Purchases and Sales Made in Q3 2023 in Altria Group, Inc. (MO)
This table provides information about the institutional ownership of Altria Group, Inc. (MO) during Q3 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 |
---|---|---|---|---|---|---|---|
Oct 30, 2023
Q3 2023
|
Spreng Capital Management, Inc.
|
BUY
|
- |
1.36K+ 2.95% |
$57K - $62.7K
|
47.5K
$2.74M
|
|
Oct 30, 2023
Q3 2023
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
1.33K+ 4.83% |
$55.9K - $61.4K
|
29K
$1.67M
|
|
Nov 01, 2023
Q3 2023
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.33K+ 17.83% |
$55.7K - $61.3K
|
8.78K
$506K
|
|
Nov 06, 2023
Q3 2023
|
Xml Financial, LLC
|
BUY
|
- |
1.32K+ 5.44% |
$55.4K - $60.9K
|
25.6K
$1.48M
|
|
Nov 08, 2023
Q3 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
1.32K+ 3.4% |
$55.1K - $60.7K
|
40K
$2.3M
|
|
Oct 20, 2023
Q3 2023
|
My Legacy Advisors, LLC
|
BUY
|
- |
1.31K+ 8.92% |
$55K - $60.5K
|
16K
$922K
|
|
Nov 06, 2023
Q3 2023
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
1.3K+ 2.54% |
$54.6K - $60.1K
|
52.5K
$3.03M
|
|
Nov 13, 2023
Q3 2023
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
1.27K+ 5.87% |
$53.3K - $58.7K
|
23K
$1.32M
|
|
Nov 14, 2023
Q3 2023
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
1.27K+ 6.43% |
$53.1K - $58.4K
|
21K
$1.21M
|
|
Nov 14, 2023
Q3 2023
|
British Columbia Investment Management Corp
Victoria, A1 |
BUY
|
- |
1.26K+ 0.78% |
$52.6K - $57.8K
|
162K
$9.35M
|
|
Nov 06, 2023
Q3 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
1.25K+ 3.49% |
$52.5K - $57.7K
|
37.1K
$2.14M
|
|
Nov 08, 2023
Q3 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
1.24K+ 4.63% |
$51.9K - $57.1K
|
28K
$1.61M
|
|
Nov 14, 2023
Q3 2023
|
Srb Corp
Boston, MA |
BUY
|
- |
1.23K+ 12.63% |
$51.5K - $56.6K
|
10.9K
$631K
|
|
Nov 13, 2023
Q3 2023
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
1.22KNew |
$51.1K - $56.2K
|
1.22K
$70.3K
|
|
Nov 13, 2023
Q3 2023
|
True Private Wealth Advisors
|
BUY
|
- |
1.21K+ 8.4% |
$50.7K - $55.7K
|
15.6K
$899K
|
|
Oct 11, 2023
Q3 2023
|
Perkins Coie Trust CO
|
BUY
|
- |
1.21K+ 391.88% |
$50.6K - $55.6K
|
1.52K
$87.3K
|
|
Oct 16, 2023
Q3 2023
|
Wealth Effects LLC
|
BUY
|
- |
1.2K+ 12.15% |
$50.3K - $55.3K
|
11.1K
$638K
|
|
Nov 13, 2023
Q3 2023
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
1.2K+ 6.08% |
$50.3K - $55.3K
|
20.9K
$1.21M
|
|
Oct 30, 2023
Q3 2023
|
Peoples Bank/Ks
Pratt, KS |
BUY
|
- |
1.19KNew |
$50K - $55K
|
1.19K
$68.8K
|
|
Nov 13, 2023
Q3 2023
|
Dean Investment Associates, LLC
Beavercreek, OH |
BUY
|
- |
1.19K+ 0.58% |
$50K - $55K
|
207K
$11.9M
|
|
Nov 14, 2023
Q3 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.16K+ 0.35% |
$48.7K - $53.6K
|
334K
$19.2M
|
|
Oct 26, 2023
Q3 2023
|
Graypoint LLC
|
BUY
|
- |
1.15K+ 10.91% |
$48.3K - $53.1K
|
11.7K
$675K
|
|
Oct 26, 2023
Q3 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
1.14K+ 298.17% |
$47.8K - $52.6K
|
1.53K
$87.8K
|
|
Nov 08, 2023
Q3 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
1.14K+ 15.39% |
$47.6K - $52.4K
|
8.52K
$491K
|
|
