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 23, 2023
Q3 2023
|
Verus Financial Partners, Inc.
|
BUY
|
- |
359+ 0.65% |
$15K - $16.5K
|
55.7K
$3.21M
|
|
Nov 14, 2023
Q3 2023
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
359+ 1.05% |
$15K - $16.5K
|
34.4K
$1.98M
|
|
Oct 25, 2023
Q3 2023
|
Brighton Jones LLC
|
BUY
|
- |
356+ 3.06% |
$14.9K - $16.4K
|
12K
$690K
|
|
Oct 19, 2023
Q3 2023
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
352+ 5.92% |
$14.7K - $16.2K
|
6.3K
$363K
|
|
Feb 13, 2025
Q3 2023
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
343+ 3.0% |
$14.4K - $15.8K
|
11.8K
$679K
|
|
Oct 26, 2023
Q3 2023
|
Affinity Investment Advisors, LLC
|
BUY
|
- |
339+ 0.85% |
$14.2K - $15.6K
|
40.2K
$2.32M
|
|
Nov 14, 2023
Q3 2023
|
Quarry LP
New York, NY |
BUY
|
- |
338New |
$14.2K - $15.6K
|
338
$19.5K
|
|
Nov 20, 2023
Q3 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
337+ 3.42% |
$14.1K - $15.5K
|
10.2K
$586K
|
|
Oct 18, 2023
Q3 2023
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
336+ 4.68% |
$14.1K - $15.5K
|
7.52K
$433K
|
|
Oct 10, 2023
Q3 2023
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
334+ 0.63% |
$14K - $15.4K
|
53.7K
$3.09M
|
|
Nov 07, 2023
Q3 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
331+ 0.62% |
$13.9K - $15.3K
|
53.5K
$3.08M
|
|
Nov 13, 2023
Q3 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
331+ 0.75% |
$13.9K - $15.3K
|
44.7K
$2.58M
|
|
Nov 14, 2023
Q3 2023
|
Legacy Advisors, LLC
|
BUY
|
- |
331+ 4.04% |
$13.9K - $15.3K
|
8.53K
$492K
|
|
Oct 10, 2023
Q3 2023
|
Lvm Capital Management LTD
|
BUY
|
- |
325+ 0.25% |
$13.6K - $15K
|
131K
$7.57M
|
|
Oct 25, 2023
Q3 2023
|
Sawyer & Company, Inc
|
BUY
|
- |
324+ 29.45% |
$13.6K - $14.9K
|
1.42K
$82K
|
|
Nov 09, 2023
Q3 2023
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
323+ 103.19% |
$13.5K - $14.9K
|
636
$36.6K
|
|
Oct 16, 2023
Q3 2023
|
Gam Holding Ag
|
BUY
|
- |
313+ 0.16% |
$13.1K - $14.4K
|
201K
$11.6M
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
BUY
|
- |
311+ 0.55% |
$13K - $14.3K
|
56.6K
$3.26M
|
|
Oct 31, 2023
Q3 2023
|
180 Wealth Advisors, LLC
|
BUY
|
- |
310+ 2.42% |
$13K - $14.3K
|
13.1K
$757K
|
|
Oct 10, 2023
Q3 2023
|
Greenfield Savings Bank
|
BUY
|
- |
302+ 1.13% |
$12.7K - $13.9K
|
27K
$1.56M
|
|
Oct 12, 2023
Q3 2023
|
Rvw Wealth, LLC
|
BUY
|
- |
300New |
$12.6K - $13.8K
|
300
$17.3K
|
|
Oct 25, 2023
Q3 2023
|
Calamos Wealth Management LLC
|
BUY
|
- |
300+ 4.73% |
$12.6K - $13.8K
|
6.64K
$383K
|
|
Oct 27, 2023
Q3 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
300+ 122.45% |
$12.6K - $13.8K
|
545
$31.4K
|
|
Nov 09, 2023
Q3 2023
|
Waters Parkerson & Co., LLC
|
BUY
|
- |
300+ 0.65% |
$12.6K - $13.8K
|
46.3K
$2.66M
|
|
Oct 17, 2023
Q3 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
299+ 11.35% |
$12.5K - $13.8K
|
2.93K
$169K
|
|
Nov 13, 2023
Q3 2023
|
Bison Wealth, LLC
|
BUY
|
- |
289+ 1.16% |
$12.1K - $13.3K
|
25.1K
$1.45M
|
|
Mar 13, 2024
Q3 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
286+ 2.54% |
$12K - $13.2K
|
11.6K
$666K
|
|
Nov 03, 2023
Q3 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
285+ 2.53% |
$11.9K - $13.1K
|
11.6K
$666K
|
|
Nov 13, 2023
Q3 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
284+ 1.7% |
$11.9K - $13.1K
|
17K
$981K
|
|
Oct 11, 2023
Q3 2023
|
Independent Wealth Network Inc.
