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 |
|---|---|---|---|---|---|---|---|
|
Oct 20, 2025
Q3 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-622- 23.12% |
$35.9K - $42.1K
|
2.07K
$120K
|
|
|
Oct 20, 2025
Q3 2025
|
Iam Advisory, LLC
|
BUY
|
- |
507+ 12.83% |
$29.3K - $34.3K
|
4.46K
$259K
|
|
|
Oct 20, 2025
Q3 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
3.18K+ 39.82% |
$183K - $215K
|
11.2K
$648K
|
|
|
Oct 20, 2025
Q3 2025
|
High Mark Wealth Management LLC
|
BUY
|
- |
62+ 0.82% |
$3.58K - $4.2K
|
7.59K
$441K
|
|
|
Oct 20, 2025
Q3 2025
|
Delta Investment Management, LLC
|
BUY
|
- |
36+ 0.5% |
$2.08K - $2.44K
|
7.3K
$424K
|
|
|
Oct 20, 2025
Q3 2025
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-2.34K- 0.64% |
$135K - $158K
|
362K
$21M
|
|
|
Oct 20, 2025
Q3 2025
|
Security National Bank
|
BUY
|
- |
8.91K+ 438.24% |
$514K - $603K
|
10.9K
$636K
|
|
|
Oct 20, 2025
Q3 2025
|
Jb Capital LLC
|
BUY
|
- |
117+ 2.51% |
$6.76K - $7.92K
|
4.78K
$278K
|
|
|
Oct 20, 2025
Q3 2025
|
Xml Financial, LLC
|
SELL
|
- |
-2.07K- 14.4% |
$120K - $140K
|
12.3K
$717K
|
|
|
Oct 20, 2025
Q3 2025
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-6.66K- 10.97% |
$385K - $451K
|
54.1K
$3.14M
|
|
|
Oct 20, 2025
Q3 2025
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
5+ 1.35% |
$289 - $338
|
375
$21.8K
|
|
|
Oct 20, 2025
Q3 2025
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
203+ 2.1% |
$11.7K - $13.7K
|
9.86K
$573K
|
|
|
Oct 20, 2025
Q3 2025
|
Shum Financial Group, Inc.
Alameda, CA |
SELL
|
- |
-1.56K- 28.82% |
$89.9K - $105K
|
3.84K
$223K
|
|
|
Oct 20, 2025
Q3 2025
|
Financial Consulate, Inc
|
BUY
|
- |
345New |
$19.9K - $23.3K
|
345
$20.1K
|
|
|
Oct 20, 2025
Q3 2025
|
Mc Elhenny Sheffield Capital Management, LLC
|
SELL
|
- |
-880- 9.36% |
$50.8K - $59.6K
|
8.52K
$495K
|
|
|
Oct 20, 2025
Q3 2025
|
West Branch Capital LLC
|
BUY
|
- |
356+ 39.29% |
$20.6K - $24.1K
|
1.26K
$73.4K
|
|
|
Oct 20, 2025
Q3 2025
|
Salomon & Ludwin, LLC
|
BUY
|
- |
987+ 0.98% |
$57K - $66.8K
|
101K
$5.9M
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
1.81K+ 24.64% |
$105K - $123K
|
9.18K
$533K
|
|
|
Oct 20, 2025
Q3 2025
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
SELL
|
- |
-470- 9.57% |
$27.1K - $31.8K
|
4.44K
$258K
|
|
|
Oct 17, 2025
Q3 2025
|
Bellecapital International Ltd.
|
SELL
|
- |
-469- 0.67% |
$27.1K - $31.7K
|
69.7K
$4.05M
|
|
|
Oct 17, 2025
Q3 2025
|
Bard Financial Services, Inc.
|
SELL
|
- |
-1.65K- 1.25% |
$95.3K - $112K
|
130K
$7.57M
|
|
|
Oct 17, 2025
Q3 2025
|
Valicenti Advisory Services Inc
|
SELL
|
- |
-261- 1.22% |
$15.1K - $17.7K
|
21.1K
$1.22M
|
|
|
Oct 17, 2025
Q3 2025
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
BUY
|
- |
165+ 2.94% |
$9.53K - $11.2K
|
5.78K
$336K
|
|
|
Oct 17, 2025
Q3 2025
|
Apella Capital, LLC
|
SELL
|
- |
-526- 4.98% |
$30.4K - $35.6K
|
10K
$583K
|
|
|
Oct 17, 2025
Q3 2025
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
4.3K+ 5.44% |
$248K - $291K
|
83.3K
$4.84M
|
|
|
Oct 17, 2025
Q3 2025
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
3.37KNew |
$194K - $228K
|
3.37K
$196K
|
|
|
Oct 17, 2025
Q3 2025
|
Thompson Investment Management, Inc.
