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 25, 2024
Q4 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
101+ 1.01% |
$3.97K - $4.36K
|
10.1K
$573K
|
|
|
Jan 17, 2024
Q4 2023
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
100+ 1.65% |
$3.93K - $4.32K
|
6.17K
$350K
|
|
|
Jan 25, 2024
Q4 2023
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
100+ 1.12% |
$3.93K - $4.32K
|
9.02K
$511K
|
|
|
Feb 07, 2024
Q4 2023
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
100+ 1.2% |
$3.93K - $4.32K
|
8.44K
$479K
|
|
|
Feb 14, 2024
Q4 2023
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
100+ 0.51% |
$3.93K - $4.32K
|
19.7K
$1.12M
|
|
|
Jan 29, 2024
Q4 2023
|
Ellis Investment Partners, LLC
|
BUY
|
- |
98+ 1.44% |
$3.85K - $4.23K
|
6.93K
$393K
|
|
|
Jan 31, 2024
Q4 2023
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
90+ 155.17% |
$3.53K - $3.89K
|
148
$8.4K
|
|
|
Feb 06, 2024
Q4 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
90+ 60.0% |
$3.53K - $3.89K
|
240
$13.6K
|
|
|
May 01, 2024
Q4 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
90+ 60.0% |
$3.53K - $3.89K
|
240
$13.6K
|
|
|
Jan 26, 2024
Q4 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
84+ 2.34% |
$3.3K - $3.63K
|
3.67K
$208K
|
|
|
Feb 05, 2024
Q4 2023
|
Orca Investment Management, LLC
|
BUY
|
- |
73+ 0.7% |
$2.87K - $3.15K
|
10.6K
$600K
|
|
|
Feb 05, 2024
Q4 2023
|
Bluesphere Advisors, LLC
East Norriton, PA |
BUY
|
- |
71+ 1.35% |
$2.79K - $3.07K
|
5.34K
$303K
|
|
|
Feb 05, 2024
Q4 2023
|
Marco Investment Management LLC
|
BUY
|
- |
71+ 0.54% |
$2.79K - $3.07K
|
13.2K
$747K
|
|
|
Jan 19, 2024
Q4 2023
|
Pfg Advisors
|
BUY
|
- |
68+ 1.06% |
$2.67K - $2.94K
|
6.5K
$369K
|
|
|
Feb 14, 2024
Q4 2023
|
Concorde Asset Management, LLC
|
BUY
|
- |
66+ 1.04% |
$2.59K - $2.85K
|
6.43K
$365K
|
|
|
Jan 08, 2024
Q4 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
64+ 4.43% |
$2.51K - $2.76K
|
1.51K
$85.5K
|
|
|
Jan 17, 2024
Q4 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
64+ 4.73% |
$2.51K - $2.76K
|
1.42K
$80.4K
|
|
|
Feb 08, 2024
Q4 2023
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
64+ 0.72% |
$2.51K - $2.76K
|
8.97K
$509K
|
|
|
Feb 02, 2024
Q4 2023
|
Meritage Portfolio Management
|
BUY
|
- |
61+ 0.62% |
$2.39K - $2.63K
|
9.93K
$563K
|
|
|
Feb 06, 2024
Q4 2023
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
59+ 0.25% |
$2.32K - $2.55K
|
24K
$1.36M
|
|
|
Feb 14, 2024
Q4 2023
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
59+ 53.15% |
$2.32K - $2.55K
|
170
$9.64K
|
|
|
Feb 15, 2024
Q4 2023
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
57New |
$2.24K - $2.46K
|
57
$3.23K
|
|
|
Jan 26, 2024
Q4 2023
|
Plimoth Trust CO LLC
|
BUY
|
- |
55+ 0.33% |
$2.16K - $2.38K
|
16.8K
$954K
|
|
|
Feb 08, 2024
Q4 2023
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
55New |
$2.16K - $2.38K
|
55
$3.12K
|
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
