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, 2024
Q4 2023
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
SELL
|
- |
-578- 16.47% |
$22.7K - $25K
|
2.93K
$164K
|
|
|
Jan 19, 2024
Q4 2023
|
Great Waters Wealth Management
Minneapolis, MN |
BUY
|
- |
1+ 0.02% |
$39.3 - $43.2
|
5.44K
$304K
|
|
|
Jan 18, 2024
Q4 2023
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-252- 71.59% |
$9.89K - $10.9K
|
100
$5.6K
|
|
|
Jan 17, 2024
Q4 2023
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
15.2KNew |
$596K - $656K
|
15.2K
$851K
|
|
|
Jan 17, 2024
Q4 2023
|
West Oak Capital, LLC
|
SELL
|
- |
-100- 3.52% |
$3.93K - $4.32K
|
2.74K
$153K
|
|
|
Jan 16, 2024
Q4 2023
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-250- 18.33% |
$9.82K - $10.8K
|
1.11K
$62.4K
|
|
|
Jan 16, 2024
Q4 2023
|
Ulland Investment Advisors, LLC
|
SELL
|
- |
-170- 18.64% |
$6.67K - $7.34K
|
742
$41.6K
|
|
|
Jan 16, 2024
Q4 2023
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
6.95KNew |
$273K - $300K
|
6.95K
$389K
|
|
|
Jan 12, 2024
Q4 2023
|
Advisor Resource Council
|
BUY
|
- |
12.4KNew |
$488K - $537K
|
12.4K
$696K
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
17+ 0.31% |
$667 - $734
|
5.49K
$307K
|
|
|
Jan 11, 2024
Q4 2023
|
Ervin Investment Management, LLC
|
SELL
|
- |
-100- 1.72% |
$3.93K - $4.32K
|
5.7K
$319K
|
|
|
Jan 11, 2024
Q4 2023
|
West Coast Financial LLC
|
BUY
|
- |
5.45KNew |
$214K - $235K
|
5.45K
$305K
|
|
|
Jan 10, 2024
Q4 2023
|
First Community Trust Na
|
SELL
|
- |
-30- 2.26% |
$1.18K - $1.3K
|
1.3K
$72.8K
|
|
|
Jan 10, 2024
Q4 2023
|
Northstar Group, Inc.
|
SELL
|
- |
-204- 3.75% |
$8.01K - $8.81K
|
5.23K
$293K
|
|
|
Jan 09, 2024
Q4 2023
|
Perkins Coie Trust CO
|
SELL
|
- |
-55- 3.63% |
$2.16K - $2.38K
|
1.46K
$81.8K
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-2.36K- 3.5% |
$92.6K - $102K
|
65.1K
$3.65M
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-1.3K- 6.71% |
$51.1K - $56.2K
|
18.1K
$1.01M
|
|
|
Jan 08, 2024
Q4 2023
|
Fluent Financial, LLC
|
SELL
|
- |
-78- 0.08% |
$3.06K - $3.37K
|
103K
$5.77M
|
|
|
Jan 04, 2024
Q4 2023
|
Pensionfund Sabic
|
SELL
|
- |
-37KClosed |
$1.45M - $1.6M
|
0
$0
|
|
|
Jan 04, 2024
Q4 2023
|
Hwg Holdings LP
Houston, TX |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q3 2023 | |||||||
|
Apr 24, 2024
Q3 2023
|
Bulltick Wealth Management, LLC
Miami, FL |
SELL
|
- |
-5.1KClosed |
$214K - $235K
|
0
$0
|
|
|
Mar 06, 2024
Q3 2023
|
Sentry LLC
Memphis, TN |
SELL
|
- |
-1.05K- 11.62% |
$44K - $48.4K
|
7.99K
$447K
|
|
|
Jan 02, 2024
Q3 2023
|
Virginia Retirement Systems Et Al
Richmond, VA |
BUY
|
- |
52.2K+ 4.12% |
$2.19M - $2.41M
|
1.32M
$73.8M
|
|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
1.78KNew |
$74.7K - $82.1K
|
1.78K
$99.8K
|
|
|
Nov 21, 2023
Q3 2023
|
Carlson Capital Management
|
BUY
|
- |
31+ 0.64% |
$1.3K - $1.43K
|
4.91K
$275K
|
|
|
Nov 17, 2023
Q3 2023
|
Spartan Planning & Wealth Management
Greensboro, NC |
SELL
|
- |
-282- 98.26% |
