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
|
Private Portfolio Partners LLC
|
BUY
|
- |
305+ 0.92% |
$13.2K - $14.6K
|
33.4K
$1.87M
|
|
|
Jul 19, 2023
Q2 2023
|
Chicago Trust CO Na
|
BUY
|
- |
301+ 1.65% |
$13.1K - $14.4K
|
18.5K
$1.04M
|
|
|
Aug 08, 2023
Q2 2023
|
Archer Investment Corp
|
BUY
|
- |
301+ 6.26% |
$13.1K - $14.4K
|
5.11K
$286K
|
|
|
Aug 09, 2023
Q2 2023
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
301+ 1.62% |
$13.1K - $14.4K
|
18.9K
$1.06M
|
|
|
Aug 02, 2023
Q2 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
295+ 0.13% |
$12.8K - $14.1K
|
225K
$12.6M
|
|
|
Aug 10, 2023
Q2 2023
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
291+ 3.58% |
$12.6K - $13.9K
|
8.42K
$471K
|
|
|
Jul 10, 2023
Q2 2023
|
Cva Family Office, LLC
|
BUY
|
- |
290+ 3.56% |
$12.6K - $13.9K
|
8.44K
$472K
|
|
|
Jul 12, 2023
Q2 2023
|
Burns J W & CO Inc
|
BUY
|
- |
290+ 1.09% |
$12.6K - $13.9K
|
27K
$1.51M
|
|
|
Jul 14, 2023
Q2 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
283+ 17.65% |
$12.3K - $13.5K
|
1.89K
$105K
|
|
|
Aug 21, 2023
Q2 2023
|
Asset Dedication, LLC
|
BUY
|
- |
280+ 56.68% |
$12.2K - $13.4K
|
774
$43.3K
|
|
|
Aug 07, 2023
Q2 2023
|
Xml Financial, LLC
|
BUY
|
- |
279+ 1.16% |
$12.1K - $13.3K
|
24.3K
$1.36M
|
|
|
Jul 14, 2023
Q2 2023
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
277+ 5.22% |
$12K - $13.2K
|
5.59K
$312K
|
|
|
Jul 10, 2023
Q2 2023
|
Thomasville National Bank
|
BUY
|
- |
273+ 1.64% |
$11.9K - $13K
|
16.9K
$945K
|
|
|
Jul 24, 2023
Q2 2023
|
Charles Schwab Trust CO
|
BUY
|
- |
273+ 2.93% |
$11.9K - $13K
|
9.61K
$537K
|
|
|
Jul 27, 2023
Q2 2023
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
- |
265+ 5.75% |
$11.5K - $12.7K
|
4.87K
$273K
|
|
|
Aug 17, 2023
Q2 2023
|
Vicus Capital
State College, PA |
BUY
|
- |
265+ 5.45% |
$11.5K - $12.7K
|
5.13K
$287K
|
|
|
Jul 24, 2023
Q2 2023
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
264+ 4.69% |
$11.5K - $12.6K
|
5.89K
$330K
|
|
|
Aug 08, 2023
Q2 2023
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
260+ 3.26% |
$11.3K - $12.4K
|
8.23K
$461K
|
|
|
Jul 24, 2023
Q2 2023
|
Citizens National Bank Trust Department
|
BUY
|
- |
255+ 0.35% |
$11.1K - $12.2K
|
73.2K
$4.1M
|
|
|
Aug 11, 2023
Q2 2023
|
Distillate Capital Partners LLC
|
BUY
|
- |
253New |
$11K - $12.1K
|
253
$14.2K
|
|
|
Jul 18, 2023
Q2 2023
|
Bill Few Associates, Inc.
