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 |
|---|---|---|---|---|---|---|---|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-992- 92.28% |
$43.1K - $47.4K
|
83
$4.65K
|
|
|
Jul 07, 2023
Q2 2023
|
West Financial Advisors, LLC
|
BUY
|
- |
3New |
$130 - $143
|
3
$168
|
|
|
Jul 05, 2023
Q2 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
100+ 1.92% |
$4.34K - $4.78K
|
5.31K
$297K
|
|
| Q1 2023 | |||||||
|
Jan 29, 2025
Q1 2023
|
Westmount Partners, LLC
Los Angeles, CA |
SELL
|
- |
-6.96K- 36.43% |
$302K - $334K
|
12.1K
$680K
|
|
|
Dec 19, 2024
Q1 2023
|
Pearl River Capital, LLC
Niles, MI |
BUY
|
- |
23.4KNew |
$1.02M - $1.12M
|
23.4K
$1.31M
|
|
|
Dec 14, 2023
Q1 2023
|
One River Asset Management, LLC
Stamford, CT |
SELL
|
PUT |
-4KClosed |
$174K - $192K
|
0
$0
|
|
|
May 18, 2023
Q1 2023
|
Hnp Capital LLC
|
SELL
|
- |
-332- 2.79% |
$14.4K - $16K
|
11.6K
$649K
|
|
|
May 17, 2023
Q1 2023
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-20K- 52.44% |
$870K - $963K
|
18.2K
$1.02M
|
|
|
May 15, 2023
Q1 2023
|
True North Advisors, LLC
|
BUY
|
- |
4.53KNew |
$197K - $218K
|
4.53K
$254K
|
|
|
May 15, 2023
Q1 2023
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-71- 0.52% |
$3.09K - $3.41K
|
13.7K
$766K
|
|
|
May 15, 2023
Q1 2023
|
Acrisure Capital Management, LLC
Austin, TX |
BUY
|
- |
9.43K+ 66.35% |
$410K - $453K
|
23.7K
$1.32M
|
|
|
May 15, 2023
Q1 2023
|
Lavaca Capital LLC
Houston, TX |
BUY
|
PUT |
12.5KNew |
$543K - $601K
|
12.5K
$700K
|
|
|
May 15, 2023
Q1 2023
|
Nine Point Two Capital LLC
Los Angeles, CA |
SELL
|
- |
-78- 1.67% |
$3.39K - $3.75K
|
4.6K
$258K
|
|
|
May 15, 2023
Q1 2023
|
Kula Investments, LLC
Chicago, IL |
BUY
|
- |
11.5K+ 165.4% |
$498K - $551K
|
18.4K
$1.03M
|
|
|
May 15, 2023
Q1 2023
|
Klr Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-8.66KClosed |
$376K - $416K
|
0
$0
|
|
|
May 15, 2023
Q1 2023
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-210- 4.01% |
$9.13K - $10.1K
|
5.03K
$282K
|
|
|
May 15, 2023
Q1 2023
|
P Schoenfeld Asset Management LP
New York, NY |
BUY
|
- |
272KNew |
$11.8M - $13.1M
|
272K
$15.2M
|
|
|
May 15, 2023
Q1 2023
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
929New |
$40.4K - $44.7K
|
929
$52K
|
|
|
May 15, 2023
Q1 2023
|
Cantor Fitzgerald, L. P.
New York, NY |
SELL
|
- |
-28.3K- 78.88% |
$1.23M - $1.36M
|
7.59K
$425K
|
|
|
May 15, 2023
Q1 2023
|
Point72 Middle East Fze
Stamford, CT |
SELL
|
- |
-14.4K- 47.83% |
$624K - $690K
|
15.7K
$877K
|
|
|
May 12, 2023
Q1 2023
|
Sbb Research Group LLC
|
BUY
|
- |
9.45KNew |
$411K - $454K
|
9.45K
$529K
|
|
|
May 12, 2023
Q1 2023
|
Foster Dykema Cabot & CO Inc
|
BUY
|
- |
3.5KNew |
$152K - $168K
|
3.5K
$196K
|
|
|
May 12, 2023
Q1 2023
|
L2 Asset Management, LLC
Wayland, MA |
SELL
|
- |
-6.77K- 54.85% |
$294K - $325K
|
5.57K
$312K
|
|
|
May 12, 2023
Q1 2023
|
Royal Capital Wealth Management, LLC
Carmel, IN |
BUY
|
- |
148+ 1.7% |
$6.43K - $7.11K
|
8.88K
$497K
|
|
|
May 11, 2023
Q1 2023
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
BUY
|
- |
68.1K+ 1003.31% |
$2.96M - $3.27M
|
74.9K
$4.19M
|
|
|
May 10, 2023
Q1 2023
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
118KNew |
$5.11M - $5.65M
|
118K
$6.58M
|
|
|
May 10, 2023
Q1 2023
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-132- 2.49% |
$5.74K - $6.35K
|
5.16K
$289K
|
|
|
May 10, 2023
Q1 2023
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-456- 15.5% |
$19.8K - $21.9K
|
2.49K
$139K
|
|
|
May 10, 2023
Q1 2023
|
Graham Capital Wealth Management, LLC
Washington D.C., DC |
BUY
|
- |
1.37KNew |
$59.6K - $66K
|
1.37K
$76.8K
|
|
|
May 10, 2023
Q1 2023
|
Amg National Trust Bank
|
BUY
|
- |
11.6KNew |
$504K - $558K
|
11.6K
$650K
|
|
|
May 10, 2023
Q1 2023
|
Meixler Investment Management, Ltd.
