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 |
---|---|---|---|---|---|---|---|
Apr 25, 2023
Q1 2023
|
Ridgewood Investments LLC
|
BUY
|
- |
263New |
$11.4K - $12.6K
|
263
$14.7K
|
|
Apr 24, 2023
Q1 2023
|
Beacon Capital Management, Inc.
|
BUY
|
- |
48New |
$2.09K - $2.31K
|
48
$2.69K
|
|
Apr 21, 2023
Q1 2023
|
Cassia Capital Partners, LLC
Winston Salem, NC |
SELL
|
- |
-133- 2.01% |
$5.78K - $6.39K
|
6.49K
$363K
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
20+ 0.3% |
$869 - $961
|
6.63K
$371K
|
|
Apr 20, 2023
Q1 2023
|
Accel Wealth Management
|
BUY
|
- |
10+ 0.5% |
$435 - $481
|
2K
$112K
|
|
Apr 20, 2023
Q1 2023
|
Howard Capital Management Group, LLC
|
BUY
|
- |
2.62K+ 6.78% |
$114K - $126K
|
41.2K
$2.31M
|
|
Apr 20, 2023
Q1 2023
|
High Tower Trust Services, Lta
|
BUY
|
- |
5.54K+ 4.17% |
$241K - $267K
|
138K
$7.75M
|
|
Apr 18, 2023
Q1 2023
|
Eagle Ridge Investment Management
|
BUY
|
- |
5.11KNew |
$222K - $246K
|
5.11K
$286K
|
|
Apr 18, 2023
Q1 2023
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-355- 12.59% |
$15.4K - $17.1K
|
2.46K
$138K
|
|
Apr 18, 2023
Q1 2023
|
Horan Securities, Inc.
|
BUY
|
- |
280+ 378.38% |
$12.2K - $13.5K
|
354
$19.8K
|
|
Apr 18, 2023
Q1 2023
|
Leuthold Group, LLC
|
SELL
|
- |
-561- 5.34% |
$24.4K - $27K
|
9.94K
$557K
|
|
Apr 18, 2023
Q1 2023
|
Claybrook Capital, LLC
|
BUY
|
- |
10.3K+ 9.32% |
$446K - $493K
|
120K
$6.75M
|
|
Apr 17, 2023
Q1 2023
|
Connable Office Inc
|
SELL
|
- |
-915- 13.74% |
$39.8K - $44K
|
5.75K
$322K
|
|
Apr 17, 2023
Q1 2023
|
E&G Advisors, LP
|
BUY
|
- |
5.97KNew |
$259K - $287K
|
5.97K
$334K
|
|
Apr 17, 2023
Q1 2023
|
ETF Managers Group, LLC
Summit, NJ |
SELL
|
- |
-40.7K- 59.05% |
$1.77M - $1.96M
|
28.2K
$1.58M
|
|
Apr 14, 2023
Q1 2023
|
Stonnington Group, LLC
|
BUY
|
- |
1.5K+ 12.71% |
$65.2K - $72.1K
|
13.3K
$745K
|
|
Apr 14, 2023
Q1 2023
|
Copeland Capital Management, LLC
|
SELL
|
- |
-240- 36.75% |
$10.4K - $11.5K
|
413
$23.1K
|
|
Apr 13, 2023
Q1 2023
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
4.58KNew |
$199K - $220K
|
4.58K
$257K
|
|
Apr 11, 2023
Q1 2023
|
Rmr Wealth Builders
|
BUY
|
- |
4.48KNew |
$195K - $216K
|
4.48K
$251K
|
|
Apr 11, 2023
Q1 2023
|
Chesley Taft & Associates LLC
|
BUY
|
- |
4.53KNew |
$197K - $218K
|
4.53K
$254K
|
|
Apr 11, 2023
Q1 2023
|
Guardian Financial Partners, LLC
|
BUY
|
- |
5.57KNew |
$242K - $268K
|
5.57K
$312K
|
|
Apr 10, 2023
Q1 2023
|
Clarus Wealth Advisors
|
BUY
|
- |
5.35KNew |
$233K - $257K
|
5.35K
$300K
|
|
Apr 10, 2023
Q1 2023
|
Parkside Advisors LLC
|
SELL
|
- |
-985- 17.19% |
$42.8K - $47.3K
|
4.74K
$266K
|
|
Apr 07, 2023
Q1 2023
|
General Partner, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.25K- 33.3% |
$54.4K - $60.2K
|
2.51K
$140K
|
|
Apr 06, 2023
Q1 2023
|
Veracity Capital LLC
|
SELL
|
- |
-6.94K- 45.46% |
$302K - $334K
|
8.33K
$467K
|
|
Apr 06, 2023
Q1 2023
|
Parsec Financial Management, Inc.
