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 |
|---|---|---|---|---|---|---|---|
|
Apr 04, 2024
Q4 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-414Closed |
$16.3K - $17.9K
|
0
$0
|
|
|
Jan 30, 2024
Q4 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-415- 4.18% |
$16.3K - $17.9K
|
9.52K
$540K
|
|
|
Jan 24, 2024
Q4 2023
|
Venture Visionary Partners LLC
|
SELL
|
- |
-420- 0.44% |
$16.5K - $18.1K
|
94.7K
$5.38M
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-424- 4.66% |
$16.6K - $18.3K
|
8.68K
$493K
|
|
|
Feb 13, 2024
Q4 2023
|
Tacita Capital Inc
Toronto, A6 |
SELL
|
- |
-430- 24.02% |
$16.9K - $18.6K
|
1.36K
$77.2K
|
|
|
Jan 29, 2024
Q4 2023
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-438- 4.14% |
$17.2K - $18.9K
|
10.2K
$576K
|
|
|
Feb 06, 2024
Q4 2023
|
Baxter Bros Inc
|
SELL
|
- |
-438- 6.77% |
$17.2K - $18.9K
|
6.03K
$342K
|
|
|
Jan 23, 2024
Q4 2023
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-442- 6.66% |
$17.4K - $19.1K
|
6.2K
$352K
|
|
|
Feb 14, 2024
Q4 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-451- 8.28% |
$17.7K - $19.5K
|
5K
$283K
|
|
|
Jan 25, 2024
Q4 2023
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-463- 10.16% |
$18.2K - $20K
|
4.09K
$232K
|
|
|
Feb 07, 2024
Q4 2023
|
Private Portfolio Partners LLC
|
SELL
|
- |
-475- 1.42% |
$18.6K - $20.5K
|
33K
$1.87M
|
|
|
Feb 08, 2024
Q4 2023
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-482- 7.54% |
$18.9K - $20.8K
|
5.91K
$336K
|
|
|
Jan 23, 2024
Q4 2023
|
Midwest Heritage Bank, Fsb
|
SELL
|
- |
-486- 5.52% |
$19.1K - $21K
|
8.32K
$472K
|
|
|
Feb 08, 2024
Q4 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-489- 6.85% |
$19.2K - $21.1K
|
6.65K
$377K
|
|
|
Jan 16, 2024
Q4 2023
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-500- 4.72% |
$19.6K - $21.6K
|
10.1K
$573K
|
|
|
Jan 22, 2024
Q4 2023
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-500- 7.86% |
$19.6K - $21.6K
|
5.86K
$333K
|
|
|
Feb 02, 2024
Q4 2023
|
Bank Of New Hampshire
|
SELL
|
- |
-500- 17.73% |
$19.6K - $21.6K
|
2.32K
$132K
|
|
|
Feb 06, 2024
Q4 2023
|
M&T Bank Corp
|
SELL
|
- |
-503- 0.09% |
$19.7K - $21.7K
|
545K
$31M
|
|
|
Feb 01, 2024
Q4 2023
|
1900 Wealth Management LLC
|
SELL
|
- |
-504- 5.57% |
$19.8K - $21.8K
|
8.54K
$485K
|
|
|
Jan 10, 2024
Q4 2023
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-505- 5.99% |
$19.8K - $21.8K
|
7.92K
$449K
|
|
|
Jan 23, 2024
Q4 2023
|
Stonegate Investment Group, LLC
Birmingham, AL |
SELL
|
- |
-511- 1.09% |
$20.1K - $22.1K
|
46.4K
$2.63M
|
|
|
Jan 25, 2024
Q4 2023
|
Means Investment Co., Inc.
