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 03, 2023
Q3 2023
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
46New |
$1.93K - $2.12K
|
46
$2.39K
|
|
|
Nov 13, 2023
Q3 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
46+ 0.23% |
$1.93K - $2.12K
|
20.2K
$1.05M
|
|
|
Oct 18, 2023
Q3 2023
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
44+ 6.29% |
$1.84K - $2.03K
|
744
$38.6K
|
|
|
Nov 13, 2023
Q3 2023
|
Barry Investment Advisors, LLC
|
BUY
|
- |
43+ 0.9% |
$1.8K - $1.98K
|
4.8K
$249K
|
|
|
Oct 23, 2023
Q3 2023
|
Tfc Financial Management
|
BUY
|
- |
42+ 0.39% |
$1.76K - $1.94K
|
10.9K
$563K
|
|
|
Oct 30, 2023
Q3 2023
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
41+ 2.04% |
$1.72K - $1.89K
|
2.06K
$107K
|
|
|
Nov 15, 2023
Q3 2023
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
41New |
$1.72K - $1.89K
|
41
$2.13K
|
|
|
Nov 08, 2023
Q3 2023
|
Element Wealth, LLC
|
BUY
|
- |
40+ 0.82% |
$1.68K - $1.84K
|
4.9K
$254K
|
|
|
Oct 26, 2023
Q3 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
39New |
$1.63K - $1.8K
|
39
$2.02K
|
|
|
Nov 13, 2023
Q3 2023
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
38+ 1.03% |
$1.59K - $1.75K
|
3.73K
$193K
|
|
|
Nov 13, 2023
Q3 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
38+ 0.8% |
$1.59K - $1.75K
|
4.76K
$247K
|
|
|
Nov 14, 2023
Q3 2023
|
Staley Capital Advisers Inc
|
BUY
|
- |
37+ 0.37% |
$1.55K - $1.71K
|
10.1K
$525K
|
|
|
Oct 13, 2023
Q3 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
36+ 0.54% |
$1.51K - $1.66K
|
6.68K
$346K
|
|
|
Oct 18, 2023
Q3 2023
|
Welch Group, LLC
|
BUY
|
- |
36+ 0.09% |
$1.51K - $1.66K
|
38.8K
$2.01M
|
|
|
Nov 14, 2023
Q3 2023
|
Distillate Capital Partners LLC
|
BUY
|
- |
36+ 14.23% |
$1.51K - $1.66K
|
289
$15K
|
|
|
Nov 15, 2023
Q3 2023
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
36+ 9.33% |
$1.51K - $1.66K
|
422
$21.9K
|
|
|
Oct 18, 2023
Q3 2023
|
High Mark Wealth Management LLC
|
BUY
|
- |
35+ 18.82% |
$1.47K - $1.61K
|
221
$11.5K
|
|
|
Nov 15, 2023
Q3 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
35+ 16.91% |
$1.47K - $1.61K
|
242
$12.6K
|
|
|
Oct 10, 2023
Q3 2023
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
34+ 2.88% |
$1.42K - $1.57K
|
1.21K
$63K
|
|
|
Oct 10, 2023
Q3 2023
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
34+ 0.57% |
$1.42K - $1.57K
|
5.96K
$309K
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
32+ 0.56% |
$1.34K - $1.47K
|
5.77K
$299K
|
|
|
Nov 15, 2023
Q3 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
32+ 0.12% |
$1.34K - $1.47K
|
25.9K
$1.34M
|
|
|
Nov 21, 2023
Q3 2023
|
Carlson Capital Management
|
BUY
|
- |
31+ 0.64% |
$1.3K - $1.43K
|
4.91K
$255K
|
|
|
Oct 23, 2023
Q3 2023
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
30+ 0.39% |
$1.26K - $1.38K
|
7.8K
$405K
|
|
|
Nov 17, 2023
Q3 2023
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
30+ 0.69% |
$1.26K - $1.38K
|
4.39K
$228K
|
|
|
Oct 17, 2023
Q3 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
28+ 2.11% |
$1.17K - $1.29K
|
1.35K
$70.2K
|
|
|
Nov 06, 2023
Q3 2023
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
28+ 1.85% |
$1.17K - $1.29K
|
1.54K
$79.9K
|
|
|
Oct 19, 2023
Q3 2023
|
West End Advisors, LLC
|
BUY
|
- |
27New |
$1.13K - $1.24K
|
27
$1.4K
|
|
|
Nov 08, 2023
Q3 2023
|
Archer Investment Corp
|
BUY
|
- |
27+ 0.53% |
$1.13K - $1.24K
|
5.13K
$266K
|
|
|
Nov 14, 2023
Q3 2023
|
Stone House Investment Management, LLC
|
BUY
|
- |
27+ 2.02% |
$1.13K - $1.24K
|
1.36K
$70.7K
|
|
|
Oct 13, 2023
Q3 2023
|
Gibraltar Capital Management, Inc.
