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 29, 2024
Q4 2023
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-1- 0.02% |
$39.3 - $43.2
|
5.45K
$305K
|
|
|
Jan 08, 2024
Q4 2023
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-4- 0.03% |
$157 - $173
|
13K
$726K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-4- 0.06% |
$157 - $173
|
6.9K
$387K
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-5- 0.04% |
$196 - $216
|
13.1K
$733K
|
|
|
Feb 08, 2024
Q4 2023
|
Allegheny Financial Group LTD
Pittsburgh, PA |
SELL
|
- |
-5- 0.03% |
$196 - $216
|
16.1K
$900K
|
|
|
Feb 29, 2024
Q4 2023
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-5- 0.7% |
$196 - $216
|
709
$39.7K
|
|
|
Feb 07, 2024
Q4 2023
|
Altshuler Shaham LTD
|
SELL
|
- |
-7- 1.12% |
$275 - $302
|
616
$34.5K
|
|
|
Jan 25, 2024
Q4 2023
|
Delta Capital Management LLC
|
SELL
|
- |
-10- 0.04% |
$393 - $432
|
27.7K
$1.55M
|
|
|
Jan 26, 2024
Q4 2023
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-10- 0.49% |
$393 - $432
|
2.03K
$114K
|
|
|
Jan 24, 2024
Q4 2023
|
Augustine Asset Management Inc
|
SELL
|
- |
-11- 0.18% |
$432 - $475
|
6.14K
$344K
|
|
|
Jan 25, 2024
Q4 2023
|
Tfc Financial Management
|
SELL
|
- |
-11- 0.1% |
$432 - $475
|
10.8K
$608K
|
|
|
Jan 24, 2024
Q4 2023
|
Moody Lynn & Lieberson, LLC
|
SELL
|
- |
-12- 0.07% |
$471 - $518
|
16.9K
$947K
|
|
|
Feb 02, 2024
Q4 2023
|
Delta Investment Management, LLC
|
SELL
|
- |
-12- 0.17% |
$471 - $518
|
7.25K
$406K
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-16- 0.36% |
$628 - $691
|
4.48K
$251K
|
|
|
Jan 16, 2024
Q4 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-17- 36.96% |
$667 - $734
|
29
$1.62K
|
|
|
Feb 01, 2024
Q4 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-17- 0.66% |
$667 - $734
|
2.56K
$143K
|
|
|
Feb 09, 2024
Q4 2023
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-17- 0.17% |
$667 - $734
|
10.1K
$564K
|
|
|
Jan 09, 2024
Q4 2023
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-23- 0.11% |
$903 - $993
|
21K
$1.17M
|
|
|
Feb 09, 2024
Q4 2023
|
Wellington Shields Capital Management, LLC
New York, NY |
SELL
|
- |
-25- 0.21% |
$982 - $1.08K
|
11.7K
$654K
|
|
|
Feb 14, 2024
Q4 2023
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-25- 0.39% |
$982 - $1.08K
|
6.47K
$362K
|
|
|
Aug 13, 2024
Q4 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-25- 2.24% |
$982 - $1.08K
|
1.09K
$61.2K
|
|
|
Jan 18, 2024
Q4 2023
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-26- 0.14% |
$1.02K - $1.12K
|
18.6K
$1.04M
|
|
|
Feb 09, 2024
Q4 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-27- 0.11% |
$1.06K - $1.17K
|
24.7K
$1.39M
|
|
|
Jan 30, 2024
Q4 2023
|
Duncker Streett & CO Inc
|
SELL
|
- |
-28- 0.25% |
$1.1K - $1.21K
|
11.1K
$623K
|
|
|
Feb 14, 2024
Q4 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-28- 0.16% |
$1.1K - $1.21K
|
17.9K
$1.01M
|
|
|
Feb 01, 2024
Q4 2023
|
Jackson, Grant Investment Advisers, Inc.
