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 08, 2024
Q4 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-643- 10.4% |
$25.2K - $27.8K
|
5.54K
$310K
|
|
|
Feb 08, 2024
Q4 2023
|
Close Asset Management LTD
|
SELL
|
- |
-645- 2.51% |
$25.3K - $27.9K
|
25K
$1.4M
|
|
|
Jan 23, 2024
Q4 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-647- 0.65% |
$25.4K - $27.9K
|
98.8K
$5.54M
|
|
|
Jan 31, 2024
Q4 2023
|
Lafayette Investments, Inc.
|
SELL
|
- |
-650- 5.12% |
$25.5K - $28.1K
|
12K
$674K
|
|
|
Jan 31, 2024
Q4 2023
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-664- 2.12% |
$26.1K - $28.7K
|
30.6K
$1.72M
|
|
|
Feb 07, 2024
Q4 2023
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-682- 7.57% |
$26.8K - $29.5K
|
8.33K
$467K
|
|
|
Jan 10, 2024
Q4 2023
|
Range Financial Group LLC
|
SELL
|
- |
-685- 2.18% |
$26.9K - $29.6K
|
30.7K
$1.72M
|
|
|
Feb 06, 2024
Q4 2023
|
Welch & Forbes LLC
|
SELL
|
- |
-691- 2.9% |
$27.1K - $29.8K
|
23.1K
$1.3M
|
|
|
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
$823K
|
|
|
Feb 07, 2024
Q4 2023
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-700- 12.05% |
$27.5K - $30.2K
|
5.11K
$286K
|
|
|
Feb 12, 2024
Q4 2023
|
Rs Crum Inc.
|
SELL
|
- |
-700- 9.33% |
$27.5K - $30.2K
|
6.81K
$381K
|
|
|
Feb 08, 2024
Q4 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-702- 1.12% |
$27.6K - $30.3K
|
61.8K
$3.46M
|
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-708- 3.34% |
$27.8K - $30.6K
|
20.5K
$1.15M
|
|
|
Feb 12, 2024
Q4 2023
|
Truepoint, Inc.
|
SELL
|
- |
-708- 10.79% |
$27.8K - $30.6K
|
5.85K
$328K
|
|
|
Feb 14, 2024
Q4 2023
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-718- 2.92% |
$28.2K - $31K
|
23.9K
$1.34M
|
|
|
Feb 23, 2024
Q4 2023
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-722- 6.41% |
$28.3K - $31.2K
|
10.5K
$591K
|
|
|
Feb 14, 2024
Q4 2023
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-738- 10.12% |
$29K - $31.9K
|
6.56K
$367K
|
|
|
Feb 12, 2024
Q4 2023
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-750- 4.59% |
$29.4K - $32.4K
|
15.6K
$873K
|
|
|
Jan 18, 2024
Q4 2023
|
Caprock Group, Inc.
|
SELL
|
- |
-758- 3.49% |
$29.8K - $32.7K
|
21K
$1.17M
|
|
|
Feb 08, 2024
Q4 2023
|
Empire Life Investments Inc.
|
SELL
|
- |
-762- 0.12% |
$29.9K - $32.9K
|
616K
$34.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Crawford Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-777- 2.52% |
$30.5K - $33.6K
|
30K
$1.68M
|
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-779- 41.84% |
$30.6K - $33.6K
|
1.08K
$60.7K
|
|
|
Feb 12, 2024
Q4 2023
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-780- 63.93% |
$30.6K - $33.7K
|
440
$24.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-786- 2.24% |
$30.9K - $33.9K
|
34.4K
$1.93M
|
|
|
Jan 11, 2024
Q4 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-799- 2.85% |
$31.4K - $34.5K
|
27.2K
$1.52M
|
|
|
Feb 05, 2024
Q4 2023
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-799- 6.43% |
$31.4K - $34.5K
|
11.6K
$651K
|
|
|
Jan 18, 2024
Q4 2023
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-800- 5.71% |
$31.4K - $34.6K
|
13.2K
$741K
|
|
|
Feb 02, 2024
Q4 2023
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
SELL
|
- |
-800- 5.5% |
$31.4K - $34.6K
|
13.8K
$770K
|
|
|
Feb 13, 2024
Q4 2023
|
Veritas Investment Partners (Uk) Ltd.
