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 |
|---|---|---|---|---|---|---|---|
|
Jul 29, 2025
Q2 2025
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
118+ 3.31% |
$6.56K - $7.19K
|
3.69K
$214K
|
|
|
Jul 29, 2025
Q2 2025
|
Schnieders Capital Management LLC
|
BUY
|
- |
618+ 6.86% |
$34.3K - $37.6K
|
9.63K
$560K
|
|
|
Jul 28, 2025
Q2 2025
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
112+ 11.76% |
$6.22K - $6.82K
|
1.06K
$61.9K
|
|
|
Jul 28, 2025
Q2 2025
|
Aries Wealth Management
|
SELL
|
- |
-400- 10.08% |
$22.2K - $24.4K
|
3.57K
$208K
|
|
|
Jul 28, 2025
Q2 2025
|
Davidson Trust CO
|
SELL
|
- |
-35- 0.29% |
$1.94K - $2.13K
|
12.1K
$704K
|
|
|
Jul 28, 2025
Q2 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
SELL
|
- |
-494- 2.37% |
$27.4K - $30.1K
|
20.4K
$1.18M
|
|
|
Jul 28, 2025
Q2 2025
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
250+ 18.85% |
$13.9K - $15.2K
|
1.58K
$91.6K
|
|
|
Jul 28, 2025
Q2 2025
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
- |
293KNew |
$16.3M - $17.9M
|
293K
$17.1M
|
|
|
Jul 25, 2025
Q2 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
PUT |
500New |
$27.8K - $30.5K
|
500
$29.1K
|
|
|
Jul 25, 2025
Q2 2025
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-7.74K- 2.24% |
$430K - $472K
|
338K
$19.7M
|
|
|
Jul 25, 2025
Q2 2025
|
Defender Capital, Llc.
|
SELL
|
- |
-200- 3.33% |
$11.1K - $12.2K
|
5.81K
$338K
|
|
|
Jul 25, 2025
Q2 2025
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
9.03KNew |
$501K - $550K
|
9.03K
$525K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-74K- 45.74% |
$4.11M - $4.51M
|
87.8K
$5.1M
|
|
|
Jul 24, 2025
Q2 2025
|
Gfg Capital, LLC
|
BUY
|
- |
943New |
$52.4K - $57.4K
|
943
$54.8K
|
|
|
Jul 24, 2025
Q2 2025
|
Court Place Advisors, LLC
Ellicott City, MD |
BUY
|
- |
105+ 1.07% |
$5.83K - $6.4K
|
9.88K
$574K
|
|
|
Jul 24, 2025
Q2 2025
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-45- 2.12% |
$2.5K - $2.74K
|
2.08K
$121K
|
|
|
Jul 24, 2025
Q2 2025
|
Eastern Bank
|
SELL
|
- |
-305- 2.17% |
$16.9K - $18.6K
|
13.7K
$798K
|
|
|
Jul 24, 2025
Q2 2025
|
Financial Connections Group, Inc.
|
BUY
|
- |
211New |
$11.7K - $12.9K
|
211
$12.3K
|
|
|
Jul 23, 2025
Q2 2025
|
Rmg Wealth Management LLC
Platteville, WI |
BUY
|
- |
343New |
$19.1K - $20.9K
|
343
$19.9K
|
|
|
Jul 23, 2025
Q2 2025
|
Bingham Private Wealth, LLC
San Francisco, CA |
SELL
|
- |
-626- 7.17% |
$34.8K - $38.1K
|
8.11K
$471K
|
|
|
Jul 23, 2025
Q2 2025
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
13+ 0.32% |
$722 - $792
|
4.14K
$240K
|
|
|
Jul 23, 2025
Q2 2025
|
Wheelhouse Advisory Group LLC
St. Louis, MO |
SELL
|
- |
-248- 5.0% |
$13.8K - $15.1K
|
4.71K
$274K
|
|
|
Jul 23, 2025
Q2 2025
|
Proffitt & Goodson Inc
|
BUY
|
- |
5+ 0.29% |
$278 - $305
|
1.73K
$100K
|
|
|
Jul 23, 2025
Q2 2025
|
Ti Trust, Inc
|
BUY
|
- |
18.2K+ 140.5% |
$1.01M - $1.11M
|
31.2K
$1.81M
|
|
|
Jul 22, 2025
Q2 2025
|
Lgt Fund Management CO Ltd.
