Latest Institutional Purchases of Altria Group, Inc. (MO)
This list provides information on the latest institutional transactions involving Altria Group, Inc. (MO) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 10, 2024
Q1 2024
|
Rockport Wealth LLC
Fairview Park, OH |
BUY
|
- |
4.93KNew |
$196K - $221K
|
4.93K
$258K
|
|
|
Apr 29, 2024
Q1 2024
|
Sonata Capital Group Inc
|
BUY
|
- |
4.86KNew |
$193K - $219K
|
4.86K
$255K
|
|
|
May 03, 2024
Q1 2024
|
Broderick Brian C
|
BUY
|
- |
4.82KNew |
$192K - $217K
|
4.82K
$253K
|
|
|
Aug 13, 2024
Q1 2024
|
Sharp Financial Services, LLC
Horsham, PA |
BUY
|
- |
4.8KNew |
$191K - $216K
|
4.8K
$252K
|
|
|
May 15, 2024
Q1 2024
|
Diametric Capital, LP
Boston, MA |
BUY
|
- |
4.72KNew |
$188K - $212K
|
4.72K
$247K
|
|
|
Apr 30, 2024
Q1 2024
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
4.7KNew |
$187K - $211K
|
4.7K
$246K
|
|
|
Apr 12, 2024
Q1 2024
|
Worth Asset Management, LLC
|
BUY
|
- |
4.7KNew |
$187K - $211K
|
4.7K
$246K
|
|
|
Aug 14, 2024
Q1 2024
|
Blankinship & Foster, LLC
Solana Beach, CA |
BUY
|
- |
4.65KNew |
$185K - $209K
|
4.65K
$244K
|
|
|
Apr 26, 2024
Q1 2024
|
Coastline Trust CO
|
BUY
|
- |
4.6KNew |
$183K - $207K
|
4.6K
$241K
|
|
|
May 10, 2024
Q1 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
4.51KNew |
$179K - $203K
|
4.51K
$236K
|
|
|
May 09, 2024
Q1 2024
|
Pinnacle Holdings, LLC
Tulsa, OK |
BUY
|
- |
2.32KNew |
$92.1K - $104K
|
2.32K
$121K
|
|
|
Apr 09, 2024
Q1 2024
|
Madden Securities Corp
|
BUY
|
- |
2.3K+ 10.17% |
$91.4K - $103K
|
24.9K
$1.3M
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
2.24KNew |
$88.9K - $101K
|
2.24K
$117K
|
|
|
Apr 18, 2024
Q1 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
1.78K+ 111.24% |
$70.8K - $80.1K
|
3.38K
$177K
|
|
|
Apr 19, 2024
Q1 2024
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
1.73K+ 12.0% |
$68.6K - $77.6K
|
16.1K
$844K
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
1.25K+ 7.02% |
$49.8K - $56.3K
|
19.1K
$1M
|
|
|
May 14, 2024
Q1 2024
|
Lgt Group Foundation
|
BUY
|
- |
1.17KNew |
$46.4K - $52.5K
|
1.17K
$61.2K
|
|
|
May 14, 2024
Q1 2024
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
800New |
$31.8K - $36K
|
800
$41.9K
|
|
|
May 14, 2024
Q1 2024
|
Duff & Phelps Investment Management CO
Chicago, IL |
BUY
|
- |
779+ 3.96% |
$30.9K - $35K
|
20.4K
$1.07M
|
|
|
Apr 12, 2024
Q1 2024
|
Westend Capital Management, LLC
Sausalito, CA |
BUY
|
- |
666New |
$26.5K - $29.9K
|
666
$34.9K
|
|
|
May 01, 2024
Q1 2024
|
Bnp Paribas
New York, NY |
BUY
|
- |
630New |
$25K - $28.3K
|
630
$33K
|
|
|
Apr 24, 2024
Q1 2024
|
Lee Financial Group Hawaii, Inc.
