Latest Institutional Transactions on Altria Group, Inc. (MO)
This table provides information on the latest institutional transactions involving Altria Group, Inc. (MO) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 28, 2025
Q3 2025
|
Bfsg, LLC
|
BUY
|
- |
12+ 0.76% |
$693 - $812
|
1.59K
$92.3K
|
|
|
Oct 28, 2025
Q3 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
881+ 17.83% |
$50.9K - $59.6K
|
5.82K
$338K
|
|
|
Oct 28, 2025
Q3 2025
|
Stegent Equity Advisors, Inc.
Houston, TX |
BUY
|
- |
2.67K+ 12.05% |
$154K - $180K
|
24.8K
$1.44M
|
|
|
Oct 28, 2025
Q3 2025
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-326- 1.19% |
$18.8K - $22.1K
|
27K
$1.57M
|
|
|
Oct 28, 2025
Q3 2025
|
Lmcg Investments, LLC
Boston, MA |
BUY
|
- |
1.24K+ 5.24% |
$71.6K - $83.9K
|
24.9K
$1.45M
|
|
|
Oct 28, 2025
Q3 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
209New |
$12.1K - $14.1K
|
209
$12.1K
|
|
|
Oct 27, 2025
Q3 2025
|
Sage Private Wealth Group, LLC
|
BUY
|
- |
69+ 1.27% |
$3.98K - $4.67K
|
5.48K
$319K
|
|
|
Oct 27, 2025
Q3 2025
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
100+ 2.28% |
$5.78K - $6.77K
|
4.48K
$261K
|
|
|
Oct 27, 2025
Q3 2025
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
44.3K+ 1.27% |
$2.56M - $3M
|
3.52M
$205M
|
|
|
Oct 27, 2025
Q3 2025
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
2.69K+ 5.28% |
$155K - $182K
|
53.5K
$3.11M
|
|
|
Oct 27, 2025
Q3 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
92+ 1.39% |
$5.31K - $6.23K
|
6.69K
$389K
|
|
|
Oct 27, 2025
Q3 2025
|
Stone House Investment Management, LLC
|
BUY
|
- |
8+ 3.76% |
$462 - $541
|
221
$12.8K
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-54.6K- 5.97% |
$3.15M - $3.7M
|
860K
$50M
|
|
|
Oct 27, 2025
Q3 2025
|
Prosperitas Financial LLC
Valencia, CA |
BUY
|
- |
2.12K+ 3.44% |
$123K - $144K
|
63.7K
$3.71M
|
|
|
Oct 27, 2025
Q3 2025
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-14- 0.2% |
$809 - $948
|
6.86K
$399K
|
|
|
Oct 27, 2025
Q3 2025
|
Allen Capital Group, LLC
|
BUY
|
- |
479+ 6.04% |
$27.7K - $32.4K
|
8.41K
$489K
|
|
|
Oct 27, 2025
Q3 2025
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-3- 0.03% |
$173 - $203
|
10.1K
$587K
|
|
|
Oct 27, 2025
Q3 2025
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
947+ 4.89% |
$54.7K - $64.1K
|
20.3K
$1.18M
|
|
|
Oct 27, 2025
Q3 2025
|
Quent Capital, LLC
|
SELL
|
- |
-71- 1.66% |
$4.1K - $4.81K
|
4.2K
$244K
|
|
|
Oct 27, 2025
Q3 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
21+ 0.06% |
$1.21K - $1.42K
|
33.1K
$1.92M
|
|
|
Oct 27, 2025
Q3 2025
|
Grimes & Company, Inc.
|
SELL
|
- |
-255- 1.96% |
$14.7K - $17.3K
|
12.8K
$743K
|
|
|
Oct 27, 2025
Q3 2025
|
Crew Capital Management, Ltd.
