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 03, 2024
Q1 2024
|
Gold Investment Management Ltd.
Edmonton, A0 |
SELL
|
- |
-8.95KClosed |
$356K - $402K
|
0
$0
|
|
|
May 03, 2024
Q1 2024
|
Broderick Brian C
|
BUY
|
- |
4.82KNew |
$192K - $217K
|
4.82K
$264K
|
|
|
May 02, 2024
Q1 2024
|
En Rich Financial Partners LLC
Madison, WI |
BUY
|
- |
262New |
$10.4K - $11.8K
|
262
$14.4K
|
|
|
May 01, 2024
Q1 2024
|
Palisade Asset Management, LLC
|
BUY
|
- |
150New |
$5.96K - $6.74K
|
150
$8.23K
|
|
|
May 01, 2024
Q1 2024
|
Smith Shellnut Wilson LLC
|
BUY
|
- |
77+ 1.07% |
$3.06K - $3.46K
|
7.24K
$397K
|
|
|
May 01, 2024
Q1 2024
|
Vaughan & CO Securities, Inc.
|
SELL
|
- |
-63- 0.59% |
$2.5K - $2.83K
|
10.6K
$582K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-2.76K- 3.32% |
$110K - $124K
|
80.4K
$4.41M
|
|
|
May 01, 2024
Q1 2024
|
Bnp Paribas
New York, NY |
BUY
|
- |
630New |
$25K - $28.3K
|
630
$34.6K
|
|
|
Apr 30, 2024
Q1 2024
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
SELL
|
- |
-800- 5.82% |
$31.8K - $36K
|
13K
$710K
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
BUY
|
- |
4+ 0.07% |
$159 - $180
|
5.72K
$313K
|
|
|
Apr 30, 2024
Q1 2024
|
Dorchester Wealth Management CO
|
BUY
|
- |
6+ 0.05% |
$238 - $270
|
13.1K
$721K
|
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
10.2KNew |
$405K - $458K
|
10.2K
$559K
|
|
|
Apr 30, 2024
Q1 2024
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
4.7KNew |
$187K - $211K
|
4.7K
$258K
|
|
|
Apr 30, 2024
Q1 2024
|
West Bancorporation Inc
|
SELL
|
- |
-189- 2.92% |
$7.51K - $8.5K
|
6.28K
$344K
|
|
|
Apr 29, 2024
Q1 2024
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-200- 3.41% |
$7.95K - $8.99K
|
5.66K
$311K
|
|
|
Apr 29, 2024
Q1 2024
|
C2 C Wealth Management, LLC
|
SELL
|
- |
-400- 4.14% |
$15.9K - $18K
|
9.25K
$507K
|
|
|
Apr 29, 2024
Q1 2024
|
Sonata Capital Group Inc
|
BUY
|
- |
4.86KNew |
$193K - $219K
|
4.86K
$267K
|
|
|
Apr 26, 2024
Q1 2024
|
Coastline Trust CO
|
BUY
|
- |
4.6KNew |
$183K - $207K
|
4.6K
$252K
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
2.24KNew |
$88.9K - $101K
|
2.24K
$123K
|
|
|
Apr 26, 2024
Q1 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
225New |
$8.94K - $10.1K
|
225
$12.3K
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Advisors LLC
Winchester, TN |
SELL
|
- |
-160- 2.37% |
$6.36K - $7.19K
|
6.58K
$361K
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-821- 7.86% |
$32.6K - $36.9K
|
9.63K
$528K
|
|
|
Apr 25, 2024
Q1 2024
|
Bank Of New York Mellon Corp
New York, NY |
SELL
|
- |
-30.9K- 0.21% |
$1.23M - $1.39M
|
14.7M
$804M
|
|
|
Apr 25, 2024
Q1 2024
|
Triumph Capital Management
|
BUY
|
- |
250+ 1.62% |
$9.93K - $11.2K
|
15.7K
$861K
|
|
|
Apr 24, 2024
Q1 2024
|
Lee Financial Group Hawaii, Inc.
