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 29, 2024
Q1 2024
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
64+ 1.77% |
$2.54K - $2.88K
|
3.69K
$192K
|
|
|
Apr 29, 2024
Q1 2024
|
Meritage Portfolio Management
|
BUY
|
- |
64+ 0.64% |
$2.54K - $2.88K
|
10K
$520K
|
|
|
Apr 25, 2024
Q1 2024
|
L.M. Kohn & Company
|
BUY
|
- |
62+ 0.57% |
$2.46K - $2.79K
|
10.9K
$568K
|
|
|
May 08, 2024
Q1 2024
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
61+ 0.25% |
$2.42K - $2.74K
|
24.1K
$1.25M
|
|
|
May 03, 2024
Q1 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
60+ 0.84% |
$2.38K - $2.7K
|
7.22K
$376K
|
|
|
May 03, 2024
Q1 2024
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
BUY
|
- |
58+ 0.52% |
$2.3K - $2.61K
|
11.2K
$583K
|
|
|
Apr 24, 2024
Q1 2024
|
First Pacific Financial
|
BUY
|
- |
57New |
$2.26K - $2.56K
|
57
$2.97K
|
|
|
May 14, 2024
Q1 2024
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
57+ 0.33% |
$2.26K - $2.56K
|
17.4K
$903K
|
|
|
May 15, 2024
Q1 2024
|
Altshuler Shaham LTD
|
BUY
|
- |
57+ 9.25% |
$2.26K - $2.56K
|
673
$35K
|
|
|
May 15, 2024
Q1 2024
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
56New |
$2.22K - $2.52K
|
56
$2.91K
|
|
|
May 15, 2024
Q1 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
53+ 21.2% |
$2.11K - $2.38K
|
303
$15.8K
|
|
|
Apr 01, 2024
Q1 2024
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
52+ 2.33% |
$2.07K - $2.34K
|
2.28K
$119K
|
|
|
Apr 17, 2024
Q1 2024
|
Barry Investment Advisors, LLC
|
BUY
|
- |
51+ 1.05% |
$2.03K - $2.29K
|
4.9K
$255K
|
|
|
May 15, 2024
Q1 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
46+ 7.71% |
$1.83K - $2.07K
|
643
$33.5K
|
|
|
Apr 09, 2024
Q1 2024
|
Welch Group, LLC
|
BUY
|
- |
43+ 0.11% |
$1.71K - $1.93K
|
38.9K
$2.02M
|
|
|
May 07, 2024
Q1 2024
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
42+ 0.53% |
$1.67K - $1.89K
|
8.01K
$417K
|
|
|
May 09, 2024
Q1 2024
|
Edgemoor Investment Advisors, Inc.
|
BUY
|
- |
41+ 0.71% |
$1.63K - $1.84K
|
5.78K
$301K
|
|
|
Apr 12, 2024
Q1 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
40+ 0.74% |
$1.59K - $1.8K
|
5.47K
$285K
|
|
|
Apr 15, 2024
Q1 2024
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
40+ 0.67% |
$1.59K - $1.8K
|
6.04K
$314K
|
|
|
May 02, 2024
Q1 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
40+ 0.28% |
$1.59K - $1.8K
|
14.4K
$748K
|
|
|
May 08, 2024
Q1 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
40+ 3.03% |
$1.59K - $1.8K
|
1.36K
$70.8K
|
|
|
May 10, 2024
Q1 2024
|
Indie Asset Partners, LLC
Carmel, IN |
BUY
|
- |
40+ 0.44% |
$1.59K - $1.8K
|
9.13K
$475K
|
|
|
Apr 10, 2024
Q1 2024
|
Atwood & Palmer Inc
|
BUY
|
- |
37+ 0.77% |
$1.47K - $1.66K
|
4.85K
$252K
|
|
|
Apr 16, 2024
Q1 2024
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
37+ 1.36% |
$1.47K - $1.66K
|
2.76K
$143K
|
|
|
May 15, 2024
Q1 2024
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
