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 |
|---|---|---|---|---|---|---|---|
|
Jan 22, 2025
Q4 2024
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-2.46K- 8.06% |
$121K - $142K
|
28.1K
$1.54M
|
|
|
Jan 22, 2025
Q4 2024
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-75- 0.8% |
$3.68K - $4.33K
|
9.35K
$513K
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
34.4K+ 15.36% |
$1.69M - $1.99M
|
259K
$14.2M
|
|
|
Jan 22, 2025
Q4 2024
|
Berkshire Bank
|
SELL
|
- |
-300- 6.19% |
$14.7K - $17.3K
|
4.55K
$250K
|
|
|
Jan 22, 2025
Q4 2024
|
Baldwin Brothers LLC
|
SELL
|
- |
-3.56K- 6.14% |
$175K - $205K
|
54.4K
$2.98M
|
|
|
Jan 22, 2025
Q4 2024
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
500+ 26.23% |
$24.5K - $28.9K
|
2.41K
$132K
|
|
|
Jan 22, 2025
Q4 2024
|
Iron Financial, LLC
|
BUY
|
- |
437+ 3.08% |
$21.4K - $25.2K
|
14.6K
$801K
|
|
|
Jan 22, 2025
Q4 2024
|
Griffin Asset Management, Inc.
|
SELL
|
- |
-765- 2.86% |
$37.5K - $44.2K
|
26K
$1.43M
|
|
|
Jan 22, 2025
Q4 2024
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
22+ 0.55% |
$1.08K - $1.27K
|
4.01K
$220K
|
|
|
Jan 22, 2025
Q4 2024
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-728- 13.84% |
$35.7K - $42K
|
4.53K
$249K
|
|
|
Jan 22, 2025
Q4 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
8.17K+ 12.14% |
$401K - $472K
|
75.4K
$4.14M
|
|
|
Jan 22, 2025
Q4 2024
|
Mbe Wealth Management, LLC
|
BUY
|
- |
5.68KNew |
$279K - $328K
|
5.68K
$312K
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
895+ 2.92% |
$43.9K - $51.7K
|
31.6K
$1.73M
|
|
|
Jan 22, 2025
Q4 2024
|
Jeppson Wealth Management, LLC
|
BUY
|
- |
100+ 2.12% |
$4.91K - $5.77K
|
4.81K
$264K
|
|
|
Jan 22, 2025
Q4 2024
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
278+ 0.76% |
$13.6K - $16.1K
|
36.8K
$2.02M
|
|
|
Jan 22, 2025
Q4 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
1.2K+ 30.42% |
$58.9K - $69.3K
|
5.15K
$282K
|
|
|
Jan 22, 2025
Q4 2024
|
Kennedy Investment Group
West Depford, NJ |
BUY
|
- |
12.2KNew |
$600K - $706K
|
12.2K
$670K
|
|
|
Jan 22, 2025
Q4 2024
|
Orca Wealth Management, LLC
New Port Richey, FL |
BUY
|
- |
4.34KNew |
$213K - $251K
|
4.34K
$238K
|
|
|
Jan 22, 2025
Q4 2024
|
Wealth Effects LLC
|
BUY
|
- |
325+ 2.63% |
$15.9K - $18.8K
|
12.7K
$695K
|
|
|
Jan 22, 2025
Q4 2024
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
209+ 0.45% |
$10.3K - $12.1K
|
47.1K
$2.58M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
24.6K+ 87.42% |
$1.21M - $1.42M
|
52.8K
$2.89M
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
BUY
|
- |
200+ 27.74% |
$9.81K - $11.5K
|
921
$50.5K
|
|
|
Jan 22, 2025
Q4 2024
|
Signature Wealth Management Partners, LLC
|
BUY
|
- |
1.37K+ 10.54% |
$67.1K - $78.9K
|
14.3K
$786K
|
|
|
Jan 22, 2025
Q4 2024
|
Foster Group, Inc.