|
BUY
|
- |
282+ 1.65% |
$11.8K - $13K
|
17.3K
$999K
|
|
Nov 13, 2023
Q3 2023
|
Syntax Advisors, LLC
New York, NY |
BUY
|
- |
280+ 3.46% |
$11.7K - $12.9K
|
8.38K
$483K
|
|
Nov 14, 2023
Q3 2023
|
Vantage Consulting Group Inc
Virginia Beach, VA |
BUY
|
- |
280+ 3.46% |
$11.7K - $12.9K
|
8.38K
$483K
|
|
Oct 24, 2023
Q3 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
276+ 0.77% |
$11.6K - $12.7K
|
36.1K
$2.08M
|
|
Nov 15, 2023
Q3 2023
|
Cravens & CO Advisors, LLC
Cookeville, TN |
BUY
|
- |
271+ 2.83% |
$11.4K - $12.5K
|
9.86K
$568K
|
|
Nov 03, 2023
Q3 2023
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
268+ 1.68% |
$11.2K - $12.4K
|
16.3K
$936K
|
|
Nov 13, 2023
Q3 2023
|
Nordea Investment Management Ab
Stockholm, V7 |
BUY
|
- |
268+ 0.03% |
$11.2K - $12.4K
|
1.01M
$58M
|
|
Oct 19, 2023
Q3 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
265+ 4.68% |
$11.1K - $12.2K
|
5.93K
$341K
|
|
Nov 02, 2023
Q3 2023
|
Girard Partners Ltd.
|
BUY
|
- |
265+ 1.9% |
$11.1K - $12.2K
|
14.2K
$819K
|
|
Oct 30, 2023
Q3 2023
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
263+ 3.81% |
$11K - $12.1K
|
7.16K
$412K
|
|
Feb 04, 2025
Q3 2023
|
Weinberger Asset Management, Inc
Los Angeles, CA |
BUY
|
- |
260+ 0.72% |
$10.9K - $12K
|
36.4K
$2.1M
|
|
Oct 31, 2023
Q3 2023
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
254+ 5.66% |
$10.6K - $11.7K
|
4.74K
$273K
|
|
Nov 08, 2023
Q3 2023
|
Mcintyre Freedman & Flynn Investment Advisers Inc
Orleans, MA |
BUY
|
- |
253+ 0.44% |
$10.6K - $11.7K
|
58.1K
$3.35M
|
|
Nov 09, 2023
Q3 2023
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
251+ 0.41% |
$10.5K - $11.6K
|
62.1K
$3.58M
|
|
Oct 26, 2023
Q3 2023
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
250+ 2.02% |
$10.5K - $11.5K
|
12.6K
$727K
|
|
Nov 02, 2023
Q3 2023
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
250+ 2.62% |
$10.5K - $11.5K
|
9.8K
$564K
|
|
Nov 14, 2023
Q3 2023
|
Syntax Research, Inc.
Boca Raton, FL |
BUY
|
- |
250New |
$10.5K - $11.5K
|
250
$14.4K
|
|
Nov 01, 2023
Q3 2023
|
Axim Planning & Wealth
Dayton, OH |
BUY
|
- |
249+ 3.85% |
$10.4K - $11.5K
|
6.72K
$387K
|
|
Nov 13, 2023
Q3 2023
|
Shoker Investment Counsel, Inc.
Oxford, OH |
BUY
|
- |
248+ 1.03% |
$10.4K - $11.4K
|
24.4K
$1.41M
|
|
Nov 13, 2023
Q3 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
242+ 2.19% |
$10.1K - $11.2K
|
11.3K
$651K
|
|
Oct 23, 2023
Q3 2023
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
240+ 4.3% |
$10.1K - $11.1K
|
5.83K
$336K
|