|
BUY
|
- |
39+ 0.97% |
$2.25K - $2.64K
|
4.08K
$237K
|
|
|
Oct 27, 2025
Q3 2025
|
First United Bank & Trust
|
SELL
|
- |
-111- 2.45% |
$6.41K - $7.51K
|
4.43K
$257K
|
|
|
Oct 27, 2025
Q3 2025
|
Smith Shellnut Wilson LLC
|
BUY
|
- |
8.24KNew |
$476K - $558K
|
8.24K
$479K
|
|
|
Oct 27, 2025
Q3 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
661+ 7.98% |
$38.2K - $44.7K
|
8.94K
$520K
|
|
|
Oct 27, 2025
Q3 2025
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
3+ 0.02% |
$173 - $203
|
19.2K
$1.12M
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-6.76K- 5.32% |
$390K - $457K
|
120K
$7M
|
|
|
Oct 27, 2025
Q3 2025
|
Retirement Planning Group
|
BUY
|
- |
249+ 1.37% |
$14.4K - $16.9K
|
18.4K
$1.07M
|
|
|
Oct 27, 2025
Q3 2025
|
Baugh & Associates, LLC
|
SELL
|
- |
-2.18K- 2.21% |
$126K - $148K
|
96.5K
$5.61M
|
|
|
Oct 27, 2025
Q3 2025
|
Klingman & Associates, LLC
|
BUY
|
- |
2.18K+ 24.27% |
$126K - $147K
|
11.2K
$649K
|
|
|
Oct 27, 2025
Q3 2025
|
Wespac Advisors, LLC
|
SELL
|
- |
-323- 2.12% |
$18.7K - $21.9K
|
14.9K
$867K
|
|
|
Oct 27, 2025
Q3 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
4.3K+ 14.71% |
$248K - $291K
|
33.5K
$1.95M
|
|
|
Oct 27, 2025
Q3 2025
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
4.47K+ 12.59% |
$258K - $303K
|
40K
$2.33M
|
|
|
Oct 27, 2025
Q3 2025
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
650+ 9.3% |
$37.5K - $44K
|
7.64K
$444K
|
|
|
Oct 27, 2025
Q3 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
190+ 2.58% |
$11K - $12.9K
|
7.57K
$440K
|
|
|
Oct 27, 2025
Q3 2025
|
Kera Capital Partners, Inc.
Sacramento, CA |
BUY
|
- |
21.7KNew |
$1.26M - $1.47M
|
21.7K
$1.26M
|
|
|
Oct 27, 2025
Q3 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
SELL
|
- |
-4.45K- 25.23% |
$257K - $301K
|
13.2K
$766K
|
|
|
Oct 27, 2025
Q3 2025
|
Capital City Trust CO
|
BUY
|
- |
76+ 1.26% |
$4.39K - $5.14K
|
6.11K
$355K
|
|
|
Oct 27, 2025
Q3 2025
|
Moseley Investment Management Inc
|
BUY
|
- |
3.11KNew |
$180K - $210K
|
3.11K
$181K
|
|
|
Oct 27, 2025
Q3 2025
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-838- 5.28% |
$48.4K - $56.7K
|
15K
$874K
|
|
|
Oct 27, 2025
Q3 2025
|
Midwest Heritage Bank, Fsb
|
BUY
|
- |
107+ 2.22% |
$6.18K - $7.24K
|
4.93K
$286K
|
|
|
Oct 27, 2025
Q3 2025
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-718- 16.46% |
$41.5K - $48.6K
|
3.64K
$212K
|
|
|
Oct 27, 2025
Q3 2025
|
Manning & Napier Advisors LLC
Fairport, NY |
BUY
|
- |
3.27KNew |
$189K - $221K
|
3.27K
$190K
|
|
|
Oct 27, 2025
Q3 2025
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-5.15K- 49.09% |
$297K - $349K
|
5.34K
$310K
|
|
|
Oct 27, 2025
Q3 2025
|
Jacobsen Capital Management
|
BUY
|
- |
152+ 4.43% |
$8.78K - $10.3K
|
3.59K
$209K
|
|
|
Oct 27, 2025
Q3 2025
|
Ashton Thomas Securities, LLC
Rochester, NY |
SELL
|
- |
-1.1K- 6.0% |
$63.6K - $74.6K
|
17.3K
$1M
|
|
|
Oct 27, 2025
Q3 2025
|
Cullinan Associates Inc
|
SELL
|
- |
-100- 0.33% |
$5.78K - $6.77K
|
30.4K
$1.77M
|
|
|
Oct 27, 2025
Q3 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
401+ 7.09% |
$23.2K - $27.1K
|
6.05K
$352K
|
|
|
Oct 27, 2025
Q3 2025
|
Stephens Inc
|
BUY
|
- |
14.8K+ 6.41% |
$852K - $999K
|
245K
$14.2M
|
|
|
Oct 27, 2025
Q3 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
100+ 1.09% |
$5.78K - $6.77K
|
9.27K
$539K
|
|