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 10, 2023
Q3 2023
|
Successful Portfolios LLC
|
BUY
|
- |
17+ 0.16% |
$712 - $784
|
10.4K
$542K
|
|
|
Oct 18, 2023
Q3 2023
|
Lee Financial Group Hawaii, Inc.
Honolulu, HI |
BUY
|
- |
17+ 0.14% |
$712 - $784
|
11.9K
$615K
|
|
|
Feb 14, 2024
Q3 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
17+ 0.09% |
$712 - $784
|
19.4K
$1.01M
|
|
|
Nov 06, 2023
Q3 2023
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
16+ 1.95% |
$670 - $737
|
837
$43.4K
|
|
|
Oct 10, 2023
Q3 2023
|
Tsfg, LLC
|
BUY
|
- |
15+ 0.22% |
$629 - $691
|
6.75K
$350K
|
|
|
Oct 24, 2023
Q3 2023
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
15+ 0.15% |
$629 - $691
|
9.73K
$504K
|
|
|
Nov 07, 2023
Q3 2023
|
Waddell & Associates, LLC
|
BUY
|
- |
15+ 0.28% |
$629 - $691
|
5.32K
$276K
|
|
|
Oct 17, 2023
Q3 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
13+ 39.39% |
$545 - $599
|
46
$2.39K
|
|
|
Oct 24, 2023
Q3 2023
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
12+ 0.31% |
$503 - $553
|
3.88K
$201K
|
|
|
Oct 30, 2023
Q3 2023
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
12+ 0.09% |
$503 - $553
|
14.1K
$732K
|
|
|
Nov 07, 2023
Q3 2023
|
Cheviot Value Management, LLC
|
BUY
|
- |
12+ 0.12% |
$503 - $553
|
9.81K
$509K
|
|
|
Oct 12, 2023
Q3 2023
|
Gleason Group, Inc.
|
BUY
|
- |
11+ 1.9% |
$461 - $507
|
591
$30.6K
|
|
|
Oct 18, 2023
Q3 2023
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
11+ 0.31% |
$461 - $507
|
3.51K
$182K
|
|
|
Oct 23, 2023
Q3 2023
|
Callahan Advisors, LLC
|
BUY
|
- |
11+ 0.13% |
$461 - $507
|
8.31K
$431K
|
|
|
Oct 24, 2023
Q3 2023
|
Nadler Financial Group, Inc.
|
BUY
|
- |
11+ 0.21% |
$461 - $507
|
5.31K
$275K
|
|
|
Oct 25, 2023
Q3 2023
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
11+ 0.29% |
$461 - $507
|
3.79K
$197K
|
|
|
Nov 13, 2023
Q3 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
11+ 0.21% |
$461 - $507
|
5.17K
$268K
|
|
|
Nov 01, 2023
Q3 2023
|
Albion Financial Group
|
BUY
|
- |
10+ 0.54% |
$419 - $461
|
1.85K
$95.7K
|
|
|
Aug 08, 2024
Q3 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
10+ 6.17% |
$419 - $461
|
172
$8.92K
|
|
|
Oct 10, 2023
Q3 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
8+ 2.02% |
$335 - $369
|
404
$21K
|
|
|
Oct 19, 2023
Q3 2023
|
Family Firm, Inc.
|
BUY
|
- |
8+ 0.17% |
$335 - $369
|
4.8K
$249K
|
|
|
Oct 24, 2023
Q3 2023
|
Iag Wealth Partners, LLC
|
BUY
|
- |
8+ 1.85% |
$335 - $369
|
441
$22.9K
|
|
|
Oct 25, 2023
Q3 2023
|
Kennedy Investment Group
West Depford, NJ |
BUY
|
- |
8+ 0.16% |
$335 - $369
|
5.01K
$260K
|
|
|
Oct 10, 2023
Q3 2023
|
Pacifica Partners Inc.
|
BUY
|
- |
7+ 1.24% |
$293 - $323
|
571
$29.6K
|
|
|
Nov 01, 2023
Q3 2023
|
Centerpoint Advisors, LLC
|
BUY
|
- |
7+ 0.09% |
$293 - $323
|
7.83K
$406K
|
|
|
Nov 03, 2023
Q3 2023
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
6+ 1.51% |
$251 - $277
|
404
$21K
|
|
|
Nov 04, 2024
Q3 2023
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
6+ 1.98% |
$251 - $277
|
309
$16K
|
|
|
Oct 19, 2023
Q3 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
5+ 0.04% |
$210 - $230
|
13.1K
$679K
|
|
|
Oct 24, 2023
Q3 2023
|
Compton Financial Group, LLC
|
BUY
|
- |
5+ 0.08% |
$210 - $230
|
6.08K
$315K
|
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
5New |
$210 - $230
|
5
$259
|
|
|
Nov 13, 2023
Q3 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
5+ 9.8% |
$210 - $230
|
56
$2.9K
|
|
|
Apr 04, 2024
Q3 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
5+ 1.22% |
$210 - $230
|
414
$21.5K
|
|
|
May 15, 2024
Q3 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
5+ 0.89% |
$210 - $230
|
564
$29.2K
|
|
|
Oct 10, 2023
Q3 2023
|
Activest Wealth Management
|
BUY
|
- |
4+ 2.09% |
$168 - $184
|
195
$10.1K
|
|
|
Oct 12, 2023
Q3 2023
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
4+ 0.0% |
$168 - $184
|
246K
$12.8M
|
|
|
Nov 09, 2023
Q3 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
4+ 0.47% |
$168 - $184
|
860
$44.6K
|
|
|
Oct 18, 2023
Q3 2023
|
Washington Trust CO
|
BUY
|
- |
3+ 0.03% |
$126 - $138
|
9.47K
$491K
|
|
|
Oct 30, 2023
Q3 2023
|
Wolff Financial Management LLC
|
BUY
|
- |
3+ 0.02% |
$126 - $138
|
14.2K
$737K
|
|
|
Oct 10, 2023
Q3 2023
|
Rise Advisors, LLC
|
BUY
|
- |
2+ 2.25% |
$83.8 - $92.2
|
91
$4.72K
|
|
|
Jan 09, 2024
Q3 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
2+ 0.02% |
$83.8 - $92.2
|
8.15K
$422K
|
|
|
Oct 11, 2023
Q3 2023
|
Schaper Benz & Wise Investment Counsel Inc
|
BUY
|
- |
1+ 0.02% |
$41.9 - $46.1
|
4.76K
$247K
|
|
|
Nov 01, 2023
Q3 2023
|
Mattern Wealth Management LLC
|
BUY
|
- |
1+ 0.01% |
$41.9 - $46.1
|
11.9K
$616K
|
|
|
Nov 14, 2023
Q3 2023
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
1+ 0.0% |
$41.9 - $46.1
|
35.8K
$1.86M
|
|
|
Oct 28, 2024
Q3 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Nov 26, 2024
Q3 2023
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-1- 0.02% |
$41.9 - $46.1
|
6.45K
$335K
|
|
|
Oct 12, 2023
Q3 2023
|
Mc Elhenny Sheffield Capital Management, LLC
|
SELL
|
- |
-3- 0.03% |
$126 - $138
|
9.55K
$495K
|
|
|
Oct 18, 2023
Q3 2023
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-3- 0.06% |
$126 - $138
|
5.45K
$282K
|
|
|
Oct 11, 2023
Q3 2023
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-4- 0.06% |
$168 - $184
|
6.24K
$324K
|
|
|
Oct 23, 2023
Q3 2023
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-5- 0.13% |
$210 - $230
|
3.81K
$198K
|