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
|
Financial Advisory Service, Inc.
|
BUY
|
- |
213+ 4.02% |
$8.36K - $9.2K
|
5.52K
$313K
|
|
|
Jan 12, 2024
Q4 2023
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
210+ 2.43% |
$8.24K - $9.07K
|
8.85K
$502K
|
|
|
Jan 24, 2024
Q4 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
206New |
$8.09K - $8.9K
|
206
$11.7K
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
202+ 0.58% |
$7.93K - $8.72K
|
35.3K
$2M
|
|
|
Feb 05, 2024
Q4 2023
|
Kapstone Financial Advisors LLC
Dayton, OH |
BUY
|
- |
200+ 1.51% |
$7.85K - $8.64K
|
13.5K
$765K
|
|
|
Feb 07, 2024
Q4 2023
|
Gables Capital Management Inc.
|
BUY
|
- |
200+ 1.39% |
$7.85K - $8.64K
|
14.6K
$831K
|
|
|
Feb 14, 2024
Q4 2023
|
Ehp Funds Inc.
Toronto, Z4 |
BUY
|
- |
200+ 2.6% |
$7.85K - $8.64K
|
7.9K
$448K
|
|
|
Jan 24, 2024
Q4 2023
|
Sowa Financial Group, Inc.
Lincoln, RI |
BUY
|
- |
197+ 1.88% |
$7.73K - $8.51K
|
10.7K
$604K
|
|
|
Jan 30, 2024
Q4 2023
|
Marino, Stram & Associates LLC
|
BUY
|
- |
195+ 0.6% |
$7.66K - $8.42K
|
32.5K
$1.84M
|
|
|
Jan 10, 2024
Q4 2023
|
Pflug Koory, LLC
|
BUY
|
- |
190+ 2.48% |
$7.46K - $8.21K
|
7.86K
$446K
|
|
|
Jan 08, 2024
Q4 2023
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
186+ 0.7% |
$7.3K - $8.03K
|
26.8K
$1.52M
|
|
|
Feb 09, 2024
Q4 2023
|
Nbt Bank N A
|
BUY
|
- |
182+ 0.34% |
$7.15K - $7.86K
|
53.2K
$3.02M
|
|
|
Feb 08, 2024
Q4 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
180+ 2.88% |
$7.07K - $7.77K
|
6.43K
$365K
|
|
|
Feb 07, 2024
Q4 2023
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
173+ 2.22% |
$6.79K - $7.47K
|
7.97K
$452K
|
|
|
Jan 22, 2024
Q4 2023
|
Holland Advisory Services, Inc.
|
BUY
|
- |
168+ 2.33% |
$6.6K - $7.26K
|
7.37K
$418K
|
|
|
Feb 09, 2024
Q4 2023
|
Philadelphia Trust CO
Philadelphia, PA |
BUY
|
- |
167+ 0.96% |
$6.56K - $7.21K
|
17.5K
$993K
|
|
|
Jan 10, 2024
Q4 2023
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
166+ 0.7% |
$6.52K - $7.17K
|
23.9K
$1.36M
|
|
|
Feb 01, 2024
Q4 2023
|
Psi Advisors, LLC
|
BUY
|
- |
165+ 27.73% |
$6.48K - $7.13K
|
760
$43.1K
|
|
|
Jan 30, 2024
Q4 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
160+ 1.45% |
$6.28K - $6.91K
|
11.2K
$634K
|
|
|
Feb 02, 2024
Q4 2023
|
Iag Wealth Partners, LLC
|
BUY
|
- |
160+ 36.28% |
$6.28K - $6.91K
|
601
$34.1K
|
|
|
Aug 29, 2024
Q4 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
160+ 1.45% |
$6.28K - $6.91K
|
11.2K
$634K
|
|
|
Jan 30, 2024
Q4 2023
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
158+ 0.51% |
$6.2K - $6.82K
|
31.3K
$1.77M
|
|
|
Feb 05, 2024
Q4 2023
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
158+ 136.21% |
$6.2K - $6.82K
|
274
$15.5K
|
|
|
Jan 31, 2024
Q4 2023
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
155+ 3.08% |
$6.09K - $6.69K
|
5.19K
$294K
|
|
|
Feb 12, 2024
Q4 2023
|
Burney CO
Reston, VA |
BUY
|
- |
155+ 1.11% |
$6.09K - $6.69K
|
14.1K
$798K
|
|
|
Feb 12, 2024
