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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2024
Q4 2023
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-552- 3.88% |
$21.7K - $23.8K
|
13.7K
$794K
|
|
|
Feb 07, 2024
Q4 2023
|
Wambolt & Associates, LLC
|
SELL
|
- |
-560- 7.93% |
$22K - $24.2K
|
6.5K
$377K
|
|
|
Feb 09, 2024
Q4 2023
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-566- 1.98% |
$22.2K - $24.4K
|
28K
$1.63M
|
|
|
Feb 21, 2024
Q4 2023
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-567- 12.92% |
$22.3K - $24.5K
|
3.82K
$221K
|
|
|
Feb 07, 2024
Q4 2023
|
Edgemoor Investment Advisors, Inc.
|
SELL
|
- |
-569- 9.02% |
$22.3K - $24.6K
|
5.74K
$333K
|
|
|
May 30, 2024
Q4 2023
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-572- 5.9% |
$22.5K - $24.7K
|
9.13K
$529K
|
|
|
Jan 23, 2024
Q4 2023
|
Advisory Alpha, LLC
|
SELL
|
- |
-573- 4.79% |
$22.5K - $24.7K
|
11.4K
$660K
|
|
|
Jan 22, 2024
Q4 2023
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
SELL
|
- |
-578- 16.47% |
$22.7K - $25K
|
2.93K
$170K
|
|
|
Jan 25, 2024
Q4 2023
|
Fortune Financial Advisors, LLC
Overland Park, KS |
SELL
|
- |
-579- 1.4% |
$22.7K - $25K
|
40.8K
$2.37M
|
|
|
Jan 16, 2024
Q4 2023
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-582- 7.44% |
$22.8K - $25.1K
|
7.25K
$420K
|
|
|
Feb 01, 2024
Q4 2023
|
Telemus Capital, LLC
|
SELL
|
- |
-587- 5.06% |
$23K - $25.4K
|
11K
$639K
|
|
|
Feb 09, 2024
Q4 2023
|
Imc Chicago, LLC
|
SELL
|
- |
-587- 5.43% |
$23K - $25.4K
|
10.2K
$593K
|
|
|
Jan 17, 2024
Q4 2023
|
Monarch Capital Management Inc
|
SELL
|
- |
-600- 5.4% |
$23.6K - $25.9K
|
10.5K
$609K
|
|
|
Feb 13, 2024
Q4 2023
|
Morningstar Investment Management LLC
Chicago, IL |
SELL
|
- |
-601- 2.59% |
$23.6K - $26K
|
22.6K
$1.31M
|
|
|
Feb 09, 2024
Q4 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-608- 1.19% |
$23.9K - $26.3K
|
50.6K
$2.93M
|
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
SELL
|
- |
-609- 0.94% |
$23.9K - $26.3K
|
64.5K
$3.74M
|
|
|
Feb 13, 2024
Q4 2023
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-615- 2.36% |
$24.1K - $26.6K
|
25.4K
$1.47M
|
|
|
Feb 07, 2024
Q4 2023
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-618- 4.66% |
$24.3K - $26.7K
|
12.7K
$734K
|
|
|
Jan 18, 2024
Q4 2023
|
Burns J W & CO Inc
|
SELL
|
- |
-625- 2.32% |
$24.5K - $27K
|
26.3K
$1.52M
|
|
|
Jan 08, 2024
Q4 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-643- 10.4% |
$25.2K - $27.8K
|
5.54K
$321K
|
|
|
Feb 08, 2024
Q4 2023
|
Close Asset Management LTD
|
SELL
|
- |
-645- 2.51% |
$25.3K - $27.9K
|
25K
$1.45M
|
|
|
Jan 23, 2024
Q4 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-647- 0.65% |
$25.4K - $27.9K
|
98.8K
$5.73M
|
|
|
Jan 31, 2024
Q4 2023
|
Lafayette Investments, Inc.
