Purchases and Sales Made in Q2 2023 in Altria Group, Inc. (MO)
This table provides information about the institutional ownership of Altria Group, Inc. (MO) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 09, 2023
Q2 2023
|
Viewpoint Capital Management LLC
Seattle, WA |
BUY
|
- |
810+ 4.19% |
$35.2K - $38.7K
|
20.2K
$1.13M
|
|
|
Aug 04, 2023
Q2 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
799+ 18.87% |
$34.7K - $38.2K
|
5.03K
$282K
|
|
|
Aug 14, 2023
Q2 2023
|
Bahl & Gaynor Inc
|
BUY
|
- |
790+ 5.18% |
$34.3K - $37.7K
|
16K
$897K
|
|
|
Jul 13, 2023
Q2 2023
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
782+ 4.13% |
$34K - $37.4K
|
19.7K
$1.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
778+ 11.55% |
$33.8K - $37.2K
|
7.52K
$420K
|
|
|
Jul 28, 2023
Q2 2023
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
776+ 2.38% |
$33.7K - $37.1K
|
33.4K
$1.87M
|
|
|
Jul 07, 2023
Q2 2023
|
Lvm Capital Management LTD
|
BUY
|
- |
775+ 0.59% |
$33.7K - $37K
|
131K
$7.33M
|
|
|
Aug 10, 2023
Q2 2023
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
BUY
|
- |
741+ 9.61% |
$32.2K - $35.4K
|
8.45K
$473K
|
|
|
Jul 14, 2023
Q2 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
739+ 1.3% |
$32.1K - $35.3K
|
57.4K
$3.21M
|
|
|
Aug 09, 2023
Q2 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
733+ 1.93% |
$31.8K - $35K
|
38.7K
$2.16M
|
|
|
Jul 24, 2023
Q2 2023
|
Annex Advisory Services, LLC
|
BUY
|
- |
727+ 0.82% |
$31.6K - $34.7K
|
89.1K
$4.98M
|
|
|
Jul 26, 2023
Q2 2023
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
723+ 6.76% |
$31.4K - $34.5K
|
11.4K
$639K
|
|
|
Jul 19, 2023
Q2 2023
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
711+ 7.9% |
$30.9K - $34K
|
9.71K
$543K
|
|
|
Jul 26, 2023
Q2 2023
|
State Of Michigan Retirement System
|
BUY
|
- |
700+ 0.13% |
$30.4K - $33.4K
|
558K
$31.2M
|
|
|
May 17, 2024
Q2 2023
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
688+ 9.27% |
$29.9K - $32.9K
|
8.11K
$454K
|
|
|
Aug 11, 2023
Q2 2023
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
687+ 7.08% |
$29.8K - $32.8K
|
10.4K
$581K
|
|
|
Aug 15, 2023
Q2 2023
|
Nbw Capital LLC
|
BUY
|
- |
681+ 14.13% |
$29.6K - $32.5K
|
5.5K
$308K
|
|
|
Aug 10, 2023
Q2 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
679+ 5.05% |
$29.5K - $32.4K
|
14.1K
$790K
|
|
|
Dec 13, 2023
Q2 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
679+ 5.05% |
$29.5K - $32.4K
|
14.1K
$790K
|
|
|
Aug 15, 2023
Q2 2023
|
First Citizens Bank & Trust CO
|
BUY
|
- |
673+ 13.77% |
$29.2K - $32.2K
|
5.56K
$311K
|
|
|
Aug 14, 2023
Q2 2023
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
670+ 6.44% |
$29.1K - $32K
|
11.1K
$619K
|
|
|
Aug 14, 2023
Q2 2023
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
669+ 11.2% |
$29K - $32K
|
6.64K
$372K
|
|
|
Jul 27, 2023
Q2 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
667+ 1.9% |
$29K - $31.9K
|
35.8K
$2M
|
|
|
Aug 10, 2023
Q2 2023
|
Wfa Of San Diego, LLC
|
BUY
|
- |
665New |
$28.9K - $31.8K
|
665
$37.2K
|
|
|
Aug 14, 2023