|
SELL
|
- |
-515- 1.45% |
$20.2K - $22.2K
|
35K
$1.99M
|
|
|
Feb 09, 2024
Q4 2023
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-520- 0.72% |
$20.4K - $22.5K
|
72.2K
$4.1M
|
|
|
Jan 11, 2024
Q4 2023
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-529- 4.27% |
$20.8K - $22.8K
|
11.9K
$673K
|
|
|
Feb 01, 2024
Q4 2023
|
Vicus Capital
State College, PA |
SELL
|
- |
-529- 7.65% |
$20.8K - $22.8K
|
6.38K
$362K
|
|
|
Feb 07, 2024
Q4 2023
|
Heritage Investors Management Corp
|
SELL
|
- |
-532- 0.72% |
$20.9K - $23K
|
73.6K
$4.18M
|
|
|
Feb 14, 2024
Q4 2023
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-533- 4.48% |
$20.9K - $23K
|
11.4K
$645K
|
|
|
Jan 16, 2024
Q4 2023
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-541- 3.24% |
$21.2K - $23.4K
|
16.2K
$918K
|
|
|
Feb 13, 2024
Q4 2023
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-543- 6.73% |
$21.3K - $23.5K
|
7.53K
$427K
|
|
|
Jan 12, 2024
Q4 2023
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
SELL
|
- |
-544- 5.35% |
$21.4K - $23.5K
|
9.62K
$546K
|
|
|
Feb 07, 2024
Q4 2023
|
Calton & Associates, Inc.
|
SELL
|
- |
-548- 9.91% |
$21.5K - $23.7K
|
4.98K
$283K
|
|
|
Feb 13, 2024
Q4 2023
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-552- 3.88% |
$21.7K - $23.8K
|
13.7K
$777K
|
|
|
Feb 07, 2024
Q4 2023
|
Wambolt & Associates, LLC
|
SELL
|
- |
-560- 7.93% |
$22K - $24.2K
|
6.5K
$369K
|
|
|
Feb 09, 2024
Q4 2023
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-566- 1.98% |
$22.2K - $24.4K
|
28K
$1.59M
|
|
|
Feb 21, 2024
Q4 2023
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-567- 12.92% |
$22.3K - $24.5K
|
3.82K
$217K
|
|
|
Feb 07, 2024
Q4 2023
|
Edgemoor Investment Advisors, Inc.
|
SELL
|
- |
-569- 9.02% |
$22.3K - $24.6K
|
5.74K
$326K
|
|
|
May 30, 2024
Q4 2023
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-572- 5.9% |
$22.5K - $24.7K
|
9.13K
$518K
|
|
|
Jan 23, 2024
Q4 2023
|
Advisory Alpha, LLC
|
SELL
|
- |
-573- 4.79% |
$22.5K - $24.7K
|
11.4K
$646K
|
|
|
Jan 22, 2024
Q4 2023
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
SELL
|
- |
-578- 16.47% |
$22.7K - $25K
|
2.93K
$166K
|
|
|
Jan 25, 2024
Q4 2023
|
Fortune Financial Advisors, LLC
Overland Park, KS |
SELL
|
- |
-579- 1.4% |
$22.7K - $25K
|
40.8K
$2.32M
|
|
|
Jan 16, 2024
Q4 2023
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-582- 7.44% |
$22.8K - $25.1K
|
7.25K
$411K
|
|
|
Feb 01, 2024
Q4 2023
|
Telemus Capital, LLC
|
SELL
|
- |
-587- 5.06% |
$23K - $25.4K
|
11K
$625K
|
|
|
Feb 09, 2024
Q4 2023
|
Imc Chicago, LLC
|
SELL
|
- |
-587- 5.43% |
$23K - $25.4K
|
10.2K
$580K
|
|
|
Jan 17, 2024
Q4 2023
|
Monarch Capital Management Inc
|
SELL
|
- |
-600- 5.4% |
$23.6K - $25.9K
|
10.5K
$596K
|
|
|
Feb 13, 2024
Q4 2023
|
Morningstar Investment Management LLC
Chicago, IL |
SELL
|
- |
-601- 2.59% |
$23.6K - $26K
|
22.6K
$1.28M
|
|
|
Feb 09, 2024
Q4 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-608- 1.19% |
$23.9K - $26.3K
|
50.6K
$2.87M
|
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
SELL
|
- |
-609- 0.94% |
$23.9K - $26.3K
|
64.5K
$3.66M
|
|
|
Feb 13, 2024
Q4 2023
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-615- 2.36% |
$24.1K - $26.6K
|
25.4K
$1.44M
|
|
|
Feb 07, 2024
Q4 2023
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-618- 4.66% |
$24.3K - $26.7K
|
12.7K
$718K
|
|
|
Jan 18, 2024
Q4 2023
|
Burns J W & CO Inc
|
SELL
|
- |
-625- 2.32% |
$24.5K - $27K
|
26.3K
$1.49M
|