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 |
|---|---|---|---|---|---|---|---|
|
Jul 18, 2023
Q2 2023
|
Home Federal Bank Of Tennessee
|
SELL
|
- |
-277- 2.9% |
$12K - $13.2K
|
9.27K
$518K
|
|
|
Aug 04, 2023
Q2 2023
|
Oxbow Advisors, LLC
Corpus Christi, TX |
SELL
|
- |
-277- 0.37% |
$12K - $13.2K
|
75.5K
$4.22M
|
|
|
Jul 28, 2023
Q2 2023
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-282- 26.78% |
$12.2K - $13.5K
|
771
$43.1K
|
|
|
Aug 01, 2023
Q2 2023
|
Dover Advisors, LLC
Richmond, VA |
SELL
|
- |
-283- 1.3% |
$12.3K - $13.5K
|
21.4K
$1.2M
|
|
|
Jul 28, 2023
Q2 2023
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-284- 1.12% |
$12.3K - $13.6K
|
25K
$1.4M
|
|
|
Aug 03, 2023
Q2 2023
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-284- 0.32% |
$12.3K - $13.6K
|
89.6K
$5.01M
|
|
|
Aug 08, 2023
Q2 2023
|
South State Corp
|
SELL
|
- |
-292- 0.63% |
$12.7K - $14K
|
45.8K
$2.56M
|
|
|
Jul 20, 2023
Q2 2023
|
Successful Portfolios LLC
|
SELL
|
- |
-293- 2.73% |
$12.7K - $14K
|
10.4K
$583K
|
|
|
Jul 19, 2023
Q2 2023
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
SELL
|
- |
-294- 1.17% |
$12.8K - $14K
|
24.8K
$1.39M
|
|
|
Jul 17, 2023
Q2 2023
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-295- 4.51% |
$12.8K - $14.1K
|
6.25K
$349K
|
|
|
Aug 09, 2023
Q2 2023
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
SELL
|
- |
-298- 1.62% |
$12.9K - $14.2K
|
18.1K
$1.01M
|
|
|
Aug 09, 2023
Q2 2023
|
Edgemoor Investment Advisors, Inc.
|
SELL
|
- |
-298- 4.51% |
$12.9K - $14.2K
|
6.31K
$353K
|
|
|
Jul 24, 2023
Q2 2023
|
Allen Capital Group, LLC
|
SELL
|
- |
-299- 4.69% |
$13K - $14.3K
|
6.08K
$340K
|
|
|
Jul 14, 2023
Q2 2023
|
Westside Investment Management, Inc.
|
SELL
|
- |
-300- 6.59% |
$13K - $14.3K
|
4.25K
$238K
|
|
|
Jul 14, 2023
Q2 2023
|
Vera Bank, N.A.
|
SELL
|
- |
-300- 1.95% |
$13K - $14.3K
|
15.1K
$844K
|
|
|
Aug 09, 2023
Q2 2023
|
Equitable Trust CO
|
SELL
|
- |
-300- 4.04% |
$13K - $14.3K
|
7.13K
$399K
|
|
|
Aug 14, 2023
Q2 2023
|
Waters Parkerson & Co., LLC
|
SELL
|
- |
-300- 0.65% |
$13K - $14.3K
|
46K
$2.57M
|
|
|
Aug 14, 2023
Q2 2023
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-300- 43.92% |
$13K - $14.3K
|
383
$21.4K
|
|
|
Jul 28, 2023
Q2 2023
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-303- 2.05% |
$13.2K - $14.5K
|
14.5K
$811K
|
|
|
Jul 26, 2023
Q2 2023
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-306- 1.69% |
$13.3K - $14.6K
|
17.8K
$997K
|
|
|
Jul 27, 2023
Q2 2023
|
Gam Holding Ag
|
SELL
|
- |
-311- 0.15% |
$13.5K - $14.9K
|
201K
$11.2M
|
|
|
Aug 29, 2023
Q2 2023
|
Efg Asset Management (Americas) Corp.
|
SELL
|
- |
-311- 0.68% |
$13.5K - $14.9K
|
45.2K
$2.53M
|
|
|
Jul 25, 2023
Q2 2023
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-317- 3.77% |
$13.8K - $15.1K
|
8.09K
$452K
|
|
|
Jul 20, 2023
Q2 2023
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-327- 13.86% |
$14.2K - $15.6K
|
2.03K
$114K
|
|
|
Aug 04, 2023
Q2 2023
|
Widmann Financial Services, Inc.