|
BUY
|
- |
26+ 0.15% |
$1.09K - $1.2K
|
16.9K
$876K
|
|
|
Nov 01, 2023
Q3 2023
|
Ellis Investment Partners, LLC
|
BUY
|
- |
25+ 0.37% |
$1.05K - $1.15K
|
6.83K
$354K
|
|
|
Nov 13, 2023
Q3 2023
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
25+ 0.33% |
$1.05K - $1.15K
|
7.65K
$397K
|
|
|
Nov 14, 2023
Q3 2023
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
25+ 0.05% |
$1.05K - $1.15K
|
49.6K
$2.57M
|
|
|
Nov 15, 2023
Q3 2023
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
24+ 0.28% |
$1.01K - $1.11K
|
8.5K
$441K
|
|
|
Oct 31, 2023
Q3 2023
|
Panagora Asset Management Inc
Boston, MA |
BUY
|
- |
23+ 0.03% |
$964 - $1.06K
|
72.7K
$3.77M
|
|
|
Nov 13, 2023
Q3 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
23+ 0.17% |
$964 - $1.06K
|
13.8K
$713K
|
|
|
Oct 23, 2023
Q3 2023
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
22+ 0.99% |
$922 - $1.01K
|
2.24K
$116K
|
|
|
Nov 13, 2023
Q3 2023
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
22+ 0.8% |
$922 - $1.01K
|
2.77K
$144K
|
|
|
Oct 25, 2023
Q3 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
21+ 2.04% |
$880 - $968
|
1.05K
$54.6K
|
|
|
Nov 03, 2023
Q3 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
20+ 0.65% |
$838 - $922
|
3.12K
$162K
|
|
|
Nov 08, 2023
Q3 2023
|
Shell Asset Management CO
The Hague, P7 |
BUY
|
- |
20+ 0.08% |
$838 - $922
|
23.8K
$1.23M
|
|
|
Nov 13, 2023
Q3 2023
|
Clari Vest Asset Management LLC
San Diego, CA |
BUY
|
- |
20New |
$838 - $922
|
20
$1.04K
|
|
|
Nov 14, 2023
Q3 2023
|
Augustine Asset Management Inc
|
BUY
|
- |
20+ 0.33% |
$838 - $922
|
6.15K
$319K
|
|
|
Oct 10, 2023
Q3 2023
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
19+ 0.34% |
$796 - $876
|
5.57K
$289K
|
|
|
Oct 23, 2023
Q3 2023
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
19+ 0.11% |
$796 - $876
|
17.8K
$926K
|
|
|
Nov 06, 2023
Q3 2023
|
L.M. Kohn & Company
|
BUY
|
- |
18+ 0.17% |
$754 - $830
|
10.5K
$543K
|
|
|
Oct 20, 2023
Q3 2023
|
Newton One Investments LLC
|
BUY
|
- |
18+ 2.08% |
$754 - $830
|
882
$45.7K
|
|
|
Nov 14, 2023
Q3 2023
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
18+ 0.06% |
$754 - $830
|
28.6K
$1.48M
|
|
|
Oct 10, 2023
Q3 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
17+ 0.09% |
$712 - $784
|
19.4K
$1.01M
|