% |
$69.7K - $82K
|
58.1K
$3.2M
|
|
|
Feb 06, 2025
Q4 2024
|
Inceptionr LLC
Lafayette, CA |
BUY
|
- |
32.8KNew |
$1.61M - $1.89M
|
32.8K
$1.81M
|
|
|
Feb 06, 2025
Q4 2024
|
Vision Financial Markets LLC
Stamford, CT |
BUY
|
- |
200New |
$9.81K - $11.5K
|
200
$11K
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
2.63MNew |
$129M - $152M
|
2.63M
$145M
|
|
|
Feb 06, 2025
Q4 2024
|
Promus Capital, LLC
Chicago, IL |
BUY
|
- |
630New |
$30.9K - $36.4K
|
630
$34.7K
|
|
|
Feb 06, 2025
Q4 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
53+ 0.13% |
$2.6K - $3.06K
|
42.4K
$2.34M
|
|
|
Feb 06, 2025
Q4 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
7+ 0.19% |
$343 - $404
|
3.65K
$201K
|
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
139+ 1.53% |
$6.82K - $8.03K
|
9.23K
$509K
|
|
|
Feb 06, 2025
Q4 2024
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-2.39K- 28.46% |
$117K - $138K
|
6.02K
$331K
|