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 09, 2024
Q1 2024
|
Coho Partners, Ltd.
|
SELL
|
- |
-31.3K- 55.44% |
$1.24M - $1.41M
|
25.2K
$1.5M
|
|
|
May 09, 2024
Q1 2024
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-496- 4.63% |
$19.7K - $22.3K
|
10.2K
$608K
|
|
|
May 09, 2024
Q1 2024
|
Greatmark Investment Partners, Inc.
|
SELL
|
- |
-250- 2.73% |
$9.93K - $11.2K
|
8.92K
$530K
|
|
|
May 09, 2024
Q1 2024
|
Pinnacle Holdings, LLC
Tulsa, OK |
BUY
|
- |
2.32KNew |
$92.1K - $104K
|
2.32K
$138K
|
|
|
May 09, 2024
Q1 2024
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
SELL
|
- |
-395- 6.69% |
$15.7K - $17.8K
|
5.51K
$328K
|
|
|
May 09, 2024
Q1 2024
|
Taylor Hoffman Wealth Management
Richmond, VA |
SELL
|
- |
-160- 0.82% |
$6.36K - $7.19K
|
19.3K
$1.15M
|
|
|
May 09, 2024
Q1 2024
|
Councilmark Asset Management, LLC
Knoxville, TN |
BUY
|
- |
7.97KNew |
$316K - $358K
|
7.97K
$473K
|
|
|
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
$799K
|
|
|
May 08, 2024
Q1 2024
|
Bailard, Inc.
|
SELL
|
- |
-522- 3.14% |
$20.7K - $23.5K
|
16.1K
$956K
|
|
|
May 08, 2024
Q1 2024
|
Savoir Faire Capital Management, L.P.
Norwalk, CT |
SELL
|
- |
-63.9K- 43.74% |
$2.54M - $2.87M
|
82.1K
$4.88M
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
1.25K+ 7.02% |
$49.8K - $56.3K
|
19.1K
$1.13M
|
|
|
May 07, 2024
Q1 2024
|
Sather Financial Group Inc
|
SELL
|
- |
-51.9K- 33.33% |
$2.06M - $2.33M
|
104K
$6.17M
|
|
|
May 07, 2024
Q1 2024
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
5.43KNew |
$216K - $244K
|
5.43K
$323K
|
|
|
May 07, 2024
Q1 2024
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
188+ 2.1% |
$7.47K - $8.45K
|
9.15K
$544K
|
|
|
May 07, 2024
Q1 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
SELL
|
- |
-650- 3.21% |
$25.8K - $29.2K
|
19.6K
$1.16M
|
|
|
May 06, 2024
Q1 2024
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
SELL
|
- |
-1.13K- 14.05% |
$45K - $50.9K
|
6.93K
$412K
|
|
|
May 06, 2024
Q1 2024
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
159New |
$6.32K - $7.15K
|
159
$9.45K
|
|
|
May 03, 2024
Q1 2024
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
7New |
$278 - $315
|
7
$416
|
|
|
May 03, 2024
Q1 2024
|
Team Hewins, LLC
Redwood City, CA |
SELL
|
- |
-1.62K- 12.67% |
$64.5K - $73K
|
11.2K
$665K
|
|
|
May 03, 2024
Q1 2024
|
Gold Investment Management Ltd.
Edmonton, A0 |
SELL
|
- |
-8.95KClosed |
$356K - $402K
|
0
$0
|
|
|
May 02, 2024
Q1 2024
|
En Rich Financial Partners LLC
Madison, WI |
BUY
|
- |
262New |
$10.4K - $11.8K
|
262
$15.6K
|
|
|
May 01, 2024
Q1 2024
|
Palisade Asset Management, LLC
|
BUY
|
- |
150New |
$5.96K - $6.74K
|
150
$8.92K
|
|
|
May 01, 2024
Q1 2024
|
Vaughan & CO Securities, Inc.
