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 10, 2024
Q4 2023
|
Northstar Group, Inc.
|
SELL
|
- |
-204- 3.75% |
$8.01K - $8.81K
|
5.23K
$303K
|
|
|
Jan 29, 2024
Q4 2023
|
Kanawha Capital Management LLC
|
SELL
|
- |
-207- 1.13% |
$8.13K - $8.94K
|
18.1K
$1.05M
|
|
|
Feb 14, 2024
Q4 2023
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-208- 3.29% |
$8.17K - $8.98K
|
6.12K
$355K
|
|
|
Jan 19, 2024
Q4 2023
|
E Rn Financial, LLC
|
SELL
|
- |
-212- 2.38% |
$8.32K - $9.16K
|
8.7K
$504K
|
|
|
Jan 29, 2024
Q4 2023
|
Hartford Financial Management Inc.
|
SELL
|
- |
-219- 0.48% |
$8.6K - $9.46K
|
45.9K
$2.66M
|
|
|
Feb 08, 2024
Q4 2023
|
American National Bank
|
SELL
|
- |
-219- 8.3% |
$8.6K - $9.46K
|
2.42K
$140K
|
|
|
Jan 10, 2024
Q4 2023
|
Sound Income Strategies, LLC
|
SELL
|
- |
-225- 4.89% |
$8.83K - $9.72K
|
4.37K
$254K
|
|
|
Feb 13, 2024
Q4 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-225- 4.04% |
$8.83K - $9.72K
|
5.34K
$309K
|
|
|
Feb 20, 2024
Q4 2023
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
SELL
|
- |
-225- 2.62% |
$8.83K - $9.72K
|
8.36K
$485K
|
|
|
Feb 08, 2024
Q4 2023
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-228- 0.36% |
$8.95K - $9.85K
|
63K
$3.65M
|
|
|
Feb 12, 2024
Q4 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-231- 30.56% |
$9.07K - $9.98K
|
525
$30.4K
|
|
|
Feb 07, 2024
Q4 2023
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-239- 4.57% |
$9.38K - $10.3K
|
4.99K
$290K
|
|
|
Jan 17, 2024
Q4 2023
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-242- 1.89% |
$9.5K - $10.5K
|
12.5K
$727K
|
|
|
Feb 14, 2024
Q4 2023
|
Wealth Architects, LLC
|
SELL
|
- |
-243- 2.19% |
$9.54K - $10.5K
|
10.8K
$629K
|
|
|
Jan 30, 2024
Q4 2023
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-249- 1.8% |
$9.78K - $10.8K
|
13.6K
$788K
|
|
|
Jan 16, 2024
Q4 2023
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-250- 18.33% |
$9.82K - $10.8K
|
1.11K
$64.6K
|
|
|
Jan 18, 2024
Q4 2023
|
Northstar Advisory Group, LLC
|
SELL
|
- |
-250- 2.16% |
$9.82K - $10.8K
|
11.3K
$656K
|
|
|
Feb 12, 2024
Q4 2023
|
Journey Advisory Group, LLC
|
SELL
|
- |
-250- 4.68% |
$9.82K - $10.8K
|
5.09K
$295K
|
|
|
Jan 18, 2024
Q4 2023
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-252- 71.59% |
$9.89K - $10.9K
|
100
$5.8K
|
|
|
Feb 06, 2024
Q4 2023
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-254- 6.7% |
$9.97K - $11K
|
3.54K
$205K
|
|
|
Feb 07, 2024
Q4 2023
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-258- 5.44% |
$10.1K - $11.1K
|
4.49K
$260K
|
|
|
Jan 23, 2024
Q4 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-268- 5.03% |
$10.5K - $11.6K
|
5.06K
$293K
|
|
|
Jan 24, 2024
Q4 2023
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-268- 4.05% |
$10.5K - $11.6K
|
6.35K
$368K
|
|
|
Jan 30, 2024
Q4 2023
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-268- 4.29% |
$10.5K - $11.6K
|
5.97K
$346K
|
|
|
Feb 13, 2024
Q4 2023
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-271- 3.09% |
