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 27, 2025
Q3 2025
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
17.5K+ 17.2% |
$1.01M - $1.19M
|
120K
$6.95M
|
|
|
Oct 27, 2025
Q3 2025
|
Well Done, LLC
|
BUY
|
- |
366+ 5.94% |
$21.1K - $24.8K
|
6.53K
$380K
|
|
|
Oct 27, 2025
Q3 2025
|
Mbe Wealth Management, LLC
|
BUY
|
- |
128+ 1.9% |
$7.39K - $8.66K
|
6.87K
$399K
|
|
|
Oct 27, 2025
Q3 2025
|
Conning Inc.
|
BUY
|
- |
357K+ 4073.5% |
$20.6M - $24.2M
|
366K
$21.3M
|
|
|
Oct 27, 2025
Q3 2025
|
Meritage Portfolio Management
|
BUY
|
- |
54+ 1.17% |
$3.12K - $3.65K
|
4.68K
$272K
|
|
|
Oct 27, 2025
Q3 2025
|
Wealth Effects LLC
|
SELL
|
- |
-750- 7.98% |
$43.3K - $50.8K
|
8.65K
$503K
|
|
|
Oct 27, 2025
Q3 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
88+ 1.47% |
$5.08K - $5.96K
|
6.07K
$353K
|
|
|
Oct 27, 2025
Q3 2025
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-278- 0.96% |
$16.1K - $18.8K
|
28.8K
$1.68M
|
|
|
Oct 27, 2025
Q3 2025
|
Kennedy Investment Group
West Depford, NJ |
BUY
|
- |
20+ 0.16% |
$1.16K - $1.35K
|
12.3K
$714K
|
|
|
Oct 27, 2025
Q3 2025
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
BUY
|
- |
37+ 0.2% |
$2.14K - $2.5K
|
18.4K
$1.07M
|
|
|
Oct 27, 2025
Q3 2025
|
Gerber, LLC
Columbus, OH |
SELL
|
- |
-1.92K- 22.7% |
$111K - $130K
|
6.53K
$380K
|
|
|
Oct 27, 2025
Q3 2025
|
Sharp Financial Services, LLC
Horsham, PA |
BUY
|
- |
100+ 2.14% |
$5.78K - $6.77K
|
4.77K
$277K
|
|
|
Oct 27, 2025
Q3 2025
|
Boston Premier Wealth LLC
Hanover, MA |
BUY
|
- |
3+ 0.08% |
$173 - $203
|
3.9K
$227K
|
|
|
Oct 27, 2025
Q3 2025
|
Impact Capital Partners LLC
Greenwood Village, CO |
SELL
|
- |
-1.8K- 21.83% |
$104K - $122K
|
6.43K
$374K
|
|
|
Oct 27, 2025
Q3 2025
|
Retirement Planning Group, LLC / Ny
Malta, NY |
SELL
|
- |
-96- 2.61% |
$5.54K - $6.5K
|
3.58K
$208K
|
|
|
Oct 27, 2025
Q3 2025
|
Sunbeam Capital Management, LLC
Atlanta, GA |
BUY
|
- |
27+ 0.77% |
$1.56K - $1.83K
|
3.51K
$204K
|
|
|
Oct 24, 2025
Q3 2025
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
3.22KNew |
$186K - $218K
|
3.22K
$187K
|
|
|
Oct 24, 2025
Q3 2025
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
9.66K+ 3.94% |
$558K - $654K
|
255K
$14.8M
|
|
|
Oct 24, 2025
Q3 2025
|
William Allan, LLC
|
BUY
|
- |
1.5K+ 28.09% |
$86.6K - $102K
|
6.84K
$398K
|
|
|
Oct 24, 2025
Q3 2025
|
Hudock, Inc.