Show Low, AZ |
SELL
|
- |
-26.2K- 59.45% |
$1.14M - $1.26M
|
17.8K
$999K
|
|
|
May 09, 2023
Q1 2023
|
Boston Partners
Boston, MA |
BUY
|
- |
2.65K+ 0.98% |
$115K - $127K
|
272K
$15.2M
|
|
|
May 09, 2023
Q1 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
SELL
|
- |
-8- 80.0% |
$348 - $385
|
2
$112
|
|
|
May 08, 2023
Q1 2023
|
Leverage Partners Absolute Return Fund Spc
|
BUY
|
CALL |
50KNew |
$2.17M - $2.4M
|
50K
$2.8M
|
|
|
May 05, 2023
Q1 2023
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
532New |
$23.1K - $25.6K
|
532
$29.8K
|
|
|
May 04, 2023
Q1 2023
|
Tilt Investment Management Holdings, Pbc
New York, NY |
BUY
|
- |
1.22K+ 14.74% |
$52.8K - $58.4K
|
9.46K
$530K
|
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
BUY
|
- |
520+ 346.67% |
$22.6K - $25K
|
670
$37.5K
|
|
|
May 03, 2023
Q1 2023
|
Le Jeune Puetz Investment Counsel LLC
|
BUY
|
- |
1.85K+ 27.88% |
$80.4K - $88.9K
|
8.49K
$475K
|
|
|
May 03, 2023
Q1 2023
|
Miller Howard Investments Inc
|
BUY
|
- |
80K+ 80.0% |
$3.48M - $3.85M
|
180K
$10.1M
|
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
7New |
$304 - $336
|
7
$392
|
|
|
May 03, 2023
Q1 2023
|
Private Wealth Partners, LLC
|
BUY
|
- |
8.13KNew |
$353K - $391K
|
8.13K
$455K
|
|
|
May 02, 2023
Q1 2023
|
True Capital Management
San Francisco, CA |
BUY
|
- |
153+ 1.71% |
$6.65K - $7.35K
|
9.12K
$510K
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
BUY
|
- |
2+ 0.85% |
$86.9 - $96.1
|
237
$13.3K
|
|
|
May 01, 2023
Q1 2023
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-123- 86.01% |
$5.35K - $5.91K
|
20
$1.12K
|
|
|
Apr 26, 2023
Q1 2023
|
Jtc Employer Solutions Trustee LTD
|
SELL
|
- |
-708- 19.09% |
$30.8K - $34K
|
3K
$168K
|
|
|
Apr 26, 2023
Q1 2023
|
Investment Management Of Virginia LLC
|
SELL
|
- |
-100- 1.08% |
$4.35K - $4.81K
|
9.15K
$512K
|
|
|
Apr 26, 2023
Q1 2023
|
Arlington Partners LLC
|
BUY
|
- |
25.6KNew |
$1.11M - $1.23M
|
25.6K
$1.43M
|
|
|
Apr 26, 2023
Q1 2023
|
Benedetti & Gucer, Inc.
|
BUY
|
- |
1.34K+ 21.67% |
$58.2K - $64.4K
|
7.52K
$421K
|
|
|
Apr 26, 2023
Q1 2023
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
96+ 1.89% |
$4.17K - $4.61K
|
5.18K
$290K
|
|
|
Apr 25, 2023
Q1 2023
|
Bank Hapoalim Bm
|
SELL
|
- |
-4.97K- 45.89% |
$216K - $239K
|
5.86K
$328K
|
|