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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2023
Q3 2023
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
6.62KNew |
$277K - $305K
|
6.62K
$370K
|
|
|
Nov 13, 2023
Q3 2023
|
Gfg Capital, LLC
|
BUY
|
- |
146KNew |
$6.13M - $6.75M
|
146K
$8.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
680+ 11.02% |
$28.5K - $31.3K
|
6.85K
$384K
|
|
|
Nov 13, 2023
Q3 2023
|
Thornburg Investment Management Inc
|
SELL
|
- |
-35.3K- 15.82% |
$1.48M - $1.63M
|
188K
$10.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-2.47K- 24.4% |
$104K - $114K
|
7.66K
$429K
|
|
|
Nov 13, 2023
Q3 2023
|
Strategic Advocates LLC
Logan, UT |
BUY
|
- |
5.51KNew |
$231K - $254K
|
5.51K
$309K
|
|
|
Nov 13, 2023
Q3 2023
|
Provence Wealth Management Group
|
SELL
|
- |
-1.77K- 22.04% |
$74K - $81.3K
|
6.24K
$350K
|
|
|
Nov 13, 2023
Q3 2023
|
Rock Creek Group, LP
|
SELL
|
- |
-360- 19.05% |
$15.1K - $16.6K
|
1.53K
$85.7K
|
|
|
Nov 13, 2023
Q3 2023
|
Gyroscope Capital Management Group, LLC
|
BUY
|
- |
11.1KNew |
$466K - $512K
|
11.1K
$623K
|
|
|
Nov 13, 2023
Q3 2023
|
Clari Vest Asset Management LLC
San Diego, CA |
BUY
|
- |
20New |
$838 - $922
|
20
$1.12K
|
|
|
Nov 13, 2023
Q3 2023
|
Front Barnett Associates LLC
Chicago, IL |
SELL
|
- |
-258- 3.44% |
$10.8K - $11.9K
|
7.25K
$406K
|
|
|
Nov 13, 2023
Q3 2023
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
49+ 2.24% |
$2.05K - $2.26K
|
2.24K
$125K
|
|
|
Nov 13, 2023
Q3 2023
|
Garda Capital Partners LP
Wayzata, MN |
BUY
|
- |
16KNew |
$672K - $739K
|
16K
$898K
|
|
|
Nov 13, 2023
Q3 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-3.96KClosed |
$166K - $183K
|
0
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Syntax Advisors, LLC
New York, NY |
BUY
|
- |
280+ 3.46% |
$11.7K - $12.9K
|
8.38K
$469K
|
|
|
Nov 13, 2023
Q3 2023
|
Woodley Farra Manion Portfolio Management Inc
|
SELL
|
- |
-8.03K- 11.02% |
$336K - $370K
|
64.9K
$3.63M
|
|
|
Nov 09, 2023
Q3 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-435- 74.11% |
$18.2K - $20K
|
152
$8.51K
|
|
|
Nov 09, 2023
Q3 2023
|
Thompson Davis & Co., Inc.
|
SELL
|
- |
-58- 1.14% |
$2.43K - $2.67K
|
5.05K
$283K
|
|
|
Nov 09, 2023
Q3 2023
|
Antonetti Capital Management LLC
|
BUY
|
- |
2.5K+ 82.1% |
$105K - $115K
|
5.55K
$311K
|
|
|
Nov 09, 2023
Q3 2023
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
475New |
$19.9K - $21.9K
|
475
$26.6K
|
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
118+ 4.08% |
$4.94K - $5.44K
|
3.01K
$169K
|
|
|
Nov 08, 2023
Q3 2023
|
United Bank
Vienna, VA |
BUY
|
- |
64+ 0.56% |
$2.68K - $2.95K
|
11.6K
$647K
|
|
|
Nov 08, 2023
Q3 2023
|
Keeley Teton Advisors, LLC
Chicago, IL |
BUY
|
- |
6.12KNew |
$256K - $282K
|
6.12K
$343K
|
|
|
Nov 07, 2023
Q3 2023
|
First Fiduciary Investment Counsel, Inc.
