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 |
|---|---|---|---|---|---|---|---|
|
Feb 16, 2024
Q4 2023
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
665New |
$26.1K - $28.7K
|
665
$37.7K
|
|
|
Feb 13, 2024
Q4 2023
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
646+ 9.75% |
$25.4K - $27.9K
|
7.27K
$413K
|
|
|
Jan 17, 2024
Q4 2023
|
Highland Capital Management, LLC
|
BUY
|
- |
640+ 0.71% |
$25.1K - $27.6K
|
90.3K
$5.12M
|
|
|
Feb 14, 2024
Q4 2023
|
Cheviot Value Management, LLC
|
BUY
|
- |
638+ 6.51% |
$25K - $27.6K
|
10.4K
$593K
|
|
|
Feb 14, 2024
Q4 2023
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
636+ 7.98% |
$25K - $27.5K
|
8.6K
$488K
|
|
|
Feb 14, 2024
Q4 2023
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
632+ 1.5% |
$24.8K - $27.3K
|
42.8K
$2.43M
|
|
|
Jan 22, 2024
Q4 2023
|
First Citizens Bank & Trust CO
|
BUY
|
- |
630+ 12.06% |
$24.7K - $27.2K
|
5.86K
$332K
|
|
|
Feb 07, 2024
Q4 2023
|
Advisor Os, LLC
|
BUY
|
- |
624+ 9.49% |
$24.5K - $27K
|
7.2K
$408K
|
|
|
Feb 07, 2024
Q4 2023
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
603+ 4.66% |
$23.7K - $26K
|
13.6K
$769K
|
|
|
Feb 13, 2024
Q4 2023
|
Boyer & Corporon Wealth Management, LLC
Overland Park, KS |
BUY
|
- |
602+ 0.55% |
$23.6K - $26K
|
111K
$6.29M
|
|
|
Feb 06, 2024
Q4 2023
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
597New |
$23.4K - $25.8K
|
597
$33.9K
|
|
|
Jan 12, 2024
Q4 2023
|
My Legacy Advisors, LLC
|
BUY
|
- |
595+ 3.72% |
$23.4K - $25.7K
|
16.6K
$943K
|
|
|
Jan 29, 2024
Q4 2023
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
586+ 8.2% |
$23K - $25.3K
|
7.73K
$439K
|
|
|
Feb 08, 2024
Q4 2023
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
583New |
$22.9K - $25.2K
|
583
$33.1K
|
|
|
Jan 12, 2024
Q4 2023
|
Independent Wealth Network Inc.
|
BUY
|
- |
575+ 3.32% |
$22.6K - $24.8K
|
17.9K
$1.02M
|
|
|
Jan 25, 2024
Q4 2023
|
Hc Advisors, LLC
|
BUY
|
- |
575+ 11.57% |
$22.6K - $24.8K
|
5.54K
$315K
|
|
|
Jan 29, 2024
Q4 2023
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
573+ 6.28% |
$22.5K - $24.7K
|
9.69K
$550K
|
|
|
Feb 12, 2024
Q4 2023
|
Stone X Group Inc.
|
BUY
|
- |
562+ 4.26% |
$22.1K - $24.3K
|
13.7K
$780K
|
|
|
Jan 17, 2024
Q4 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
559+ 4.06% |
$21.9K - $24.1K
|
14.3K
$814K
|
|
|
Feb 14, 2024
Q4 2023
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
552New |
$21.7K - $23.8K
|
552
$31.3K
|
|
|
Mar 01, 2024
Q4 2023
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
548New |
$21.5K - $23.7K
|
548
$31.1K
|
|
|
Feb 12, 2024
Q4 2023
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
534+ 35.6% |
$21K - $23.1K
|
2.03K
$115K
|
|
|
Jan 11, 2024
Q4 2023
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
527+ 3.96% |
$20.7K - $22.8K
|
13.9K
$786K
|
|
|
Apr 19, 2024
Q4 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
525+ 1.65% |
$20.6K - $22.7K
|
32.4K
$1.84M
|
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
515+ 6.84% |
$20.2K - $22.2K
|
8.04K
$456K
|
|
|
Jan 08, 2024
Q4 2023
|
Capital Cs Group, LLC
|
BUY
|
- |
500+ 2.02% |
$19.6K - $21.6K
|
25.2K
$1.43M
|
|
|
Jan 31, 2024
Q4 2023
|
Naples Money Management LLC
Naples, FL |
BUY
|
- |
500New |
$19.6K - $21.6K
|
500
$28.4K
|
|
|
Jan 16, 2024
Q4 2023
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
477+ 21.28% |
$18.7K - $20.6K
|
2.72K
$154K
|
|
|
Mar 26, 2024
Q4 2023
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
461New |
$18.1K - $19.9K
|
461
$26.2K
|
|
|
Jan 18, 2024
Q4 2023
|
Traynor Capital Management, Inc.
