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 |
---|---|---|---|---|---|---|---|
May 14, 2024
Q1 2024
|
Duff & Phelps Investment Management CO
Chicago, IL |
BUY
|
- |
779+ 3.96% |
$30.9K - $35K
|
20.4K
$1.12M
|
|
May 14, 2024
Q1 2024
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
27.4KNew |
$1.09M - $1.23M
|
27.4K
$1.5M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-3.13K- 0.69% |
$124K - $141K
|
449K
$24.6M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
77.2K+ 22.07% |
$3.07M - $3.47M
|
427K
$23.4M
|
|
May 13, 2024
Q1 2024
|
Aureus Asset Management, LLC
Boston, MA |
SELL
|
- |
-905- 6.82% |
$36K - $40.7K
|
12.4K
$678K
|
|
May 13, 2024
Q1 2024
|
Gam Holding Ag
|
BUY
|
- |
134+ 0.06% |
$5.32K - $6.02K
|
209K
$11.4M
|
|
May 13, 2024
Q1 2024
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-10.5K- 67.56% |
$416K - $470K
|
5.03K
$276K
|
|
May 13, 2024
Q1 2024
|
Fwl Investment Management, LLC
|
BUY
|
- |
265New |
$10.5K - $11.9K
|
265
$14.5K
|
|
May 13, 2024
Q1 2024
|
Hap Trading, LLC
New York, NY |
BUY
|
- |
11.9KNew |
$472K - $534K
|
11.9K
$652K
|
|
May 13, 2024
Q1 2024
|
Cooper Creek Partners Management LLC
New York, NY |
BUY
|
- |
489KNew |
$19.4M - $22M
|
489K
$26.8M
|
|
May 13, 2024
Q1 2024
|
Bare Financial Services, Inc
Gap, PA |
SELL
|
- |
-284Closed |
$11.3K - $12.8K
|
0
$0
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-666- 94.74% |
$26.5K - $29.9K
|
37
$2.03K
|
|
May 13, 2024
Q1 2024
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-2.59K- 0.58% |
$103K - $116K
|
447K
$24.5M
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
7.44K+ 34.08% |
$296K - $334K
|
29.3K
$1.61M
|
|
May 13, 2024
Q1 2024
|
Tfo Tdc, LLC
|
SELL
|
- |
-6.06K- 99.88% |
$241K - $273K
|
7
$384
|
|
May 13, 2024
Q1 2024
|
Hc Advisors, LLC
|
BUY
|
- |
16+ 0.29% |
$636 - $719
|
5.56K
$305K
|
|
May 13, 2024
Q1 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-686- 9.9% |
$27.3K - $30.8K
|
6.25K
$343K
|
|
May 10, 2024
Q1 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
4.51KNew |
$179K - $203K
|
4.51K
$247K
|
|
May 10, 2024
Q1 2024
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
5.08K+ 28.94% |
$202K - $228K
|
22.6K
$1.24M
|
|
May 10, 2024
Q1 2024
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
100+ 24.75% |
$3.97K - $4.5K
|
504
$27.6K
|
|
May 10, 2024
Q1 2024
|
Hall Capital Management CO Inc
|
SELL
|
- |
-50- 0.82% |
$1.99K - $2.25K
|
6.03K
$330K
|
|
May 10, 2024
Q1 2024
|
Rockport Wealth LLC
Fairview Park, OH |
BUY
|
- |
4.93KNew |
$196K - $221K
|
4.93K
$270K
|
|
May 10, 2024
Q1 2024
|
B&D White Capital Company, LLC
|
SELL
|
- |
-333K- 78.76% |
$13.2M - $15M
|
89.9K
$4.93M
|
|
May 10, 2024
Q1 2024
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-144K- 7.91% |
$5.73M - $6.49M
|
1.68M
$92.2M
|
|
May 10, 2024
Q1 2024
|
Van Cleef Asset Management,Inc
Beachwood, OH |
BUY
|
- |
5+ 0.09% |
$199 - $225
|
5.38K
$295K
|
|
May 10, 2024
Q1 2024
|
Cercano Management LLC
Bellevue, WA |
BUY
|
- |
66.8K+ 722.02% |
$2.66M - $3M
|
76.1K
$4.17M
|
|
May 10, 2024
Q1 2024
|
Readystate Asset Management LP
Chicago, IL |
BUY
|
PUT |
21.9KNew |
$870K - $984K
|
21.9K
$1.2M
|
|
May 09, 2024
Q1 2024
|
Coho Partners, Ltd.