|
BUY
|
- |
4.01K+ 2.64% |
$168K - $185K
|
156K
$8.74M
|
|
|
Nov 07, 2023
Q3 2023
|
Fort Pitt Capital Group, LLC
|
BUY
|
- |
379+ 8.21% |
$15.9K - $17.5K
|
5K
$280K
|
|
|
Nov 07, 2023
Q3 2023
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
96+ 1.8% |
$4.02K - $4.42K
|
5.42K
$304K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-8.69K- 2.66% |
$364K - $400K
|
318K
$17.8M
|
|
|
Nov 06, 2023
Q3 2023
|
Star Financial Bank
Fort Wayne, IN |
SELL
|
- |
-66- 1.14% |
$2.77K - $3.04K
|
5.72K
$320K
|
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
5New |
$210 - $230
|
5
$280
|
|
|
Nov 03, 2023
Q3 2023
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
95+ 2.01% |
$3.98K - $4.38K
|
4.82K
$270K
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
CALL |
36.3KNew |
$1.52M - $1.67M
|
36.3K
$2.03M
|
|
|
Nov 01, 2023
Q3 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
3.6KNew |
$151K - $166K
|
3.6K
$202K
|
|
|
Oct 31, 2023
Q3 2023
|
Foundation Wealth Management, LLC
Clayton, MO |
SELL
|
- |
-27- 0.28% |
$1.13K - $1.24K
|
9.6K
$538K
|
|
|
Oct 31, 2023
Q3 2023
|
First Interstate Bank
Billings, MT |
BUY
|
- |
100+ 1.81% |
$4.19K - $4.61K
|
5.63K
$315K
|
|
|
Oct 31, 2023
Q3 2023
|
Wealth Advisors Of Tampa Bay, LLC
|
BUY
|
- |
4.94KNew |
$207K - $228K
|
4.94K
$276K
|
|
|
Oct 31, 2023
Q3 2023
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
10.1K+ 21.76% |
$422K - $464K
|
56.3K
$3.15M
|
|
|
Oct 31, 2023
Q3 2023
|
Physicians Financial Services, Inc.
Raleigh, NC |
SELL
|
- |
-300- 4.7% |
$12.6K - $13.8K
|
6.08K
$340K
|
|
|
Oct 31, 2023
Q3 2023
|
Kendall Capital Management
|
SELL
|
- |
-600- 3.97% |
$25.1K - $27.7K
|
14.5K
$812K
|
|
|
Oct 30, 2023
Q3 2023
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-374- 6.68% |
$15.7K - $17.2K
|
5.22K
$292K
|
|
|
Oct 27, 2023
Q3 2023
|
Dubuque Bank & Trust CO
|
BUY
|
- |
511+ 9.49% |
$21.4K - $23.6K
|
5.89K
$330K
|
|
|
Oct 27, 2023
Q3 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
300+ 122.45% |
$12.6K - $13.8K
|
545
$30.5K
|
|
|
Oct 27, 2023
Q3 2023
|
Alterity Financial Group, LLC
Bangor, ME |
SELL
|
- |
-75- 1.34% |
$3.14K - $3.46K
|
5.51K
$309K
|
|
|
Oct 26, 2023
Q3 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
39New |
$1.63K - $1.8K
|
39
$2.18K
|
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-666- 3.04% |
$27.9K - $30.7K
|
21.3K
$1.19M
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
6.72K+ 10.54% |
$282K - $310K
|
70.5K
$3.95M
|
|
|
Oct 25, 2023
Q3 2023
|
Calamos Wealth Management LLC
|
BUY
|
- |
300+ 4.73% |
$12.6K - $13.8K
|
6.64K
$372K
|
|
|
Oct 25, 2023
Q3 2023
|
Grandfield & Dodd, LLC
|
SELL
|
- |
-2.6K- 25.45% |
$109K - $120K
|
7.6K
$426K
|
|
|
Oct 24, 2023
Q3 2023
|
Nadler Financial Group, Inc.
|
BUY
|
- |
11+ 0.21% |
$461 - $507
|
5.31K
$297K
|
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
725New |
$30.4K - $33.4K
|
725
$40.6K
|
|
|
Oct 23, 2023
Q3 2023
|
Toews Corp
|
BUY
|
- |
18.6KNew |
$779K - $857K
|
18.6K
$1.04M
|