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 07, 2024
Q4 2023
|
Gladius Capital Management LP
Chicago, IL |
BUY
|
- |
372+ 2.86% |
$14.6K - $16.1K
|
13.4K
$758K
|
|
|
Feb 09, 2024
Q4 2023
|
L.M. Kohn & Company
|
BUY
|
- |
372+ 3.55% |
$14.6K - $16.1K
|
10.8K
$616K
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
BUY
|
- |
359+ 1.24% |
$14.1K - $15.5K
|
29.3K
$1.66M
|
|
|
Jan 09, 2024
Q4 2023
|
Howard Financial Services, Ltd.
|
BUY
|
- |
351+ 6.4% |
$13.8K - $15.2K
|
5.84K
$331K
|
|
|
Feb 12, 2024
Q4 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
349+ 3.84% |
$13.7K - $15.1K
|
9.45K
$536K
|
|
|
Feb 06, 2024
Q4 2023
|
Aveo Capital Partners, LLC
|
BUY
|
- |
333+ 3.17% |
$13.1K - $14.4K
|
10.8K
$615K
|
|
|
Jan 19, 2024
Q4 2023
|
Quent Capital, LLC
|
BUY
|
- |
328+ 30.45% |
$12.9K - $14.2K
|
1.41K
$79.7K
|
|
|
Jun 14, 2024
Q4 2023
|
Quent Capital, LLC
|
BUY
|
- |
328+ 30.45% |
$12.9K - $14.2K
|
1.41K
$79.7K
|
|
|
Jan 08, 2024
Q4 2023
|
Pure Financial Advisors, LLC
|
BUY
|
- |
327+ 4.74% |
$12.8K - $14.1K
|
7.23K
$410K
|
|
|
Feb 08, 2024
Q4 2023
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
- |
326+ 5.61% |
$12.8K - $14.1K
|
6.13K
$348K
|
|
|
Jan 30, 2024
Q4 2023
|
Cortland Associates Inc
|
BUY
|
- |
324+ 1.95% |
$12.7K - $14K
|
17K
$964K
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
322+ 0.43% |
$12.6K - $13.9K
|
74.6K
$4.23M
|
|
|
Jan 29, 2024
Q4 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
315+ 5.51% |
$12.4K - $13.6K
|
6.03K
$342K
|
|
|
Feb 08, 2024
Q4 2023
|
Jag Capital Management, LLC
|
BUY
|
- |
312+ 6.31% |
$12.2K - $13.5K
|
5.26K
$298K
|
|
|
Feb 05, 2024
Q4 2023
|
Wedgewood Investors Inc
|
BUY
|
- |
305+ 1.19% |
$12K - $13.2K
|
26K
$1.47M
|
|
|
Jan 18, 2024
Q4 2023
|
Successful Portfolios LLC
|
BUY
|
- |
301+ 2.88% |
$11.8K - $13K
|
10.7K
$610K
|
|
|
Jan 23, 2024
Q4 2023
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
300+ 9.23% |
$11.8K - $13K
|
3.55K
$201K
|
|
|
Feb 06, 2024
Q4 2023
|
Univest Financial Corp
|
BUY
|
- |
300+ 5.63% |
$11.8K - $13K
|
5.63K
$320K
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
293+ 4.13% |
$11.5K - $12.7K
|
7.38K
$419K
|
|
|
Feb 12, 2024
Q4 2023
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
291New |
$11.4K - $12.6K
|
291
$16.5K
|
|
|
Feb 06, 2024
Q4 2023
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
284New |
$11.1K - $12.3K
|
284
$16.1K
|
|
|
Feb 05, 2024
Q4 2023
|
Northcape Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
281+ 2.86% |
$11K - $12.1K
|
10.1K
$574K
|
|
|
Jan 22, 2024
Q4 2023
|
Cobblestone Asset Management LLC
Richmond, VA |
BUY
|
- |
276+ 2.9% |
$10.8K - $11.9K
|
9.79K
$556K
|
|
|
Feb 02, 2024
Q4 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
275+ 22.88% |
$10.8K - $11.9K
|
1.48K
$83.8K
|
|
|
Jan 16, 2024
Q4 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
273+ 67.57% |
$10.7K - $11.8K
|
677
$38.4K
|
|
|
Feb 06, 2024
Q4 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
268+ 0.35% |
$10.5K - $11.6K
|
75.9K
$4.31M
|
|
|
Jan 19, 2024
Q4 2023
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
264+ 4.19% |
$10.4K - $11.4K
|
6.56K
$372K
|
|
|
Feb 08, 2024
Q4 2023
|
Curi Wealth Management, LLC
|
BUY
|
- |
264+ 5.34% |
$10.4K - $11.4K
|
5.21K
$296K
|
|
|
Jan 11, 2024
Q4 2023
|
Cfm Wealth Partners LLC
|
BUY
|
- |
263+ 0.32% |
$10.3K - $11.4K
|
81.9K
$4.65M
|
|
|
Feb 07, 2024
Q4 2023
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
262+ 3.71% |
$10.3K - $11.3K
|
7.33K
$416K
|
|
|
Feb 05, 2024
Q4 2023
|
Spc Financial, Inc.
