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
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-348- 0.88% |
$14.6K - $16K
|
39.3K
$2.04M
|
|
|
Nov 09, 2023
Q3 2023
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-349- 8.51% |
$14.6K - $16.1K
|
3.75K
$194K
|
|
|
Oct 19, 2023
Q3 2023
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-350- 6.05% |
$14.7K - $16.1K
|
5.43K
$282K
|
|
|
Oct 10, 2023
Q3 2023
|
Wealth Alliance Advisory Group, LLC
|
SELL
|
- |
-352- 1.46% |
$14.7K - $16.2K
|
23.7K
$1.23M
|
|
|
Oct 25, 2023
Q3 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-352- 6.2% |
$14.7K - $16.2K
|
5.33K
$276K
|
|
|
Nov 13, 2023
Q3 2023
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-352- 4.18% |
$14.7K - $16.2K
|
8.07K
$419K
|
|
|
Nov 06, 2023
Q3 2023
|
Curi Wealth Management, LLC
|
SELL
|
- |
-357- 6.73% |
$15K - $16.5K
|
4.95K
$257K
|
|
|
Nov 13, 2023
Q3 2023
|
Rock Creek Group, LP
|
SELL
|
- |
-360- 19.05% |
$15.1K - $16.6K
|
1.53K
$79.3K
|
|
|
Nov 14, 2023
Q3 2023
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-362- 1.96% |
$15.2K - $16.7K
|
18.1K
$939K
|
|
|
Nov 03, 2023
Q3 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-369- 2.84% |
$15.5K - $17K
|
12.6K
$654K
|
|
|
Oct 30, 2023
Q3 2023
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-374- 6.68% |
$15.7K - $17.2K
|
5.22K
$271K
|
|
|
Oct 12, 2023
Q3 2023
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-379- 1.33% |
$15.9K - $17.5K
|
28K
$1.45M
|
|
|
Oct 23, 2023
Q3 2023
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-379- 1.48% |
$15.9K - $17.5K
|
25.2K
$1.31M
|
|
|
Oct 27, 2023
Q3 2023
|
Narwhal Capital Management
|
SELL
|
- |
-381- 1.42% |
$16K - $17.6K
|
26.4K
$1.37M
|
|
|
Nov 07, 2023
Q3 2023
|
Motco
|
SELL
|
- |
-381- 16.45% |
$16K - $17.6K
|
1.94K
$100K
|
|
|
Nov 07, 2023
Q3 2023
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-381- 5.74% |
$16K - $17.6K
|
6.25K
$324K
|
|
|
Oct 19, 2023
Q3 2023
|
Vaughan & CO Securities, Inc.
|
SELL
|
- |
-383- 2.37% |
$16K - $17.7K
|
15.7K
$817K
|
|
|
Oct 20, 2023
Q3 2023
|
Plimoth Trust CO LLC
|
SELL
|
- |
-395- 2.3% |
$16.6K - $18.2K
|
16.8K
$869K
|
|
|
Nov 15, 2023
Q3 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-399- 1.15% |
$16.7K - $18.4K
|
34.4K
$1.79M
|
|
|
Oct 17, 2023
Q3 2023
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-400- 0.36% |
$16.8K - $18.4K
|
110K
$5.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
SELL
|
- |
-400- 6.53% |
$16.8K - $18.4K
|
5.73K
$297K
|
|
|
Nov 15, 2023
Q3 2023
|
Journey Advisory Group, LLC
|
SELL
|
- |
-400- 6.97% |
$16.8K - $18.4K
|
5.34K
$277K
|
|
|
Oct 31, 2023
Q3 2023
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
SELL
|
- |
-401- 1.31% |
$16.8K - $18.5K
|
30.2K
$1.56M
|
|
|
Nov 08, 2023
Q3 2023
|
Plancorp, LLC
|
SELL
|
- |
-403- 4.71% |
$16.9K - $18.6K
|
8.16K
$423K
|
|
|
Oct 20, 2023
Q3 2023
|
Evolution Advisers, Inc.
