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 |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2024
Q2 2024
|
Sanctuary Wealth Management, L.L.C.
|
SELL
|
- |
-1.44K- 70.12% |
$58.7K - $67.5K
|
614
$36.6K
|
|
|
Aug 08, 2024
Q2 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
200+ 18.47% |
$8.15K - $9.37K
|
1.28K
$76.5K
|
|
|
Aug 08, 2024
Q2 2024
|
Abbrea Capital, LLC
|
SELL
|
- |
-250- 3.91% |
$10.2K - $11.7K
|
6.14K
$366K
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-13.3K- 70.84% |
$543K - $623K
|
5.48K
$327K
|
|
|
Aug 07, 2024
Q2 2024
|
Edgemoor Investment Advisors, Inc.
|
SELL
|
- |
-151- 2.61% |
$6.15K - $7.07K
|
5.63K
$335K
|
|
|
Aug 07, 2024
Q2 2024
|
Parthenon LLC
|
BUY
|
- |
32+ 0.06% |
$1.3K - $1.5K
|
49.3K
$2.94M
|
|
|
Aug 07, 2024
Q2 2024
|
Alaska Permanent Fund Corp
Juneau, AK |
BUY
|
- |
4.84K+ 8.19% |
$197K - $227K
|
63.9K
$3.81M
|
|
|
Aug 06, 2024
Q2 2024
|
Isthmus Partners, LLC
Madison, WI |
BUY
|
- |
522New |
$21.3K - $24.4K
|
522
$31.1K
|
|
|
Aug 06, 2024
Q2 2024
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-46- 7.15% |
$1.87K - $2.15K
|
597
$35.6K
|
|
|
Aug 05, 2024
Q2 2024
|
Stonehage Fleming Financial Services Holdings LTD
|
SELL
|
- |
-15.7K- 69.75% |
$641K - $736K
|
6.82K
$406K
|
|
|
Aug 02, 2024
Q2 2024
|
Donald Yacktman
Yacktman Asset Management LP
|
SELL
|
- |
-900- 15.52% |
$36.7K - $42.1K
|
4.9K
$292K
|
|
|
Aug 02, 2024
Q2 2024
|
First Business Financial Services, Inc.
|
SELL
|
- |
-1K- 12.32% |
$40.8K - $46.8K
|
7.12K
$424K
|
|
|
Aug 02, 2024
Q2 2024
|
Icapital Wealth LLC
Walnut Creek, CA |
BUY
|
- |
10KNew |
$408K - $468K
|
10K
$596K
|
|
|
Aug 01, 2024
Q2 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
BUY
|
- |
6.56KNew |
$267K - $307K
|
6.56K
$391K
|
|
|
Jul 31, 2024
Q2 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
24+ 24.0% |
$978 - $1.12K
|
124
$7.39K
|
|
|
Jul 30, 2024
Q2 2024
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-55- 0.77% |
$2.24K - $2.58K
|
7.11K
$424K
|
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
SELL
|
- |
-80- 20.78% |
$3.26K - $3.75K
|
305
$18.2K
|
|
|
Jul 30, 2024
Q2 2024
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
60New |
$2.45K - $2.81K
|
60
$3.58K
|
|
|
Jul 29, 2024
Q2 2024
|
Hosking Partners LLP
|
SELL
|
- |
-1.82K- 3.52% |
$74.1K - $85.1K
|
49.8K
$2.97M
|
|
|
Jul 25, 2024
Q2 2024
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
198+ 5.26% |
$8.07K - $9.27K
|
3.97K
$236K
|
|
|
Jul 25, 2024
Q2 2024
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
BUY
|
- |
50New |
$2.04K - $2.34K
|
50
$2.98K
|
|
|
Jul 25, 2024
Q2 2024
|
Hyman Charles D
|
SELL
|
- |
-5.92K- 5.54% |
$241K - $277K
|
101K
$6.02M
|
|
|
Jul 25, 2024
Q2 2024
|
Gratus Capital LLC
|
BUY
|
- |
16.8K+ 186.38% |
$686K - $789K
|
25.9K
$1.54M
|
|
|
Jul 24, 2024
Q2 2024
|
Monarch Capital Management Inc
|
SELL
|
- |
-122- 1.18% |
$4.97K - $5.71K
|
10.2K
$607K
|
|
|
Jul 24, 2024
Q2 2024
|
Edge Rock Capital LLC
|
BUY
|
- |
1.29KNew |
$52.4K - $60.2K
|
1.29K
$76.6K
|
|
|
Jul 24, 2024
Q2 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
1.84KNew |
$74.8K - $86K
|
1.84K
$109K
|
|
|
Jul 23, 2024
Q2 2024
|
Cultivar Capital, Inc.