|
SELL
|
- |
-63- 0.59% |
$2.5K - $2.83K
|
10.6K
$631K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-2.76K- 3.32% |
$110K - $124K
|
80.4K
$4.78M
|
|
|
May 01, 2024
Q1 2024
|
Bnp Paribas
New York, NY |
BUY
|
- |
630New |
$25K - $28.3K
|
630
$37.4K
|
|
|
Apr 30, 2024
Q1 2024
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
SELL
|
- |
-800- 5.82% |
$31.8K - $36K
|
13K
$770K
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
BUY
|
- |
4+ 0.07% |
$159 - $180
|
5.72K
$340K
|
|
|
Apr 30, 2024
Q1 2024
|
Dorchester Wealth Management CO
|
BUY
|
- |
6+ 0.05% |
$238 - $270
|
13.1K
$781K
|
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
10.2KNew |
$405K - $458K
|
10.2K
$605K
|
|
|
Apr 30, 2024
Q1 2024
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
4.7KNew |
$187K - $211K
|
4.7K
$279K
|
|
|
Apr 30, 2024
Q1 2024
|
West Bancorporation Inc
|
SELL
|
- |
-189- 2.92% |
$7.51K - $8.5K
|
6.28K
$373K
|
|
|
Apr 29, 2024
Q1 2024
|
Sonata Capital Group Inc
|
BUY
|
- |
4.86KNew |
$193K - $219K
|
4.86K
$289K
|
|
|
Apr 26, 2024
Q1 2024
|
Coastline Trust CO
|
BUY
|
- |
4.6KNew |
$183K - $207K
|
4.6K
$273K
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
2.24KNew |
$88.9K - $101K
|
2.24K
$133K
|
|
|
Apr 26, 2024
Q1 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
225New |
$8.94K - $10.1K
|
225
$13.4K
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Advisors LLC
Winchester, TN |
SELL
|
- |
-160- 2.37% |
$6.36K - $7.19K
|
6.58K
$391K
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-821- 7.86% |
$32.6K - $36.9K
|
9.63K
$572K
|
|
|
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
$871M
|
|
|
Apr 25, 2024
Q1 2024
|
Triumph Capital Management
|
BUY
|
- |
250+ 1.62% |
$9.93K - $11.2K
|
15.7K
$933K
|
|
|
Apr 24, 2024
Q1 2024
|
Lee Financial Group Hawaii, Inc.
Honolulu, HI |
BUY
|
- |
591+ 4.4% |
$23.5K - $26.6K
|
14K
$833K
|
|
|
Apr 24, 2024
Q1 2024
|
Telos Capital Management, Inc.
|
SELL
|
- |
-1.75K- 20.42% |
$69.5K - $78.7K
|
6.82K
$405K
|
|
|
Apr 23, 2024
Q1 2024
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-3.25K- 20.74% |
$129K - $146K
|
12.4K
$738K
|
|
|
Apr 22, 2024
Q1 2024
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-20- 11.76% |
$795 - $899
|
150
$8.92K
|
|
|
Apr 22, 2024
Q1 2024
|
Clarus Group, Inc.
|
BUY
|
- |
8+ 0.13% |
$318 - $360
|
6.36K
$378K
|
|
|
Apr 22, 2024
Q1 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
8.92KNew |
$354K - $401K
|
8.92K
$530K
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
- |
-41K- 97.03% |
$1.63M - $1.84M
|
1.25K
$74.5K
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
CALL |
-14.7K- 90.18% |
$584K - $661K
|
1.6K
$95.1K
|
|
|
Apr 19, 2024
Q1 2024
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
1.73K+ 12.0% |
$68.6K - $77.6K
|
16.1K
$958K
|
|
|
Apr 19, 2024
Q1 2024
|
Westside Investment Management, Inc.
|
SELL
|
- |
-600- 14.12% |
$23.8K - $27K
|
3.65K
$217K
|
|
|
Apr 19, 2024
Q1 2024
|
Red Tortoise LLC
Atlanta, GA |
SELL
|
- |
-48- 32.43% |
$1.91K - $2.16K
|
100
$5.94K
|