Purchases and Sales Made in Q4 2023 in Altria Group, Inc. (MO)
This table provides information about the institutional ownership of Altria Group, Inc. (MO) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 23, 2024
Q4 2023
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
1.03K+ 14.74% |
$40.3K - $44.4K
|
7.99K
$453K
|
|
|
Jan 11, 2024
Q4 2023
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
1.01K+ 6.13% |
$39.8K - $43.8K
|
17.6K
$997K
|
|
|
May 24, 2024
Q4 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
1K+ 6.54% |
$39.3K - $43.3K
|
16.3K
$925K
|
|
|
Feb 07, 2024
Q4 2023
|
Advantage Trust CO
Salina, KS |
BUY
|
- |
1KNew |
$39.3K - $43.2K
|
1K
$56.7K
|
|
|
Feb 12, 2024
Q4 2023
|
Pingora Partners LLC
Wilson, WY |
BUY
|
- |
1KNew |
$39.3K - $43.2K
|
1K
$56.7K
|
|
|
Feb 13, 2024
Q4 2023
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
987+ 1.92% |
$38.7K - $42.6K
|
52.4K
$2.97M
|
|
|
Jan 09, 2024
Q4 2023
|
Seneca House Advisors
|
BUY
|
- |
981+ 0.67% |
$38.5K - $42.4K
|
147K
$8.34M
|
|
|
Feb 09, 2024
Q4 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
974+ 7.08% |
$38.2K - $42.1K
|
14.7K
$836K
|
|
|
Jan 30, 2024
Q4 2023
|
Klcm Advisors, Inc.
|
BUY
|
- |
970+ 5.68% |
$38.1K - $41.9K
|
18K
$1.02M
|
|
|
Jan 29, 2024
Q4 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
969+ 2.42% |
$38K - $41.9K
|
41K
$2.32M
|
|
|
Jan 10, 2024
Q4 2023
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
955New |
$37.5K - $41.2K
|
955
$54.2K
|
|
|
Feb 06, 2024
Q4 2023
|
9258 Wealth Management, LLC
|
BUY
|
- |
953+ 17.82% |
$37.4K - $41.2K
|
6.3K
$357K
|
|
|
Feb 12, 2024
Q4 2023
|
Legacy Advisors, LLC
|
BUY
|
- |
953+ 11.17% |
$37.4K - $41.2K
|
9.49K
$538K
|
|
|
Jan 09, 2024
Q4 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
950+ 8.26% |
$37.3K - $41K
|
12.5K
$707K
|
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
946New |
$37.1K - $40.9K
|
946
$53.7K
|
|
|
Jan 23, 2024
Q4 2023
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
941+ 0.98% |
$36.9K - $40.6K
|
97.4K
$5.52M
|
|
|
Aug 16, 2024
Q4 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
940+ 19.39% |
$36.9K - $40.6K
|
5.79K
$328K
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
BUY
|
- |
938+ 2.35% |
$36.8K - $40.5K
|
40.8K
$2.32M
|
|
|
Feb 13, 2024
Q4 2023
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
925+ 4.55% |
$36.3K - $40K
|
21.2K
$1.21M
|
|
|
Feb 13, 2024
Q4 2023
|
Infrastructure Capital Advisors, LLC
New York, NY |
BUY
|
- |
921+ 3.57% |
$36.2K - $39.8K
|
26.7K
$1.52M
|
|
|
Jan 25, 2024
Q4 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
909+ 7.67% |
$35.7K - $39.3K
|
12.8K
$724K
|
|
|
Jan 25, 2024
Q4 2023
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
909+ 6.33% |
$35.7K - $39.3K
|
15.3K
$866K
|
|
|
Feb 15, 2024
Q4 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
907+ 4.34% |
$35.6K - $39.2K
|
21.8K
$1.24M
|
|
|
Feb 07, 2024
Q4 2023
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
905+ 9.12% |
$35.5K - $39.1K
|
10.8K
$614K
|
|
|
Jan 09, 2024
Q4 2023
