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 11, 2023
Q1 2023
|
Weaver Consulting Group
|
BUY
|
- |
101+ 2.18% |
$4.39K - $4.86K
|
4.72K
$254K
|
|
|
May 01, 2023
Q1 2023
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
100+ 20.0% |
$4.35K - $4.81K
|
600
$32.3K
|
|
|
May 05, 2023
Q1 2023
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
100+ 39.68% |
$4.35K - $4.81K
|
352
$19K
|
|
|
May 10, 2023
Q1 2023
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
100+ 0.62% |
$4.35K - $4.81K
|
16.3K
$880K
|
|
|
May 11, 2023
Q1 2023
|
True Private Wealth Advisors
|
BUY
|
- |
100+ 0.7% |
$4.35K - $4.81K
|
14.3K
$770K
|
|
|
Apr 14, 2023
Q1 2023
|
Dakota Wealth Management
|
BUY
|
- |
99+ 0.72% |
$4.3K - $4.76K
|
13.8K
$743K
|
|
|
May 03, 2023
Q1 2023
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
97+ 0.51% |
$4.22K - $4.66K
|
19K
$1.02M
|
|
|
May 16, 2023
Q1 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
97+ 39.75% |
$4.22K - $4.66K
|
341
$18.4K
|
|
|
Apr 18, 2023
Q1 2023
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
96+ 1.52% |
$4.17K - $4.61K
|
6.43K
$346K
|
|
|
Apr 19, 2023
Q1 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
96+ 3.11% |
$4.17K - $4.61K
|
3.18K
$171K
|
|
|
Apr 26, 2023
Q1 2023
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
96+ 1.89% |
$4.17K - $4.61K
|
5.18K
$279K
|
|
|
May 10, 2023
Q1 2023
|
Dudley Capital Management, LLC
Middleburg, VA |
BUY
|
- |
90+ 0.29% |
$3.91K - $4.33K
|
30.7K
$1.65M
|
|
|
Dec 18, 2023
Q1 2023
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
90+ 17.41% |
$3.91K - $4.33K
|
607
$32.7K
|
|
|
Apr 21, 2023
Q1 2023
|
Baldwin Brothers LLC
|
BUY
|
- |
87+ 0.09% |
$3.78K - $4.18K
|
94.1K
$5.07M
|
|
|
May 02, 2023
Q1 2023
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
85+ 1.38% |
$3.69K - $4.09K
|
6.23K
$336K
|
|
|
May 15, 2023
Q1 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
85+ 10.52% |
$3.69K - $4.09K
|
893
$48.1K
|
|
|
Apr 11, 2023
Q1 2023
|
Smith Anglin Financial, LLC
|
BUY
|
- |
81+ 1.47% |
$3.52K - $3.89K
|
5.59K
$301K
|
|
|
Apr 20, 2023
Q1 2023
|
Private Ocean, LLC
|
BUY
|
- |
80+ 26.23% |
$3.48K - $3.85K
|
385
$20.7K
|
|
|
May 10, 2023
Q1 2023
|
E Rn Financial, LLC
|
BUY
|
- |
79+ 0.86% |
$3.43K - $3.8K
|
9.25K
$498K
|
|
|
Apr 21, 2023
Q1 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
78+ 2.2% |
$3.39K - $3.75K
|
3.63K
$195K
|
|
|
May 26, 2023
Q1 2023
|
Cravens & CO Advisors, LLC
Cookeville, TN |
BUY
|
- |
78+ 0.82% |
$3.39K - $3.75K
|
9.63K
$518K
|
|
|
Apr 10, 2023
Q1 2023
|
Procyon Advisors, LLC
|
BUY
|
- |
77+ 1.12% |
$3.35K - $3.7K
|
6.98K
$376K
|
|
|
May 10, 2023
Q1 2023
|
Waddell & Associates, LLC
|
BUY
|
- |
77+ 1.49% |
$3.35K - $3.7K
|
5.26K
$283K
|
|
|
May 12, 2023
Q1 2023
|
Ethic Inc.