|
BUY
|
- |
456+ 1.82% |
$17.9K - $19.7K
|
25.5K
$1.44M
|
|
|
Jan 29, 2024
Q4 2023
|
Wealth Effects LLC
|
BUY
|
- |
450+ 4.06% |
$17.7K - $19.4K
|
11.5K
$654K
|
|
|
Jan 12, 2024
Q4 2023
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
449+ 41.85% |
$17.6K - $19.4K
|
1.52K
$86.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
446New |
$17.5K - $19.3K
|
446
$25.3K
|
|
|
Jan 08, 2024
Q4 2023
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
442+ 5.33% |
$17.4K - $19.1K
|
8.74K
$496K
|
|
|
Jan 26, 2024
Q4 2023
|
Executive Wealth Management, LLC
|
BUY
|
- |
431+ 8.46% |
$16.9K - $18.6K
|
5.52K
$313K
|
|
|
Feb 06, 2024
Q4 2023
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
424+ 7.96% |
$16.6K - $18.3K
|
5.75K
$326K
|
|
|
Feb 05, 2024
Q4 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
421+ 0.29% |
$16.5K - $18.2K
|
145K
$8.26M
|
|
|
Mar 12, 2024
Q4 2023
|
Executive Wealth Group LLC
Kirkland, WA |
BUY
|
- |
421+ 2.3% |
$16.5K - $18.2K
|
18.7K
$1.06M
|
|
|
Feb 13, 2024
Q4 2023
|
Asahi Life Asset Management Co., Ltd.
|
BUY
|
- |
420+ 4.11% |
$16.5K - $18.1K
|
10.6K
$603K
|
|
|
Feb 08, 2024
Q4 2023
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
415New |
$16.3K - $17.9K
|
415
$23.6K
|
|
|
Feb 05, 2024
Q4 2023
|
Gilbert & Cook, Inc.
|
BUY
|
- |
413+ 3.3% |
$16.2K - $17.8K
|
12.9K
$734K
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
404+ 6.82% |
$15.9K - $17.4K
|
6.33K
$359K
|
|
|
Jan 30, 2024
Q4 2023
|
Oakworth Capital, Inc.
|
BUY
|
- |
401+ 3.93% |
$15.7K - $17.3K
|
10.6K
$602K
|
|
|
Feb 06, 2024
Q4 2023
|
Royal Fund Management, LLC
|
BUY
|
- |
401+ 7.92% |
$15.7K - $17.3K
|
5.46K
$310K
|
|
|
Mar 14, 2024
Q4 2023
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
BUY
|
- |
400New |
$15.7K - $17.3K
|
400
$22.7K
|
|
|
Jan 10, 2024
Q4 2023
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
398+ 2.28% |
$15.6K - $17.2K
|
17.9K
$1.02M
|
|
|
Jan 11, 2024
Q4 2023
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
398+ 7.14% |
$15.6K - $17.2K
|
5.97K
$339K
|
|
|
Jan 02, 2024
Q4 2023
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
385+ 10.09% |
$15.1K - $16.6K
|
4.2K
$238K
|
|
|
Feb 14, 2024
Q4 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
373+ 2.28% |
$14.6K - $16.1K
|
16.7K
$950K
|
|
|
Jan 31, 2024
Q4 2023
|
Wp Advisors, LLC
|
BUY
|
- |
372+ 1.29% |
$14.6K - $16.1K
|
29.2K
$1.65M
|