|
BUY
|
- |
179+ 2.0% |
$7.78K - $8.6K
|
9.12K
$511K
|
|
Q4 2022 | |||||||
Feb 11, 2025
Q4 2022
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
1.16K+ 10.98% |
$48.2K - $55.4K
|
11.8K
$659K
|
|
Jan 19, 2024
Q4 2022
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
4.55KNew |
$188K - $217K
|
4.55K
$255K
|
|
Dec 05, 2023
Q4 2022
|
Morton Capital Management Llc/Ca
Calabasas, CA |
SELL
|
- |
-10.6KClosed |
$437K - $503K
|
0
$0
|
|
May 24, 2023
Q4 2022
|
Marathon Trading Investment Management LLC
Radnor, PA |
BUY
|
- |
334New |
$13.8K - $15.9K
|
334
$18.7K
|
|
Mar 01, 2023
Q4 2022
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
1.1KNew |
$45.5K - $52.4K
|
1.1K
$61.6K
|
|
Feb 27, 2023
Q4 2022
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
190New |
$7.86K - $9.05K
|
190
$10.6K
|
|
Feb 24, 2023
Q4 2022
|
Natixis
Paris, I0 |
BUY
|
PUT |
104KNew |
$4.29M - $4.94M
|
104K
$5.81M
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
1.71KNew |
$70.5K - $81.2K
|
1.71K
$95.5K
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
17.9K+ 913.03% |
$739K - $851K
|
19.8K
$1.11M
|
|
Feb 14, 2023
Q4 2022
|
Surience Private Wealth LLC
|
BUY
|
- |
75.8KNew |
$3.13M - $3.61M
|
75.8K
$4.24M
|
|
Feb 14, 2023
Q4 2022
|
Zeke Capital Advisors, LLC
Berwyn, PA |
BUY
|
- |
2.52K+ 23.93% |
$104K - $120K
|
13K
$730K
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
1.64K+ 5.07% |
$67.8K - $78.1K
|
34K
$1.9M
|
|
Feb 14, 2023
Q4 2022
|
Advanced Asset Management Advisors Inc
Dublin, OH |
BUY
|
- |
139New |
$5.75K - $6.62K
|
139
$7.78K
|
|
Feb 14, 2023
Q4 2022
|
Wallace Capital Management Inc.
Dallas, TX |
BUY
|
- |
4.45KNew |
$184K - $212K
|
4.45K
$249K
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
PUT |
-72.2K- 27.77% |
$2.99M - $3.44M
|
188K
$10.5M
|
|
Feb 14, 2023
Q4 2022
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
2.03KNew |
$84.1K - $96.9K
|
2.03K
$114K
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
100New |
$4.14K - $4.76K
|
100
$5.6K
|
|
Feb 14, 2023
Q4 2022
|
Dudley Capital Management, LLC
Middleburg, VA |
BUY
|
CALL |
13.5KNew |
$558K - $643K
|
13.5K
$756K
|
|
Feb 14, 2023
Q4 2022
|
Allstate Investment Management CO
Northbrook, IL |
BUY
|
- |
71.1KNew |
$2.94M - $3.39M
|
71.1K
$3.98M
|
|
Feb 14, 2023
Q4 2022
|
Terrapin Asset Management, LLC
Miami, FL |
BUY
|
- |
14KNew |
$579K - $667K
|
14K
$784K
|
|
Feb 14, 2023
Q4 2022
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-660K- 97.81% |
$27.3M - $31.4M
|
14.8K
$826K
|
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
SELL
|
- |
-358- 3.03% |
$14.8K - $17.1K
|
11.5K
$641K
|
|
Feb 13, 2023
Q4 2022
|
Alpha Paradigm Partners, LLC
Chicago, IL |
BUY
|
- |
1.8K+ 24.46% |
$74.5K - $85.7K
|
9.16K
$513K
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
57+ 0.58% |
$2.36K - $2.71K
|
9.91K
$555K
|