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
|
Atlas Private Wealth Management
|
BUY
|
- |
113+ 2.27% |
$4.73K - $5.21K
|
5.09K
$264K
|
|
|
Oct 16, 2023
Q3 2023
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
112+ 1.71% |
$4.69K - $5.16K
|
6.67K
$346K
|
|
|
Oct 17, 2023
Q3 2023
|
Atlas Brown,Inc.
|
BUY
|
- |
112+ 1.12% |
$4.69K - $5.16K
|
10.1K
$524K
|
|
|
Oct 10, 2023
Q3 2023
|
Act Wealth Management, LLC
|
BUY
|
- |
110+ 2.36% |
$4.61K - $5.07K
|
4.78K
$248K
|
|
|
Nov 09, 2023
Q3 2023
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
110+ 1.13% |
$4.61K - $5.07K
|
9.82K
$509K
|
|
|
Apr 12, 2024
Q3 2023
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
108+ 1.36% |
$4.53K - $4.98K
|
8.03K
$417K
|
|
|
Nov 02, 2023
Q3 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
107+ 4.08% |
$4.48K - $4.93K
|
2.73K
$142K
|
|
|
Oct 23, 2023
Q3 2023
|
Everett Harris & CO
|
BUY
|
- |
103+ 0.65% |
$4.32K - $4.75K
|
16K
$829K
|
|
|
Oct 19, 2023
Q3 2023
|
Gfs Advisors, LLC
|
BUY
|
- |
100+ 2.0% |
$4.19K - $4.61K
|
5.09K
$264K
|
|
|
Oct 31, 2023
Q3 2023
|
First Interstate Bank
Billings, MT |
BUY
|
- |
100+ 1.81% |
$4.19K - $4.61K
|
5.63K
$292K
|
|
|
Nov 28, 2023
Q3 2023
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
100+ 1.68% |
$4.19K - $4.61K
|
6.07K
$315K
|
|
|
Nov 07, 2023
Q3 2023
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
96+ 1.8% |
$4.02K - $4.42K
|
5.42K
$281K
|
|
|
Oct 27, 2023
Q3 2023
|
Walker Asset Management, LLC
|
BUY
|
- |
95+ 0.81% |
$3.98K - $4.38K
|
11.9K
$616K
|
|
|
Nov 03, 2023
Q3 2023
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
95+ 2.01% |
$3.98K - $4.38K
|
4.82K
$250K
|
|
|
Nov 14, 2023
Q3 2023
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
95+ 0.95% |
$3.98K - $4.38K
|
10.1K
$523K
|
|
|
Oct 27, 2023
Q3 2023
|
Foster Group, Inc.
|
BUY
|
- |
92+ 0.71% |
$3.85K - $4.24K
|
13K
$677K
|
|
|
Nov 02, 2023
Q3 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
92+ 1.02% |
$3.85K - $4.24K
|
9.1K
$472K
|
|
|
Oct 27, 2023
Q3 2023
|
Midwest Heritage Bank, Fsb
|
BUY
|
- |
88+ 1.01% |
$3.69K - $4.06K
|
8.81K
$457K
|
|
|
Nov 08, 2023
Q3 2023
|
Burney CO
Reston, VA |
BUY
|
- |
88+ 0.64% |
$3.69K - $4.06K
|
13.9K
$721K
|
|
|
Nov 14, 2023
Q3 2023
|
Private Portfolio Partners LLC
|
BUY
|
- |
87+ 0.26% |
$3.65K - $4.01K
|
33.5K
$1.74M
|
|
|
Nov 14, 2023
Q3 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
86+ 0.21% |
$3.6K - $3.96K
|
40.7K
$2.11M
|
|
|
Oct 11, 2023
Q3 2023
|
Smith Anglin Financial, LLC
|
BUY
|
- |
85+ 1.32% |
$3.56K - $3.92K
|
6.54K
$339K
|
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
BUY
|
- |
85+ 0.29% |
$3.56K - $3.92K
|
28.9K
$1.5M
|
|
|
Nov 06, 2023
Q3 2023
|
Washington Trust Bank
|
BUY
|
- |
82+ 0.21% |
$3.44K - $3.78K
|
38.7K
$2M
|
|
|
Nov 14, 2023
Q3 2023
|
Cmg Global Holdings, LLC
|
BUY
|
- |
82+ 0.24% |
$3.44K - $3.78K
|
34.2K