$11.8K - $13K
|
5
$280
|
|
|
Nov 16, 2023
Q3 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
SELL
|
- |
-64- 46.38% |
$2.68K - $2.95K
|
74
$4.14K
|
|
|
Nov 15, 2023
Q3 2023
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
36+ 9.33% |
$1.51K - $1.66K
|
422
$23.6K
|
|
|
Nov 15, 2023
Q3 2023
|
Owen La Rue, LLC
Elizabethtown, KY |
SELL
|
- |
-159- 2.61% |
$6.66K - $7.33K
|
5.94K
$332K
|
|
|
Nov 14, 2023
Q3 2023
|
Flaharty Asset Management, LLC
|
BUY
|
- |
377New |
$15.8K - $17.4K
|
377
$21.1K
|
|
|
Nov 14, 2023
Q3 2023
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-119- 2.72% |
$4.99K - $5.48K
|
4.25K
$238K
|
|
|
Nov 14, 2023
Q3 2023
|
Tiedemann Advisors, LLC
|
BUY
|
- |
6.15KNew |
$257K - $283K
|
6.15K
$344K
|
|
|
Nov 14, 2023
Q3 2023
|
Arvest Trust CO N A
Rogers, AR |
SELL
|
- |
-78- 1.55% |
$3.27K - $3.6K
|
4.96K
$277K
|
|
|
Nov 14, 2023
Q3 2023
|
Element Capital Management LLC
New York, NY |
SELL
|
- |
-35.9K- 16.43% |
$1.5M - $1.65M
|
182K
$10.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
SELL
|
- |
-859- 11.71% |
$36K - $39.6K
|
6.47K
$363K
|
|
|
Nov 14, 2023
Q3 2023
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
BUY
|
- |
6.59K+ 144.25% |
$276K - $304K
|
11.2K
$624K
|
|
|
Nov 14, 2023
Q3 2023
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
2.14K+ 9.19% |
$89.5K - $98.4K
|
25.4K
$1.42M
|
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna Fundamental Investments, LLC
Bala Cynwyd, PA |
SELL
|
- |
-179K- 64.37% |
$7.51M - $8.26M
|
99.1K
$5.55M
|
|
|
Nov 14, 2023
Q3 2023
|
Ellerson Group Inc /Adv
Annapolis, MD |
BUY
|
- |
1.38K+ 29.57% |
$57.6K - $63.4K
|
6.03K
$337K
|
|
|
Nov 14, 2023
Q3 2023
|
Syntax Research, Inc.
Boca Raton, FL |
BUY
|
- |
250New |
$10.5K - $11.5K
|
250
$14K
|
|
|
Nov 14, 2023
Q3 2023
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-9- 0.04% |
$377 - $415
|
25.2K
$1.41M
|
|
|
Nov 14, 2023
Q3 2023
|
Bayesian Capital Management, LP
Brooklyn, NY |
BUY
|
- |
8.63K+ 121.94% |
$361K - $398K
|
15.7K
$879K
|
|
|
Nov 14, 2023
Q3 2023
|
Holocene Advisors, LP
New York, NY |
BUY
|
- |
30K+ 15.21% |
$1.26M - $1.38M
|
227K
$12.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Marshall Wace, LLP
London, X0 |
SELL
|
- |
-185K- 78.2% |
$7.76M - $8.54M
|
51.6K
$2.89M
|
|
|
Nov 14, 2023
Q3 2023
|
Lee Ainslie
Maverick Capital LTD | Dallas, Tx
|
SELL
|
- |
-37.2K- 83.45% |
$1.56M - $1.71M
|
7.38K
$413K
|
|
|
Nov 14, 2023
Q3 2023
|
Twinbeech Capital LP
Purchase, NY |
BUY
|
- |
2.98K+ 7.96% |
$125K - $137K
|
40.5K
$2.27M
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-644- 2.69% |
$27K - $29.7K
|
23.3K
$1.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Terrapin Asset Management, LLC
Miami, FL |
BUY
|
CALL |
14KNew |
$587K - $645K
|
14K
$784K
|
|
|
Nov 14, 2023
Q3 2023
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-48- 0.85% |
$2.01K - $2.21K
|
5.62K
$315K
|
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
1.42K+ 71.4% |
$59.4K - $65.4K
|
3.4K
$191K
|
|