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
|
Front Barnett Associates LLC
Chicago, IL |
SELL
|
- |
-258- 3.44% |
$10.8K - $11.9K
|
7.25K
$431K
|
|
Nov 13, 2023
Q3 2023
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
49+ 2.24% |
$2.05K - $2.26K
|
2.24K
$133K
|
|
Nov 13, 2023
Q3 2023
|
Garda Capital Partners LP
Wayzata, MN |
BUY
|
- |
16KNew |
$672K - $739K
|
16K
$953K
|
|
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
$498K
|
|
Nov 13, 2023
Q3 2023
|
Woodley Farra Manion Portfolio Management Inc
|
SELL
|
- |
-8.03K- 11.02% |
$336K - $370K
|
64.9K
$3.85M
|
|
Nov 09, 2023
Q3 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-435- 74.11% |
$18.2K - $20K
|
152
$9.03K
|
|
Nov 09, 2023
Q3 2023
|
Thompson Davis & Co., Inc.
|
SELL
|
- |
-58- 1.14% |
$2.43K - $2.67K
|
5.05K
$300K
|
|
Nov 09, 2023
Q3 2023
|
Antonetti Capital Management LLC
|
BUY
|
- |
2.5K+ 82.1% |
$105K - $115K
|
5.55K
$330K
|
|
Nov 09, 2023
Q3 2023
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
475New |
$19.9K - $21.9K
|
475
$28.2K
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
118+ 4.08% |
$4.94K - $5.44K
|
3.01K
$179K
|
|
Nov 07, 2023
Q3 2023
|
First Fiduciary Investment Counsel, Inc.
|
BUY
|
- |
4.01K+ 2.64% |
$168K - $185K
|
156K
$9.28M
|
|
Nov 07, 2023
Q3 2023
|
Fort Pitt Capital Group, LLC
|
BUY
|
- |
379+ 8.21% |
$15.9K - $17.5K
|
5K
$297K
|
|
Nov 07, 2023
Q3 2023
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
96+ 1.8% |
$4.02K - $4.42K
|
5.42K
$322K
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-8.69K- 2.66% |
$364K - $400K
|
318K
$18.9M
|
|
Nov 06, 2023
Q3 2023
|
Star Financial Bank
Fort Wayne, IN |
SELL
|
- |
-66- 1.14% |
$2.77K - $3.04K
|
5.72K
$340K
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
5New |
$210 - $230
|
5
$297
|
|
Nov 03, 2023
Q3 2023
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
95+ 2.01% |
$3.98K - $4.38K
|
4.82K
$287K
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
CALL |
36.3KNew |
$1.52M - $1.67M
|
36.3K
$2.16M
|
|
Nov 01, 2023
Q3 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
3.6KNew |
$151K - $166K
|
3.6K
$214K
|
|
Oct 31, 2023
Q3 2023
|
Foundation Wealth Management, LLC
Clayton, MO |
SELL
|
- |
-27- 0.28% |
$1.13K - $1.24K
|
9.6K
$571K
|
|
Oct 31, 2023
Q3 2023
|
First Interstate Bank
Billings, MT |
BUY
|
- |
100+ 1.81% |
$4.19K - $4.61K
|
5.63K
$335K
|
|
Oct 31, 2023
Q3 2023
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
10.1K+ 21.76% |
$422K - $464K
|
56.3K
$3.35M
|
|
Oct 31, 2023
Q3 2023
|
Physicians Financial Services, Inc.