|
SELL
|
- |
-334- 1.66% |
$14.5K - $16K
|
19.7K
$1.1M
|
|
|
Aug 11, 2023
Q2 2023
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-338- 3.82% |
$14.7K - $16.1K
|
8.52K
$476K
|
|
|
Jul 13, 2023
Q2 2023
|
Lynch & Associates
|
SELL
|
- |
-339- 1.04% |
$14.7K - $16.2K
|
32.4K
$1.81M
|
|
|
Oct 24, 2023
Q2 2023
|
Lynch & Associates
|
SELL
|
- |
-339- 1.04% |
$14.7K - $16.2K
|
32.4K
$1.81M
|
|
|
Aug 14, 2023
Q2 2023
|
Ethic Inc.
New York, NY |
SELL
|
- |
-345- 2.67% |
$15K - $16.5K
|
12.6K
$702K
|
|
|
Jul 31, 2023
Q2 2023
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-347- 6.9% |
$15.1K - $16.6K
|
4.68K
$262K
|
|
|
Aug 14, 2023
Q2 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-349- 1.15% |
$15.2K - $16.7K
|
29.9K
$1.67M
|
|
|
Aug 11, 2023
Q2 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-352- 2.83% |
$15.3K - $16.8K
|
12.1K
$675K
|
|
|
Aug 14, 2023
Q2 2023
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-353- 6.08% |
$15.3K - $16.9K
|
5.45K
$305K
|
|
|
Jul 18, 2023
Q2 2023
|
Zhang Financial LLC
|
SELL
|
- |
-360- 1.87% |
$15.6K - $17.2K
|
18.9K
$1.06M
|
|
|
Aug 01, 2023
Q2 2023
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-363- 0.83% |
$15.8K - $17.3K
|
43.2K
$2.42M
|
|
|
Aug 11, 2023
Q2 2023
|
Fort, L.P.
Chevy Chase, MD |
SELL
|
- |
-363- 5.71% |
$15.8K - $17.3K
|
6K
$336K
|
|
|
Aug 11, 2023
Q2 2023
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-363- 3.42% |
$15.8K - $17.3K
|
10.2K
$573K
|
|
|
Aug 14, 2023
Q2 2023
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-366- 4.68% |
$15.9K - $17.5K
|
7.45K
$417K
|
|
|
May 15, 2024
Q2 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-369- 39.76% |
$16K - $17.6K
|
559
$31.3K
|
|
|
Jul 25, 2023
Q2 2023
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
SELL
|
- |
-372- 0.91% |
$16.2K - $17.8K
|
40.6K
$2.27M
|
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
SELL
|
- |
-372- 7.17% |
$16.2K - $17.8K
|
4.82K
$269K
|
|
|
Jul 28, 2023
Q2 2023
|
Fort Pitt Capital Group, LLC
|
SELL
|
- |
-374- 7.49% |
$16.2K - $17.9K
|
4.62K
$258K
|
|
|
Jul 21, 2023
Q2 2023
|
Plimoth Trust CO LLC
|
SELL
|
- |
-375- 2.14% |
$16.3K - $17.9K
|
17.2K
$960K
|
|
|
Aug 02, 2023
Q2 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-377- 3.15% |
$16.4K - $18K
|
11.6K
$649K
|
|
|
Aug 03, 2023
Q2 2023
|
Horizon Bancorp Inc /In/
Michigan City, IN |
SELL
|
- |
-378- 9.11% |
$16.4K - $18.1K
|
3.77K
$211K
|
|
|
Aug 08, 2023
Q2 2023
|
9258 Wealth Management, LLC
|
SELL
|
- |
-381- 6.52% |
$16.5K - $18.2K
|
5.46K
$305K
|
|
|
Aug 07, 2023
Q2 2023
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-382- 0.79% |
$16.6K - $18.3K
|
47.8K
$2.68M
|
|
|
Jul 27, 2023
Q2 2023
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
SELL
|
- |
-391- 7.65% |
$17K - $18.7K
|
4.72K
$264K
|
|
|
Jul 31, 2023
Q2 2023
|
Tower View Investment Management & Research LLC
|
SELL
|
- |
-392- 41.79% |
$17K - $18.7K
|
546
$30.5K
|
|
|
Jul 20, 2023
Q2 2023
|
Keudell
|
SELL
|
- |
-395- 1.41% |
$17.2K - $18.9K
|
27.6K
$1.54M
|