$1.77M
|
|
|
Nov 06, 2023
Q3 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
80+ 1.82% |
$3.35K - $3.69K
|
4.47K
$232K
|
|
|
Oct 27, 2023
Q3 2023
|
Patten & Patten Inc
|
BUY
|
- |
79+ 0.48% |
$3.31K - $3.64K
|
16.6K
$861K
|
|
|
Nov 06, 2023
Q3 2023
|
E Rn Financial, LLC
|
BUY
|
- |
78+ 0.88% |
$3.27K - $3.6K
|
8.91K
$462K
|
|
|
Nov 14, 2023
Q3 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
70+ 0.39% |
$2.93K - $3.23K
|
18K
$932K
|
|
|
Oct 31, 2023
Q3 2023
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
65+ 0.49% |
$2.72K - $3K
|
13.2K
$686K
|
|
|
Dec 06, 2023
Q3 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
65+ 0.8% |
$2.72K - $3K
|
8.15K
$423K
|
|
|
Nov 08, 2023
Q3 2023
|
United Bank
Vienna, VA |
BUY
|
- |
64+ 0.56% |
$2.68K - $2.95K
|
11.6K
$599K
|
|
|
Oct 26, 2023
Q3 2023
|
Duncker Streett & CO Inc
|
BUY
|
- |
63+ 0.57% |
$2.64K - $2.9K
|
11.2K
$578K
|
|
|
Nov 09, 2023
Q3 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
63+ 0.52% |
$2.64K - $2.9K
|
12.1K
$629K
|
|
|
Oct 16, 2023
Q3 2023
|
Bluesphere Advisors, LLC
East Norriton, PA |
BUY
|
- |
62+ 1.19% |
$2.6K - $2.86K
|
5.27K
$273K
|
|
|
Oct 25, 2023
Q3 2023
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
61+ 0.46% |
$2.56K - $2.81K
|
13.3K
$691K
|
|
|
Nov 03, 2023
Q3 2023
|
Camden Capital, LLC
|
BUY
|
- |
61+ 0.36% |
$2.56K - $2.81K
|
17.2K
$889K
|
|
|
Nov 08, 2023
Q3 2023
|
Trinity Point Wealth, LLC
|
BUY
|
- |
59+ 0.43% |
$2.47K - $2.72K
|
13.7K
$712K
|
|
|
Jul 19, 2024
Q3 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
58+ 3.76% |
$2.43K - $2.67K
|
1.6K
$83K
|
|
|
Oct 10, 2023
Q3 2023
|
Howard Financial Services, Ltd.
|
BUY
|
- |
57+ 1.05% |
$2.39K - $2.63K
|
5.49K
$284K
|
|
|
Nov 07, 2023
Q3 2023
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
57+ 0.69% |
$2.39K - $2.63K
|
8.34K
$432K
|
|
|
Oct 31, 2023
Q3 2023
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
55+ 0.18% |
$2.3K - $2.53K
|
31.1K
$1.61M
|
|
|
Oct 10, 2023
Q3 2023
|
Country Trust Bank
|
BUY
|
- |
54+ 117.39% |
$2.26K - $2.49K
|
100
$5.19K
|
|
|
Nov 13, 2023
Q3 2023
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
51+ 0.21% |
$2.14K - $2.35K
|
24K
$1.24M
|
|
|
Oct 10, 2023
Q3 2023
|
Farmers Trust CO
|
BUY
|
- |
50+ 0.58% |
$2.1K - $2.3K
|
8.6K
$446K
|
|
|
Dec 04, 2023
Q3 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
50+ 3.94% |
$2.1K - $2.3K
|
1.32K
$68.5K
|
|
|
Nov 13, 2023
Q3 2023
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
49+ 2.24% |
$2.05K - $2.26K
|
2.24K
$116K
|
|
|
Nov 06, 2023
Q3 2023
|
Keystone Financial Group
|
BUY
|
- |
48+ 0.71% |
$2.01K - $2.21K
|
6.81K
$353K
|
|
|
Nov 13, 2023
Q3 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
48+ 5.26% |
$2.01K - $2.21K
|
961
$49.8K
|
|
|
Oct 20, 2023
Q3 2023
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
47+ 0.52% |
$1.97K - $2.17K
|
9.12K
$473K
|