Honolulu, HI |
BUY
|
- |
591+ 4.4% |
$23.5K - $26.6K
|
14K
$769K
|
|
|
Apr 24, 2024
Q1 2024
|
Telos Capital Management, Inc.
|
SELL
|
- |
-1.75K- 20.42% |
$69.5K - $78.7K
|
6.82K
$374K
|
|
|
Apr 23, 2024
Q1 2024
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-3.25K- 20.74% |
$129K - $146K
|
12.4K
$681K
|
|
|
Apr 22, 2024
Q1 2024
|
Wendell David Associates Inc
|
SELL
|
- |
-350- 5.15% |
$13.9K - $15.7K
|
6.45K
$354K
|
|
|
Apr 22, 2024
Q1 2024
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-20- 11.76% |
$795 - $899
|
150
$8.23K
|
|
|
Apr 22, 2024
Q1 2024
|
Clarus Group, Inc.
|
BUY
|
- |
8+ 0.13% |
$318 - $360
|
6.36K
$349K
|
|
|
Apr 22, 2024
Q1 2024
|
Kessler Investment Group, LLC
|
BUY
|
- |
331New |
$13.2K - $14.9K
|
331
$18.2K
|
|
|
Apr 22, 2024
Q1 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
8.92KNew |
$354K - $401K
|
8.92K
$489K
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
- |
-41K- 97.03% |
$1.63M - $1.84M
|
1.25K
$68.8K
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
CALL |
-14.7K- 90.18% |
$584K - $661K
|
1.6K
$87.8K
|
|
|
Apr 19, 2024
Q1 2024
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
1.73K+ 12.0% |
$68.6K - $77.6K
|
16.1K
$884K
|
|
|
Apr 19, 2024
Q1 2024
|
Westside Investment Management, Inc.
|
SELL
|
- |
-600- 14.12% |
$23.8K - $27K
|
3.65K
$200K
|
|
|
Apr 19, 2024
Q1 2024
|
Red Tortoise LLC
Atlanta, GA |
SELL
|
- |
-48- 32.43% |
$1.91K - $2.16K
|
100
$5.49K
|
|
|
Apr 18, 2024
Q1 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
1.78K+ 111.24% |
$70.8K - $80.1K
|
3.38K
$186K
|
|
|
Apr 18, 2024
Q1 2024
|
Manchester Financial Inc
|
SELL
|
- |
-10- 0.17% |
$397 - $450
|
5.75K
$315K
|
|
|
Apr 18, 2024
Q1 2024
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
5.24KNew |
$208K - $235K
|
5.24K
$287K
|
|
|
Apr 17, 2024
Q1 2024
|
Bremer Bank National Association
|
BUY
|
- |
108+ 1.97% |
$4.29K - $4.85K
|
5.58K
$306K
|
|
|
Apr 17, 2024
Q1 2024
|
Criterion Capital Advisors, LLC
Nashville, TN |
SELL
|
- |
-32- 4.7% |
$1.27K - $1.44K
|
649
$35.6K
|
|
|
Apr 17, 2024
Q1 2024
|
Citizens Business Bank
Ontario, CA |
BUY
|
- |
7.29KNew |
$289K - $327K
|
7.29K
$400K
|
|
|
Apr 16, 2024
Q1 2024
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
5+ 0.05% |
$199 - $225
|
10.2K
$561K
|
|
|
Apr 15, 2024
Q1 2024
|
Security National Bank
|
SELL
|
- |
-310- 13.67% |
$12.3K - $13.9K
|
1.96K
$107K
|
|
|
Apr 15, 2024
Q1 2024
|
Atlas Private Wealth Management
|
SELL
|
- |
-400- 7.55% |
$15.9K - $18K
|
4.9K
$269K
|
|
|
Apr 15, 2024
Q1 2024
|
S.A. Mason LLC
|
BUY
|
- |
65+ 4.33% |
$2.58K - $2.92K
|
1.57K
$85.8K
|
|
|
Apr 12, 2024
Q1 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
81.5KNew |
$3.24M - $3.66M
|
81.5K
$4.47M
|
|
|
Apr 12, 2024
Q1 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
426New |
$16.9K - $19.1K
|
426
$23.4K
|
|
|
Apr 12, 2024
Q1 2024
|
Worth Asset Management, LLC
|
BUY
|
- |
4.7KNew |
$187K - $211K
|
4.7K
$258K
|