Denton, TX |
BUY
|
- |
450New |
$18.3K - $21.1K
|
450
$26.8K
|
|
|
Jul 23, 2024
Q2 2024
|
Tevis Investment Management
|
BUY
|
- |
100+ 0.78% |
$4.08K - $4.68K
|
12.9K
$767K
|
|
|
Jul 19, 2024
Q2 2024
|
Hoyle Cohen, LLC
|
BUY
|
- |
1.73K+ 8.78% |
$70.4K - $80.9K
|
21.4K
$1.28M
|
|
|
Jul 19, 2024
Q2 2024
|
Central Bank & Trust CO
|
SELL
|
- |
-90- 3.62% |
$3.67K - $4.21K
|
2.4K
$143K
|
|
|
Jul 19, 2024
Q2 2024
|
Williams Financial, LLC
Bennington, VT |
BUY
|
- |
5.2KNew |
$212K - $244K
|
5.2K
$310K
|
|
|
Jul 19, 2024
Q2 2024
|
Greylin Investment Mangement Inc
|
BUY
|
- |
4.84K+ 2.31% |
$197K - $227K
|
215K
$12.8M
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
2.35K+ 134.15% |
$95.7K - $110K
|
4.1K
$244K
|
|
|
Jul 17, 2024
Q2 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
4.55KNew |
$185K - $213K
|
4.55K
$271K
|
|
|
Jul 16, 2024
Q2 2024
|
Holland Advisory Services, Inc.
|
BUY
|
- |
161+ 2.13% |
$6.56K - $7.54K
|
7.71K
$460K
|
|
|
Jul 16, 2024
Q2 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
5.13KNew |
$209K - $240K
|
5.13K
$306K
|
|
|
Jul 16, 2024
Q2 2024
|
Midwest Financial Group LLC
Overland Park, KS |
SELL
|
- |
-75- 1.36% |
$3.06K - $3.51K
|
5.45K
$325K
|
|
|
Jul 15, 2024
Q2 2024
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
158KNew |
$6.42M - $7.38M
|
158K
$9.4M
|
|
|
Jul 15, 2024
Q2 2024
|
Baxter Bros Inc
|
BUY
|
- |
4.4KNew |
$179K - $206K
|
4.4K
$262K
|
|
|
Jul 12, 2024
Q2 2024
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
2.12KNew |
$86.2K - $99K
|
2.12K
$126K
|
|
|
Jul 12, 2024
Q2 2024
|
Pointe Capital Management LLC
|
SELL
|
- |
-178- 3.61% |
$7.25K - $8.34K
|
4.75K
$283K
|
|
|
Jul 12, 2024
Q2 2024
|
Optimum Investment Advisors
|
SELL
|
- |
-1K- 11.53% |
$40.8K - $46.8K
|
7.68K
$458K
|
|
|
Jul 10, 2024
Q2 2024
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-423- 12.18% |
$17.2K - $19.8K
|
3.05K
$182K
|
|
|
Jul 10, 2024
Q2 2024
|
Atwood & Palmer Inc
|
SELL
|
- |
-37- 0.76% |
$1.51K - $1.73K
|
4.81K
$287K
|
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
975New |
$39.7K - $45.7K
|
975
$58.1K
|
|
|
Jul 09, 2024
Q2 2024
|
Adirondack Trust CO
|
BUY
|
- |
201+ 5.95% |
$8.19K - $9.41K
|
3.58K
$213K
|
|
|
Jul 09, 2024
Q2 2024
|
Northwest Capital Management Inc
|
SELL
|
- |
-322- 45.48% |
$13.1K - $15.1K
|
386
$23K
|
|
|
Jul 08, 2024
Q2 2024
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
BUY
|
- |
10New |
$408 - $468
|
10
$596
|
|
|
Jul 08, 2024
Q2 2024
|
Marathon Strategic Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
12.1KNew |
$494K - $568K
|
12.1K
$723K
|
|
|
Jul 08, 2024
Q2 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-424- 60.83% |
$17.3K - $19.9K
|
273
$16.3K
|