|
BUY
|
- |
7.86K+ 16.27% |
$437K - $479K
|
56.2K
$3.27M
|
|
|
Jul 22, 2025
Q2 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
8+ 100.0% |
$444 - $487
|
16
$930
|
|
|
Jul 22, 2025
Q2 2025
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
264+ 6.7% |
$14.7K - $16.1K
|
4.2K
$244K
|
|
|
Jul 22, 2025
Q2 2025
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
BUY
|
- |
7.28KNew |
$404K - $443K
|
7.28K
$423K
|
|
|
Jul 22, 2025
Q2 2025
|
Inlight Wealth Management, LLC
Atlanta, GA |
SELL
|
- |
-49- 9.57% |
$2.72K - $2.98K
|
463
$26.9K
|
|
|
Jul 22, 2025
Q2 2025
|
Olistico Wealth, LLC
Tulsa, OK |
SELL
|
- |
-123- 19.25% |
$6.83K - $7.49K
|
516
$30K
|
|
|
Jul 22, 2025
Q2 2025
|
Fishman Jay A LTD
Troy, MI |
SELL
|
- |
-220- 2.19% |
$12.2K - $13.4K
|
9.84K
$572K
|
|
|
Jul 22, 2025
Q2 2025
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-125- 18.77% |
$6.95K - $7.61K
|
541
$31.4K
|
|
|
Jul 22, 2025
Q2 2025
|
Keudell
|
SELL
|
- |
-1.53K- 5.34% |
$84.7K - $92.9K
|
27K
$1.57M
|
|
|
Jul 22, 2025
Q2 2025
|
Ifs Advisors, LLC
|
SELL
|
- |
-750- 76.77% |
$41.7K - $45.7K
|
227
$13.2K
|
|
|
Jul 21, 2025
Q2 2025
|
Tfg Advisers LLC
|
BUY
|
- |
20+ 0.42% |
$1.11K - $1.22K
|
4.74K
$275K
|
|
|
Jul 21, 2025
Q2 2025
|
Mechanics Financial Corp
|
BUY
|
- |
130+ 2.72% |
$7.22K - $7.92K
|
4.92K
$286K
|
|
|
Jul 21, 2025
Q2 2025
|
Abacus Planning Group, Inc.
|
BUY
|
- |
4.57KNew |
$254K - $278K
|
4.57K
$266K
|
|
|
Jul 21, 2025
Q2 2025
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
200+ 7.05% |
$11.1K - $12.2K
|
3.04K
$176K
|
|
|
Jul 21, 2025
Q2 2025
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
565+ 11.19% |
$31.4K - $34.4K
|
5.62K
$326K
|
|
|
Jul 21, 2025
Q2 2025
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-2.24K- 38.37% |
$124K - $136K
|
3.6K
$209K
|
|
|
Jul 21, 2025
Q2 2025
|
Grassi Investment Management
|
SELL
|
- |
-3.5K- 3.77% |
$194K - $213K
|
89.3K
$5.19M
|
|
|
Jul 21, 2025
Q2 2025
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
46+ 0.51% |
$2.56K - $2.8K
|
9.09K
$528K
|
|
|
Jul 21, 2025
Q2 2025
|
Ervin Investment Management, LLC
|
SELL
|
- |
-249- 4.37% |
$13.8K - $15.2K
|
5.45K
$317K
|
|
|
Jul 21, 2025
Q2 2025
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-16- 0.14% |
$889 - $975
|
11.3K
$658K
|
|
|
Jul 18, 2025
Q2 2025
|
Old Point Trust & Financial Services N A
|
SELL
|
- |
-110- 0.86% |
$6.11K - $6.7K
|
12.7K
$741K
|
|
|
Jul 18, 2025
Q2 2025
|
Loudon Investment Management, LLC
Meriden, NH |
SELL
|
- |
-1.03K- 8.19% |
$57.2K - $62.7K
|
11.5K
$671K
|
|
|
Jul 18, 2025
Q2 2025
|
Ninety One Uk LTD
London, X0 |
BUY
|
- |
62New |
$3.44K - $3.78K
|
62
$3.6K
|
|
|
Jul 18, 2025
Q2 2025
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
24+ 0.56% |
$1.33K - $1.46K
|
4.28K
$249K
|
|
|
Jul 18, 2025
Q2 2025
|
Tru North Capital Management, LLC
Kalamazoo, MI |
SELL
|
- |
-217- 34.12% |
$12.1K - $13.2K
|
419
$24.4K
|
|
|
Jul 18, 2025
Q2 2025
|
Churchill Management Corp
|
BUY
|
- |
1.07K+ 0.42% |
$59.7K - $65.4K
|
258K
$15M
|
|