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 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-11.7K- 15.44% |
$459K - $504K
|
64K
$3.63M
|
|
Jan 16, 2024
Q4 2023
|
Chicago Trust CO Na
|
SELL
|
- |
-11.8K- 64.63% |
$462K - $508K
|
6.44K
$365K
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-11.9K- 1.92% |
$465K - $512K
|
604K
$34.3M
|
|
Feb 09, 2024
Q4 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-11.9K- 35.23% |
$466K - $513K
|
21.8K
$1.24M
|
|
Feb 13, 2024
Q4 2023
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-12K- 2.6% |
$471K - $518K
|
449K
$25.5M
|
|
Feb 14, 2024
Q4 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-12.5K- 57.76% |
$491K - $541K
|
9.15K
$519K
|
|
Feb 13, 2024
Q4 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-13.1K- 13.2% |
$516K - $568K
|
86.4K
$4.9M
|
|
Mar 05, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-13.2K- 23.1% |
$518K - $570K
|
43.9K
$2.49M
|
|
Jan 29, 2024
Q4 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-13.2K- 31.73% |
$519K - $571K
|
28.5K
$1.61M
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-13.4K- 19.26% |
$528K - $580K
|
56.3K
$3.2M
|
|
Jan 04, 2024
Q4 2023
|
Fcf Advisors LLC
|
SELL
|
- |
-13.8K- 30.62% |
$540K - $594K
|
31.2K
$1.77M
|
|
Feb 08, 2024
Q4 2023
|
Inceptionr LLC
Lafayette, CA |
SELL
|
- |
-13.8K- 56.68% |
$540K - $595K
|
10.5K
$597K
|
|
Feb 14, 2024
Q4 2023
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-14K- 24.07% |
$548K - $603K
|
44K
$2.5M
|
|
Feb 09, 2024
Q4 2023
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-14K- 44.73% |
$550K - $605K
|
17.3K
$983K
|
|
Feb 09, 2024
Q4 2023
|
Sepio Capital, LP
|
SELL
|
- |
-14.3K- 20.93% |
$560K - $616K
|
53.9K
$3.06M
|
|
Feb 14, 2024
Q4 2023
|
Kpp Advisory Services LLC
Louisville, KY |
SELL
|
- |
-14.3K- 19.24% |
$562K - $618K
|
60.1K
$3.41M
|
|
Jan 18, 2024
Q4 2023
|
Spreng Capital Management, Inc.
|
SELL
|
- |
-14.3K- 30.16% |
$563K - $619K
|
33.2K
$1.88M
|
|
Jan 24, 2024
Q4 2023
|
Canal Capital Management, LLC
|
SELL
|
- |
-14.4K- 4.2% |
$565K - $622K
|
328K
$18.6M
|
|
Feb 29, 2024
Q4 2023
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
SELL
|
- |
-14.6K- 90.25% |
$574K - $631K
|
1.58K
$89.6K
|
|
Feb 07, 2024
Q4 2023
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-14.6K- 0.74% |
$574K - $632K
|
1.95M
$111M
|
|
Feb 13, 2024
Q4 2023
|
Axq Capital, LP
Jersey City, NJ |
SELL
|
- |
-15.2K- 43.18% |
$597K - $656K
|
20K
$1.13M
|
|
Feb 08, 2024
Q4 2023
|
Securian Asset Management, Inc
|
SELL
|
- |
-15.3K- 12.04% |
$602K - $662K
|
112K
$6.35M
|
|
Feb 14, 2024
Q4 2023
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-15.4K- 2.74% |
$606K - $666K
|
548K
$31.1M
|
|
Jan 29, 2024
Q4 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-15.4K- 39.11% |
$607K - $667K
|
24.1K
$1.36M
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-15.5K- 13.43% |