52New |
$2.04K - $2.25K
|
52
$2.95K
|
|
|
Feb 07, 2024
Q4 2023
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
52+ 0.69% |
$2.04K - $2.25K
|
7.54K
$428K
|
|
|
Jan 17, 2024
Q4 2023
|
Powers Advisory Group, LLC
|
BUY
|
- |
51+ 0.45% |
$2K - $2.2K
|
11.3K
$639K
|
|
|
Feb 14, 2024
Q4 2023
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
51+ 0.79% |
$2K - $2.2K
|
6.5K
$369K
|
|
|
Feb 14, 2024
Q4 2023
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
51+ 0.67% |
$2K - $2.2K
|
7.7K
$437K
|
|
|
Feb 09, 2024
Q4 2023
|
Barry Investment Advisors, LLC
|
BUY
|
- |
50+ 1.04% |
$1.96K - $2.16K
|
4.85K
$275K
|
|
|
Jan 09, 2024
Q4 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
48+ 0.2% |
$1.88K - $2.07K
|
24.1K
$1.37M
|
|
|
Feb 15, 2024
Q4 2023
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
48+ 0.94% |
$1.88K - $2.07K
|
5.15K
$292K
|
|
|
Jan 04, 2024
Q4 2023
|
Peoples Bank/Ks
Pratt, KS |
BUY
|
- |
47+ 3.94% |
$1.85K - $2.03K
|
1.24K
$70.4K
|
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
46+ 1.56% |
$1.81K - $1.99K
|
3K
$170K
|
|
|
Feb 09, 2024
Q4 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
46+ 0.05% |
$1.81K - $1.99K
|
89.7K
$5.09M
|
|
|
Jan 31, 2024
Q4 2023
|
Tandem Investment Advisors, Inc.
Charleston, SC |
BUY
|
- |
45+ 0.69% |
$1.77K - $1.94K
|
6.56K
$372K
|
|
|
Feb 05, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
42New |
$1.65K - $1.81K
|
42
$2.38K
|
|
|
Jan 22, 2024
Q4 2023
|
Welch Group, LLC
|
BUY
|
- |
41+ 0.11% |
$1.61K - $1.77K
|
38.8K
$2.2M
|
|
|
Jan 23, 2024
Q4 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
40+ 0.39% |
$1.57K - $1.73K
|
10.3K
$583K
|
|
|
Jan 23, 2024
Q4 2023
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
38+ 0.64% |
$1.49K - $1.64K
|
6K
$340K
|
|
|
Jan 16, 2024
Q4 2023
|
First Financial Corp
|
BUY
|
- |
35+ 0.48% |
$1.37K - $1.51K
|
7.3K
$414K
|
|
|
Jan 29, 2024
Q4 2023
|
Byrne Asset Management LLC
|
BUY
|
- |
35+ 0.52% |
$1.37K - $1.51K
|
6.76K
$383K
|
|
|
Feb 14, 2024
Q4 2023
|
Hollencrest Capital Management
|
BUY
|
- |
35+ 0.05% |
$1.37K - $1.51K
|
74.5K
$4.23M
|
|
|
Feb 01, 2024
Q4 2023
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
34+ 2.21% |
$1.33K - $1.47K
|
1.57K
$89.3K
|
|
|
Jan 30, 2024
Q4 2023
|
Stone House Investment Management, LLC
|
BUY
|
- |
32+ 2.35% |
$1.26K - $1.38K
|
1.4K
$79.1K
|
|
|
Mar 11, 2024
Q4 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
32+ 0.0% |
$1.26K - $1.38K
|
160M
$9.06B
|
|
|
Jan 31, 2024
Q4 2023
|
Cra Financial Services, LLC
|
BUY
|
- |
31+ 0.53% |
$1.22K - $1.34K
|
5.84K
$331K
|
|
|
Feb 05, 2024
Q4 2023
|
Wealth Trust Axiom LLC
|
BUY
|
- |
31+ 0.63% |
$1.22K - $1.34K
|
4.98K
$282K
|
|
|
Feb 06, 2024
Q4 2023
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
31+ 0.35% |
$1.22K - $1.34K
|
8.98K
$509K
|
|
|
Jan 19, 2024
Q4 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
29+ 0.42% |
$1.14K - $1.25K
|
6.89K
$391K
|