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
900+ 3.21% |
$35.3K - $38.9K
|
28.9K
$1.64M
|
|
|
Feb 08, 2024
Q4 2023
|
Taylor Hoffman Wealth Management
Richmond, VA |
BUY
|
- |
900+ 4.85% |
$35.3K - $38.9K
|
19.4K
$1.1M
|
|
|
Feb 05, 2024
Q4 2023
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
851+ 15.77% |
$33.4K - $36.8K
|
6.25K
$354K
|
|
|
Jan 19, 2024
Q4 2023
|
Capital City Trust CO
|
BUY
|
- |
833+ 7.09% |
$32.7K - $36K
|
12.6K
$714K
|
|
|
Jan 17, 2024
Q4 2023
|
Smith Anglin Financial, LLC
|
BUY
|
- |
832+ 12.72% |
$32.7K - $35.9K
|
7.38K
$418K
|
|
|
Jan 23, 2024
Q4 2023
|
Straight Path Wealth Management
|
BUY
|
- |
828+ 5.68% |
$32.5K - $35.8K
|
15.4K
$874K
|
|
|
Jan 29, 2024
Q4 2023
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
814+ 7.5% |
$32K - $35.2K
|
11.7K
$662K
|
|
|
Feb 13, 2024
Q4 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
811+ 14.37% |
$31.8K - $35K
|
6.45K
$366K
|
|
|
Feb 02, 2024
Q4 2023
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
808+ 8.08% |
$31.7K - $34.9K
|
10.8K
$613K
|
|
|
Mar 28, 2024
Q4 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
799+ 5.7% |
$31.4K - $34.5K
|
14.8K
$841K
|
|
|
Feb 13, 2024
Q4 2023
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
BUY
|
- |
791+ 5.9% |
$31.1K - $34.2K
|
14.2K
$805K
|
|
|
Feb 02, 2024
Q4 2023
|
Disciplined Equity Management, Inc.
|
BUY
|
- |
770+ 1.89% |
$30.2K - $33.3K
|
41.4K
$2.35M
|
|
|
Feb 26, 2024
Q4 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
770+ 4.52% |
$30.2K - $33.3K
|
17.8K
$1.01M
|
|
|
Apr 09, 2024
Q4 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
750+ 120.97% |
$29.4K - $32.4K
|
1.37K
$77.7K
|
|
|
Jan 18, 2024
Q4 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
741+ 0.91% |
$29.1K - $32K
|
82.4K
$4.68M
|
|
|
Feb 13, 2024
Q4 2023
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
BUY
|
- |
741New |
$29.1K - $32K
|
741
$42K
|
|
|
Feb 15, 2024
Q4 2023
|
Dagco, Inc.
|
BUY
|
- |
741New |
$29.1K - $32K
|
741
$42K
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
737New |
$28.9K - $31.8K
|
737
$41.8K
|
|
|
Jun 28, 2024
Q4 2023
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
723+ 170.12% |
$28.4K - $31.2K
|
1.15K
$65.1K
|
|
|
Mar 04, 2024
Q4 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
705+ 100.0% |
$27.7K - $30.4K
|
1.41K
$80K
|
|
|
Mar 01, 2024
Q4 2023
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
703New |
$27.6K - $30.4K
|
703
$39.9K
|
|
|
Feb 07, 2024
Q4 2023
|
ETF Store, Inc.
|
BUY
|
- |
686+ 3.27% |
$26.9K - $29.6K
|
21.6K
$1.23M
|
|
|
Jan 29, 2024
Q4 2023
|
Crestwood Advisors Group LLC
|
BUY
|
- |
685+ 3.06% |
$26.9K - $29.6K
|
23K
$1.31M
|
|
|
Jan 31, 2024
Q4 2023
|
Criterion Capital Advisors, LLC
Nashville, TN |
BUY
|
- |
681New |
$26.7K - $29.4K
|
681
$38.6K
|
|
|
Feb 06, 2024
Q4 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
672+ 1.83% |
$26.4K - $29K
|
37.4K
$2.12M
|
|
|
Jan 23, 2024
Q4 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
668+ 24.46% |
$26.2K - $28.9K
|
3.4K
$193K
|