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 09, 2023
Q3 2023
|
Wealth Architects, LLC
|
SELL
|
- |
-70- 0.63% |
$2.93K - $3.23K
|
11.1K
$575K
|
|
Oct 26, 2023
Q3 2023
|
Kanawha Capital Management LLC
|
SELL
|
- |
-71- 0.39% |
$2.97K - $3.27K
|
18.3K
$951K
|
|
Nov 06, 2023
Q3 2023
|
Widmann Financial Services, Inc.
|
SELL
|
- |
-71- 0.36% |
$2.97K - $3.27K
|
19.7K
$1.02M
|
|
Nov 09, 2023
Q3 2023
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-74- 1.43% |
$3.1K - $3.41K
|
5.11K
$265K
|
|
Oct 27, 2023
Q3 2023
|
Alterity Financial Group, LLC
Bangor, ME |
SELL
|
- |
-75- 1.34% |
$3.14K - $3.46K
|
5.51K
$286K
|
|
Oct 31, 2023
Q3 2023
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-75- 1.31% |
$3.14K - $3.46K
|
5.66K
$294K
|
|
Oct 30, 2023
Q3 2023
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-77- 0.44% |
$3.23K - $3.55K
|
17.2K
$895K
|
|
Nov 14, 2023
Q3 2023
|
Arvest Trust CO N A
Rogers, AR |
SELL
|
- |
-78- 1.55% |
$3.27K - $3.6K
|
4.96K
$257K
|
|
Nov 09, 2023
Q3 2023
|
Old Point Trust & Financial Services N A
|
SELL
|
- |
-80- 0.57% |
$3.35K - $3.69K
|
13.9K
$722K
|
|
Nov 14, 2023
Q3 2023
|
Pin Oak Investment Advisors Inc
Houston, TX |
SELL
|
- |
-80- 3.4% |
$3.35K - $3.69K
|
2.27K
$118K
|
|
Oct 12, 2023
Q3 2023
|
Northstar Advisory Group, LLC
|
SELL
|
- |
-81- 0.7% |
$3.39K - $3.73K
|
11.6K
$600K
|
|
Nov 01, 2023
Q3 2023
|
Allen Capital Group, LLC
|
SELL
|
- |
-81- 1.33% |
$3.39K - $3.73K
|
6K
$311K
|
|
Oct 13, 2023
Q3 2023
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-82- 2.29% |
$3.44K - $3.78K
|
3.5K
$182K
|
|
Oct 27, 2023
Q3 2023
|
West Bancorporation Inc
|
SELL
|
- |
-83- 1.24% |
$3.48K - $3.83K
|
6.59K
$342K
|
|
Nov 14, 2023
Q3 2023
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-83- 0.67% |
$3.48K - $3.83K
|
12.3K
$637K
|
|
Nov 06, 2023
Q3 2023
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-85- 1.44% |
$3.56K - $3.92K
|
5.81K
$301K
|
|
Nov 13, 2023
Q3 2023
|
Fort, L.P.
Chevy Chase, MD |
SELL
|
- |
-85- 1.42% |
$3.56K - $3.92K
|
5.91K
$307K
|
|
Nov 14, 2023
Q3 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-85- 4.32% |
$3.56K - $3.92K
|
1.88K
$97.6K
|
|
Oct 30, 2023
Q3 2023
|
Orca Investment Management, LLC
|
SELL
|
- |
-90- 0.85% |
$3.77K - $4.15K
|
10.5K
$545K
|
|
Nov 09, 2023
Q3 2023
|
Spc Financial, Inc.
|
SELL
|
- |
-90- 0.74% |
$3.77K - $4.15K
|
12K
$622K
|
|
Nov 14, 2023
Q3 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-90- 2.91% |
$3.77K - $4.15K
|
3K
$155K
|
|
Oct 10, 2023
Q3 2023
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-91- 8.71% |
$3.81K - $4.19K
|
954
$49.5K
|
|
Oct 27, 2023
Q3 2023
|
Indie Asset Partners, LLC
Carmel, IN |
SELL
|
- |
-91- 0.85% |
$3.81K - $4.19K
|
10.6K
$548K
|
|
Oct 18, 2023
Q3 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-98- 0.84% |
$4.11K - $4.52K
|
11.5K
$597K
|
|
Nov 13, 2023
Q3 2023
|
Burns J W & CO Inc
|
SELL
|
- |
-100- 0.37% |
$4.19K - $4.61K
|
26.9K
$1.4M
|
|
Oct 27, 2023
Q3 2023
|
Lee Danner & Bass Inc
|
SELL
|
- |
-100- 0.32% |
$4.19K - $4.61K
|
31.4K
$1.63M
|
|
Nov 02, 2023
Q3 2023
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-100- 3.49% |
$4.19K - $4.61K
|
2.77K
$144K
|
|
Nov 07, 2023
Q3 2023
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-100- 1.4% |
$4.19K - $4.61K
|
7.05K
$365K
|
|
Nov 13, 2023
Q3 2023
|
Fishman Jay A LTD
Troy, MI |
SELL
|
- |
-100- 0.95% |
$4.19K - $4.61K
|
10.4K
$541K
|
|
Nov 14, 2023
Q3 2023
|
Basso Capital Management, L.P.
