Purchases and Sales Made in Q1 2024 in Altria Group, Inc. (MO)
This table provides information about the institutional ownership of Altria Group, Inc. (MO) during Q1 2024. 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 25, 2024
Q1 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
469+ 4.45% |
$18.6K - $21.1K
|
11K
$573K
|
|
|
Apr 17, 2024
Q1 2024
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
465+ 2.65% |
$18.5K - $20.9K
|
18K
$939K
|
|
|
Apr 25, 2024
Q1 2024
|
Center For Asset Management LLC
|
BUY
|
- |
463+ 2.33% |
$18.4K - $20.8K
|
20.3K
$1.06M
|
|
|
May 06, 2024
Q1 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
453+ 0.16% |
$18K - $20.4K
|
279K
$14.5M
|
|
|
Apr 25, 2024
Q1 2024
|
First Personal Financial Services
|
BUY
|
- |
450+ 115.09% |
$17.9K - $20.2K
|
841
$43.8K
|
|
|
May 14, 2024
Q1 2024
|
Waters Parkerson & Co., LLC
|
BUY
|
- |
450+ 0.97% |
$17.9K - $20.2K
|
46.9K
$2.44M
|
|
|
Apr 09, 2024
Q1 2024
|
Ellenbecker Investment Group
|
BUY
|
- |
445+ 1.13% |
$17.7K - $20K
|
39.8K
$2.07M
|
|
|
Apr 18, 2024
Q1 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
442+ 7.71% |
$17.6K - $19.9K
|
6.18K
$322K
|
|
|
Apr 15, 2024
Q1 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
437+ 5.14% |
$17.4K - $19.6K
|
8.95K
$466K
|
|
|
May 14, 2024
Q1 2024
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
430+ 0.62% |
$17.1K - $19.3K
|
70K
$3.64M
|
|
|
Apr 12, 2024
Q1 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
426New |
$16.9K - $19.1K
|
426
$22.2K
|
|
|
May 08, 2024
Q1 2024
|
North Star Asset Management Inc
|
BUY
|
- |
425+ 1.45% |
$16.9K - $19.1K
|
29.7K
$1.55M
|
|
|
May 08, 2024
Q1 2024
|
Focused Wealth Management, Inc
|
BUY
|
- |
408+ 1.58% |
$16.2K - $18.3K
|
26.2K
$1.36M
|
|
|
May 07, 2024
Q1 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
406+ 1.65% |
$16.1K - $18.2K
|
25K
$1.3M
|
|
|
Apr 30, 2024
Q1 2024
|
Legacy Advisors, LLC
|
BUY
|
- |
402+ 4.24% |
$16K - $18.1K
|
9.89K
$515K
|
|
|
May 03, 2024
Q1 2024
|
Asahi Life Asset Management Co., Ltd.
|
BUY
|
- |
400+ 3.76% |
$15.9K - $18K
|
11K
$574K
|
|
|
May 15, 2024
Q1 2024
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
400+ 5.48% |
$15.9K - $18K
|
7.7K
$401K
|
|
|
May 07, 2024
Q1 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
399+ 7.18% |
$15.9K - $17.9K
|
5.95K
$310K
|
|
|
May 14, 2024
Q1 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
394+ 1.1% |
$15.7K - $17.7K
|
36.3K
$1.89M
|
|
|
May 14, 2024
Q1 2024
|
First Trust Investment Solutions L.P.