Q2 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
652+ 13.47% |
$28.3K - $31.2K
|
5.49K
$307K
|
|
|
Aug 03, 2023
Q2 2023
|
Larson Financial Group LLC
|
BUY
|
- |
640+ 23.43% |
$27.8K - $30.6K
|
3.37K
$189K
|
|
|
Aug 04, 2023
Q2 2023
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
635+ 1.24% |
$27.6K - $30.3K
|
51.7K
$2.89M
|
|
|
Jul 31, 2023
Q2 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
626+ 2.4% |
$27.2K - $29.9K
|
26.8K
$1.5M
|
|
|
Aug 08, 2023
Q2 2023
|
Aveo Capital Partners, LLC
|
BUY
|
- |
625+ 6.69% |
$27.1K - $29.9K
|
9.97K
$558K
|
|
|
Jul 05, 2023
Q2 2023
|
M&R Capital Management Inc
|
BUY
|
- |
614+ 16.92% |
$26.7K - $29.3K
|
4.24K
$237K
|
|
|
Jul 17, 2023
Q2 2023
|
Dubuque Bank & Trust CO
|
BUY
|
- |
611+ 12.8% |
$26.5K - $29.2K
|
5.38K
$301K
|
|
|
Aug 14, 2023
Q2 2023
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
606+ 6.23% |
$26.3K - $29K
|
10.3K
$578K
|
|
|
Aug 08, 2023
Q2 2023
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
602+ 3.91% |
$26.1K - $28.8K
|
16K
$894K
|
|
|
Apr 09, 2024
Q2 2023
|
Morningstar Investment Management LLC
Chicago, IL |
BUY
|
- |
601+ 2.66% |
$26.1K - $28.7K
|
23.2K
$1.3M
|
|
|
Jul 18, 2023
Q2 2023
|
Northwest Bank & Trust CO
Davenport, IA |
BUY
|
- |
600New |
$26.1K - $28.7K
|
600
$33.6K
|
|
|
Jul 18, 2023
Q2 2023
|
Tandem Investment Advisors, Inc.
Charleston, SC |
BUY
|
- |
599+ 9.12% |
$26K - $28.6K
|
7.17K
$401K
|
|
|
Aug 09, 2023
Q2 2023
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
597+ 4.23% |
$25.9K - $28.5K
|
14.7K
$822K
|
|
|
Jul 07, 2023
Q2 2023
|
Moody National Bank Trust Division
|
BUY
|
- |
586+ 1.39% |
$25.4K - $28K
|
42.8K
$2.4M
|
|
|
Aug 11, 2023
Q2 2023
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
573+ 6.27% |
$24.9K - $27.4K
|
9.71K
$543K
|
|
|
Jul 31, 2023
Q2 2023
|
Dakota Wealth Management
|
BUY
|
- |
569+ 4.12% |
$24.7K - $27.2K
|
14.4K
$804K
|
|
|
Jul 13, 2023
Q2 2023
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
565+ 1.97% |
$24.5K - $27K
|
29.2K
$1.63M
|
|
|
Aug 07, 2023
Q2 2023
|
Keystone Financial Group
|
BUY
|
- |
565+ 9.11% |
$24.5K - $27K
|
6.77K
$378K
|
|
|
Aug 07, 2023
Q2 2023
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
BUY
|
- |
544+ 0.86% |
$23.6K - $26K
|
64.1K
$3.58M
|
|
|
Aug 10, 2023
Q2 2023
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
537+ 2.9% |
$23.3K - $25.7K
|
19K
$1.06M
|
|
|
Jul 12, 2023
Q2 2023
|
Beacon Capital Management, LLC
|
BUY
|
- |
535+ 7.98% |
$23.2K - $25.6K
|
7.24K
$405K
|
|
|
Aug 14, 2023
Q2 2023
|
Gilbert & Cook, Inc.
|
BUY
|
- |
530+ 4.8% |
$23K - $25.3K
|
11.6K
$647K
|
|
|
Aug 10, 2023
Q2 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
529+ 1.71% |
$23K - $25.3K
|
31.5K
$1.76M
|
|
|
Aug 14, 2023
Q2 2023
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
527+ 5.95% |
$22.9K - $25.2K
|
9.38K
$525K
|
|
|
Aug 14, 2023
Q2 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
525+ 2.89% |
$22.8K - $25.1K
|
18.7K
$1.05M
|
|
|
Jul 13, 2023
Q2 2023
|
Salvus Wealth Management, LLC
|
BUY
|
- |
522+ 3.96% |
$22.7K - $24.9K
|
13.7K
$767K
|