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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2023
Q3 2023
|
Glassman Wealth Services
|
BUY
|
- |
558+ 18.51% |
$23.4K - $25.7K
|
3.57K
$185K
|
|
|
Aug 29, 2024
Q3 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
558+ 5.34% |
$23.4K - $25.7K
|
11K
$571K
|
|
|
Oct 30, 2023
Q3 2023
|
Blue Chip Partners, Inc.
|
BUY
|
- |
551+ 4.66% |
$23.1K - $25.4K
|
12.4K
$642K
|
|
|
Oct 16, 2023
Q3 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
542+ 4.79% |
$22.7K - $25K
|
11.8K
$614K
|
|
|
Oct 18, 2023
Q3 2023
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
540+ 2.05% |
$22.6K - $24.9K
|
26.9K
$1.39M
|
|
|
Nov 06, 2023
Q3 2023
|
Aveo Capital Partners, LLC
|
BUY
|
- |
539+ 5.4% |
$22.6K - $24.8K
|
10.5K
$545K
|
|
|
Nov 14, 2023
Q3 2023
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
537+ 2.16% |
$22.5K - $24.8K
|
25.4K
$1.32M
|
|
|
Oct 11, 2023
Q3 2023
|
Adviser Investments LLC
|
BUY
|
- |
536+ 5.5% |
$22.5K - $24.7K
|
10.3K
$534K
|
|
|
Nov 07, 2023
Q3 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
528+ 10.18% |
$22.1K - $24.3K
|
5.71K
$296K
|
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
527+ 4.07% |
$22.1K - $24.3K
|
13.5K
$699K
|
|
|
Nov 02, 2023
Q3 2023
|
Lmcg Investments, LLC
Boston, MA |
BUY
|
- |
514+ 2.95% |
$21.5K - $23.7K
|
17.9K
$930K
|
|
|
Oct 27, 2023
Q3 2023
|
Dubuque Bank & Trust CO
|
BUY
|
- |
511+ 9.49% |
$21.4K - $23.6K
|
5.89K
$306K
|
|
|
Nov 01, 2023
Q3 2023
|
Quilter PLC
|
BUY
|
- |
509+ 2.03% |
$21.3K - $23.5K
|
25.6K
$1.33M
|
|
|
Oct 17, 2023
Q3 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
496+ 8.72% |
$20.8K - $22.9K
|
6.18K
$321K
|
|
|
Nov 08, 2023
Q3 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
496+ 0.86% |
$20.8K - $22.9K
|
57.9K
$3M
|
|
|
Oct 10, 2023
Q3 2023
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
486+ 2.17% |
$20.4K - $22.4K
|
22.9K
$1.19M
|
|
|
Oct 10, 2023
Q3 2023
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
482+ 3.86% |
$20.2K - $22.2K
|
13K
$672K
|
|
|
Nov 09, 2023
Q3 2023
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
475New |
$19.9K - $21.9K
|
475
$24.6K
|
|
|
Oct 30, 2023
Q3 2023
|
Pay Pay Securities Corp
Tokyo, M0 |
BUY
|
- |
462+ 519.1% |
$19.4K - $21.3K
|
551
$28.6K
|
|
|
Oct 27, 2023
Q3 2023
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
460+ 2.0% |
$19.3K - $21.2K
|
23.4K
$1.22M
|
|
|
Oct 10, 2023
Q3 2023
|
Stolper CO
|
BUY
|
- |
456+ 1.25% |
$19.1K - $21K
|
37K
$1.92M
|
|
|
Nov 07, 2023
Q3 2023
|
Dudley Capital Management, LLC
Middleburg, VA |
BUY
|
- |
455+ 1.47% |
$19.1K - $21K
|
31.5K
$1.63M
|
|
|
Nov 14, 2023
Q3 2023
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
450+ 5.99% |
$18.9K - $20.7K
|
7.97K
$413K
|
|
|
Oct 16, 2023
Q3 2023
|
Beacon Financial Group
|
BUY
|
- |
449+ 0.42% |
$18.8K - $20.7K
|
107K
$5.53M
|
|
|
Nov 07, 2023
Q3 2023
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