|
SELL
|
- |
-650- 5.12% |
$25.5K - $28.1K
|
12K
$698K
|
|
|
Jan 31, 2024
Q4 2023
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-664- 2.12% |
$26.1K - $28.7K
|
30.6K
$1.77M
|
|
|
Feb 07, 2024
Q4 2023
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-682- 7.57% |
$26.8K - $29.5K
|
8.33K
$483K
|
|
|
Jan 10, 2024
Q4 2023
|
Range Financial Group LLC
|
SELL
|
- |
-685- 2.18% |
$26.9K - $29.6K
|
30.7K
$1.78M
|
|
|
Feb 06, 2024
Q4 2023
|
Welch & Forbes LLC
|
SELL
|
- |
-691- 2.9% |
$27.1K - $29.8K
|
23.1K
$1.34M
|
|
|
Feb 02, 2024
Q4 2023
|
Cognios Beta Neutral Large Cap Fund, LP
Prairie Village, KS |
SELL
|
- |
-698- 4.54% |
$27.4K - $30.1K
|
14.7K
$851K
|
|
|
Feb 07, 2024
Q4 2023
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-700- 12.05% |
$27.5K - $30.2K
|
5.11K
$296K
|
|
|
Feb 12, 2024
Q4 2023
|
Rs Crum Inc.
|
SELL
|
- |
-700- 9.33% |
$27.5K - $30.2K
|
6.81K
$395K
|
|
|
Feb 08, 2024
Q4 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-702- 1.12% |
$27.6K - $30.3K
|
61.8K
$3.58M
|
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-708- 3.34% |
$27.8K - $30.6K
|
20.5K
$1.19M
|
|
|
Feb 12, 2024
Q4 2023
|
Truepoint, Inc.
|
SELL
|
- |
-708- 10.79% |
$27.8K - $30.6K
|
5.85K
$339K
|
|
|
Feb 14, 2024
Q4 2023
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-718- 2.92% |
$28.2K - $31K
|
23.9K
$1.39M
|
|
|
Feb 23, 2024
Q4 2023
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-722- 6.41% |
$28.3K - $31.2K
|
10.5K
$611K
|
|
|
Feb 14, 2024
Q4 2023
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-738- 10.12% |
$29K - $31.9K
|
6.56K
$380K
|
|
|
Feb 12, 2024
Q4 2023
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-750- 4.59% |
$29.4K - $32.4K
|
15.6K
$904K
|
|
|
Jan 18, 2024
Q4 2023
|
Caprock Group, Inc.
|
SELL
|
- |
-758- 3.49% |
$29.8K - $32.7K
|
21K
$1.21M
|
|
|
Feb 08, 2024
Q4 2023
|
Empire Life Investments Inc.
|
SELL
|
- |
-762- 0.12% |
$29.9K - $32.9K
|
616K
$35.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Crawford Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-777- 2.52% |
$30.5K - $33.6K
|
30K
$1.74M
|
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-779- 41.84% |
$30.6K - $33.6K
|
1.08K
$62.8K
|
|
|
Feb 12, 2024
Q4 2023
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-780- 63.93% |
$30.6K - $33.7K
|
440
$25.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-786- 2.24% |
$30.9K - $33.9K
|
34.4K
$1.99M
|
|
|
Jan 11, 2024
Q4 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-799- 2.85% |
$31.4K - $34.5K
|
27.2K
$1.58M
|
|
|
Feb 05, 2024
Q4 2023
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-799- 6.43% |
$31.4K - $34.5K
|
11.6K
$674K
|
|
|
Jan 18, 2024
Q4 2023
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-800- 5.71% |
$31.4K - $34.6K
|
13.2K
$766K
|
|
|
Feb 02, 2024
Q4 2023
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
SELL
|
- |
-800- 5.5% |
$31.4K - $34.6K
|
13.8K
$797K
|
|
|
Feb 13, 2024
Q4 2023
|
Veritas Investment Partners (Uk) Ltd.
London, X0 |
SELL
|
- |
-800- 25.81% |
$31.4K - $34.6K
|
2.3K
$133K
|
|
|
Feb 01, 2024
Q4 2023
|
Efg Asset Management (Americas) Corp.
|
SELL
|
- |
-811- 1.8% |
$31.8K - $35K
|
44.2K
$2.56M
|
|
|
Feb 02, 2024
Q4 2023
|
Community Bank, N.A.
|
SELL
|
- |
-824- 18.89% |
$32.4K - $35.6K
|
3.54K
$205K
|