|
BUY
|
- |
12+ 0.35% |
$693 - $812
|
3.46K
$201K
|
|
|
Oct 24, 2025
Q3 2025
|
Masterinvest Kapitalanlage Gmb H
Vienna, |
SELL
|
- |
-1.9K- 22.8% |
$110K - $128K
|
6.43K
$374K
|
|
|
Oct 24, 2025
Q3 2025
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-290- 36.71% |
$16.7K - $19.6K
|
500
$29.1K
|
|
|
Oct 24, 2025
Q3 2025
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-24- 0.25% |
$1.39K - $1.62K
|
9.56K
$555K
|
|
|
Oct 24, 2025
Q3 2025
|
Tfc Financial Management
|
SELL
|
- |
-21- 0.19% |
$1.21K - $1.42K
|
10.8K
$630K
|
|
|
Oct 24, 2025
Q3 2025
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
5.84KNew |
$337K - $395K
|
5.84K
$339K
|
|
|
Oct 24, 2025
Q3 2025
|
Philip James Wealth Mangement, LLC
Milton, GA |
SELL
|
- |
-12.5K- 5.69% |
$722K - $846K
|
207K
$12.1M
|
|
|
Oct 24, 2025
Q3 2025
|
Cross Staff Investments Inc
|
BUY
|
- |
3+ 0.03% |
$173 - $203
|
10.7K
$621K
|
|
|
Oct 24, 2025
Q3 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
8+ 0.36% |
$462 - $541
|
2.25K
$131K
|
|
|
Oct 24, 2025
Q3 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
904+ 3.58% |
$52.2K - $61.2K
|
26.2K
$1.52M
|
|
|
Oct 24, 2025
Q3 2025
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
40+ 5.65% |
$2.31K - $2.71K
|
748
$43.5K
|
|
|
Oct 24, 2025
Q3 2025
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
1.02K+ 14.21% |
$59.1K - $69.2K
|
8.22K
$478K
|
|
|
Oct 24, 2025
Q3 2025
|
Hemington Wealth Management
|
BUY
|
- |
542+ 33.92% |
$31.3K - $36.7K
|
2.14K
$124K
|
|
|
Oct 24, 2025
Q3 2025
|
Phillips Financial Management, LLC
|
BUY
|
- |
3.3KNew |
$191K - $223K
|
3.3K
$192K
|
|
|
Oct 24, 2025
Q3 2025
|
Ball & CO Wealth Management Inc.
Franklin, TN |
BUY
|
- |
8+ 1.81% |
$462 - $541
|
451
$26.2K
|
|
|
Oct 24, 2025
Q3 2025
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-343- 1.56% |
$19.8K - $23.2K
|
21.6K
$1.26M
|
|
|
Oct 24, 2025
Q3 2025
|
Trilogy Capital Inc.
|
BUY
|
- |
330+ 4.25% |
$19.1K - $22.3K
|
8.1K
$471K
|
|
|
Oct 24, 2025
Q3 2025
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
495+ 1.16% |
$28.6K - $33.5K
|
43K
$2.5M
|
|
|
Oct 24, 2025
Q3 2025
|
Warwick Investment Management, Inc.
|
BUY
|
- |
3.06KNew |
$177K - $207K
|
3.06K
$178K
|
|
|
Oct 24, 2025
Q3 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
14+ 0.12% |
$809 - $948
|
11.3K
$659K
|
|
|
Oct 24, 2025
Q3 2025
|
Bayforest Capital LTD
London, X0 |
BUY
|
- |
223New |
$12.9K - $15.1K
|
223
$13K
|
|
|
Oct 24, 2025
Q3 2025
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
121+ 56.28% |
$6.99K - $8.19K
|
336
$19.5K
|
|
|
Oct 24, 2025
Q3 2025
|
Deltec Asset Management LLC
|
SELL
|
- |
-52- 0.12% |
$3K - $3.52K
|
42.2K
$2.45M
|
|
|
Oct 24, 2025
Q3 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
271+ 4.04% |
$15.7K - $18.3K
|
6.99K
$406K
|
|
|
Oct 24, 2025
Q3 2025
|
Washington Trust Bank
|
SELL
|
- |
-698- 2.0% |
$40.3K - $47.2K
|
34.2K
$1.99M
|
|
|
Oct 24, 2025
Q3 2025
|
New York State Teachers Retirement System
|
SELL
|
- |
-91.8K- 5.59% |
$5.3M - $6.21M
|
1.55M
$90.1M
|
|
|
Oct 24, 2025
Q3 2025
|
Tema Etfs LLC
New York, NY |
BUY
|
- |
27KNew |
$1.56M - $1.83M
|
27K
$1.57M
|
|
|
Oct 24, 2025
Q3 2025
|
Marquette Asset Management, LLC
|
BUY
|
- |
204New |
$11.8K - $13.8K
|
204
$11.9K
|
|
|
Oct 24, 2025
Q3 2025
|
Gibson Capital, LLC
Wexford, PA |
BUY
|
- |
9.52KNew |
$550K - $644K
|
9.52K
$553K
|
|
|
Oct 24, 2025
Q3 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
2.8K+ 6.05% |
$162K - $189K
|
49.1K
$2.85M
|
|
|
Oct 24, 2025
Q3 2025
|
Vantage Point Financial LLC
Lisle, IL |
SELL
|
- |
-3- 0.07% |
$173 - $203
|
4.08K
$237K
|
|