|
BUY
|
- |
250+ 1.87% |
$10.9K - $11.9K
|
13.6K
$762K
|
|
|
Aug 14, 2023
Q2 2023
|
Horizon Kinetics Asset Management LLC
|
BUY
|
- |
250+ 0.63% |
$10.9K - $11.9K
|
40K
$2.24M
|
|
|
Jul 18, 2023
Q2 2023
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
248+ 0.84% |
$10.8K - $11.8K
|
29.9K
$1.67M
|
|
|
Jul 26, 2023
Q2 2023
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
247New |
$10.7K - $11.8K
|
247
$13.8K
|
|
|
Jul 13, 2023
Q2 2023
|
Bouchey Financial Group LTD
|
BUY
|
- |
246+ 2.6% |
$10.7K - $11.8K
|
9.7K
$542K
|
|
|
Jul 13, 2023
Q2 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
245+ 3.82% |
$10.6K - $11.7K
|
6.66K
$372K
|
|
|
Aug 09, 2023
Q2 2023
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
BUY
|
- |
245+ 1.82% |
$10.6K - $11.7K
|
13.7K
$768K
|
|
|
Aug 10, 2023
Q2 2023
|
Hollencrest Capital Management
|
BUY
|
- |
245+ 0.33% |
$10.6K - $11.7K
|
73.4K
$4.11M
|
|
|
Aug 01, 2023
Q2 2023
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
239+ 6.88% |
$10.4K - $11.4K
|
3.71K
$208K
|
|
|
Aug 14, 2023
Q2 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
239+ 4.96% |
$10.4K - $11.4K
|
5.06K
$283K
|
|
|
Sep 01, 2023
Q2 2023
|
Corrigan Financial, Inc.
Middletown, RI |
BUY
|
- |
236+ 4.67% |
$10.2K - $11.3K
|
5.29K
$296K
|
|
|
Jul 14, 2023
Q2 2023
|
My Legacy Advisors, LLC
|
BUY
|
- |
230+ 1.59% |
$9.99K - $11K
|
14.7K
$822K
|
|
|
Aug 07, 2023
Q2 2023
|
Cfo4 Life Group, LLC
|
BUY
|
- |
228+ 2.59% |
$9.9K - $10.9K
|
9.02K
$505K
|
|
|
Aug 03, 2023
Q2 2023
|
Triumph Capital Management
|
BUY
|
- |
224+ 4.33% |
$9.73K - $10.7K
|
5.39K
$302K
|
|
|
Oct 13, 2023
Q2 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
220+ 1.88% |
$9.55K - $10.5K
|
11.9K
$668K
|
|
|
Jul 13, 2023
Q2 2023
|
Green Square Capital Advisors LLC
|
BUY
|
- |
216+ 0.49% |
$9.38K - $10.3K
|
44.3K
$2.48M
|
|
|
Jul 18, 2023
Q2 2023
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
216+ 0.02% |
$9.38K - $10.3K
|
944K
$52.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
211+ 1.24% |
$9.16K - $10.1K
|
17.2K
$964K
|
|
|
Jul 13, 2023
Q2 2023
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
210+ 0.96% |
$9.12K - $10K
|
22.1K
$1.23M
|
|
|
Aug 10, 2023
Q2 2023
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
210+ 1.81% |
$9.12K - $10K
|
11.8K
$661K
|
|
|
Jul 19, 2023
Q2 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
205+ 1.19% |
$8.9K - $9.79K
|
17.4K
$974K
|
|
|
Jul 27, 2023
Q2 2023
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
204+ 3.21% |
$8.86K - $9.75K
|
6.56K
$367K
|
|
|
Aug 09, 2023
Q2 2023
|
Resolute Advisors LLC
|
BUY
|
- |
203+ 1.96% |
$8.81K - $9.7K
|
10.5K
$590K
|
|
|
Aug 14, 2023
Q2 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
203+ 1.15% |
$8.81K - $9.7K
|
17.9K
$1M
|
|
|
Aug 07, 2023
Q2 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
200+ 30.49% |
$8.68K - $9.56K
|
856
$47.9K
|
|
|
Aug 09, 2023
Q2 2023
|
Pittenger & Anderson Inc
|
BUY
|
- |
200+ 66.67% |
$8.68K - $9.56K
|
500
$28K
|
|
|
Jul 14, 2023
Q2 2023
|
626 Financial, LLC
|
BUY
|
- |
195+ 3.71% |
$8.47K - $9.32K
|
5.46K
$305K
|
|
|
Aug 14, 2023
Q2 2023
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
193+ 9.67% |
$8.38K - $9.22K
|
2.19K
$122K
|
|
|
Aug 11, 2023
Q2 2023
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
188+ 2.14% |
$8.16K - $8.98K
|
8.98K
$502K
|
|
|
Jul 25, 2023
Q2 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
185+ 3.38% |
$8.03K - $8.84K
|
5.66K
$317K
|