|
SELL
|
- |
-31.3K- 55.44% |
$1.24M - $1.41M
|
25.2K
$1.38M
|
|
May 09, 2024
Q1 2024
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-496- 4.63% |
$19.7K - $22.3K
|
10.2K
$561K
|
|
May 09, 2024
Q1 2024
|
Greatmark Investment Partners, Inc.
|
SELL
|
- |
-250- 2.73% |
$9.93K - $11.2K
|
8.92K
$489K
|
|
May 09, 2024
Q1 2024
|
Pinnacle Holdings, LLC
Tulsa, OK |
BUY
|
- |
2.32KNew |
$92.1K - $104K
|
2.32K
$127K
|
|
May 09, 2024
Q1 2024
|
Landscape Capital Management, L.L.C.
|
SELL
|
- |
-194K- 85.13% |
$7.7M - $8.71M
|
33.9K
$1.86M
|
|
May 09, 2024
Q1 2024
|
Journey Advisory Group, LLC
|
BUY
|
- |
200+ 3.93% |
$7.95K - $8.99K
|
5.29K
$290K
|
|
May 09, 2024
Q1 2024
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
SELL
|
- |
-395- 6.69% |
$15.7K - $17.8K
|
5.51K
$302K
|
|
May 09, 2024
Q1 2024
|
Taylor Hoffman Wealth Management
Richmond, VA |
SELL
|
- |
-160- 0.82% |
$6.36K - $7.19K
|
19.3K
$1.06M
|
|
May 09, 2024
Q1 2024
|
Councilmark Asset Management, LLC
Knoxville, TN |
BUY
|
- |
7.97KNew |
$316K - $358K
|
7.97K
$437K
|
|
May 08, 2024
Q1 2024
|
Cognios Beta Neutral Large Cap Fund, LP
Prairie Village, KS |
SELL
|
- |
-1.24K- 8.43% |
$49.2K - $55.6K
|
13.4K
$737K
|
|
May 08, 2024
Q1 2024
|
Bailard, Inc.
|
SELL
|
- |
-522- 3.14% |
$20.7K - $23.5K
|
16.1K
$882K
|
|
May 08, 2024
Q1 2024
|
Savoir Faire Capital Management, L.P.
Norwalk, CT |
SELL
|
- |
-63.9K- 43.74% |
$2.54M - $2.87M
|
82.1K
$4.51M
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
1.25K+ 7.02% |
$49.8K - $56.3K
|
19.1K
$1.05M
|
|
May 07, 2024
Q1 2024
|
Sather Financial Group Inc
|
SELL
|
- |
-51.9K- 33.33% |
$2.06M - $2.33M
|
104K
$5.69M
|
|
May 07, 2024
Q1 2024
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
5.43KNew |
$216K - $244K
|
5.43K
$298K
|
|
May 07, 2024
Q1 2024
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
188+ 2.1% |
$7.47K - $8.45K
|
9.15K
$502K
|
|
May 07, 2024
Q1 2024
|
Qsemble Capital Management, LP
New York, NY |
BUY
|
- |
10.2KNew |
$403K - $456K
|
10.2K
$557K
|
|
May 07, 2024
Q1 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
SELL
|
- |
-650- 3.21% |
$25.8K - $29.2K
|
19.6K
$1.07M
|
|
May 06, 2024
Q1 2024
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
SELL
|
- |
-1.13K- 14.05% |
$45K - $50.9K
|
6.93K
$380K
|
|
May 06, 2024
Q1 2024
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
159New |
$6.32K - $7.15K
|
159
$8.72K
|
|
May 03, 2024
Q1 2024
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
7New |
$278 - $315
|
7
$384
|
|
May 03, 2024
Q1 2024
|
Team Hewins, LLC
Redwood City, CA |
SELL
|
- |
-1.62K- 12.67% |
$64.5K - $73K
|
11.2K
$614K
|
|
May 03, 2024
Q1 2024
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
13.4KNew |
$533K - $603K
|
13.4K
$735K
|