37New |
$1.47K - $1.66K
|
37
$1.93K
|
|
|
Apr 23, 2024
Q1 2024
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
35+ 0.66% |
$1.39K - $1.57K
|
5.38K
$280K
|
|
|
May 02, 2024
Q1 2024
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
34+ 2.16% |
$1.35K - $1.53K
|
1.61K
$83.7K
|
|
|
Apr 12, 2024
Q1 2024
|
Peak Financial Advisors LLC
|
BUY
|
- |
32+ 0.31% |
$1.27K - $1.44K
|
10.4K
$541K
|
|
|
May 09, 2024
Q1 2024
|
Archer Investment Corp
|
BUY
|
- |
32+ 0.63% |
$1.27K - $1.44K
|
5.12K
$266K
|
|
|
May 17, 2024
Q1 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
32+ 2.26% |
$1.27K - $1.44K
|
1.45K
$75.4K
|
|
|
Apr 18, 2024
Q1 2024
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
30+ 1.22% |
$1.19K - $1.35K
|
2.5K
$130K
|
|
|
Apr 24, 2024
Q1 2024
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
30+ 0.34% |
$1.19K - $1.35K
|
8.9K
$463K
|
|
|
Apr 30, 2024
Q1 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
30+ 0.3% |
$1.19K - $1.35K
|
10.2K
$530K
|
|
|
May 01, 2024
Q1 2024
|
Mizuho Securities Co. Ltd.
|
BUY
|
- |
30New |
$1.19K - $1.35K
|
30
$1.56K
|
|
|
May 08, 2024
Q1 2024
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
30New |
$1.19K - $1.35K
|
30
$1.56K
|
|
|
Apr 26, 2024
Q1 2024
|
Augustine Asset Management Inc
|
BUY
|
- |
29+ 0.47% |
$1.15K - $1.3K
|
6.17K
$321K
|
|
|
Sep 11, 2024
Q1 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
28+ 0.4% |
$1.11K - $1.26K
|
7.01K
$365K
|
|
|
Apr 18, 2024
Q1 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
25+ 0.8% |
$993 - $1.12K
|
3.17K
$165K
|
|
|
Apr 15, 2024
Q1 2024
|
Arkfeld Wealth Strategies, L.L.C.
|
BUY
|
- |
24+ 0.5% |
$954 - $1.08K
|
4.82K
$251K
|
|
|
May 13, 2024
Q1 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
23+ 20.35% |
$914 - $1.03K
|
136
$7.08K
|
|
|
Apr 12, 2024
Q1 2024
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
22+ 0.37% |
$874 - $989
|
5.99K
$312K
|
|
|
Apr 15, 2024
Q1 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
22+ 0.27% |
$874 - $989
|
8.09K
$421K
|
|
|
May 06, 2024
Q1 2024
|
Nvwm, LLC
|
BUY
|
- |
22+ 7.33% |
$874 - $989
|
322
$16.8K
|
|
|
May 10, 2024
Q1 2024
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
22New |
$874 - $989
|
22
$1.15K
|
|
|
May 14, 2024
Q1 2024
|
Distillate Capital Partners LLC
|
BUY
|
- |
22+ 7.61% |
$874 - $989
|
311
$16.2K
|
|
|
Apr 16, 2024
Q1 2024
|
Newton One Investments LLC
|
BUY
|
- |
21+ 2.33% |
$834 - $944
|
923
$48K
|
|
|
May 10, 2024
Q1 2024
|
Hutner Capital Management Inc
Manchester, VT |
BUY
|
- |
21+ 0.02% |
$834 - $944
|
102K
$5.31M
|
|
|
Apr 19, 2024
Q1 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
20+ 2.95% |
$795 - $899
|
697
$36.3K
|
|
|
Apr 11, 2024
Q1 2024
|
Pflug Koory, LLC
|
BUY
|
- |
19+ 0.24% |
$755 - $854
|
7.88K
$410K
|
|
|
Apr 18, 2024
Q1 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
17+ 1.95% |
$675 - $764
|
890
$46.3K
|