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 14, 2023
Q2 2023
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
517+ 1.54% |
$22.4K - $24.7K
|
34.1K
$1.91M
|
|
|
Aug 14, 2023
Q2 2023
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
510+ 9.99% |
$22.1K - $24.4K
|
5.62K
$314K
|
|
|
Aug 07, 2023
Q2 2023
|
Bronte Capital Management Pty Ltd.
|
BUY
|
- |
508+ 0.82% |
$22.1K - $24.3K
|
62.7K
$3.51M
|
|
|
Aug 15, 2023
Q2 2023
|
Girard Partners Ltd.
|
BUY
|
- |
507+ 3.77% |
$22K - $24.2K
|
14K
$781K
|
|
|
Aug 28, 2023
Q2 2023
|
Dt Investment Partners, LLC
|
BUY
|
- |
506+ 12.08% |
$22K - $24.2K
|
4.7K
$263K
|
|
|
Jul 14, 2023
Q2 2023
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
503+ 10.2% |
$21.8K - $24K
|
5.44K
$304K
|
|
|
Jul 20, 2023
Q2 2023
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
500New |
$21.7K - $23.9K
|
500
$28K
|
|
|
Jul 27, 2023
Q2 2023
|
Chiron Capital Management, LLC
|
BUY
|
- |
500+ 9.61% |
$21.7K - $23.9K
|
5.7K
$319K
|
|
|
Jul 28, 2023
Q2 2023
|
Bank Of New Hampshire
|
BUY
|
- |
500+ 21.55% |
$21.7K - $23.9K
|
2.82K
$158K
|
|
|
Jul 26, 2023
Q2 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
492+ 14.59% |
$21.4K - $23.5K
|
3.86K
$216K
|
|
|
Aug 18, 2023
Q2 2023
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
482+ 1.39% |
$20.9K - $23K
|
35.3K
$1.97M
|
|
|
Jul 26, 2023
Q2 2023
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
469+ 2.76% |
$20.4K - $22.4K
|
17.5K
$978K
|
|
|
Aug 01, 2023
Q2 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
460+ 11.83% |
$20K - $22K
|
4.35K
$243K
|
|
|
Aug 15, 2023
Q2 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
457+ 1.13% |
$19.8K - $21.8K
|
40.8K
$2.28M
|
|
|
Jul 20, 2023
Q2 2023
|
Torray LLC
|
BUY
|
- |
456+ 0.15% |
$19.8K - $21.8K
|
310K
$17.4M
|
|
|
Aug 02, 2023
Q2 2023
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
451+ 0.61% |
$19.6K - $21.5K
|
74.1K
$4.15M
|
|
|
Aug 10, 2023
Q2 2023
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
450+ 2.95% |
$19.5K - $21.5K
|
15.7K
$877K
|
|
|
Aug 09, 2023
Q2 2023
|
Evoke Wealth, LLC
|
BUY
|
- |
449+ 6.37% |
$19.5K - $21.5K
|
7.5K
$420K
|
|
|
Aug 10, 2023
Q2 2023
|
Affinity Investment Advisors, LLC
|
BUY
|
- |
438+ 1.11% |
$19K - $20.9K
|
39.9K
$2.23M
|
|
|
Aug 14, 2023
Q2 2023
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
435+ 5.86% |
$18.9K - $20.8K
|
7.86K
$440K
|
|
|
Jul 19, 2023
Q2 2023
|
Axim Planning & Wealth
Dayton, OH |
BUY
|
- |
432+ 7.15% |
$18.8K - $20.6K
|
6.47K
$362K
|
|
|
Jul 20, 2023
Q2 2023
|
Pds Planning, Inc
|
BUY
|
- |
431+ 4.23% |
$18.7K - $20.6K
|
10.6K
$593K
|
|
|
Aug 30, 2023
Q2 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
428+ 1.13% |
$18.6K - $20.4K
|
38.2K
$2.13M
|
|
|
Mar 12, 2024
Q2 2023
|
Executive Wealth Group LLC
Kirkland, WA |
BUY
|
- |
422+ 2.41% |
$18.3K - $20.2K
|
17.9K
$1M
|
|
|
Jul 13, 2023
Q2 2023
|
Veriti Management LLC
|
BUY
|
- |
419+ 3.22% |
