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 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-2.09K- 8.62% |
$102K - $120K
|
22.1K
$1.21M
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-8.39K- 11.01% |
$412K - $484K
|
67.8K
$3.72M
|
|
Feb 03, 2025
Q4 2024
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
2.4K+ 25.24% |
$118K - $139K
|
11.9K
$653K
|
|
Feb 03, 2025
Q4 2024
|
Element Wealth, LLC
|
SELL
|
- |
-103- 2.24% |
$5.05K - $5.95K
|
4.5K
$247K
|
|
Feb 03, 2025
Q4 2024
|
Winebrenner Capital Management LLC
Louisville, KY |
BUY
|
- |
6.87KNew |
$337K - $397K
|
6.87K
$377K
|
|
Feb 03, 2025
Q4 2024
|
Tcw Group Inc
|
BUY
|
- |
442+ 1.23% |
$21.7K - $25.5K
|
36.5K
$2M
|
|
Feb 03, 2025
Q4 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-809- 6.27% |
$39.7K - $46.7K
|
12.1K
$663K
|
|
Feb 03, 2025
Q4 2024
|
Howard Capital Management Inc.
|
BUY
|
- |
1.49K+ 1.72% |
$73K - $85.9K
|
87.9K
$4.82M
|
|
Feb 03, 2025
Q4 2024
|
Wespac Advisors, LLC
|
BUY
|
- |
14.8KNew |
$724K - $852K
|
14.8K
$809K
|
|
Feb 03, 2025
Q4 2024
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
3.73K+ 7.59% |
$183K - $216K
|
52.9K
$2.9M
|
|
Feb 03, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-293- 0.55% |
$14.4K - $16.9K
|
52.8K
$2.9M
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
3.37K+ 5.69% |
$165K - $195K
|
62.6K
$3.43M
|
|
Feb 03, 2025
Q4 2024
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
32+ 1.91% |
$1.57K - $1.85K
|
1.71K
$93.6K
|
|
Feb 03, 2025
Q4 2024
|
Marshall Investment Management, LLC
Littleton, CO |
BUY
|
- |
624New |
$30.6K - $36K
|
624
$34.2K
|
|
Jan 31, 2025
Q4 2024
|
New York State Common Retirement Fund
|
SELL
|
- |
-59.1K- 2.43% |
$2.9M - $3.41M
|
2.38M
$130M
|
|
Jan 31, 2025
Q4 2024
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-175- 0.78% |
$8.59K - $10.1K
|
22.3K
$1.22M
|
|
Jan 31, 2025
Q4 2024
|
Strategic Advisors LLC
|
BUY
|
- |
1.12K+ 14.13% |
$54.9K - $64.7K
|
9.05K
$496K
|
|
Jan 31, 2025
Q4 2024
|
Philip James Wealth Mangement, LLC
Milton, GA |
SELL
|
- |
-1.7K- 0.74% |
$83.3K - $98K
|
226K
$12.4M
|
|
Jan 31, 2025
Q4 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
1.94MNew |
$95.3M - $112M
|
1.94M
$106M
|
|
Jan 31, 2025
Q4 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
30+ 0.09% |
$1.47K - $1.73K
|
32.2K
$1.77M
|
|
Jan 31, 2025
Q4 2024
|
Klcm Advisors, Inc.
|
BUY
|
- |
1.74K+ 10.03% |
$85.4K - $101K
|
19.1K
$1.05M
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-12.8K- 2.41% |
$628K - $739K
|
518K
$28.4M
|
|
Jan 31, 2025
Q4 2024
|
Pittenger & Anderson Inc
|
BUY
|
- |
17+ 0.61% |
$834 - $982
|
2.82K
$155K
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
523K+ 27.61% |
$25.7M - $30.2M
|
2.42M
$133M
|
|
Jan 31, 2025
Q4 2024
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-2.13K- 33.54% |
$105K - $123K
|
4.22K
$232K
|
|
Jan 31, 2025
Q4 2024
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
5.46K+ 1.87% |
$268K - $315K
|
298K
$16.3M
|
|
Jan 31, 2025
Q4 2024
|
Droms Strauss Advisors Inc
St. Louis, MO |
SELL
|
- |
-2.59K- 33.33% |
$127K - $149K
|
5.18K
$284K
|
|
Jan 31, 2025
Q4 2024
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
49+ 0.47% |
$2.4K - $2.83K
|
10.4K
$571K
|
|
Jan 31, 2025
Q4 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-2.11K- 17.21% |
$103K - $122K
|
10.1K
$556K
|
|
Jan 31, 2025
Q4 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
546+ 5.77% |
$26.8K - $31.5K
|
10K
$549K
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-1.31K- 0.42% |
$64.5K - $75.9K
|
312K
$17.1M
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
28.6K+ 16.21% |
$1.4M - $1.65M
|
205K
$11.2M
|
|
Jan 31, 2025
Q4 2024
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-250- 4.35% |
$12.3K - $14.4K
|
5.5K
$302K
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-430- 6.37% |
$21.1K - $24.8K
|
6.32K
$347K
|
|
Jan 31, 2025
Q4 2024
|
Cra Financial Services, LLC
|
SELL
|
- |
-155- 2.9% |
$7.6K - $8.95K
|
5.2K
$285K
|
|
Jan 31, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-10.8K- 48.99% |
$532K - $626K
|
11.3K
$619K
|
|
Jan 31, 2025
Q4 2024
|
High Mark Wealth Management LLC
|
BUY
|
- |
2+ 1.02% |
$98.1 - $115
|
199
$10.9K
|
|
Jan 31, 2025
Q4 2024
|
Davidson Trust CO
|
BUY
|
- |
760+ 6.36% |
$37.3K - $43.9K
|
12.7K
$697K
|
|
Jan 31, 2025
Q4 2024
|
Bfsg, LLC
|
SELL
|
- |
-517- 25.05% |
$25.4K - $29.9K
|
1.55K
$84.9K
|
|
Jan 31, 2025
Q4 2024
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
BUY
|
- |
20.3K+ 40.2% |
$996K - $1.17M
|
70.8K
$3.88M
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
771New |
$37.8K - $44.5K
|
771
$42.3K
|
|
Jan 31, 2025
Q4 2024
|
Callahan Advisors, LLC
|
BUY
|
- |
1.12K+ 15.07% |
$55.1K - $64.9K
|
8.58K
$471K
|
|
Jan 31, 2025
Q4 2024
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
SELL
|
- |
-313- 3.59% |
$15.4K - $18.1K
|
8.41K
$461K
|
|
Jan 31, 2025
Q4 2024
|
Northcape Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-11- 0.11% |
$540 - $635
|
9.6K
$526K
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
5.48KNew |
$269K - $316K
|
5.48K
$300K
|
|
Jan 31, 2025
Q4 2024
|
Convergence Investment Partners, LLC
|
BUY
|
- |
18K+ 23.28% |
$882K - $1.04M
|
95.2K
$5.22M
|
|
Jan 31, 2025
Q4 2024
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
2.21K+ 10.43% |
$109K - $128K
|
23.4K
$1.29M
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-36.3K- 32.3% |
$1.78M - $2.09M
|
76K
$4.17M
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
5.96K+ 3.4% |
$292K - $344K
|
181K
$9.95M
|
|
Jan 31, 2025
Q4 2024
|
Abacus Planning Group, Inc.
|
BUY
|
- |
6+ 0.14% |
$294 - $346
|
4.45K
$244K
|