Purchases and Sales Made in Q1 2023 in Altria Group, Inc. (MO)
This table provides information about the institutional ownership of Altria Group, Inc. (MO) during Q1 2023. The information is specifically focused on institutions that hold shares of ALTRIA GROUP, INC..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 24, 2023
Q1 2023
|
First Personal Financial Services
|
BUY
|
- |
191+ 95.5% |
$8.3K - $9.18K
|
391
$21.1K
|
|
|
May 01, 2023
Q1 2023
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
186+ 1.11% |
$8.08K - $8.94K
|
17K
$916K
|
|
|
Apr 06, 2023
Q1 2023
|
Parsec Financial Management, Inc.
|
BUY
|
- |
179+ 2.0% |
$7.78K - $8.6K
|
9.12K
$491K
|
|
|
May 15, 2023
Q1 2023
|
Bison Wealth, LLC
|
BUY
|
- |
176+ 1.39% |
$7.65K - $8.46K
|
12.8K
$692K
|
|
|
Apr 24, 2023
Q1 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
172+ 3.06% |
$7.48K - $8.27K
|
5.8K
$312K
|
|
|
May 12, 2023
Q1 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
171New |
$7.43K - $8.22K
|
171
$9.21K
|
|
|
May 02, 2023
Q1 2023
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
165+ 1.53% |
$7.17K - $7.93K
|
10.9K
$589K
|
|
|
Jul 17, 2024
Q1 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
164+ 8.02% |
$7.13K - $7.88K
|
2.21K
$119K
|
|
|
May 10, 2023
Q1 2023
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
163+ 2.89% |
$7.08K - $7.84K
|
5.81K
$313K
|
|
|
May 15, 2023
Q1 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
163+ 0.25% |
$7.08K - $7.84K
|
66.1K
$3.56M
|
|
|
Jul 19, 2024
Q1 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
162+ 11.74% |
$7.04K - $7.79K
|
1.54K
$83K
|
|
|
Apr 20, 2023
Q1 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
160+ 313.73% |
$6.95K - $7.69K
|
211
$11.4K
|
|
|
Apr 24, 2023
Q1 2023
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
158+ 2.39% |
$6.87K - $7.6K
|
6.77K
$365K
|
|
|
Apr 18, 2023
Q1 2023
|
Keudell
|
BUY
|
- |
154+ 0.55% |
$6.69K - $7.4K
|
28K
$1.51M
|
|
|
Apr 21, 2023
Q1 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
154+ 5.99% |
$6.69K - $7.4K
|
2.72K
$147K
|
|
|
May 02, 2023
Q1 2023
|
True Capital Management
San Francisco, CA |
BUY
|
- |
153+ 1.71% |
$6.65K - $7.35K
|
9.12K
$491K
|
|
|
Apr 17, 2023
Q1 2023
|
Bill Few Associates, Inc.
|
BUY
|
- |
150+ 1.13% |
$6.52K - $7.21K
|
13.4K
$720K
|
|
|
May 10, 2023
Q1 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
150+ 31.45% |
$6.52K - $7.21K
|
627
$33.8K
|
|
|
May 12, 2023
Q1 2023
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
150+ 1.48% |
$6.52K - $7.21K
|
10.3K
$555K
|
|
|
Jun 20, 2023
Q1 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
150+ 17.65% |
$6.52K - $7.21K
|
1K
$53.9K
|
|
|
Apr 24, 2023
Q1 2023
|
Accredited Investors Inc.
|
BUY
|
- |
149+ 1.75% |
$6.48K - $7.16K
|
8.65K
$466K
|
|
|
May 12, 2023
Q1 2023
|
Royal Capital Wealth Management, LLC
Carmel, IN |
BUY
|
- |
148+ 1.7% |
$6.43K - $7.11K
|
8.88K
$478K
|
|
|
Apr 11, 2023
Q1 2023
|
Pure Financial Advisors, LLC
|
BUY
|
- |
145+ 2.44% |
$6.3K - $6.97K
|
6.08K
$328K
|
|
|
Apr 26, 2023
Q1 2023
|
Veriti Management LLC
|
BUY
|
- |
145+ 1.13% |
$6.3K - $6.97K
|
13K
$700K
|
|
|
Apr 06, 2023
Q1 2023
|
Radnor Capital Management, LLC
|
BUY
|
- |
144+ 0.77% |
$6.26K - $6.92K
|
18.8K
$1.01M
|
|
|
May 08, 2023
Q1 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
144+ 1.23% |
$6.26K - $6.92K
|
11.9K
$640K
|
|
|
May 05, 2023
Q1 2023
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
143+ 1.94% |
$6.21K - $6.87K
|
7.5K
$404K
|
|
|
May 12, 2023
Q1 2023
|
Cmg Global Holdings, LLC
|
BUY
|
- |
143+ 0.5% |
$6.21K - $6.87K
|
28.5K
$1.53M
|
|
|
May 12, 2023
Q1 2023
|
Clark Financial Services Group Inc
Chesterfield, MO |
BUY
|
- |
141+ 1.61% |
$6.13K - $6.78K
|
8.87K
$478K
|
|
|
May 12, 2023
Q1 2023
|
German American Bancorp, Inc.