Honolulu, HI |
BUY
|
- |
591+ 4.4% |
$23.5K - $26.6K
|
14K
$734K
|
|
|
May 29, 2024
Q1 2024
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
549+ 14.37% |
$21.8K - $24.7K
|
4.37K
$229K
|
|
|
May 14, 2024
Q1 2024
|
Mint Tower Capital Management B.V.
|
BUY
|
- |
530New |
$21.1K - $23.8K
|
530
$27.8K
|
|
|
May 15, 2024
Q1 2024
|
New Vernon Capital Holdings Ii LLC
Morristown, NJ |
BUY
|
- |
505+ 3.51% |
$20.1K - $22.7K
|
14.9K
$781K
|
|
|
Apr 12, 2024
Q1 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
426New |
$16.9K - $19.1K
|
426
$22.3K
|
|
|
May 15, 2024
Q1 2024
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
400+ 5.48% |
$15.9K - $18K
|
7.7K
$403K
|
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
CALL |
400New |
$15.9K - $18K
|
400
$21K
|
|
|
Apr 22, 2024
Q1 2024
|
Kessler Investment Group, LLC
|
BUY
|
- |
331New |
$13.2K - $14.9K
|
331
$17.3K
|
|
|
Apr 12, 2024
Q1 2024
|
Thompson Investment Management, Inc.
|
BUY
|
- |
300+ 20.49% |
$11.9K - $13.5K
|
1.76K
$92.4K
|
|
|
Apr 26, 2024
Q1 2024
|
Prairiewood Capital, LLC
|
BUY
|
- |
281+ 4.33% |
$11.2K - $12.6K
|
6.77K
$355K
|
|
|
May 14, 2024
Q1 2024
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
278+ 2.13% |
$11K - $12.5K
|
13.4K
$700K
|
|
|
May 13, 2024
Q1 2024
|
Fwl Investment Management, LLC
|
BUY
|
- |
265New |
$10.5K - $11.9K
|
265
$13.9K
|
|
|
May 02, 2024
Q1 2024
|
En Rich Financial Partners LLC
Madison, WI |
BUY
|
- |
262New |
$10.4K - $11.8K
|
262
$13.7K
|
|
|
May 13, 2024
Q1 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
250New |
$9.93K - $11.2K
|
250
$13.1K
|
|
|
Apr 25, 2024
Q1 2024
|
Triumph Capital Management
|
BUY
|
- |
250+ 1.62% |
$9.93K - $11.2K
|
15.7K
$822K
|
|
|
Apr 16, 2024
Q1 2024
|
Asset Dedication, LLC
|
BUY
|
- |
227+ 45.95% |
$9.02K - $10.2K
|
721
$37.8K
|
|
|
Apr 26, 2024
Q1 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
225New |
$8.94K - $10.1K
|
225
$11.8K
|
|
|
May 09, 2024
Q1 2024
|
Journey Advisory Group, LLC
|
BUY
|
- |
200+ 3.93% |
$7.95K - $8.99K
|
5.29K
$277K
|
|
|
May 07, 2024
Q1 2024
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
188+ 2.1% |
$7.47K - $8.45K
|
9.15K
$479K
|
|
|
May 06, 2024
Q1 2024
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
159New |
$6.32K - $7.15K
|
159
$8.33K
|
|
|
May 01, 2024
Q1 2024
|
Palisade Asset Management, LLC
|
BUY
|
- |
150New |
$5.96K - $6.74K
|
150
$7.86K
|
|
|
May 13, 2024
Q1 2024
|
Gam Holding Ag
|
BUY
|
- |
134+ 0.06% |
$5.32K - $6.02K
|
209K
$10.9M
|
|
|
Apr 17, 2024
Q1 2024
|
Bremer Bank National Association
|
BUY
|
- |
108+ 1.97% |
$4.29K - $4.85K
|
5.58K
$292K
|
|
|
May 10, 2024
Q1 2024
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
100+ 24.75% |
$3.97K - $4.5K
|
504
$26.4K
|
|
|
May 01, 2024
Q1 2024
|
Smith Shellnut Wilson LLC
|
BUY
|
- |
77+ 1.07% |
$3.06K - $3.46K
|
7.24K
$379K
|
|
|
Apr 15, 2024
Q1 2024
|
S.A. Mason LLC
|
BUY
|
- |
65+ 4.33% |
$2.58K - $2.92K
|
1.57K
$82K
|
|
|
Apr 29, 2024
Q1 2024
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
64+ 1.77% |
$2.54K - $2.88K
|
3.69K
$193K
|
|
|
Apr 24, 2024
Q1 2024
|
First Pacific Financial
|
BUY
|
- |
57New |
$2.26K - $2.56K
|
57
$2.99K
|
|
|
May 15, 2024
Q1 2024
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
37New |
$1.47K - $1.66K
|
37
$1.94K
|