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 |
|---|---|---|---|---|---|---|---|
|
May 03, 2024
Q1 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-1.28K- 12.74% |
$50.7K - $57.4K
|
8.74K
$507K
|
|
|
May 16, 2024
Q1 2024
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
SELL
|
- |
-1.28K- 5.99% |
$50.7K - $57.4K
|
20K
$1.16M
|
|
|
May 09, 2024
Q1 2024
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-1.29K- 2.47% |
$51.4K - $58.1K
|
51.1K
$2.96M
|
|
|
May 02, 2024
Q1 2024
|
Patron Partners, LLC
|
SELL
|
- |
-1.3K- 7.97% |
$51.5K - $58.3K
|
15K
$868K
|
|
|
May 10, 2024
Q1 2024
|
Cornercap Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-1.31K- 1.95% |
$52K - $58.8K
|
65.6K
$3.81M
|
|
|
May 15, 2024
Q1 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-1.32K- 1.59% |
$52.5K - $59.4K
|
82K
$4.75M
|
|
|
May 14, 2024
Q1 2024
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-1.33K- 14.78% |
$52.7K - $59.6K
|
7.65K
$444K
|
|
|
Apr 19, 2024
Q1 2024
|
Powers Advisory Group, LLC
|
SELL
|
- |
-1.34K- 11.85% |
$53K - $60K
|
9.93K
$576K
|
|
|
May 14, 2024
Q1 2024
|
Loomis Sayles & CO L P
|
SELL
|
- |
-1.35K- 11.89% |
$53.6K - $60.6K
|
10K
$580K
|
|
|
May 15, 2024
Q1 2024
|
Paloma Partners Management CO
Greenwich, CT |
SELL
|
- |
-1.35K- 13.5% |
$53.7K - $60.7K
|
8.66K
$502K
|
|
|
Apr 19, 2024
Q1 2024
|
Financial Sense Advisors, Inc.
|
SELL
|
- |
-1.35K- 2.74% |
$53.8K - $60.8K
|
48K
$2.78M
|
|
|
May 14, 2024
Q1 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-1.36K- 7.63% |
$54K - $61.1K
|
16.4K
$953K
|
|
|
Apr 22, 2024
Q1 2024
|
Stonegate Investment Group, LLC
Birmingham, AL |
SELL
|
- |
-1.37K- 2.96% |
$54.5K - $61.6K
|
45K
$2.61M
|
|
|
May 03, 2024
Q1 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-1.39K- 94.04% |
$55.2K - $62.4K
|
88
$5.1K
|
|
|
May 03, 2024
Q1 2024
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
SELL
|
- |
-1.4K- 14.85% |
$55.4K - $62.7K
|
8K
$464K
|
|
|
May 14, 2024
Q1 2024
|
Epoch Investment Partners, Inc.
New York, NY |
SELL
|
- |
-1.4K- 2.13% |
$55.6K - $62.9K
|
64.3K
$3.73M
|
|
|
May 06, 2024
Q1 2024
|
Metis Global Partners, LLC
|
SELL
|
- |
-1.4K- 2.96% |
$55.7K - $63.1K
|
46K
$2.67M
|
|
|
May 09, 2024
Q1 2024
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-1.4K- 4.59% |
$55.8K - $63.1K
|
29.2K
$1.69M
|
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.41K- 6.87% |
$55.9K - $63.3K
|
19.1K
$1.11M
|
|
|
Apr 17, 2024
Q1 2024
|
Burns J W & CO Inc
|
SELL
|
- |
-1.43K- 5.43% |
$56.7K - $64.1K
|
24.9K
$1.44M
|
|
|
Apr 30, 2024
Q1 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-1.43K- 4.26% |
$56.9K - $64.3K
|
32.2K
$1.86M
|
|
|
May 13, 2024
Q1 2024
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-1.44K- 9.69% |
$57.2K - $64.7K
|
13.4K
$778K
|
|
|
Apr 22, 2024
Q1 2024
|
Harbour Trust & Investment Management CO
Michigan City, IN |
SELL
|
- |
-1.51K- 15.07% |
$59.9K - $67.8K
|
8.5K
$493K
|
|
|
Apr 22, 2024
Q1 2024
|
Oakworth Capital, Inc.
