Purchases and Sales Made in Q3 2021 in Altria Group, Inc. (MO)
This table provides information about the institutional ownership of Altria Group, Inc. (MO) during Q3 2021. 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 |
---|---|---|---|---|---|---|---|
Oct 28, 2021
Q3 2021
|
Kanawha Capital Management LLC
|
BUY
|
- |
100+ 0.38% |
$4.55K - $5.1K
|
26.4K
$1.5M
|
|
Oct 13, 2021
Q3 2021
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
100+ 2.3% |
$4.55K - $5.1K
|
4.45K
$253K
|
|
Oct 27, 2021
Q3 2021
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
100+ 1.33% |
$4.55K - $5.1K
|
7.64K
$433K
|
|
Aug 13, 2024
Q3 2021
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
100+ 7.23% |
$4.55K - $5.1K
|
1.48K
$84.1K
|
|
Oct 08, 2021
Q3 2021
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
99+ 1.67% |
$4.51K - $5.05K
|
6.03K
$342K
|
|
Nov 12, 2021
Q3 2021
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
99+ 2.11% |
$4.51K - $5.05K
|
4.79K
$271K
|
|
Feb 22, 2022
Q3 2021
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
98+ 0.71% |
$4.46K - $5K
|
13.8K
$784K
|
|
Oct 06, 2021
Q3 2021
|
Cooper Financial Group
|
BUY
|
- |
93+ 1.93% |
$4.23K - $4.75K
|
4.92K
$279K
|
|
Nov 15, 2021
Q3 2021
|
Plancorp, LLC
|
BUY
|
- |
93+ 1.27% |
$4.23K - $4.75K
|
7.41K
$420K
|
|
Nov 10, 2021
Q3 2021
|
Glassman Wealth Services
|
BUY
|
- |
90+ 3.44% |
$4.1K - $4.59K
|
2.71K
$153K
|
|
Nov 04, 2021
Q3 2021
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
89+ 0.96% |
$4.05K - $4.54K
|
9.37K
$532K
|
|
Nov 12, 2021
Q3 2021
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
87+ 0.33% |
$3.96K - $4.44K
|
26.3K
$1.49M
|
|
Nov 16, 2021
Q3 2021
|
Cornerstone Advisory, LLC
|
BUY
|
- |
81+ 0.41% |
$3.69K - $4.13K
|
20K
$1.13M
|
|
Nov 08, 2021
Q3 2021
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
78+ 0.36% |
$3.55K - $3.98K
|
21.5K
$1.22M
|
|
Oct 28, 2021
Q3 2021
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
78+ 0.11% |
$3.55K - $3.98K
|
73.2K
$4.15M
|
|
Nov 15, 2021
Q3 2021
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
77+ 0.22% |
$3.51K - $3.93K
|
35.6K
$2.02M
|
|
Oct 27, 2021
Q3 2021
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
75+ 0.14% |
$3.41K - $3.83K
|
52K
$2.95M
|
|
Nov 03, 2021
Q3 2021
|
Duncker Streett & CO Inc
|
BUY
|
- |
75+ 0.56% |
$3.41K - $3.83K
|
13.4K
$758K
|
|
Nov 15, 2021
Q3 2021
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
74+ 0.12% |
$3.37K - $3.78K
|
61.7K
$3.5M
|
|
Oct 21, 2021
Q3 2021
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
73+ 0.64% |
$3.32K - $3.73K
|
11.5K
$652K
|
|
Nov 10, 2021
Q3 2021
|
Time Scale Financial, Inc.
|
BUY
|
- |
70+ 1.38% |
$3.19K - $3.57K
|
5.15K
$292K
|
|
Oct 22, 2021
Q3 2021
|
Allen Capital Group, LLC
|
BUY
|
- |
70+ 0.77% |
$3.19K - $3.57K
|
9.17K
$520K
|
|
Nov 05, 2021
Q3 2021
|
Staley Capital Advisers Inc
|
BUY
|
- |
70+ 0.61% |
$3.19K - $3.57K
|
11.6K
$660K
|
|
Oct 27, 2021
Q3 2021
|
Clean Yield Group
|
BUY
|
- |
67+ 66.34% |
$3.05K - $3.42K
|
168
$9.53K
|
|
Nov 03, 2021
Q3 2021
|
Omnia Family Wealth, LLC
|
BUY
|
- |
64+ 0.77% |
$2.91K - $3.27K
|
8.33K
$473K
|
|
Oct 12, 2021
Q3 2021
|
Hya Advisors, Inc
|
BUY
|
- |
62+ 1.22% |
$2.82K - $3.16K
|
5.15K
$292K
|
|
Oct 13, 2021
Q3 2021
|
Edge Wealth Management LLC
|
BUY
|
- |
62+ 2.07% |
$2.82K - $3.16K
|
3.06K
$174K
|
|
Nov 05, 2021
Q3 2021
|
Mizuho Securities Co. Ltd.