$608K - $669K
|
99.8K
$5.66M
|
|
Feb 14, 2024
Q4 2023
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-15.7KClosed |
$615K - $677K
|
0
$0
|
|
Jan 12, 2024
Q4 2023
|
Lvw Advisors, LLC
|
SELL
|
- |
-15.7K- 25.68% |
$616K - $678K
|
45.4K
$2.58M
|
|
Feb 05, 2024
Q4 2023
|
Kennon Green & Company, LLC
Newport Beach, CA |
SELL
|
- |
-15.8K- 11.46% |
$622K - $684K
|
122K
$6.95M
|
|
Feb 09, 2024
Q4 2023
|
Wealthfront Advisers LLC
|
SELL
|
- |
-15.9K- 8.2% |
$623K - $685K
|
178K
$10.1M
|
|
Jan 10, 2024
Q4 2023
|
Mechanics Bank Trust Department
|
SELL
|
- |
-16K- 20.53% |
$627K - $689K
|
61.8K
$3.51M
|
|
Feb 14, 2024
Q4 2023
|
Sherbrooke Park Advisers LLC
White Plains, NY |
SELL
|
- |
-16K- 55.92% |
$628K - $691K
|
12.6K
$716K
|
|
Feb 14, 2024
Q4 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-16.1K- 8.69% |
$631K - $695K
|
169K
$9.59M
|
|
Jan 03, 2024
Q4 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-16.1K- 15.98% |
$633K - $696K
|
84.8K
$4.81M
|
|
Feb 13, 2024
Q4 2023
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-16.4K- 5.35% |
$642K - $707K
|
289K
$16.4M
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
SELL
|
- |
-16.4K- 16.47% |
$644K - $708K
|
83.1K
$4.72M
|
|
Feb 12, 2024
Q4 2023
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-16.5K- 53.36% |
$650K - $715K
|
14.5K
$820K
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-16.7K- 9.35% |
$656K - $722K
|
162K
$9.2M
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-16.8K- 2.99% |
$660K - $727K
|
546K
$31M
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-17.2K- 39.65% |
$674K - $742K
|
26.2K
$1.48M
|
|
Feb 05, 2024
Q4 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-17.3K- 58.54% |
$680K - $748K
|
12.3K
$696K
|
|
Feb 13, 2024
Q4 2023
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-17.5K- 14.29% |
$685K - $754K
|
105K
$5.94M
|
|
Feb 13, 2024
Q4 2023
|
Acadian Asset Management LLC
Boston, MA |
SELL
|
- |
-17.7K- 1.11% |
$695K - $765K
|
1.58M
$89.7M
|
|
Jan 31, 2024
Q4 2023
|
Abrdn PLC
|
SELL
|
- |
-18K- 4.04% |
$708K - $779K
|
428K
$24.3M
|
|
Feb 13, 2024
Q4 2023
|
Royal London Asset Management LTD
United Kingdom, X0 |
SELL
|
- |
-18.2K- 3.44% |
$715K - $787K
|
512K
$29M
|
|
Feb 14, 2024
Q4 2023
|
Edgestream Partners, L.P.
Princeton, NJ |
SELL
|
- |
-18.9K- 40.47% |
$744K - $818K
|
27.9K
$1.58M
|
|
Feb 06, 2024
Q4 2023
|
Hyman Charles D
|
SELL
|
- |
-19K- 14.62% |
$744K - $819K
|
111K
$6.28M
|
|
Feb 13, 2024
Q4 2023
|
Tom Russo
Gardner Russo & Quinn LLC
|
SELL
|
- |
-19.2K- 5.82% |
$755K - $831K
|
311K
$17.6M
|
|
Feb 08, 2024
Q4 2023
|
Brown Advisory Inc
|
SELL
|
- |
-19.3K- 8.83% |
$760K - $836K
|
200K
$11.3M
|
|
Jan 09, 2024
Q4 2023
|
Coho Partners, Ltd.
|
SELL
|
- |
-19.5K- 25.67% |
$766K - $842K
|
56.5K
$3.2M
|
|
Feb 06, 2024
Q4 2023
|
Coombe, Bender & CO LLC
|
SELL
|
- |
-19.7K- 77.98% |
$774K - $852K
|
5.57K
$316K
|