|
SELL
|
- |
-100- 2.99% |
$5.78K - $6.77K
|
3.25K
$189K
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
3.63K+ 6.77% |
$210K - $246K
|
57.3K
$3.33M
|
|
|
Oct 17, 2025
Q3 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
3.19KNew |
$184K - $216K
|
3.19K
$186K
|
|
|
Oct 17, 2025
Q3 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-267- 5.72% |
$15.4K - $18.1K
|
4.4K
$256K
|
|
|
Oct 17, 2025
Q3 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-863- 0.86% |
$49.8K - $58.4K
|
99.5K
$5.78M
|
|
|
Oct 17, 2025
Q3 2025
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
3.12KNew |
$180K - $211K
|
3.12K
$181K
|
|
|
Oct 17, 2025
Q3 2025
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-20- 0.04% |
$1.16K - $1.35K
|
53.6K
$3.12M
|
|
|
Oct 17, 2025
Q3 2025
|
Lakeridge Wealth Management LLC
Mentor, OH |
SELL
|
- |
-254- 4.64% |
$14.7K - $17.2K
|
5.22K
$303K
|
|
|
Oct 17, 2025
Q3 2025
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
4.6K+ 2515.85% |
$266K - $312K
|
4.79K
$278K
|
|
|
Oct 17, 2025
Q3 2025
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
400+ 13.11% |
$23.1K - $27.1K
|
3.45K
$201K
|
|
|
Oct 17, 2025
Q3 2025
|
Worth Asset Management, LLC
|
BUY
|
- |
48+ 1.28% |
$2.77K - $3.25K
|
3.8K
$221K
|
|
|
Oct 17, 2025
Q3 2025
|
Valley National Advisers Inc
|
BUY
|
- |
106+ 0.17% |
$6.12K - $7.17K
|
61.7K
$3.58M
|
|
|
Oct 17, 2025
Q3 2025
|
J. L. Bainbridge & Co., Inc.
|
BUY
|
- |
41+ 0.88% |
$2.37K - $2.77K
|
4.69K
$273K
|
|
|
Oct 17, 2025
Q3 2025
|
Enzi Wealth
Austin, TX |
BUY
|
- |
146+ 1.34% |
$8.43K - $9.88K
|
11K
$640K
|
|
|
Oct 17, 2025
Q3 2025
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
6+ 0.98% |
$347 - $406
|
618
$35.9K
|
|
|
Oct 17, 2025
Q3 2025
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
107+ 1.87% |
$6.18K - $7.24K
|
5.82K
$338K
|
|
|
Oct 17, 2025
Q3 2025
|
Archford Capital Strategies, LLC
|
BUY
|
- |
3.17K+ 2.71% |
$183K - $215K
|
120K
$6.98M
|
|
|
Oct 17, 2025
Q3 2025
|
Coastwise Capital Group, LLC
La Jolla, CA |
SELL
|
- |
-2.02K- 33.67% |
$117K - $137K
|
3.98K
$231K
|
|
|
Oct 17, 2025
Q3 2025
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
929+ 10.49% |
$53.6K - $62.9K
|
9.78K
$569K
|
|
|
Oct 17, 2025
Q3 2025
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-300- 0.92% |
$17.3K - $20.3K
|
32.2K
$1.87M
|
|
|
Oct 17, 2025
Q3 2025
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
3.6KNew |
$208K - $243K
|
3.6K
$209K
|
|
|
Oct 17, 2025
Q3 2025
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
3.14KNew |
$182K - $213K
|
3.14K
$183K
|
|
|
Oct 17, 2025
Q3 2025
|
Ethic Inc.
New York, NY |
BUY
|
- |
8.94K+ 22.48% |
$516K - $605K
|
48.7K
$2.83M
|
|
|
Oct 17, 2025
Q3 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-104- 10.21% |
$6.01K - $7.04K
|
915
$53.2K
|
|