$10.6K - $11.7K
|
8.51K
$493K
|
|
|
Feb 13, 2024
Q4 2023
|
Holderness Investments CO
Greensboro, NC |
SELL
|
- |
-273- 3.21% |
$10.7K - $11.8K
|
8.23K
$477K
|
|
|
Feb 05, 2024
Q4 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-280- 6.26% |
$11K - $12.1K
|
4.19K
$243K
|
|
|
Jan 23, 2024
Q4 2023
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-288- 1.06% |
$11.3K - $12.4K
|
26.8K
$1.56M
|
|
|
Jan 29, 2024
Q4 2023
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-297- 2.05% |
$11.7K - $12.8K
|
14.2K
$822K
|
|
|
Jan 11, 2024
Q4 2023
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-300- 5.04% |
$11.8K - $13K
|
5.65K
$328K
|
|
|
Jan 23, 2024
Q4 2023
|
Howland Capital Management LLC
|
SELL
|
- |
-300- 4.04% |
$11.8K - $13K
|
7.13K
$413K
|
|
|
Feb 08, 2024
Q4 2023
|
Guardian Capital Advisors LP
Toronto, A6 |
SELL
|
- |
-300- 3.03% |
$11.8K - $13K
|
9.6K
$557K
|
|
|
Feb 12, 2024
Q4 2023
|
Jarislowsky, Fraser LTD
|
SELL
|
- |
-300- 0.41% |
$11.8K - $13K
|
72K
$4.17M
|
|
|
Feb 12, 2024
Q4 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-307- 1.17% |
$12.1K - $13.3K
|
25.8K
$1.5M
|
|
|
Jan 30, 2024
Q4 2023
|
Bison Wealth, LLC
|
SELL
|
- |
-308- 1.22% |
$12.1K - $13.3K
|
24.8K
$1.44M
|
|
|
Jan 08, 2024
Q4 2023
|
Lynch & Associates
|
SELL
|
- |
-317- 1.0% |
$12.4K - $13.7K
|
31.2K
$1.81M
|
|
|
Jan 11, 2024
Q4 2023
|
Thomasville National Bank
|
SELL
|
- |
-317- 2.09% |
$12.4K - $13.7K
|
14.8K
$861K
|
|
|
Jan 23, 2024
Q4 2023
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-317- 1.84% |
$12.4K - $13.7K
|
16.9K
$982K
|
|
|
Feb 07, 2024
Q4 2023
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
SELL
|
- |
-320- 4.0% |
$12.6K - $13.8K
|
7.68K
$445K
|
|
|
Feb 09, 2024
Q4 2023
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
SELL
|
- |
-326- 45.66% |
$12.8K - $14.1K
|
388
$22.5K
|
|
|
Jan 09, 2024
Q4 2023
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-327- 1.56% |
$12.8K - $14.1K
|
20.6K
$1.2M
|
|
|
Jan 18, 2024
Q4 2023
|
Evanson Asset Management, LLC
|
SELL
|
- |
-328- 2.66% |
$12.9K - $14.2K
|
12K
$697K
|
|
|
Jan 26, 2024
Q4 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-337- 11.49% |
$13.2K - $14.6K
|
2.6K
$151K
|
|
|
Feb 05, 2024
Q4 2023
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-341- 4.87% |
$13.4K - $14.7K
|
6.66K
$386K
|
|
|
May 15, 2024
Q4 2023
|
Pom Investment Strategies, LLC
Raleigh, NC |
SELL
|
- |
-344- 44.85% |
$13.5K - $14.9K
|
423
$24.5K
|
|
|
Jan 18, 2024
Q4 2023
|
Washington Trust CO
|
SELL
|
- |
-346- 3.66% |
$13.6K - $14.9K
|
9.12K
$529K
|
|
|
Jan 23, 2024
Q4 2023
|
Webster Bank, N. A.
|
SELL
|
- |
-346- 5.96% |
$13.6K - $14.9K
|
5.46K
$317K
|
|
|
Jan 26, 2024
Q4 2023
|
Hendershot Investments Inc.
|
SELL
|
- |
-350- 3.38% |
$13.7K - $15.1K
|
10K
$580K
|
|
|
Feb 05, 2024
Q4 2023
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-350- 2.02% |
$13.7K - $15.1K
|
16.9K
$982K
|
|
|
Jan 09, 2024
Q4 2023
|
Sage Capital Advisors,Llc
|
SELL
|
- |
-352- 0.31% |
$13.8K - $15.2K
|
114K
$6.59M
|