|
SELL
|
- |
-407- 11.7% |
$17.1K - $18.8K
|
3.07K
$159K
|
|
|
Nov 07, 2023
Q3 2023
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
SELL
|
- |
-408- 1.05% |
$17.1K - $18.8K
|
38.6K
$2M
|
|
|
Oct 18, 2023
Q3 2023
|
Valicenti Advisory Services Inc
|
SELL
|
- |
-415- 1.45% |
$17.4K - $19.1K
|
28.3K
$1.47M
|
|
|
Oct 30, 2023
Q3 2023
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-419- 1.28% |
$17.6K - $19.3K
|
32.3K
$1.68M
|
|
|
Nov 14, 2023
Q3 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-419- 7.62% |
$17.6K - $19.3K
|
5.08K
$264K
|
|
|
Nov 03, 2023
Q3 2023
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-421- 5.33% |
$17.6K - $19.4K
|
7.49K
$388K
|
|
|
Nov 13, 2023
Q3 2023
|
Icw Investment Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-428- 1.84% |
$17.9K - $19.7K
|
22.8K
$1.18M
|
|
|
Nov 16, 2023
Q3 2023
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-430- 10.18% |
$18K - $19.8K
|
3.8K
$197K
|
|
|
Nov 09, 2023
Q3 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-435- 74.11% |
$18.2K - $20K
|
152
$7.88K
|
|
|
Nov 01, 2023
Q3 2023
|
Principle Wealth Partners LLC
|
SELL
|
- |
-450- 3.43% |
$18.9K - $20.7K
|
12.7K
$658K
|
|
|
Sep 06, 2024
Q3 2023
|
Ted Buchan & CO
San Diego, CA |
SELL
|
- |
-453- 5.23% |
$19K - $20.9K
|
8.21K
$426K
|
|
|
Nov 08, 2023
Q3 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-455- 37.57% |
$19.1K - $21K
|
756
$39.2K
|
|
|
Nov 13, 2023
Q3 2023
|
Epoch Investment Partners, Inc.
New York, NY |
SELL
|
- |
-459- 0.62% |
$19.2K - $21.2K
|
73.5K
$3.81M
|
|
|
Nov 06, 2023
Q3 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-467- 5.4% |
$19.6K - $21.5K
|
8.19K
$425K
|
|
|
Nov 06, 2023
Q3 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
SELL
|
- |
-473- 17.82% |
$19.8K - $21.8K
|
2.18K
$113K
|
|
|
Nov 08, 2023
Q3 2023
|
Platform Technology Partners
|
SELL
|
- |
-475- 8.29% |
$19.9K - $21.9K
|
5.26K
$273K
|
|
|
Nov 06, 2023
Q3 2023
|
Wedgewood Investors Inc
|
SELL
|
- |
-481- 1.84% |
$20.2K - $22.2K
|
25.7K
$1.33M
|
|
|
Nov 13, 2023
Q3 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-483- 1.91% |
$20.2K - $22.3K
|
24.7K
$1.28M
|
|
|
Nov 07, 2023
Q3 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-486- 4.86% |
$20.4K - $22.4K
|
9.51K
$493K
|
|
|
Nov 13, 2023
Q3 2023
|
Aviva PLC
|
SELL
|
- |
-489- 0.71% |
$20.5K - $22.5K
|
68.1K
$3.53M
|
|
|
Nov 07, 2023
Q3 2023
|
Hc Advisors, LLC
|
SELL
|
- |
-491- 8.99% |
$20.6K - $22.6K
|
4.97K
$258K
|
|
|
Oct 16, 2023
Q3 2023
|
Montecito Bank & Trust
|
SELL
|
- |
-500- 4.84% |
$21K - $23K
|
9.83K
$510K
|
|
|
Oct 20, 2023
Q3 2023
|
Bill Few Associates, Inc.
|
SELL
|
- |
-500- 3.67% |
$21K - $23K
|
13.1K
$680K
|
|
|
Nov 09, 2023
Q3 2023
|
Moser Wealth Advisors, LLC
|
SELL
|
- |
-510- 2.86% |
$21.4K - $23.5K
|
17.3K
$900K
|
|
|
Nov 14, 2023
Q3 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-512- 1.38% |
$21.5K - $23.6K
|
36.6K
$1.9M
|
|
|
Oct 27, 2023
Q3 2023
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-516- 3.86% |
$21.6K - $23.8K
|
12.9K
$667K
|