Raleigh, NC |
SELL
|
- |
-300- 4.7% |
$12.6K - $13.8K
|
6.08K
$361K
|
|
Oct 27, 2023
Q3 2023
|
Dubuque Bank & Trust CO
|
BUY
|
- |
511+ 9.49% |
$21.4K - $23.6K
|
5.89K
$350K
|
|
Oct 27, 2023
Q3 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
300+ 122.45% |
$12.6K - $13.8K
|
545
$32.4K
|
|
Oct 27, 2023
Q3 2023
|
Alterity Financial Group, LLC
Bangor, ME |
SELL
|
- |
-75- 1.34% |
$3.14K - $3.46K
|
5.51K
$328K
|
|
Oct 26, 2023
Q3 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
39New |
$1.63K - $1.8K
|
39
$2.32K
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-666- 3.04% |
$27.9K - $30.7K
|
21.3K
$1.26M
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
6.72K+ 10.54% |
$282K - $310K
|
70.5K
$4.19M
|
|
Oct 25, 2023
Q3 2023
|
Grandfield & Dodd, LLC
|
SELL
|
- |
-2.6K- 25.45% |
$109K - $120K
|
7.6K
$452K
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
725New |
$30.4K - $33.4K
|
725
$43.1K
|
|
Oct 23, 2023
Q3 2023
|
Toews Corp
|
BUY
|
- |
18.6KNew |
$779K - $857K
|
18.6K
$1.11M
|
|
Oct 20, 2023
Q3 2023
|
Prairie View Partners, LLC
|
SELL
|
- |
-600- 75.0% |
$25.1K - $27.7K
|
200
$11.9K
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
32+ 0.56% |
$1.34K - $1.47K
|
5.77K
$343K
|
|
Oct 17, 2023
Q3 2023
|
Aspiriant, LLC
|
BUY
|
- |
4.9KNew |
$205K - $226K
|
4.9K
$291K
|
|
Oct 16, 2023
Q3 2023
|
Rothschild Investment Corp
|
SELL
|
- |
-8.78K- 27.92% |
$368K - $405K
|
22.7K
$1.35M
|
|
Oct 13, 2023
Q3 2023
|
Gibraltar Capital Management, Inc.
|
BUY
|
- |
26+ 0.15% |
$1.09K - $1.2K
|
16.9K
$1M
|
|
Oct 12, 2023
Q3 2023
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
235New |
$9.85K - $10.8K
|
235
$14K
|
|
Oct 12, 2023
Q3 2023
|
Gleason Group, Inc.
|
BUY
|
- |
11+ 1.9% |
$461 - $507
|
591
$35.1K
|
|
Oct 12, 2023
Q3 2023
|
Rvw Wealth, LLC
|
BUY
|
- |
300New |
$12.6K - $13.8K
|
300
$17.8K
|
|
Oct 11, 2023
Q3 2023
|
Frg Family Wealth Advisors LLC
|
SELL
|
- |
-210- 0.95% |
$8.8K - $9.68K
|
21.9K
$1.3M
|
|
Oct 10, 2023
Q3 2023
|
Arden Trust CO
|
SELL
|
- |
-2K- 23.8% |
$83.8K - $92.2K
|
6.4K
$381K
|
|
Oct 10, 2023
Q3 2023
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-565- 9.8% |
$23.7K - $26K
|
5.2K
$309K
|
|
Oct 10, 2023
Q3 2023
|
Maltin Wealth Management, Inc.
|
SELL
|
- |
-1.42K- 13.5% |
$59.5K - $65.4K
|
9.1K
$541K
|
|
Oct 10, 2023
Q3 2023
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-935- 15.73% |
$39.2K - $43.1K
|
5.01K
$298K
|
|
Q2 2023 | |||||||
Feb 22, 2024
Q2 2023
|
Teza Capital Management LLC
Chicago, IL |
BUY
|
- |
17.8K+ 44.77% |
$772K - $850K
|
57.5K
$3.42M
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-83.2K- 54.83% |
$3.61M - $3.97M
|
68.5K
$4.07M
|
|
Sep 28, 2023
Q2 2023
|
Schoolcraft Capital LLC
Boulder, CO |
BUY
|
- |
6.23KNew |
$270K - $297K
|
6.23K
$370K
|
|
Sep 01, 2023
Q2 2023
|
Corrigan Financial, Inc.
Middletown, RI |
BUY
|
- |
236+ 4.67% |
$10.2K - $11.3K
|
5.29K
$315K
|