Q4 2023
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
155+ 2.36% |
$6.09K - $6.69K
|
6.73K
$382K
|
|
|
Jan 18, 2024
Q4 2023
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
152+ 2.28% |
$5.97K - $6.56K
|
6.83K
$387K
|
|
|
Feb 12, 2024
Q4 2023
|
Evoke Wealth, LLC
|
BUY
|
- |
146+ 1.91% |
$5.73K - $6.31K
|
7.8K
$442K
|
|
|
Jul 19, 2024
Q4 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
143+ 8.94% |
$5.61K - $6.18K
|
1.74K
$98.9K
|
|
|
Feb 09, 2024
Q4 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
142+ 1.02% |
$5.57K - $6.13K
|
14.1K
$798K
|
|
|
Feb 07, 2024
Q4 2023
|
Gratus Capital LLC
|
BUY
|
- |
141+ 2.32% |
$5.54K - $6.09K
|
6.21K
$352K
|
|
|
Feb 13, 2024
Q4 2023
|
Angeles Investment Advisors, LLC
|
BUY
|
- |
140+ 2.32% |
$5.5K - $6.05K
|
6.17K
$350K
|
|
|
Feb 14, 2024
Q4 2023
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
138+ 1.11% |
$5.42K - $5.96K
|
12.5K
$711K
|
|
|
Jan 05, 2024
Q4 2023
|
Greenfield Savings Bank
|
BUY
|
- |
134+ 0.5% |
$5.26K - $5.79K
|
27.2K
$1.54M
|
|
|
Jul 17, 2024
Q4 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
132+ 6.93% |
$5.18K - $5.7K
|
2.04K
$116K
|
|
|
Feb 07, 2024
Q4 2023
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
130New |
$5.1K - $5.61K
|
130
$7.37K
|
|
|
Feb 14, 2024
Q4 2023
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
130New |
$5.1K - $5.61K
|
130
$7.37K
|
|
|
Feb 12, 2024
Q4 2023
|
J. L. Bainbridge & Co., Inc.
|
BUY
|
- |
124+ 2.47% |
$4.87K - $5.36K
|
5.15K
$292K
|
|
|
Feb 02, 2024
Q4 2023
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
122+ 0.99% |
$4.79K - $5.27K
|
12.4K
$704K
|
|
|
Feb 14, 2024
Q4 2023
|
Vantage Consulting Group Inc
Virginia Beach, VA |
BUY
|
- |
119+ 1.42% |
$4.67K - $5.14K
|
8.5K
$482K
|
|
|
Feb 05, 2024
Q4 2023
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
118+ 14.01% |
$4.63K - $5.1K
|
960
$54.5K
|
|
|
Jan 31, 2024
Q4 2023
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
117+ 0.77% |
$4.59K - $5.05K
|
15.2K
$865K
|
|
|
Jan 18, 2024
Q4 2023
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
116+ 2.03% |
$4.55K - $5.01K
|
5.84K
$331K
|
|
|
Sep 17, 2024
Q4 2023
|
Taylor Financial Group, Inc.
Roanoke, VA |
BUY
|
- |
115+ 1.6% |
$4.51K - $4.97K
|
7.29K
$414K
|
|
|
Feb 12, 2024
Q4 2023
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
113New |
$4.44K - $4.88K
|
113
$6.41K
|
|
|
Feb 13, 2024
Q4 2023
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
111+ 1.09% |
$4.36K - $4.79K
|
10.3K
$586K
|
|
|
Oct 09, 2024
Q4 2023
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
111+ 1.09% |
$4.36K - $4.79K
|
10.3K
$586K
|
|
|
Jan 22, 2024
Q4 2023
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
107New |
$4.2K - $4.62K
|
107
$6.07K
|
|
|
Feb 12, 2024
Q4 2023
|
Wms Partners, LLC
|
BUY
|
- |
106+ 1.13% |
$4.16K - $4.58K
|
9.5K
$539K
|
|
|
Feb 01, 2024
Q4 2023
|
Adviser Investments LLC
|
BUY
|
- |
104+ 1.01% |
$4.08K - $4.49K
|
10.4K
$590K
|