442+ 1.04% |
$18.5K - $20.4K
|
42.9K
$2.22M
|
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
434+ 1.11% |
$18.2K - $20K
|
39.7K
$2.06M
|
|
|
Nov 13, 2023
Q3 2023
|
Tacita Capital Inc
Toronto, A6 |
BUY
|
- |
430+ 31.62% |
$18K - $19.8K
|
1.79K
$92.8K
|
|
|
Oct 18, 2023
Q3 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
429+ 1.04% |
$18K - $19.8K
|
41.7K
$2.16M
|
|
|
Nov 14, 2023
Q3 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
426+ 6.4% |
$17.8K - $19.6K
|
7.09K
$367K
|
|
|
Nov 03, 2023
Q3 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
418+ 4.01% |
$17.5K - $19.3K
|
10.8K
$562K
|
|
|
Nov 14, 2023
Q3 2023
|
Kinloch Capital, LLC
Glen Allen, VA |
BUY
|
- |
418+ 1.01% |
$17.5K - $19.3K
|
41.8K
$2.17M
|
|
|
Oct 13, 2023
Q3 2023
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
415+ 8.98% |
$17.4K - $19.1K
|
5.04K
$261K
|
|
|
Oct 31, 2023
Q3 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
400+ 15.28% |
$16.8K - $18.4K
|
3.02K
$157K
|
|
|
Nov 14, 2023
Q3 2023
|
Chiron Capital Management, LLC
|
BUY
|
- |
400+ 7.02% |
$16.8K - $18.4K
|
6.1K
$316K
|
|
|
Oct 12, 2023
Q3 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
399+ 1.92% |
$16.7K - $18.4K
|
21.2K
$1.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
391+ 7.73% |
$16.4K - $18K
|
5.45K
$282K
|
|
|
Nov 01, 2023
Q3 2023
|
Regions Financial Corp
|
BUY
|
- |
390+ 0.35% |
$16.3K - $18K
|
113K
$5.85M
|
|
|
Nov 07, 2023
Q3 2023
|
Fort Pitt Capital Group, LLC
|
BUY
|
- |
379+ 8.21% |
$15.9K - $17.5K
|
5K
$259K
|
|
|
Nov 14, 2023
Q3 2023
|
Flaharty Asset Management, LLC
|
BUY
|
- |
377New |
$15.8K - $17.4K
|
377
$19.6K
|
|
|
Nov 14, 2023
Q3 2023
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
374+ 1.43% |
$15.7K - $17.2K
|
26.5K
$1.37M
|
|
|
Nov 30, 2023
Q3 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
372+ 11.59% |
$15.6K - $17.1K
|
3.58K
$186K
|
|
|
Oct 30, 2023
Q3 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
370+ 0.67% |
$15.5K - $17.1K
|
55.9K
$2.9M
|
|
|
Oct 31, 2023
Q3 2023
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
369+ 67.58% |
$15.5K - $17K
|
915
$47.5K
|
|
|
Oct 19, 2023
Q3 2023
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
367+ 4.44% |
$15.4K - $16.9K
|
8.64K
$448K
|
|
|
Oct 10, 2023
Q3 2023
|
Salvus Wealth Management, LLC
|
BUY
|
- |
364+ 2.65% |
$15.3K - $16.8K
|
14.1K
$730K
|
|
|
Nov 14, 2023
Q3 2023
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
364+ 6.26% |
$15.3K - $16.8K
|
6.18K
$321K
|
|
|
Mar 12, 2024
Q3 2023
|
Executive Wealth Group LLC
Kirkland, WA |
BUY
|
- |
364+ 2.03% |
$15.3K - $16.8K
|
18.3K
$947K
|
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
361New |
$15.1K - $16.6K
|
361
$18.7K
|
|
|
Oct 12, 2023
Q3 2023
|
Prairiewood Capital, LLC
|
BUY
|
- |
360+ 5.87% |
$15.1K - $16.6K
|
6.49K
$337K
|
|
|
Oct 23, 2023
Q3 2023
|
Verus Financial Partners, Inc.
|
BUY
|
- |
359+ 0.65% |
$15K - $16.5K
|
55.7K
$2.89M
|