|
BUY
|
- |
59+ 92.19% |
$2.69K - $3.01K
|
123
$6.98K
|
|
Nov 09, 2021
Q3 2021
|
Mirador Capital Partners LP
|
BUY
|
- |
59+ 0.85% |
$2.69K - $3.01K
|
6.98K
$396K
|
|
Nov 15, 2021
Q3 2021
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
58+ 0.21% |
$2.64K - $2.96K
|
28K
$1.59M
|
|
Nov 07, 2022
Q3 2021
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
58New |
$2.64K - $2.96K
|
58
$3.29K
|
|
Nov 10, 2021
Q3 2021
|
Agf Investments LLC
Boston, MA |
BUY
|
- |
57+ 8.3% |
$2.59K - $2.91K
|
744
$42.2K
|
|
Nov 15, 2021
Q3 2021
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
56+ 0.8% |
$2.55K - $2.86K
|
7.08K
$402K
|
|
Nov 05, 2021
Q3 2021
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
56+ 0.33% |
$2.55K - $2.86K
|
17K
$967K
|
|
Nov 10, 2021
Q3 2021
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
55+ 1.56% |
$2.5K - $2.81K
|
3.59K
$204K
|
|
Nov 15, 2021
Q3 2021
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
52+ 0.22% |
$2.37K - $2.65K
|
23.4K
$1.32M
|
|
Nov 08, 2021
Q3 2021
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
52+ 0.73% |
$2.37K - $2.65K
|
7.15K
$405K
|
|
Nov 12, 2021
Q3 2021
|
Laurel Wealth Planning LLC
Edina, MN |
BUY
|
- |
51New |
$2.32K - $2.6K
|
51
$2.89K
|
|
Oct 21, 2021
Q3 2021
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
51+ 1.83% |
$2.32K - $2.6K
|
2.83K
$161K
|
|
Oct 25, 2021
Q3 2021
|
Atlas Private Wealth Management
|
BUY
|
- |
50+ 0.67% |
$2.28K - $2.55K
|
7.5K
$425K
|
|
Nov 01, 2021
Q3 2021
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
50+ 16.67% |
$2.28K - $2.55K
|
350
$19.9K
|
|
Nov 12, 2021
Q3 2021
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
49+ 0.32% |
$2.23K - $2.5K
|
15.4K
$872K
|
|
Oct 21, 2021
Q3 2021
|
Bowling Portfolio Management LLC
|
BUY
|
- |
47+ 0.11% |
$2.14K - $2.4K
|
44.3K
$2.51M
|
|
Nov 12, 2021
Q3 2021
|
Evoke Wealth, LLC
|
BUY
|
- |
47+ 0.5% |
$2.14K - $2.4K
|
9.48K
$538K
|
|
Oct 13, 2021
Q3 2021
|
Northwest Quadrant Wealth Management, LLC
|
BUY
|
- |
47+ 0.96% |
$2.14K - $2.4K
|
4.96K
$281K
|
|
Nov 12, 2021
Q3 2021
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
46+ 0.7% |
$2.09K - $2.35K
|
6.58K
$373K
|
|
Nov 12, 2021
Q3 2021
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
45+ 0.67% |
$2.05K - $2.3K
|
6.72K
$381K
|
|
Nov 03, 2021
Q3 2021
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
45+ 0.32% |
$2.05K - $2.3K
|
14.3K
$811K
|
|
Nov 12, 2021
Q3 2021
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
44+ 0.6% |
$2K - $2.25K
|
7.41K
$421K
|
|
Nov 04, 2021
Q3 2021
|
Accel Wealth Management
|
BUY
|
- |
41+ 2.53% |
$1.87K - $2.09K
|
1.66K
$94.2K
|