|
SELL
|
- |
-1.51K- 14.22% |
$60K - $67.8K
|
9.1K
$528K
|
|
|
Apr 12, 2024
Q1 2024
|
Annex Advisory Services, LLC
|
SELL
|
- |
-1.51K- 7.07% |
$60.1K - $68K
|
19.9K
$1.15M
|
|
|
May 10, 2024
Q1 2024
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-1.51K- 16.27% |
$60.1K - $68K
|
7.79K
$451K
|
|
|
Jan 29, 2025
Q1 2024
|
Sage Private Wealth Group, LLC
|
SELL
|
- |
-1.54K- 15.38% |
$61K - $69K
|
8.45K
$490K
|
|
|
Feb 27, 2025
Q1 2024
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-1.55K- 83.48% |
$61.6K - $69.7K
|
307
$17.8K
|
|
|
Apr 25, 2024
Q1 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-1.58K- 3.34% |
$62.7K - $70.9K
|
45.7K
$2.65M
|
|
|
May 15, 2024
Q1 2024
|
Driehaus Capital Management LLC
Chicago, IL |
SELL
|
- |
-1.58K- 25.11% |
$62.7K - $70.9K
|
4.7K
$273K
|
|
|
Apr 16, 2024
Q1 2024
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
SELL
|
- |
-1.6K- 16.64% |
$63.6K - $71.9K
|
8.02K
$465K
|
|
|
May 14, 2024
Q1 2024
|
Advisor Shares Investments LLC
Bethesda, MD |
SELL
|
- |
-1.61K- 14.65% |
$64K - $72.4K
|
9.38K
$544K
|
|
|
May 02, 2024
Q1 2024
|
Welch & Forbes LLC
|
SELL
|
- |
-1.62K- 7.02% |
$64.4K - $72.9K
|
21.5K
$1.25M
|
|
|
May 03, 2024
Q1 2024
|
Team Hewins, LLC
Redwood City, CA |
SELL
|
- |
-1.62K- 12.67% |
$64.5K - $73K
|
11.2K
$649K
|
|
|
Jun 24, 2024
Q1 2024
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
SELL
|
- |
-1.63K- 4.61% |
$64.9K - $73.4K
|
33.8K
$1.96M
|
|
|
Oct 22, 2024
Q1 2024
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-1.65K- 19.09% |
$65.6K - $74.3K
|
7K
$406K
|
|
|
May 07, 2024
Q1 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-1.67K- 2.82% |
$66.3K - $75K
|
57.5K
$3.33M
|
|
|
May 14, 2024
Q1 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.68K- 3.15% |
$66.8K - $75.6K
|
51.6K
$2.99M
|
|
|
May 14, 2024
Q1 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-1.72K- 6.99% |
$68.5K - $77.4K
|
22.9K
$1.33M
|
|
|
May 09, 2024
Q1 2024
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
SELL
|
- |
-1.74K- 2.58% |
$68.9K - $78K
|
65.4K
$3.79M
|
|
|
May 21, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-1.74K- 20.58% |
$69.2K - $78.3K
|
6.72K
$390K
|
|
|
Apr 24, 2024
Q1 2024
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-1.75K- 12.75% |
$69.3K - $78.4K
|
11.9K
$692K
|
|
|
Apr 24, 2024
Q1 2024
|
Telos Capital Management, Inc.
|
SELL
|
- |
-1.75K- 20.42% |
$69.5K - $78.7K
|
6.82K
$395K
|
|
|
May 21, 2024
Q1 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
SELL
|
- |
-1.76K- 4.2% |
$69.9K - $79.1K
|
40.1K
$2.33M
|
|
|
May 09, 2024
Q1 2024
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-1.76K- 13.93% |
$70K - $79.2K
|
10.9K
$632K
|
|
|
May 09, 2024
Q1 2024
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-1.8K- 14.51% |
$71.5K - $80.9K
|
10.6K
$615K
|
|
|
Apr 22, 2024
Q1 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-1.8K- 5.88% |
$71.5K - $80.9K
|
28.8K
$1.67M
|
|
|
May 03, 2024
Q1 2024
|
Citizens National Bank Trust Department
|
SELL
|
- |
-1.81K- 2.53% |
$71.8K - $81.2K
|
69.6K
$4.04M
|
|
|
May 22, 2024
Q1 2024
|
Burney CO
Reston, VA |
SELL
|
- |
-1.81K- 12.86% |
$71.9K - $81.3K
|
12.3K
$711K
|
|
|
May 14, 2024
Q1 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-1.82K- 2.87% |
$72.2K - $81.7K
|
61.5K
$3.56M
|