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 02, 2023
Q2 2023
|
Barry Investment Advisors, LLC
|
BUY
|
- |
41+ 0.87% |
$1.78K - $1.96K
|
4.76K
$266K
|
|
|
Jul 31, 2023
Q2 2023
|
Curi Wealth Management, LLC
|
BUY
|
- |
40+ 0.76% |
$1.74K - $1.91K
|
5.31K
$297K
|
|
|
Aug 11, 2023
Q2 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
39+ 111.43% |
$1.69K - $1.86K
|
74
$4.14K
|
|
|
Jul 13, 2023
Q2 2023
|
Perpetual LTD
Sydney, New South Wales, C3 |
BUY
|
- |
38+ 0.09% |
$1.65K - $1.82K
|
42.1K
$2.36M
|
|
|
Aug 14, 2023
Q2 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
38+ 0.09% |
$1.65K - $1.82K
|
40.6K
$2.27M
|
|
|
Aug 04, 2023
Q2 2023
|
Sandy Spring Bank
|
BUY
|
- |
37+ 0.15% |
$1.61K - $1.77K
|
24.3K
$1.36M
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
37New |
$1.61K - $1.77K
|
37
$2.07K
|
|
|
Jul 06, 2023
Q2 2023
|
Abacus Planning Group, Inc.
|
BUY
|
- |
36+ 0.66% |
$1.56K - $1.72K
|
5.53K
$309K
|
|
|
Jul 27, 2023
Q2 2023
|
Carson Advisory Inc.
|
BUY
|
- |
36+ 0.68% |
$1.56K - $1.72K
|
5.33K
$298K
|
|
|
Nov 08, 2023
Q2 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
36+ 1.26% |
$1.56K - $1.72K
|
2.89K
$162K
|
|
|
Jul 25, 2023
Q2 2023
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
33New |
$1.43K - $1.58K
|
33
$1.85K
|
|
|
Aug 08, 2023
Q2 2023
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
33+ 0.05% |
$1.43K - $1.58K
|
68.9K
$3.85M
|
|
|
Apr 22, 2024
Q2 2023
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
33New |
$1.43K - $1.58K
|
33
$1.85K
|
|
|
Jul 13, 2023
Q2 2023
|
Thompson Davis & Co., Inc.
|
BUY
|
- |
32+ 0.63% |
$1.39K - $1.53K
|
5.1K
$285K
|
|
|
Aug 08, 2023
Q2 2023
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
32+ 0.28% |
$1.39K - $1.53K
|
11.6K
$648K
|
|
|
Jul 20, 2023
Q2 2023
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
31+ 0.53% |
$1.35K - $1.48K
|
5.93K
$331K
|
|
|
Aug 14, 2023
Q2 2023
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
31+ 0.01% |
$1.35K - $1.48K
|
232K
$13M
|
|
|
Jul 19, 2023
Q2 2023
|
Leavell Investment Management, Inc.
|
BUY
|
- |
30+ 0.11% |
$1.3K - $1.43K
|
27.4K
$1.54M
|
|
|
Jul 21, 2023
Q2 2023
|
Beaton Management Co. Inc.
