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 21, 2023
Q2 2023
|
First Command Financial Services, Inc.
|
SELL
|
- |
-571- 14.98% |
$24.8K - $27.3K
|
3.24K
$181K
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Bank
|
SELL
|
- |
-571- 14.98% |
$24.8K - $27.3K
|
3.24K
$181K
|
|
|
Jul 31, 2023
Q2 2023
|
True Wealth Advisors, LLC
|
SELL
|
- |
-579- 7.81% |
$25.1K - $27.7K
|
6.83K
$382K
|
|
|
Jul 20, 2023
Q2 2023
|
Chicago Capital, LLC
|
SELL
|
- |
-583- 4.4% |
$25.3K - $27.9K
|
12.7K
$708K
|
|
|
Aug 14, 2024
Q2 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-590- 1.21% |
$25.6K - $28.2K
|
48.1K
$2.69M
|
|
|
Aug 03, 2023
Q2 2023
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-593- 11.94% |
$25.7K - $28.3K
|
4.37K
$245K
|
|
|
Jul 25, 2023
Q2 2023
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-600- 6.29% |
$26.1K - $28.7K
|
8.95K
$500K
|
|
|
Aug 01, 2023
Q2 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-600- 4.78% |
$26.1K - $28.7K
|
11.9K
$668K
|
|
|
Aug 01, 2023
Q2 2023
|
Klingenstein Fields & CO LP
|
SELL
|
- |
-600- 3.12% |
$26.1K - $28.7K
|
18.6K
$1.04M
|
|
|
Aug 04, 2023
Q2 2023
|
Investors Asset Management Of Georgia Inc
|
SELL
|
- |
-600- 1.6% |
$26.1K - $28.7K
|
37K
$2.07M
|
|
|
Aug 09, 2023
Q2 2023
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-600- 5.87% |
$26.1K - $28.7K
|
9.63K
$539K
|
|
|
Aug 08, 2023
Q2 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-612- 3.11% |
$26.6K - $29.2K
|
19K
$1.07M
|
|
|
Aug 01, 2023
Q2 2023
|
Heritage Investors Management Corp
|
SELL
|
- |
-615- 0.82% |
$26.7K - $29.4K
|
74.3K
$4.16M
|
|
|
Aug 09, 2023
Q2 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-618- 13.5% |
$26.8K - $29.5K
|
3.96K
$221K
|
|
|
Aug 15, 2023
Q2 2023
|
Holderness Investments CO
Greensboro, NC |
SELL
|
- |
-624- 6.86% |
$27.1K - $29.8K
|
8.48K
$474K
|
|
|
Jul 13, 2023
Q2 2023
|
Wesbanco Bank Inc
|
SELL
|
- |
-635- 2.24% |
$27.6K - $30.3K
|
27.7K
$1.55M
|
|
|
Jul 21, 2023
Q2 2023
|
Capital Insight Partners, LLC
|
SELL
|
- |
-640- 8.96% |
$27.8K - $30.6K
|
6.5K
$364K
|
|
|
Jul 24, 2023
Q2 2023
|
Carlson Capital Management
|
SELL
|
- |
-643- 11.65% |
$27.9K - $30.7K
|
4.88K
$273K
|
|
|
Jul 26, 2023
Q2 2023
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-644- 2.74% |
$28K - $30.8K
|
22.8K
$1.28M
|
|
|
Jul 28, 2023
Q2 2023
|
Oakworth Capital, Inc.
|
SELL
|
- |
-650- 6.35% |
$28.2K - $31.1K
|
9.59K
$537K
|
|
|
Aug 10, 2023
Q2 2023
|
Caprock Group, Inc.
