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 10, 2023
Q2 2023
|
Sanders Morris Harris LLC
|
BUY
|
- |
6.86K+ 76.88% |
$298K - $328K
|
15.8K
$882K
|
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
6.72K+ 36.82% |
$292K - $321K
|
25K
$1.4M
|
|
|
Mar 29, 2024
Q2 2023
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
BUY
|
- |
6.6KNew |
$286K - $315K
|
6.6K
$369K
|
|
|
Aug 14, 2023
Q2 2023
|
Nebula Research & Development LLC
New York, NY |
BUY
|
- |
6.37K+ 88.71% |
$277K - $304K
|
13.6K
$758K
|
|
|
Jul 24, 2023
Q2 2023
|
Omni Star Financial Group, Inc.
|
BUY
|
- |
6.35K+ 15.31% |
$276K - $303K
|
47.8K
$2.67M
|
|
|
Jul 28, 2023
Q2 2023
|
Calamos Wealth Management LLC
|
BUY
|
- |
6.34KNew |
$275K - $303K
|
6.34K
$355K
|
|
|
Jul 31, 2023
Q2 2023
|
Credit Agricole S A
|
BUY
|
- |
6.25KNew |
$271K - $299K
|
6.25K
$350K
|
|
|
Aug 11, 2023
Q2 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
6.25K+ 4.99% |
$271K - $299K
|
131K
$7.35M
|
|
|
Sep 28, 2023
Q2 2023
|
Schoolcraft Capital LLC
Boulder, CO |
BUY
|
- |
6.23KNew |
$270K - $297K
|
6.23K
$348K
|
|
|
Jul 06, 2023
Q2 2023
|
Centre Asset Management, LLC
|
BUY
|
- |
6.22K+ 2.4% |
$270K - $297K
|
266K
$14.9M
|
|
|
Aug 10, 2023
Q2 2023
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
6.2KNew |
$269K - $296K
|
6.2K
$347K
|
|
|
Jul 14, 2023
Q2 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
6.19K+ 22.08% |
$269K - $296K
|
34.2K
$1.91M
|
|
|
Jul 26, 2023
Q2 2023
|
Pinnacle Associates LTD
|
BUY
|
- |
6.1K+ 12.07% |
$265K - $291K
|
56.6K
$3.17M
|
|
|
Aug 11, 2023
Q2 2023
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
- |
6.09KNew |
$264K - $291K
|
6.09K
$340K
|
|
|
Jul 21, 2023
Q2 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
6.08K+ 12.37% |
$264K - $290K
|
55.2K
$3.09M
|
|
|
Aug 10, 2023
Q2 2023
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
6.04KNew |
$262K - $288K
|
6.04K
$338K
|
|
|
Aug 02, 2023
Q2 2023
|
Lee Financial Group Hawaii, Inc.