Stamford, CT |
SELL
|
- |
-101- 2.64% |
$4.23K - $4.66K
|
3.73K
$193K
|
|
Nov 03, 2023
Q3 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-102- 40.48% |
$4.27K - $4.7K
|
150
$7.78K
|
|
May 01, 2024
Q3 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-102- 40.48% |
$4.27K - $4.7K
|
150
$7.78K
|
|
Oct 25, 2023
Q3 2023
|
Guyasuta Investment Advisors Inc
|
SELL
|
- |
-103- 1.56% |
$4.32K - $4.75K
|
6.5K
$337K
|
|
Oct 27, 2023
Q3 2023
|
Veriti Management LLC
|
SELL
|
- |
-105- 0.78% |
$4.4K - $4.84K
|
13.3K
$691K
|
|
Oct 10, 2023
Q3 2023
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-107- 0.91% |
$4.48K - $4.93K
|
11.7K
$606K
|
|
Nov 07, 2023
Q3 2023
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-109- 0.9% |
$4.57K - $5.02K
|
12.1K
$625K
|
|
Oct 11, 2023
Q3 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-110- 0.25% |
$4.61K - $5.07K
|
43.3K
$2.25M
|
|
Nov 20, 2023
Q3 2023
|
Tompkins Financial Corp
|
SELL
|
- |
-110- 1.63% |
$4.61K - $5.07K
|
6.65K
$345K
|
|
Nov 14, 2023
Q3 2023
|
Trustco Bank Corp N Y
Albany, NY |
SELL
|
- |
-112- 1.88% |
$4.69K - $5.16K
|
5.85K
$303K
|
|
Nov 08, 2023
Q3 2023
|
9258 Wealth Management, LLC
|
SELL
|
- |
-114- 2.09% |
$4.78K - $5.25K
|
5.35K
$277K
|
|
Nov 14, 2023
Q3 2023
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-119- 2.72% |
$4.99K - $5.48K
|
4.25K
$221K
|
|
Oct 19, 2023
Q3 2023
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
SELL
|
- |
-120- 1.59% |
$5.03K - $5.53K
|
7.41K
$384K
|
|
Nov 09, 2023
Q3 2023
|
1 St Source Bank
|
SELL
|
- |
-125- 2.09% |
$5.24K - $5.76K
|
5.84K
$303K
|
|
Nov 06, 2023
Q3 2023
|
Retirement Group, LLC
|
SELL
|
- |
-129- 1.93% |
$5.41K - $5.95K
|
6.57K
$341K
|
|
Oct 18, 2023
Q3 2023
|
Powers Advisory Group, LLC
|
SELL
|
- |
-136- 1.2% |
$5.7K - $6.27K
|
11.2K
$582K
|
|
Oct 23, 2023
Q3 2023
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-140- 2.77% |
$5.87K - $6.45K
|
4.92K
$255K
|
|
Nov 13, 2023
Q3 2023
|
Clark Financial Services Group Inc
Chesterfield, MO |
SELL
|
- |
-140- 1.58% |
$5.87K - $6.45K
|
8.74K
$453K
|
|
Nov 09, 2023
Q3 2023
|
Angeles Investment Advisors, LLC
|
SELL
|
- |
-147- 2.38% |
$6.16K - $6.78K
|
6.03K
$313K
|
|
Oct 20, 2023
Q3 2023
|
Walter & Keenan Wealth Management LLC
|
SELL
|
- |
-148- 0.93% |
$6.2K - $6.82K
|
15.8K
$822K
|
|
Nov 13, 2023
Q3 2023
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-150- 1.85% |
$6.29K - $6.91K
|
7.95K
$412K
|