Purchases and Sales Made in Q2 2025 in Altria Group, Inc. (MO)
This table provides information about the institutional ownership of Altria Group, Inc. (MO) during Q2 2025. 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 15, 2025
Q2 2025
|
Xcel Wealth Management, LLC
|
BUY
|
- |
2.78K+ 59.44% |
$155K - $170K
|
7.47K
$433K
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
2.7K+ 52.85% |
$150K - $164K
|
7.81K
$453K
|
|
|
Jul 17, 2025
Q2 2025
|
Bluesphere Advisors, LLC
East Norriton, PA |
BUY
|
- |
2.63K+ 60.57% |
$146K - $160K
|
6.98K
$404K
|
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
BUY
|
- |
2.62K+ 32.96% |
$145K - $159K
|
10.6K
$612K
|
|
|
Jul 16, 2025
Q2 2025
|
Dakota Wealth Management
|
BUY
|
- |
2.53K+ 19.6% |
$141K - $154K
|
15.4K
$895K
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
2.4K+ 7.07% |
$133K - $146K
|
36.3K
$2.1M
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.39K+ 4.66% |
$133K - $146K
|
53.7K
$3.11M
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
2.18K+ 8.25% |
$121K - $133K
|
28.7K
$1.66M
|
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
2.17K+ 3.35% |
$120K - $132K
|
66.9K
$3.88M
|
|
|
Jul 08, 2025
Q2 2025
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
2.17K+ 10.44% |
$120K - $132K
|
22.9K
$1.33M
|
|
|
Jul 14, 2025
Q2 2025
|
Occidental Asset Management, LLC
|
BUY
|
- |
2.14K+ 29.41% |
$119K - $131K
|
9.43K
$547K
|
|
|
Jul 09, 2025
Q2 2025
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
2.06K+ 27.11% |
$114K - $125K
|
9.64K
$559K
|
|
|
Jul 10, 2025
Q2 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
2.03K+ 131.64% |
$113K - $123K
|
3.57K
$207K
|
|
|
Jul 14, 2025
Q2 2025
|
Foster Group, Inc.
|
BUY
|
- |
1.98K+ 18.6% |
$110K - $121K
|
12.6K
$733K
|
|
|
Jul 16, 2025
Q2 2025
|
Patron Partners, LLC
|
BUY
|
- |
1.94K+ 15.86% |
$108K - $118K
|
14.2K
$821K
|
|
|
Jul 10, 2025
Q2 2025
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
1.94K+ 6.39% |
$108K - $118K
|
32.3K
$1.87M
|
|
|
Jul 15, 2025
Q2 2025
|
Maseco LLP
London, |
BUY
|
- |
1.89KNew |
$105K - $115K
|
1.89K
$109K
|
|
|
Jul 17, 2025
Q2 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
1.85K+ 28.59% |
$103K - $113K
|
8.34K
$483K
|
|
|
Jul 08, 2025
Q2 2025
|
Range Financial Group LLC
|
BUY
|
- |
1.84K+ 3.84% |
$102K - $112K
|
49.8K
$2.89M
|
|
|
Jul 10, 2025
Q2 2025
|
Secure Asset Management, LLC
|
BUY
|
- |
1.77K+ 17.64% |
$98.2K - $108K
|
11.8K
$683K
|
|
|
Jul 14, 2025
Q2 2025
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
1.71K+ 19.73% |
$94.9K - $104K
|
10.4K
$601K
|
|
|
Jul 11, 2025
Q2 2025
|
Grant Private Wealth Management Inc
Pleasanton, CA |
BUY
|
- |
1.69K+ 43.86% |
$94.1K - $103K
|
5.56K
$322K
|
|
|
Jul 18, 2025
Q2 2025
|
Trust CO Of Vermont
|
BUY
|
- |
1.69K+ 4.07% |
$93.8K - $103K
|
43.2K
$2.5M
|
|
|
Jul 08, 2025
Q2 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
1.65K+ 19.26% |
$91.4K - $100K
|
10.2K
$591K
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
