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 |
|---|---|---|---|---|---|---|---|
|
Jan 20, 2023
Q4 2022
|
Mcrae Capital Management Inc
|
SELL
|
- |
-391- 3.76% |
$16.2K - $18.6K
|
10K
$560K
|
|
|
Jan 20, 2023
Q4 2022
|
Bourgeon Capital Management LLC
|
BUY
|
- |
250+ 85.62% |
$10.3K - $11.9K
|
542
$30.4K
|
|
|
Jan 20, 2023
Q4 2022
|
Domani Wealth, LLC
|
BUY
|
- |
27+ 0.5% |
$1.12K - $1.29K
|
5.38K
$302K
|
|
|
Jan 20, 2023
Q4 2022
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-294- 63.77% |
$12.2K - $14K
|
167
$9.35K
|
|
|
Jan 19, 2023
Q4 2022
|
Pendal Group LTD
|
BUY
|
- |
23.6K+ 173.78% |
$977K - $1.13M
|
37.2K
$2.08M
|
|
|
Jan 19, 2023
Q4 2022
|
Banyan Capital Management, Inc.
Atlanta, GA |
SELL
|
- |
-2.79K- 1.54% |
$115K - $133K
|
179K
$10M
|
|
|
Jan 19, 2023
Q4 2022
|
Bms Financial Advisors, LLC
|
SELL
|
- |
-931- 7.83% |
$38.5K - $44.3K
|
11K
$613K
|
|
|
Jan 18, 2023
Q4 2022
|
Spirit Of America Management Corp
|
BUY
|
- |
400+ 3.27% |
$16.5K - $19.1K
|
12.7K
$708K
|
|
|
Jan 18, 2023
Q4 2022
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
46New |
$1.9K - $2.19K
|
46
$2.58K
|
|
|
Jan 17, 2023
Q4 2022
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
5.78KNew |
$239K - $275K
|
5.78K
$324K
|
|
|
Jan 17, 2023
Q4 2022
|
Harrison & CO Wealth Management, LLC
|
BUY
|
- |
872+ 4.75% |
$36.1K - $41.5K
|
19.2K
$1.08M
|
|
|
Jan 17, 2023
Q4 2022
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
300New |
$12.4K - $14.3K
|
300
$16.8K
|
|
|
Jan 17, 2023
Q4 2022
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
79New |
$3.27K - $3.76K
|
79
$4.42K
|
|
|
Jan 13, 2023
Q4 2022
|
Gofen & Glossberg LLC
|
SELL
|
- |
-1.28K- 1.46% |
$52.8K - $60.8K
|
86K
$4.82M
|
|
|
Jan 12, 2023
Q4 2022
|
Titleist Asset Management, Ltd.
San Antonio, TX |
BUY
|
- |
403+ 2.21% |
$16.7K - $19.2K
|
18.6K
$1.04M
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
212New |
$8.77K - $10.1K
|
212
$11.9K
|
|
|
Jan 11, 2023
Q4 2022
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
5.22KNew |
$216K - $249K
|
5.22K
$292K
|
|
|
Jan 10, 2023
Q4 2022
|
Norway Savings Bank
|
SELL
|
- |
-334- 13.45% |
$13.8K - $15.9K
|
2.15K
$120K
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
392New |
$16.2K - $18.7K
|
392
$22K
|
|
|
Jan 10, 2023
Q4 2022
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
3.1KNew |
$128K - $148K
|
3.1K
$174K
|
|
|
Jan 10, 2023
Q4 2022
|
Phocas Financial Corp.
Alameda, CA |
BUY
|
- |
273New |
$11.3K - $13K
|
273
$15.3K
|
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
1.32KNew |
$54.5K - $62.7K
|
1.32K
$73.8K
|
|
|
Jan 03, 2023
Q4 2022
|
Xr Securities LLC
|
BUY
|
- |
5.39KNew |
$223K - $257K
|
5.39K
$302K
|
|
| Q3 2022 | |||||||
|
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-1.84KClosed |
$74.3K - $85K
|
0
$0
|
|
|
Sep 21, 2023
Q3 2022
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
5.41K+ 73.0% |
$218K - $250K
|
12.8K
$718K
|
|
|
Dec 13, 2022
Q3 2022
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
SELL
|
- |
-331Closed |
$13.4K - $15.3K
|
0
$0
|
|
|
Dec 01, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-1.93K- 3.16% |
$77.7K - $89K
|
59K
$3.31M
|
|
|
Nov 22, 2022
Q3 2022
|
Continental Investors Services, Inc.