Jasper, IN |
BUY
|
- |
138+ 3.02% |
$6K - $6.63K
|
4.71K
$254K
|
|
|
May 15, 2023
Q1 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
136+ 2.71% |
$5.91K - $6.54K
|
5.15K
$277K
|
|
|
Apr 13, 2023
Q1 2023
|
Powers Advisory Group, LLC
|
BUY
|
- |
135+ 1.2% |
$5.87K - $6.49K
|
11.3K
$611K
|
|
|
Apr 21, 2023
Q1 2023
|
Atlas Brown,Inc.
|
BUY
|
- |
130+ 1.33% |
$5.65K - $6.25K
|
9.89K
$533K
|
|
|
Apr 18, 2023
Q1 2023
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
128+ 2.49% |
$5.56K - $6.15K
|
5.27K
$284K
|
|
|
Apr 13, 2023
Q1 2023
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
126+ 2.02% |
$5.48K - $6.06K
|
6.36K
$342K
|
|
|
Apr 17, 2023
Q1 2023
|
City Holding CO
|
BUY
|
- |
125+ 2.22% |
$5.43K - $6.01K
|
5.74K
$309K
|
|
|
May 11, 2023
Q1 2023
|
Indie Asset Partners, LLC
Carmel, IN |
BUY
|
- |
125+ 1.19% |
$5.43K - $6.01K
|
10.6K
$573K
|
|
|
May 11, 2023
Q1 2023
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
124+ 0.32% |
$5.39K - $5.96K
|
39.3K
$2.11M
|
|
|
Apr 25, 2023
Q1 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
121+ 11.46% |
$5.26K - $5.82K
|
1.18K
$63.4K
|
|
|
Apr 11, 2023
Q1 2023
|
My Legacy Advisors, LLC
|
BUY
|
- |
120+ 0.84% |
$5.22K - $5.77K
|
14.5K
$779K
|
|
|
Apr 13, 2023
Q1 2023
|
Weatherly Asset Management L. P.
|
BUY
|
- |
120+ 2.12% |
$5.22K - $5.77K
|
5.77K
$311K
|
|
|
May 09, 2023
Q1 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
118+ 0.23% |
$5.13K - $5.67K
|
51.8K
$2.79M
|
|
|
Apr 21, 2023
Q1 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
114+ 2.25% |
$4.95K - $5.48K
|
5.19K
$279K
|
|
|
May 04, 2023
Q1 2023
|
Trinity Point Wealth, LLC
|
BUY
|
- |
114+ 0.77% |
$4.95K - $5.48K
|
15K
$806K
|
|
|
Apr 19, 2023
Q1 2023
|
Moody National Bank Trust Division
|
BUY
|
- |
113+ 0.27% |
$4.91K - $5.43K
|
42.2K
$2.27M
|
|
|
May 03, 2023
Q1 2023
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
BUY
|
- |
110+ 1.4% |
$4.78K - $5.29K
|
7.97K
$429K
|
|
|
May 05, 2023
Q1 2023
|
Gilbert & Cook, Inc.
|
BUY
|
- |
110+ 1.01% |
$4.78K - $5.29K
|
11K
$595K
|
|
|
May 09, 2023
Q1 2023
|
Wedbush Securities Inc
|
BUY
|
- |
110+ 0.37% |
$4.78K - $5.29K
|
30.2K
$1.63M
|
|
|
Apr 19, 2023
Q1 2023
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
105+ 1.51% |
$4.56K - $5.05K
|
7.04K
$379K
|
|
|
Apr 21, 2023
Q1 2023
|
Kennon Green & Company, LLC
Newport Beach, CA |
BUY
|
- |
104+ 0.07% |
$4.52K - $5K
|
140K
$7.55M
|