|
SELL
|
- |
-29- 0.79% |
$1.14K - $1.25K
|
3.62K
$203K
|
|
|
Jan 10, 2024
Q4 2023
|
First Community Trust Na
|
SELL
|
- |
-30- 2.26% |
$1.18K - $1.3K
|
1.3K
$72.8K
|
|
|
Jan 22, 2024
Q4 2023
|
High Mark Wealth Management LLC
|
SELL
|
- |
-31- 14.03% |
$1.22K - $1.34K
|
190
$10.6K
|
|
|
Jan 19, 2024
Q4 2023
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-34- 2.8% |
$1.33K - $1.47K
|
1.18K
$66.1K
|
|
|
Feb 09, 2024
Q4 2023
|
Axs Investments LLC
Port Chester, NY |
SELL
|
- |
-37- 0.75% |
$1.45K - $1.6K
|
4.92K
$275K
|
|
|
Feb 01, 2024
Q4 2023
|
Northwest Capital Management Inc
|
SELL
|
- |
-38- 3.7% |
$1.49K - $1.64K
|
988
$55.4K
|
|
|
Jan 22, 2024
Q4 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-39- 2.0% |
$1.53K - $1.68K
|
1.91K
$107K
|
|
|
Jan 31, 2024
Q4 2023
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-40- 0.5% |
$1.57K - $1.73K
|
7.97K
$447K
|
|
|
Jan 31, 2024
Q4 2023
|
Ipswich Investment Management Co., Inc.
|
SELL
|
- |
-40- 0.19% |
$1.57K - $1.73K
|
20.9K
$1.17M
|
|
|
Feb 05, 2024
Q4 2023
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-40- 0.61% |
$1.57K - $1.73K
|
6.48K
$363K
|
|
|
Jan 18, 2024
Q4 2023
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-42- 1.45% |
$1.65K - $1.81K
|
2.85K
$160K
|
|
|
Jan 29, 2024
Q4 2023
|
Clarus Group, Inc.
|
SELL
|
- |
-42- 0.66% |
$1.65K - $1.81K
|
6.35K
$356K
|
|
|
Feb 09, 2024
Q4 2023
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-45- 1.58% |
$1.77K - $1.94K
|
2.81K
$158K
|
|
|
Feb 09, 2024
Q4 2023
|
Plancorp, LLC
|
SELL
|
- |
-46- 0.56% |
$1.81K - $1.99K
|
8.11K
$454K
|
|
|
Jan 09, 2024
Q4 2023
|
Wbh Advisory Inc
|
SELL
|
- |
-47- 0.57% |
$1.85K - $2.03K
|
8.15K
$456K
|
|
|
Jan 30, 2024
Q4 2023
|
Archer Investment Corp
|
SELL
|
- |
-49- 0.95% |
$1.92K - $2.12K
|
5.08K
$285K
|
|
|
Feb 12, 2024
Q4 2023
|
Arrow Financial Corp
|
SELL
|
- |
-50- 0.84% |
$1.96K - $2.16K
|
5.92K
$332K
|
|
|
Feb 12, 2024
Q4 2023
|
Dudley Capital Management, LLC
Middleburg, VA |
SELL
|
- |
-52- 0.17% |
$2.04K - $2.25K
|
31.5K
$1.76M
|
|
|
Jan 09, 2024
Q4 2023
|
Perkins Coie Trust CO
|
SELL
|
- |
-55- 3.63% |
$2.16K - $2.38K
|
1.46K
$81.8K
|
|
|
Aug 08, 2024
Q4 2023
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-55- 31.98% |
$2.16K - $2.38K
|
117
$6.56K
|
|
|
Jan 09, 2024
Q4 2023
|
Farmers Trust CO
|
SELL
|
- |
-56- 0.65% |
$2.2K - $2.42K
|
8.55K
$479K
|
|
|
Feb 14, 2024
Q4 2023
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-56- 7.99% |
$2.2K - $2.42K
|
645
$36.1K
|
|
|
Jan 31, 2024
Q4 2023
|
Zhang Financial LLC
|
SELL
|
- |
-59- 0.32% |
$2.32K - $2.55K
|
18.3K
$1.03M
|
|
|
Jan 31, 2024
Q4 2023
|
Kornitzer Capital Management Inc
|
SELL
|
- |
-59- 1.02% |
$2.32K - $2.55K
|
5.75K
$322K
|
|
|
Feb 02, 2024
Q4 2023
|
Addison Advisors LLC
|
SELL
|
- |
-60- 2.39% |
$2.36K - $2.59K
|
2.45K
$137K
|