|
BUY
|
- |
456+ 4.66% |
$22.4K - $26.3K
|
10.2K
$562K
|
|
|
Jan 22, 2025
Q4 2024
|
Barry Investment Advisors, LLC
|
BUY
|
- |
48+ 0.96% |
$2.35K - $2.77K
|
5.05K
$277K
|
|
|
Jan 22, 2025
Q4 2024
|
Robeco Institutional Asset Management B.V.
|
BUY
|
- |
44.9K+ 11.59% |
$2.2M - $2.59M
|
432K
$23.7M
|
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-23.4K- 12.56% |
$1.15M - $1.35M
|
163K
$8.92M
|
|
|
Jan 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
128+ 2.88% |
$6.28K - $7.39K
|
4.57K
$251K
|
|
|
Jan 22, 2025
Q4 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-2- 0.1% |
$98.1 - $115
|
1.95K
$107K
|
|
|
Jan 22, 2025
Q4 2024
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
BUY
|
- |
212+ 1.86% |
$10.4K - $12.2K
|
11.6K
$637K
|
|
|
Jan 21, 2025
Q4 2024
|
Shilanski & Associates, Inc.
|
BUY
|
- |
1.65K+ 1.55% |
$81K - $95.3K
|
108K
$5.94M
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
3.77K+ 29.7% |
$185K - $218K
|
16.5K
$903K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-211- 5.13% |
$10.4K - $12.2K
|
3.9K
$214K
|
|
|
Jan 21, 2025
Q4 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
1.63K+ 37.73% |
$79.8K - $93.9K
|
5.94K
$326K
|
|
|
Jan 21, 2025
Q4 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
343K+ 93.92% |
$16.8M - $19.8M
|
708K
$38.8M
|
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
BUY
|
- |
22.5K+ 21.85% |
$1.1M - $1.3M
|
125K
$6.88M
|
|
|
Jan 21, 2025
Q4 2024
|
Patriot Investment Management Inc.
|
BUY
|
- |
338+ 3.01% |
$16.6K - $19.5K
|
11.6K
$635K
|
|
|
Jan 21, 2025
Q4 2024
|
Disciplined Equity Management, Inc.
|
BUY
|
- |
130+ 0.3% |
$6.38K - $7.51K
|
42.9K
$2.35M
|
|
|
Jan 21, 2025
Q4 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
17.6KNew |
$863K - $1.02M
|
17.6K
$965K
|
|
|
Jan 21, 2025
Q4 2024
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
2.94K+ 49.78% |
$144K - $170K
|
8.84K
$485K
|
|
|
Jan 21, 2025
Q4 2024
|
Wolff Financial Management LLC
|
BUY
|
- |
3+ 0.02% |
$147 - $173
|
14.2K
$780K
|
|
|
Jan 21, 2025
Q4 2024
|
Wheelhouse Advisory Group LLC
St. Louis, MO |
BUY
|
- |
39+ 0.8% |
$1.91K - $2.25K
|
4.92K
$270K
|
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
16+ 0.65% |
$785 - $924
|
2.46K
$135K
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
5+ 0.3% |
$245 - $289
|
1.67K
$91.8K
|
|
|
Jan 21, 2025
Q4 2024
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
67+ 1.07% |
$3.29K - $3.87K
|
6.32K
$347K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-2.95K- 7.86% |
$145K - $170K
|
34.6K
$1.9M
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
191+ 0.27% |
$9.37K - $11K
|
71.6K
$3.93M
|
|
|
Jan 21, 2025
Q4 2024
|
Dgs Capital Management, LLC
|
BUY
|
- |
2.23K+ 12.97% |
$109K - $128K
|
19.4K
$1.06M
|
|
|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
6.03K+ 3.53% |
$296K - $348K
|
177K
$9.71M
|
|
|
Jan 21, 2025
Q4 2024
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
17+ 0.05% |
$834 - $982
|
34.1K
$1.87M
|