|
BUY
|
- |
259+ 2.16% |
$10.2K - $11.2K
|
12.3K
$696K
|
|
|
Feb 15, 2024
Q4 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
256+ 0.27% |
$10.1K - $11.1K
|
95K
$5.39M
|
|
|
Jan 08, 2024
Q4 2023
|
Salvus Wealth Management, LLC
|
BUY
|
- |
250+ 1.78% |
$9.82K - $10.8K
|
14.3K
$813K
|
|
|
Mar 01, 2024
Q4 2023
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
250New |
$9.82K - $10.8K
|
250
$14.2K
|
|
|
Jan 31, 2024
Q4 2023
|
Court Place Advisors, LLC
Ellicott City, MD |
BUY
|
- |
247+ 2.48% |
$9.7K - $10.7K
|
10.2K
$580K
|
|
|
Feb 09, 2024
Q4 2023
|
Resolute Advisors LLC
|
BUY
|
- |
247+ 2.3% |
$9.7K - $10.7K
|
11K
$625K
|
|
|
Jan 10, 2024
Q4 2023
|
Taylor & Morgan Wealth Management, LLC
|
BUY
|
- |
246+ 2.1% |
$9.66K - $10.6K
|
12K
$680K
|
|
|
Feb 05, 2024
Q4 2023
|
Capital Investment Counsel, Inc
|
BUY
|
- |
243+ 4.98% |
$9.54K - $10.5K
|
5.13K
$291K
|
|
|
Feb 09, 2024
Q4 2023
|
Hoyle Cohen, LLC
|
BUY
|
- |
242+ 1.24% |
$9.5K - $10.5K
|
19.7K
$1.12M
|
|
|
Jan 23, 2024
Q4 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
238+ 1.51% |
$9.34K - $10.3K
|
16K
$911K
|
|
|
Feb 14, 2024
Q4 2023
|
Aureus Asset Management, LLC
Boston, MA |
BUY
|
- |
238+ 1.83% |
$9.34K - $10.3K
|
13.3K
$753K
|
|
|
Feb 14, 2024
Q4 2023
|
Waters Parkerson & Co., LLC
|
BUY
|
- |
234+ 0.51% |
$9.19K - $10.1K
|
46.5K
$2.64M
|
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
230New |
$9.03K - $9.93K
|
230
$13.1K
|
|
|
Mar 22, 2024
Q4 2023
|
Livelsberger Financial Advisory
Ashland, OH |
BUY
|
- |
225New |
$8.83K - $9.72K
|
225
$12.8K
|
|
|
Jan 23, 2024
Q4 2023
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
224+ 2.59% |
$8.79K - $9.67K
|
8.87K
$503K
|
|
|
Feb 14, 2024
Q4 2023
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
220+ 0.96% |
$8.64K - $9.5K
|
23.2K
$1.32M
|
|
|
Feb 09, 2024
Q4 2023
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
219+ 3.46% |
$8.6K - $9.46K
|
6.54K
$371K
|
|
|
Feb 13, 2024
Q4 2023
|
Ostrum Asset Management
Paris, I0 |
BUY
|
- |
218+ 0.42% |
$8.56K - $9.42K
|
52K
$2.95M
|
|
|
Feb 09, 2024
Q4 2023
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
215New |
$8.44K - $9.29K
|
215
$12.2K
|
|
|
Jan 19, 2024
Q4 2023
|
Atlas Private Wealth Management
|
BUY
|
- |
213+ 4.19% |
$8.36K - $9.2K
|
5.3K
$301K
|