Longview, WA |
BUY
|
- |
10.5KNew |
$423K - $484K
|
10.5K
$587K
|
|
|
Nov 15, 2022
Q3 2022
|
Wealth Advisors Of Iowa, LLC
|
SELL
|
- |
-4.62K- 21.33% |
$186K - $213K
|
17K
$953K
|
|
|
Nov 15, 2022
Q3 2022
|
Doyle Wealth Management
St. Petersburg, FL |
BUY
|
- |
208+ 1.83% |
$8.4K - $9.61K
|
11.6K
$649K
|
|
|
Nov 14, 2022
Q3 2022
|
Kanen Wealth Management LLC
Coral Springs, FL |
BUY
|
- |
60KNew |
$2.42M - $2.77M
|
60K
$3.36M
|
|
|
Nov 14, 2022
Q3 2022
|
Chiron Investment Management, LLC
New York, NY |
BUY
|
- |
3.7KNew |
$150K - $171K
|
3.7K
$207K
|
|
|
Nov 14, 2022
Q3 2022
|
Meristem Family Wealth, LLC
Minnetonka, MN |
SELL
|
- |
-15.3KClosed |
$616K - $705K
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Sante Capital Fund, LP
|
SELL
|
- |
-20.3K- 42.6% |
$818K - $936K
|
27.3K
$1.53M
|
|
|
Nov 14, 2022
Q3 2022
|
Kehrs Ridge Capital,Llc
|
BUY
|
- |
415KNew |
$16.8M - $19.2M
|
415K
$23.2M
|
|
|
Nov 14, 2022
Q3 2022
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-100- 50.0% |
$4.04K - $4.62K
|
100
$5.6K
|
|
|
Nov 14, 2022
Q3 2022
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
SELL
|
- |
-94- 0.53% |
$3.8K - $4.34K
|
17.6K
$986K
|
|
|
Nov 14, 2022
Q3 2022
|
Ergoteles LLC
New York, NY |
BUY
|
- |
209K+ 2533.18% |
$8.42M - $9.64M
|
217K
$12.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
- |
12.7KNew |
$512K - $586K
|
12.7K
$710K
|
|
|
Nov 14, 2022
Q3 2022
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
PUT |
85KNew |
$3.43M - $3.93M
|
85K
$4.76M
|
|
|
Nov 14, 2022
Q3 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
4.69K+ 6.04% |
$189K - $217K
|
82.4K
$4.61M
|
|
|
Nov 14, 2022
Q3 2022
|
Jeereddi Investments, LP
Los Angeles, CA |
BUY
|
- |
6.68KNew |
$270K - $309K
|
6.68K
$374K
|
|
|
Nov 14, 2022
Q3 2022
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-5.56KClosed |
$225K - $257K
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
12K+ 97.6% |
$484K - $553K
|
24.2K
$1.36M
|
|
|
Nov 14, 2022
Q3 2022
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
4+ 0.03% |
$162 - $185
|
13.5K
$758K
|
|
|
Nov 14, 2022
Q3 2022
|
Drw Securities, L.L.C.
Chicago, IL |
BUY
|
- |
7.67KNew |
$310K - $354K
|
7.67K
$429K
|
|
|
Nov 14, 2022
Q3 2022
|
Axiom Investment Management LLC
New York, NY |
BUY
|
- |
500New |
$20.2K - $23.1K
|
500
$28K
|
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
11.2K+ 0.96% |
$453K - $518K
|
1.17M
$65.8M
|
|
|
Nov 14, 2022
Q3 2022
|
Stapp Wealth Management, Pllc
Olympia, WA |
BUY
|
- |
49New |
$1.98K - $2.26K
|
49
$2.74K
|
|
|
Nov 14, 2022
Q3 2022
|
Blueshift Asset Management, LLC
Red Bank, NJ |
BUY
|
- |
15.9K+ 90.05% |
$642K - $735K
|
33.6K
$1.88M
|
|