Naples, FL |
BUY
|
- |
387+ 2.06% |
$15.4K - $17.4K
|
19.2K
$1M
|
|
|
May 14, 2024
Q1 2024
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
386+ 0.05% |
$15.3K - $17.4K
|
724K
$37.7M
|
|
|
May 14, 2024
Q1 2024
|
Infrastructure Capital Advisors, LLC
New York, NY |
BUY
|
- |
386+ 1.44% |
$15.3K - $17.4K
|
27.1K
$1.41M
|
|
|
May 13, 2024
Q1 2024
|
Douglass Winthrop Advisors, LLC
New York, NY |
BUY
|
- |
381+ 2.29% |
$15.1K - $17.1K
|
17K
$887K
|
|
|
May 08, 2024
Q1 2024
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
375+ 18.44% |
$14.9K - $16.9K
|
2.41K
$125K
|
|
|
May 03, 2024
Q1 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
369+ 7.66% |
$14.7K - $16.6K
|
5.18K
$270K
|
|
|
May 14, 2024
Q1 2024
|
Washington Trust Bank
|
BUY
|
- |
358+ 0.96% |
$14.2K - $16.1K
|
37.7K
$1.96M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
354+ 1.48% |
$14.1K - $15.9K
|
24.2K
$1.26M
|
|
|
Apr 29, 2024
Q1 2024
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
350+ 30.65% |
$13.9K - $15.7K
|
1.49K
$77.7K
|
|
|
Apr 11, 2024
Q1 2024
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
349+ 154.42% |
$13.9K - $15.7K
|
575
$29.9K
|
|
|
May 14, 2024
Q1 2024
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
347+ 5.3% |
$13.8K - $15.6K
|
6.89K
$359K
|
|
|
May 08, 2024
Q1 2024
|
Hills Bank & Trust CO
|
BUY
|
- |
343+ 4.7% |
$13.6K - $15.4K
|
7.65K
$398K
|
|
|
May 01, 2024
Q1 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
341+ 5.4% |
$13.5K - $15.3K
|
6.66K
$346K
|
|
|
Apr 11, 2024
Q1 2024
|
Optimum Investment Advisors
|
BUY
|
- |
333+ 3.99% |
$13.2K - $15K
|
8.68K
$452K
|
|
|
Apr 22, 2024
Q1 2024
|
Kessler Investment Group, LLC
|
BUY
|
- |
331New |
$13.2K - $14.9K
|
331
$17.2K
|
|
|
May 03, 2024
Q1 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
331+ 3.35% |
$13.2K - $14.9K
|
10.2K
$532K
|
|
|
Apr 16, 2024
Q1 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
325+ 0.76% |
$12.9K - $14.6K
|
43K
$2.24M
|
|
|
May 01, 2024
Q1 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
323+ 1.03% |
$12.8K - $14.5K
|
31.6K
$1.64M
|
|
|
May 14, 2024
Q1 2024
|
Clark Financial Services Group Inc
Chesterfield, MO |
BUY
|
- |
301+ 3.49% |
$12K - $13.5K
|
8.92K
$464K
|
|
|
Apr 12, 2024
Q1 2024
|
Thompson Investment Management, Inc.
|
BUY
|
- |
300+ 20.49% |
$11.9K - $13.5K
|
1.76K
$91.8K
|
|
|
Apr 26, 2024
Q1 2024
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
296+ 11.35% |
$11.8K - $13.3K
|
2.9K
$151K
|
|
|
Apr 23, 2024
Q1 2024
|
Valicenti Advisory Services Inc
|
BUY
|
- |
290+ 0.94% |
$11.5K - $13K
|
31.2K
$1.62M
|
|
|
Apr 25, 2024
Q1 2024
|
True Private Wealth Advisors
|
BUY
|
- |
289+ 2.01% |
$11.5K - $13K
|
14.7K
$764K
|
|
|
May 09, 2024
Q1 2024
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
288+ 4.28% |
$11.4K - $12.9K
|
7.02K
$365K
|
|
|
May 15, 2024
Q1 2024
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
288+ 3.43% |
$11.4K - $12.9K
|
8.68K
$452K
|
|
|
May 02, 2024
Q1 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
287+ 2.53% |
$11.4K - $12.9K
|
11.6K
$606K
|
|
|
Apr 15, 2024
Q1 2024
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
284+ 0.85% |
$11.3K - $12.8K
|
33.8K
$1.76M
|
|
|
May 06, 2024
Q1 2024
|
Pfg Advisors
|
BUY
|
- |
284+ 4.37% |
$11.3K - $12.8K
|
6.78K
$353K
|
|
|
Apr 26, 2024
Q1 2024
|
Prairiewood Capital, LLC
|
BUY
|
- |
281+ 4.33% |
$11.2K - $12.6K
|
6.77K
$352K
|
|
|
Apr 29, 2024
Q1 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
278+ 0.84% |
$11K - $12.5K
|
33.5K
$1.74M
|
|
|
May 14, 2024
Q1 2024
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
278+ 2.13% |
$11K - $12.5K
|
13.4K
$695K
|