|
SELL
|
- |
-654- 2.9% |
$28.4K - $31.2K
|
21.9K
$1.22M
|
|
|
Jul 14, 2023
Q2 2023
|
M. Kraus & CO
|
SELL
|
- |
-656- 11.34% |
$28.5K - $31.3K
|
5.13K
$287K
|
|
|
Jul 24, 2023
Q2 2023
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-656- 5.03% |
$28.5K - $31.3K
|
12.4K
$692K
|
|
|
Aug 03, 2023
Q2 2023
|
New Square Capital LLC
|
SELL
|
- |
-656- 89.74% |
$28.5K - $31.3K
|
75
$4.19K
|
|
|
Aug 11, 2023
Q2 2023
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-668- 6.39% |
$29K - $31.9K
|
9.79K
$547K
|
|
|
Jul 27, 2023
Q2 2023
|
Mendota Financial Group, LLC
Madison, WI |
SELL
|
- |
-670- 71.66% |
$29.1K - $32K
|
265
$14.8K
|
|
|
Jul 14, 2023
Q2 2023
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-671- 1.83% |
$29.1K - $32.1K
|
35.9K
$2.01M
|
|
|
Jul 20, 2023
Q2 2023
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-681- 5.04% |
$29.6K - $32.5K
|
12.8K
$718K
|
|
|
Aug 10, 2023
Q2 2023
|
Aviva PLC
|
SELL
|
- |
-684- 0.99% |
$29.7K - $32.7K
|
68.6K
$3.84M
|
|
|
Sep 06, 2023
Q2 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-711- 6.64% |
$30.9K - $34K
|
10K
$559K
|
|
|
Jul 11, 2023
Q2 2023
|
Gradient Investments LLC
|
SELL
|
- |
-713- 7.87% |
$31K - $34.1K
|
8.34K
$467K
|
|
|
Aug 08, 2023
Q2 2023
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-714- 11.38% |
$31K - $34.1K
|
5.56K
$311K
|
|
|
Aug 15, 2023
Q2 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-716- 37.16% |
$31.1K - $34.2K
|
1.21K
$67.7K
|
|
|
Aug 11, 2023
Q2 2023
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-721- 2.69% |
$31.3K - $34.4K
|
26.1K
$1.46M
|
|
|
Aug 11, 2023
Q2 2023
|
Taylor Hoffman Wealth Management
Richmond, VA |
SELL
|
- |
-750- 3.89% |
$32.6K - $35.8K
|
18.5K
$1.04M
|
|
|
Aug 14, 2023
Q2 2023
|
Family Management Corp
New York, NY |
SELL
|
- |
-752- 11.92% |
$32.7K - $35.9K
|
5.56K
$311K
|
|
|
Aug 03, 2023
Q2 2023
|
Coldstream Capital Management Inc
|
SELL
|
- |
-760- 1.99% |
$33K - $36.3K
|
37.5K
$2.1M
|
|
|
Jul 21, 2023
Q2 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-763- 7.81% |
$33.1K - $36.5K
|
9K
$504K
|
|
|
Jul 28, 2023
Q2 2023
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-783- 2.89% |
$34K - $37.4K
|
26.4K
$1.47M
|
|
|
Jul 14, 2023
Q2 2023
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-793- 11.77% |
$34.4K - $37.9K
|
5.94K
$332K
|
|
|
Aug 01, 2023
Q2 2023
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-793- 4.12% |
$34.4K - $37.9K
|
18.5K
$1.03M
|
|
|
Aug 14, 2023
Q2 2023
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
SELL
|
- |
-795- 3.6% |
$34.5K - $38K
|
21.3K
$1.19M
|
|
|
Aug 03, 2023
Q2 2023
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-798- 13.77% |
$34.6K - $38.1K
|
5K
$280K
|
|
|
Aug 09, 2023
Q2 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-799- 3.82% |
$34.7K - $38.2K
|
20.1K
$1.12M
|
|
|
Aug 09, 2023
Q2 2023
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-801- 2.76% |
$34.8K - $38.3K
|
28.2K
$1.58M
|
|
|
Aug 11, 2023
Q2 2023
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
SELL
|
- |
-809- 1.12% |
$35.1K - $38.7K
|
71.3K
$3.99M
|
|
|
Jul 14, 2023
Q2 2023
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-813- 1.73% |
$35.3K - $38.8K
|
46.3K
$2.59M
|
|
|
Jul 17, 2023
Q2 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-818- 3.79% |
$35.5K - $39.1K
|
20.8K
$1.16M
|
|
|
Aug 10, 2023
Q2 2023
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-832- 9.88% |
$36.1K - $39.8K
|
7.59K
$424K
|
|
|
Jul 20, 2023
Q2 2023
|
Vaughan & CO Securities, Inc.
|
SELL
|
- |
-841- 4.96% |
$36.5K - $40.2K
|
16.1K
$902K
|