New York, NY |
BUY
|
- |
77+ 0.6% |
$3.35K - $3.7K
|
12.9K
$695K
|
|
|
May 08, 2023
Q1 2023
|
Bailard, Inc.
|
BUY
|
- |
74+ 0.45% |
$3.22K - $3.56K
|
16.6K
$893K
|
|
|
May 09, 2023
Q1 2023
|
Addison Advisors LLC
|
BUY
|
- |
74+ 2.98% |
$3.22K - $3.56K
|
2.56K
$138K
|
|
|
May 09, 2023
Q1 2023
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
74+ 1.19% |
$3.22K - $3.56K
|
6.28K
$338K
|
|
|
May 11, 2023
Q1 2023
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
72+ 1.15% |
$3.13K - $3.46K
|
6.32K
$340K
|
|
|
May 12, 2023
Q1 2023
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
72+ 0.89% |
$3.13K - $3.46K
|
8.13K
$438K
|
|
|
May 09, 2023
Q1 2023
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
70+ 0.86% |
$3.04K - $3.36K
|
8.2K
$441K
|
|
|
Apr 12, 2023
Q1 2023
|
Bath Savings Trust CO
|
BUY
|
- |
69+ 0.35% |
$3K - $3.32K
|
19.7K
$1.06M
|
|
|
May 08, 2023
Q1 2023
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
68+ 1.12% |
$2.96K - $3.27K
|
6.16K
$332K
|
|
|
Apr 28, 2023
Q1 2023
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
66+ 1.07% |
$2.87K - $3.17K
|
6.23K
$336K
|
|
|
May 18, 2023
Q1 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
66New |
$2.87K - $3.17K
|
66
$3.55K
|
|
|
May 01, 2023
Q1 2023
|
Alera Investment Advisors, LLC
|
BUY
|
- |
65+ 1.28% |
$2.82K - $3.12K
|
5.13K
$276K
|
|
|
May 11, 2023
Q1 2023
|
Bristlecone Advisors, LLC
|
BUY
|
- |
65+ 1.04% |
$2.82K - $3.12K
|
6.34K
$341K
|
|
|
May 04, 2023
Q1 2023
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
BUY
|
- |
61+ 0.53% |
$2.65K - $2.93K
|
11.5K
$620K
|
|
|
Apr 13, 2023
Q1 2023
|
Leavell Investment Management, Inc.
|
BUY
|
- |
60+ 0.22% |
$2.61K - $2.88K
|
27.4K
$1.48M
|
|
|
Apr 21, 2023
Q1 2023
|
Bluesphere Advisors, LLC
East Norriton, PA |
BUY
|
- |
60+ 1.18% |
$2.61K - $2.88K
|
5.15K
$277K
|
|
|
May 12, 2023
Q1 2023
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
57+ 0.63% |
$2.48K - $2.74K
|
9.1K
$490K
|
|
|
May 05, 2023
Q1 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
56+ 0.58% |
$2.43K - $2.69K
|
9.77K
$526K
|
|
|
May 05, 2023
Q1 2023
|
Excalibur Management Corp
|
BUY
|
- |
55+ 0.25% |
$2.39K - $2.64K
|
22.1K
$1.19M
|
|
|
May 09, 2023
Q1 2023
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
55+ 0.96% |
$2.39K - $2.64K
|
5.77K
$311K
|
|
|
May 15, 2023
Q1 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
50+ 15.38% |
$2.17K - $2.4K
|
375
$20.2K
|
|
|
May 02, 2023
Q1 2023
|
Signature Wealth Management Partners, LLC
|
BUY
|
- |
49+ 0.35% |
$2.13K - $2.36K
|
14.2K
$763K
|
|
|
May 08, 2023
Q1 2023
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
49+ 0.21% |
$2.13K - $2.36K
|
23.9K
$1.29M
|
|
|
Apr 24, 2023
Q1 2023
|
Beacon Capital Management, Inc.
|
BUY
|
- |
48New |
$2.09K - $2.31K
|
48
$2.58K
|
|
|
May 12, 2023
Q1 2023
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
45+ 0.7% |
$1.96K - $2.16K
|
6.45K
$347K
|
|
|
May 11, 2023
Q1 2023
|
Investors Research Corp
|
BUY
|
- |
44+ 0.42% |
$1.91K - $2.12K
|
10.4K
$562K
|
|
|
May 10, 2023
Q1 2023
|
Burney CO
Reston, VA |
BUY
|
- |
43+ 0.37% |
$1.87K - $2.07K
|
11.7K
$628K
|