London, X0 |
SELL
|
- |
-800- 25.81% |
$31.4K - $34.6K
|
2.3K
$129K
|
|
|
Feb 01, 2024
Q4 2023
|
Efg Asset Management (Americas) Corp.
|
SELL
|
- |
-811- 1.8% |
$31.8K - $35K
|
44.2K
$2.47M
|
|
|
Feb 02, 2024
Q4 2023
|
Community Bank, N.A.
|
SELL
|
- |
-824- 18.89% |
$32.4K - $35.6K
|
3.54K
$198K
|
|
|
Jan 10, 2024
Q4 2023
|
Focused Wealth Management, Inc
|
SELL
|
- |
-826- 3.1% |
$32.4K - $35.7K
|
25.8K
$1.45M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-827- 4.04% |
$32.5K - $35.7K
|
19.7K
$1.1M
|
|
|
Jan 17, 2024
Q4 2023
|
Jamison Private Wealth Management, Inc.
Milton, GA |
SELL
|
- |
-829- 4.3% |
$32.5K - $35.8K
|
18.5K
$1.03M
|
|
|
Feb 09, 2024
Q4 2023
|
Allstate Corp
Northbrook, IL |
SELL
|
- |
-832- 13.75% |
$32.7K - $35.9K
|
5.22K
$292K
|
|
|
Feb 14, 2024
Q4 2023
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-834- 8.07% |
$32.7K - $36K
|
9.51K
$533K
|
|
|
Jan 12, 2024
Q4 2023
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
SELL
|
- |
-835- 11.27% |
$32.8K - $36.1K
|
6.58K
$368K
|
|
|
Jul 31, 2024
Q4 2023
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-836- 3.64% |
$32.8K - $36.1K
|
22.1K
$1.24M
|
|
|
Jan 26, 2024
Q4 2023
|
Applied Capital Llc/Fl
Hollywood, FL |
SELL
|
- |
-843- 3.04% |
$33.1K - $36.4K
|
26.9K
$1.51M
|
|
|
Feb 14, 2024
Q4 2023
|
Retirement Group, LLC
|
SELL
|
- |
-861- 13.1% |
$33.8K - $37.2K
|
5.71K
$320K
|
|
|
Jan 17, 2024
Q4 2023
|
Ifg Advisory, LLC
|
SELL
|
- |
-872- 6.09% |
$34.2K - $37.7K
|
13.4K
$753K
|
|
|
Jan 19, 2024
Q4 2023
|
Cohen Investment Advisors LLC
|
SELL
|
- |
-882- 9.84% |
$34.6K - $38.1K
|
8.09K
$453K
|
|
|
Feb 13, 2024
Q4 2023
|
Hosking Partners LLP
|
SELL
|
- |
-882- 1.67% |
$34.6K - $38.1K
|
51.8K
$2.91M
|
|
|
Jan 10, 2024
Q4 2023
|
City Holding CO
|
SELL
|
- |
-900- 15.35% |
$35.3K - $38.9K
|
4.96K
$278K
|
|
|
Feb 05, 2024
Q4 2023
|
Buckhead Capital Management LLC
|
SELL
|
- |
-900- 2.53% |
$35.3K - $38.9K
|
34.7K
$1.94M
|
|
|
Feb 07, 2024
Q4 2023
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-900- 12.78% |
$35.3K - $38.9K
|
6.15K
$344K
|
|
|
Feb 09, 2024
Q4 2023
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-900- 60.0% |
$35.3K - $38.9K
|
600
$33.6K
|
|
|
Feb 12, 2024
Q4 2023
|
Excalibur Management Corp
|
SELL
|
- |
-904- 4.15% |
$35.5K - $39K
|
20.9K
$1.17M
|
|
|
Jan 23, 2024
Q4 2023
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-920- 5.53% |
$36.1K - $39.7K
|
15.7K
$880K
|
|
|
Feb 14, 2024
Q4 2023
|
Centiva Capital, LP
New York, NY |
SELL
|
- |
-922- 6.88% |
$36.2K - $39.8K
|
12.5K
$699K
|