Nov 14, 2023
Q3 2023
|
New Vernon Capital Holdings Ii LLC
Morristown, NJ |
BUY
|
- |
1.12K+ 16.84% |
$47.1K - $51.8K
|
7.79K
$449K
|
|
Oct 23, 2023
Q3 2023
|
Maryland State Retirement & Pension System
|
BUY
|
- |
1.12K+ 0.82% |
$47K - $51.7K
|
138K
$7.92M
|
|
Oct 24, 2023
Q3 2023
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
1.08K+ 0.55% |
$45.1K - $49.6K
|
197K
$11.4M
|
|
Nov 14, 2023
Q3 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
1.06K+ 2.51% |
$44.5K - $48.9K
|
43.4K
$2.5M
|
|
Nov 13, 2023
Q3 2023
|
Hollencrest Capital Management
|
BUY
|
- |
1.05K+ 1.43% |
$43.9K - $48.3K
|
74.5K
$4.29M
|
|
Nov 01, 2023
Q3 2023
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
1.03K+ 5.58% |
$43.3K - $47.6K
|
19.5K
$1.13M
|
|
Oct 30, 2023
Q3 2023
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
1.03K+ 11.03% |
$43K - $47.3K
|
10.3K
$596K
|
|
Oct 23, 2023
Q3 2023
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
1.03K+ 3.38% |
$43K - $47.3K
|
31.4K
$1.81M
|
|
Nov 14, 2023
Q3 2023
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
1.01K+ 18.01% |
$42.4K - $46.6K
|
6.63K
$382K
|
|
Oct 31, 2023
Q3 2023
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
1.01K+ 12.89% |
$42.2K - $46.4K
|
8.81K
$507K
|
|
Oct 27, 2023
Q3 2023
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
1K+ 10.14% |
$41.9K - $46.1K
|
10.9K
$626K
|
|
Oct 10, 2023
Q3 2023
|
Madden Securities Corp
|
BUY
|
- |
1K+ 6.4% |
$41.9K - $46.1K
|
16.6K
$958K
|
|
Oct 16, 2023
Q3 2023
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
974+ 6.88% |
$40.8K - $44.9K
|
15.1K
$871K
|
|
Oct 13, 2023
Q3 2023
|
Retirement Guys Formula LLC
|
BUY
|
- |
966+ 7.96% |
$40.5K - $44.5K
|
13.1K
$755K
|
|
Nov 13, 2023
Q3 2023
|
Citizens Financial Group Inc
|
BUY
|
- |
958+ 7.02% |
$40.1K - $44.2K
|
14.6K
$842K
|
|
Nov 02, 2023
Q3 2023
|
Gilbert & Cook, Inc.
|
BUY
|
- |
942+ 8.14% |
$39.5K - $43.4K
|
12.5K
$721K
|
|
Nov 13, 2023
Q3 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
922+ 1.46% |
$38.6K - $42.5K
|
64.3K
$3.7M
|
|
Nov 07, 2023
Q3 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
909+ 5.35% |
$38.1K - $41.9K
|
17.9K
$1.03M
|
|
Nov 02, 2023
Q3 2023
|
Advisor Os, LLC
|
BUY
|
- |
908+ 16.03% |
$38K - $41.8K
|
6.57K
$379K
|
|
Oct 18, 2023
Q3 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
905+ 9.96% |
$37.9K - $41.7K
|
9.99K
$576K
|
|
Nov 09, 2023
Q3 2023
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
900+ 150.0% |
$37.7K - $41.5K
|
1.5K
$86.4K
|
|
Nov 08, 2023
Q3 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
894+ 162.55% |
$37.5K - $41.2K
|
1.44K
$83.2K
|
|
Nov 06, 2023
Q3 2023
|
Wambolt & Associates, LLC
|
BUY
|
- |
883+ 14.3% |
$37K - $40.7K
|
7.06K
$407K
|
|
Nov 14, 2023
Q3 2023
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
877+ 5.77% |
$36.7K - $40.4K
|
16.1K
$926K
|
|
Oct 26, 2023
Q3 2023
|
Gratus Capital LLC
|
BUY
|
- |
868+ 16.7% |
$36.4K - $40K
|
6.07K
$349K
|
|
Oct 31, 2023
Q3 2023
|
Community Bank & Trust, Waco, Texas
Waco, TX |
BUY
|
- |
868+ 1.23% |
$36.4K - $40K
|
71.2K
$4.1M
|