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 12, 2022
Q1 2022
|
Bromfield Sneider Wealth Advisors
|
BUY
|
- |
519New |
$24.9K - $27.8K
|
519
$30.6K
|
|
Apr 12, 2022
Q1 2022
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-950- 21.04% |
$45.6K - $50.9K
|
3.57K
$210K
|
|
Apr 11, 2022
Q1 2022
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
SELL
|
- |
-28Closed |
$1.34K - $1.5K
|
0
$0
|
|
Apr 08, 2022
Q1 2022
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-200Closed |
$9.59K - $10.7K
|
0
$0
|
|
Apr 08, 2022
Q1 2022
|
Us Asset Management LLC
Pittsburgh, PA |
BUY
|
- |
250New |
$12K - $13.4K
|
250
$14.7K
|
|
Apr 05, 2022
Q1 2022
|
Birinyi Associates Inc
|
SELL
|
- |
-1K- 11.63% |
$48K - $53.6K
|
7.6K
$448K
|
|
Q4 2021 | |||||||
Apr 21, 2022
Q4 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-26Closed |
$1.11K - $1.27K
|
0
$0
|
|
Feb 18, 2022
Q4 2021
|
Kb Financial Partners, LLC
Princeton, NJ |
BUY
|
- |
308New |
$13.1K - $15K
|
308
$18.1K
|
|
Feb 16, 2022
Q4 2021
|
Milestone Wealth, LLC
Buffalo, NY |
BUY
|
- |
3KNew |
$128K - $146K
|
3K
$177K
|
|
Feb 15, 2022
Q4 2021
|
Intelligent Financial Strategies
Excelsior, MN |
BUY
|
- |
800New |
$34.1K - $39K
|
800
$47.1K
|
|
Feb 15, 2022
Q4 2021
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-2.68KClosed |
$114K - $130K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Rb Capital Management, LLC
|
SELL
|
- |
-5.44KClosed |
$232K - $265K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Estate Counselors, LLC
|
SELL
|
- |
-31.2KClosed |
$1.33M - $1.52M
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Kenfarb & Co.
Ashland, KY |
BUY
|
- |
7.3KNew |
$311K - $356K
|
7.3K
$430K
|
|
Feb 14, 2022
Q4 2021
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-9.63KClosed |
$411K - $469K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Skye Global Management LP
West Palm Beach, FL |
SELL
|
- |
-1.26MClosed |
$53.7M - $61.3M
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Quinn Opportunity Partners LLC
Charlottesville, VA |
SELL
|
- |
-133KClosed |
$5.66M - $6.47M
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Better Money Decisions, LLC
|
SELL
|
- |
-159Closed |
$6.78K - $7.74K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
4.45KNew |
$190K - $217K
|
4.45K
$262K
|
|
Feb 14, 2022
Q4 2021
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
2.52KNew |
$107K - $123K
|
2.52K
$148K
|
|
Feb 14, 2022
Q4 2021
|
Bivin & Associates, Inc.
Ponca City, OK |
BUY
|
- |
286New |
$12.2K - $13.9K
|
286
$16.9K
|
|
Feb 14, 2022
Q4 2021
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
PUT |
15.6K+ 5.15% |
$665K - $760K
|
318K
$18.8M
|
|
Feb 14, 2022
Q4 2021
|
North Fourth Asset Management, LP
New York, NY |
SELL
|
- |
-24KClosed |
$1.02M - $1.17M
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Cooper Financial Group
|
SELL
|
- |
-4.92KClosed |
$210K - $240K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Phoenix Wealth Advisors
|
SELL
|
- |
-372Closed |
$15.9K - $18.1K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Advisory Research Inc
Chicago, IL |
SELL
|
- |
-8.88KClosed |
$379K - $432K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Kore Private Wealth LLC
New York, NY |
BUY
|
- |
54+ 0.88% |
$2.3K - $2.63K
|
6.2K
$365K
|
|
Feb 11, 2022
Q4 2021
|
Gabelli Funds LLC
Rye, NY |
SELL
|
- |
-11KClosed |
$469K - $536K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Fiducient Advisors LLC
|
SELL
|
- |
-5.7KClosed |
$243K - $278K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-1.42KClosed |
$60.3K - $68.9K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Firestone Capital Management
|
SELL
|
- |
-1.94KClosed |
$82.7K - $94.5K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
1.22KNew |
$52.1K - $59.5K
|
1.22K
$72K
|
|
Feb 10, 2022
Q4 2021
|
Running Point Capital Advisors, LLC
|
SELL
|
- |
-4.77KClosed |
$203K - $232K
|
0
$0
|
|
Feb 09, 2022
Q4 2021
|
Pegasus Partners Ltd.
Mequon, WI |
SELL
|
- |
-5.5KClosed |
$234K - $268K
|
0
$0
|
|
Feb 09, 2022
Q4 2021
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-7.01KClosed |
$299K - $342K
|
0
$0
|
|
Feb 08, 2022
Q4 2021
|
Saratoga Research & Investment Management
|
SELL
|
- |
-5.3KClosed |
$226K - $258K
|
0
$0
|
|
Feb 08, 2022
Q4 2021
|
Lloyd Park, LLC
Wilmette, IL |
BUY
|
- |
14.1KNew |
$600K - $685K
|
14.1K
$829K
|
|
Feb 07, 2022
Q4 2021
|
Pya Waltman Capital, LLC
Knoxville, TN |
BUY
|
- |
995New |
$42.4K - $48.5K
|
995
$58.6K
|
|
Feb 04, 2022
Q4 2021
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-100Closed |
$4.26K - $4.87K
|
0
$0
|
|
Feb 03, 2022
Q4 2021
|
Regency Capital Management Inc.\De
|
SELL
|
- |
-300Closed |
$12.8K - $14.6K
|
0
$0
|
|
Feb 02, 2022
Q4 2021
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-1.14KClosed |
$48.6K - $55.5K
|
0
$0
|
|
Feb 01, 2022
Q4 2021
|
Rothschild & CO Wealth Management Uk LTD
|
SELL
|
- |
-4.37KClosed |
$186K - $213K
|
0
$0
|
|
Feb 01, 2022
Q4 2021
|
First Bank & Trust
|
BUY
|
- |
28+ 15.22% |
$1.19K - $1.36K
|
212
$12.5K
|
|
Jan 28, 2022
Q4 2021
|
Rpg Investment Advisory, LLC
|
SELL
|
- |
-400Closed |
$17.1K - $19.5K
|
0
$0
|
|
Jan 28, 2022
Q4 2021
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-2KClosed |
$85.3K - $97.4K
|
0
$0
|
|
Jan 28, 2022
Q4 2021
|
Ironwood Financial, LLC
|
SELL
|
- |
-1.01KClosed |
$43.2K - $49.3K
|
0
$0
|
|
Jan 28, 2022
Q4 2021
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-266Closed |
$11.3K - $13K
|
0
$0
|
|
Jan 27, 2022
Q4 2021
|
Centric Wealth Management
|
SELL
|
- |
-20.6KClosed |
$879K - $1M
|
0
$0
|
|
Jan 26, 2022
Q4 2021
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-8.58KClosed |
$366K - $418K
|
0
$0
|
|
Jan 26, 2022
Q4 2021
|
Center Star Asset Management, LLC
|
SELL
|
PUT |
-44.9KClosed |
$1.91M - $2.19M
|
0
$0
|