Haverhill, MA |
BUY
|
- |
30+ 0.15% |
$1.3K - $1.43K
|
19.9K
$1.11M
|
|
|
Aug 08, 2023
Q2 2023
|
Nvwm, LLC
|
BUY
|
- |
30+ 10.0% |
$1.3K - $1.43K
|
330
$18.5K
|
|
|
Aug 11, 2023
Q2 2023
|
Lansing Street Advisors
|
BUY
|
- |
30+ 1.78% |
$1.3K - $1.43K
|
1.72K
$96.1K
|
|
|
Jul 13, 2023
Q2 2023
|
Taylor & Morgan Wealth Management, LLC
|
BUY
|
- |
29+ 0.26% |
$1.26K - $1.39K
|
11K
$616K
|
|
|
Aug 02, 2023
Q2 2023
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
28+ 1.89% |
$1.22K - $1.34K
|
1.51K
$84.6K
|
|
|
Jul 12, 2023
Q2 2023
|
Signal Point Asset Management, LLC
|
BUY
|
- |
27+ 0.6% |
$1.17K - $1.29K
|
4.56K
$255K
|
|
|
Jul 28, 2023
Q2 2023
|
Foundation Wealth Management, LLC
Clayton, MO |
BUY
|
- |
27+ 0.28% |
$1.17K - $1.29K
|
9.63K
$538K
|
|
|
Aug 10, 2023
Q2 2023
|
Stone House Investment Management, LLC
|
BUY
|
- |
27+ 2.06% |
$1.17K - $1.29K
|
1.34K
$74.7K
|
|
|
Aug 14, 2023
Q2 2023
|
Hwg Holdings LP
Houston, TX |
BUY
|
- |
27New |
$1.17K - $1.29K
|
27
$1.51K
|
|
|
Jul 19, 2023
Q2 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
26+ 1.57% |
$1.13K - $1.24K
|
1.68K
$94K
|
|
|
Aug 01, 2023
Q2 2023
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
26+ 0.64% |
$1.13K - $1.24K
|
4.1K
$229K
|
|
|
Aug 02, 2023
Q2 2023
|
Executive Wealth Management, LLC
|
BUY
|
- |
26+ 0.49% |
$1.13K - $1.24K
|
5.32K
$298K
|
|
|
Jul 05, 2023
Q2 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
25+ 1.92% |
$1.09K - $1.19K
|
1.33K
$74.1K
|
|
|
Jul 13, 2023
Q2 2023
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
25+ 0.1% |
$1.09K - $1.19K
|
24.1K
$1.35M
|
|
|
Aug 04, 2023
Q2 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
25+ 0.3% |
$1.09K - $1.19K
|
8.33K
$466K
|
|
|
Jul 20, 2023
Q2 2023
|
Ls Investment Advisors, LLC
|
BUY
|
- |
24+ 0.1% |
$1.04K - $1.15K
|
25.2K
$1.41M
|
|
|
Aug 08, 2023
Q2 2023
|
Klcm Advisors, Inc.
|
BUY
|
- |
23+ 0.13% |
$999 - $1.1K
|
17.9K
$999K
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
22+ 0.32% |
$955 - $1.05K
|
6.94K
$388K
|
|
|
Aug 15, 2023
Q2 2023
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
22+ 0.29% |
$955 - $1.05K
|
7.63K
$427K
|
|
|
Jul 28, 2023
Q2 2023
|
Kanawha Capital Management LLC
|
BUY
|
- |
21+ 0.11% |
$912 - $1K
|
18.4K
$1.03M
|
|
|
Jul 24, 2023
Q2 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
20+ 0.65% |
$868 - $956
|
3.1K
$173K
|
|
|
Aug 02, 2023
Q2 2023
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
18+ 0.1% |
$782 - $860
|
18.1K
$1.01M
|
|
|
Jul 20, 2023
Q2 2023
|
Newton One Investments LLC
|
BUY
|
- |
17+ 2.01% |
$738 - $812
|
864
$48.3K
|
|
|
Jul 10, 2023
Q2 2023
|
Tsfg, LLC
|
BUY
|
- |
14+ 0.21% |
$608 - $669
|
6.74K
$377K
|
|
|
Aug 11, 2023
Q2 2023
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
14+ 0.24% |
$608 - $669
|
5.82K
$325K
|
|
|
Sep 11, 2024
Q2 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
14+ 0.23% |
$608 - $669
|
6.14K
$343K
|
|
|
Jul 20, 2023
Q2 2023
|
Gleason Group, Inc.
|
BUY
|
- |
12+ 2.11% |
$521 - $573
|
580
$32.4K
|
|
|
Aug 07, 2023
Q2 2023
|
Indie Asset Partners, LLC
Carmel, IN |
BUY
|
- |
12+ 0.11% |
$521 - $573
|
10.7K
$596K
|
|
|
Jul 17, 2023
Q2 2023
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
11+ 0.28% |
$478 - $526
|
3.87K
$217K
|
|
|
Jul 31, 2023
Q2 2023
|
Nadler Financial Group, Inc.
|
BUY
|
- |
11+ 0.21% |
$478 - $526
|
5.3K
$296K
|
|
|
Aug 01, 2023
Q2 2023
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
11+ 0.32% |
$478 - $526
|
3.5K
$196K
|
|
|
Aug 10, 2023
Q2 2023
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
11+ 0.09% |
$478 - $526
|
12.7K
$709K
|