$18.2K - $20K
|
13.4K
$751K
|
|
|
Aug 11, 2023
Q2 2023
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
414+ 4.22% |
$18K - $19.8K
|
10.2K
$571K
|
|
|
Oct 09, 2024
Q2 2023
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
414+ 4.22% |
$18K - $19.8K
|
10.2K
$571K
|
|
|
Jul 21, 2023
Q2 2023
|
1900 Wealth Management LLC
|
BUY
|
- |
412+ 7.27% |
$17.9K - $19.7K
|
6.08K
$340K
|
|
|
Aug 14, 2023
Q2 2023
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
411+ 1.33% |
$17.8K - $19.6K
|
31.3K
$1.75M
|
|
|
Aug 14, 2023
Q2 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
404+ 7.93% |
$17.5K - $19.3K
|
5.5K
$308K
|
|
|
Aug 10, 2023
Q2 2023
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
397+ 2.05% |
$17.2K - $19K
|
19.7K
$1.1M
|
|
|
Aug 03, 2023
Q2 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
396+ 8.27% |
$17.2K - $18.9K
|
5.19K
$290K
|
|
|
Jul 13, 2023
Q2 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
377+ 0.76% |
$16.4K - $18K
|
50K
$2.8M
|
|
|
Aug 21, 2023
Q2 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
375New |
$16.3K - $17.9K
|
375
$21K
|
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
372+ 0.45% |
$16.2K - $17.8K
|
83.2K
$4.65M
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
365+ 3.34% |
$15.8K - $17.4K
|
11.3K
$631K
|
|
|
Jul 17, 2023
Q2 2023
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
354+ 0.8% |
$15.4K - $16.9K
|
44.7K
$2.5M
|
|
|
Aug 09, 2023
Q2 2023
|
Dudley Capital Management, LLC
Middleburg, VA |
BUY
|
- |
353+ 1.15% |
$15.3K - $16.9K
|
31.1K
$1.74M
|
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
352New |
$15.3K - $16.8K
|
352
$19.7K
|
|
|
Aug 07, 2023
Q2 2023
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
346+ 2.86% |
$15K - $16.5K
|
12.5K
$696K
|
|
|
Aug 11, 2023
Q2 2023
|
Enterprise Financial Services Corp
Clayton, MO |
BUY
|
- |
340+ 5.64% |
$14.8K - $16.2K
|
6.37K
$356K
|
|
|
Jul 24, 2023
Q2 2023
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
339+ 1.77% |
$14.7K - $16.2K
|
19.5K
$1.09M
|
|
|
Jul 18, 2023
Q2 2023
|
Rothschild Investment Corp
|
BUY
|
- |
338+ 1.09% |
$14.7K - $16.1K
|
31.5K
$1.76M
|
|
|
Aug 08, 2023
Q2 2023
|
Glassman Wealth Services
|
BUY
|
- |
323+ 12.0% |
$14K - $15.4K
|
3.02K
$169K
|
|
|
Nov 07, 2023
Q2 2023
|
Cheviot Value Management, LLC
|
BUY
|
- |
321+ 3.39% |
$13.9K - $15.3K
|
9.79K
$548K
|
|
|
Jul 14, 2023
Q2 2023
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
314+ 1.08% |
$13.6K - $15K
|
29.4K
$1.65M
|
|
|
Aug 02, 2023
Q2 2023
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
313New |
$13.6K - $15K
|
313
$17.5K
|
|
|
Jul 20, 2023
Q2 2023
|
Csenge Advisory Group
|
BUY
|
- |
311+ 0.92% |
$13.5K - $14.9K
|
34.2K
$1.91M
|
|
|
Aug 01, 2023
Q2 2023
|
Wolff Wiese Magana LLC
|
BUY
|
- |
310+ 31.89% |
$13.5K - $14.8K
|
1.28K
$71.7K
|
|
|
Aug 03, 2023
Q2 2023
|
Optimum Investment Advisors
|
BUY
|
- |
308+ 2.3% |
$13.4K - $14.7K
|
13.7K
$765K
|