1.55K+ 30.82% |
$86.2K - $94.5K
|
6.59K
$382K
|
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
1.53K+ 22.66% |
$85K - $93.2K
|
8.28K
$480K
|
|
|
Jul 07, 2025
Q2 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
1.36K+ 3.54% |
$75.3K - $82.6K
|
39.6K
$2.3M
|
|
|
Jul 16, 2025
Q2 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
1.25K+ 3.25% |
$69.3K - $76K
|
39.6K
$2.3M
|
|
|
Jul 10, 2025
Q2 2025
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
1.22KNew |
$67.8K - $74.3K
|
1.22K
$70.7K
|
|
|
Jul 17, 2025
Q2 2025
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
1.16K+ 17.18% |
$64.6K - $70.8K
|
7.92K
$459K
|
|
|
Jul 15, 2025
Q2 2025
|
Mc Adam, LLC
|
BUY
|
- |
1.13K+ 30.55% |
$62.7K - $68.8K
|
4.82K
$280K
|
|
|
Jul 11, 2025
Q2 2025
|
My Legacy Advisors, LLC
|
BUY
|
- |
1.13K+ 6.52% |
$62.7K - $68.8K
|
18.5K
$1.07M
|
|
|
Jul 11, 2025
Q2 2025
|
Kapstone Financial Advisors LLC
Dayton, OH |
BUY
|
- |
1.11K+ 7.8% |
$61.9K - $67.9K
|
15.4K
$893K
|
|
|
Jul 01, 2025
Q2 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
1.1K+ 19.05% |
$61.1K - $67K
|
6.87K
$398K
|
|
|
Jul 17, 2025
Q2 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
1.09K+ 7.07% |
$60.6K - $66.5K
|
16.5K
$957K
|
|
|
Jul 18, 2025
Q2 2025
|
Churchill Management Corp
|
BUY
|
- |
1.07K+ 0.42% |
$59.7K - $65.4K
|
258K
$15M
|
|
|
Jul 17, 2025
Q2 2025
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
1.05K+ 27.7% |
$58.2K - $63.8K
|
4.83K
$280K
|
|
|
Jul 16, 2025
Q2 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
1.04K+ 25.78% |
$58K - $63.6K
|
5.09K
$295K
|
|
|
Jul 09, 2025
Q2 2025
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
1.03K+ 13.21% |
$57.3K - $62.9K
|
8.85K
$513K
|
|
|
Jul 18, 2025
Q2 2025
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
1.03K+ 13.2% |
$57.3K - $62.9K
|
8.85K
$513K
|
|
|
Jul 16, 2025
Q2 2025
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
1KNew |
$55.6K - $60.9K
|
1K
$58K
|
|
|
Jul 17, 2025
Q2 2025
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
938+ 4.84% |
$52.1K - $57.1K
|
20.3K
$1.18M
|
|
|
Jul 16, 2025
Q2 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
938+ 9.57% |
$52.1K - $57.1K
|
10.7K
$623K
|
|
|
Jul 17, 2025
Q2 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
938+ 21.77% |
$52.1K - $57.1K
|
5.25K
$304K
|
|
|
Jul 15, 2025
Q2 2025
|
Lynch & Associates
|
BUY
|
- |
871+ 2.89% |
$48.4K - $53.1K
|
31K
$1.8M
|
|
|
Jul 09, 2025
Q2 2025
|
Bulwark Capital Corp
Fernandina Beach, FL |
BUY
|
- |
846New |
$47K - $51.5K
|
846
$49.1K
|
|
|
Jul 01, 2025
Q2 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
835+ 2.36% |
$46.4K - $50.9K
|
36.3K
$2.1M
|
|
|
Jul 15, 2025
Q2 2025
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
812+ 4.16% |
$45.1K - $49.5K
|
20.3K
$1.18M
|
|
|
Jul 09, 2025
Q2 2025
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
759+ 3.33% |
$42.2K - $46.2K
|
23.5K
$1.36M
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
742+ 3.56% |
$41.2K - $45.2K
|
21.6K
$1.25M
|