Honolulu, HI |
BUY
|
- |
5.96K+ 101.22% |
$259K - $285K
|
11.8K
$663K
|
|
|
Aug 09, 2023
Q2 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
5.92K+ 28.46% |
$257K - $283K
|
26.7K
$1.5M
|
|
|
Aug 02, 2023
Q2 2023
|
Mai Capital Management
|
BUY
|
- |
5.87K+ 7.02% |
$255K - $280K
|
89.5K
$5.01M
|
|
|
Aug 04, 2023
Q2 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
5.79K+ 4.7% |
$251K - $276K
|
129K
$7.21M
|
|
|
Aug 08, 2023
Q2 2023
|
J. L. Bainbridge & Co., Inc.
|
BUY
|
- |
5.72KNew |
$248K - $273K
|
5.72K
$320K
|
|
|
Aug 01, 2023
Q2 2023
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
5.71K+ 557.27% |
$248K - $273K
|
6.74K
$377K
|
|
|
Jul 10, 2023
Q2 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
5.69KNew |
$247K - $272K
|
5.69K
$318K
|
|
|
Aug 14, 2023
Q2 2023
|
Cmg Global Holdings, LLC
|
BUY
|
- |
5.66K+ 19.89% |
$246K - $271K
|
34.1K
$1.91M
|
|
|
Jul 31, 2023
Q2 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
5.65K+ 6.12% |
$245K - $270K
|
98K
$5.48M
|
|
|
Jul 10, 2023
Q2 2023
|
Appleton Partners Inc
|
BUY
|
- |
5.55KNew |
$241K - $265K
|
5.55K
$310K
|
|
|
Jul 14, 2023
Q2 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
5.51K+ 39.66% |
$239K - $263K
|
19.4K
$1.08M
|
|
|
Feb 14, 2024
Q2 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
5.51K+ 39.66% |
$239K - $263K
|
19.4K
$1.08M
|
|
|
Aug 09, 2023
Q2 2023
|
Windle Wealth, LLC
Oklahoma City, OK |
BUY
|
- |
5.44K+ 4.41% |
$236K - $260K
|
129K
$7.21M
|
|
|
Jul 07, 2023
Q2 2023
|
Great Waters Wealth Management
Minneapolis, MN |
BUY
|
- |
5.44KNew |
$236K - $260K
|
5.44K
$304K
|
|
|
Jul 13, 2023
Q2 2023
|
Aprio Wealth Management, LLC
|
BUY
|
- |
5.43KNew |
$236K - $259K
|
5.43K
$304K
|
|
|
Jul 31, 2023
Q2 2023
|
Cubic Asset Management, LLC
|
BUY
|
- |
5.37KNew |
$233K - $256K
|
5.37K
$300K
|
|
|
Aug 11, 2023
Q2 2023
|
Flc Capital Advisors
|
BUY
|
- |
5.33K+ 48.96% |
$232K - $255K
|
16.2K
$907K
|
|
|
Aug 15, 2023
Q2 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
5.32K+ 1560.7% |
$231K - $254K
|
5.66K
$317K
|
|
|
Aug 08, 2023
Q2 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
5.24K+ 3.22% |
$227K - $250K
|
168K
$9.39M
|
|
|
Aug 04, 2023
Q2 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
5.22K+ 833.01% |
$227K - $250K
|
5.85K
$327K
|
|
|
Aug 03, 2023
Q2 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
5.21K+ 1.81% |
$226K - $249K
|
292K
$16.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
5.2K+ 4.3% |
$226K - $248K
|
126K
$7.06M
|
|
|
Aug 15, 2023
Q2 2023
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
5.15KNew |
$224K - $246K
|
5.15K
$288K
|
|
|
Aug 11, 2023
Q2 2023
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
5.13K+ 6.68% |
$223K - $245K
|
81.9K
$4.58M
|
|
|
Apr 24, 2024
Q2 2023
|
Bulltick Wealth Management, LLC
Miami, FL |
BUY
|
- |
5.1KNew |
$221K - $243K
|
5.1K
$285K
|
|
|
Aug 11, 2023
Q2 2023
|
Becker Capital Management Inc
|
BUY
|
- |
5.07KNew |
$220K - $242K
|
5.07K
$283K
|
|
|
Aug 14, 2023
Q2 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
5.05K+ 28.67% |
$219K - $241K
|
22.7K
$1.27M
|
|
|
Aug 07, 2023
Q2 2023
|
Legacy Financial Group, Inc.
Tulsa, OK |
BUY
|
- |
5.05KNew |
$219K - $241K
|
5.05K
$282K
|
|
|
Aug 07, 2023
Q2 2023
|
Red Door Wealth Management, LLC
|
BUY
|
- |
5.04K+ 62.77% |
$219K - $241K
|
13.1K
$730K
|
|
|
Aug 15, 2023
Q2 2023
|
Arvest Trust CO N A
Rogers, AR |
BUY
|
- |
5.03KNew |
$219K - $240K
|
5.03K
$281K
|
|
|
Aug 08, 2023
Q2 2023
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
4.95KNew |
$215K - $236K
|
4.95K
$277K
|
|
|
Jul 26, 2023
Q2 2023
|
Latitude Advisors, LLC
|
BUY
|
- |
4.93KNew |
$214K - $236K
|
4.93K
$276K
|
|
|
Jul 19, 2023
Q2 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
4.93K+ 30.39% |
$214K - $235K
|
21.1K
$1.18M
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
4.85K+ 5.58% |
$210K - $232K
|
91.7K
$5.13M
|