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 |
|---|---|---|---|---|---|---|---|
|
Apr 29, 2025
Q1 2025
|
Elite Financial, Inc.
Lewiston, ID |
BUY
|
- |
3.21KNew |
$163K - $193K
|
3.21K
$186K
|
|
|
Apr 29, 2025
Q1 2025
|
Vela Investment Management, LLC
New Albany, OH |
BUY
|
- |
100+ 0.2% |
$5.08K - $6K
|
50.2K
$2.92M
|
|
|
Apr 29, 2025
Q1 2025
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
150+ 13.85% |
$7.62K - $9K
|
1.23K
$71.7K
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
SELL
|
- |
-437- 2.2% |
$22.2K - $26.2K
|
19.4K
$1.13M
|
|
|
Apr 29, 2025
Q1 2025
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
976+ 8.2% |
$49.6K - $58.6K
|
12.9K
$749K
|
|
|
Apr 29, 2025
Q1 2025
|
Abound Financial, LLC
Granite Bay, CA |
BUY
|
- |
664New |
$33.7K - $39.9K
|
664
$38.6K
|
|
|
Apr 28, 2025
Q1 2025
|
Klingenstein Fields & CO LP
|
SELL
|
- |
-1.44K- 8.56% |
$73.1K - $86.4K
|
15.4K
$893K
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
105+ 2.36% |
$5.34K - $6.3K
|
4.56K
$265K
|
|
|
Apr 28, 2025
Q1 2025
|
Alley Investment Management Company, LLC
|
SELL
|
- |
-2.19K- 5.2% |
$111K - $132K
|
40K
$2.32M
|
|
|
Apr 28, 2025
Q1 2025
|
Gf Fund Management Co. Ltd.
Guangzhou, F4 |
BUY
|
- |
1.92KNew |
$97.3K - $115K
|
1.92K
$111K
|
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
17+ 0.79% |
$864 - $1.02K
|
2.17K
$126K
|
|
|
Apr 25, 2025
Q1 2025
|
Citizens National Bank Trust Department
|
SELL
|
- |
-450- 0.7% |
$22.9K - $27K
|
63.6K
$3.7M
|
|
|
Apr 25, 2025
Q1 2025
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
398New |
$20.2K - $23.9K
|
398
$23.1K
|
|
|
Apr 25, 2025
Q1 2025
|
Prairiewood Capital, LLC
|
SELL
|
- |
-215- 3.22% |
$10.9K - $12.9K
|
6.47K
$376K
|
|
|
Apr 25, 2025
Q1 2025
|
Alta Advisers LTD
|
BUY
|
- |
2.6K+ 45.9% |
$132K - $156K
|
8.26K
$480K
|
|
|
Apr 24, 2025
Q1 2025
|
Kessler Investment Group, LLC
|
SELL
|
- |
-70- 21.15% |
$3.56K - $4.2K
|
261
$15.2K
|
|
|
Apr 23, 2025
Q1 2025
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
189+ 37.8% |
$9.6K - $11.3K
|
689
$40.1K
|
|
|
Apr 23, 2025
Q1 2025
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
48KNew |
$2.44M - $2.88M
|
48K
$2.79M
|
|
|
Apr 23, 2025
Q1 2025
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-978- 20.39% |
$49.7K - $58.7K
|
3.82K
$222K
|
|
|
Apr 23, 2025
Q1 2025
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
230+ 4.29% |
$11.7K - $13.8K
|
5.6K
$325K
|
|
|
Apr 22, 2025
Q1 2025
|
Carret Asset Management, LLC
|
BUY
|
- |
3.59KNew |
$182K - $215K
|
3.59K
$208K
|
|
|
Apr 22, 2025
Q1 2025
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
66.8K+ 564.98% |
$3.4M - $4.01M
|
78.7K
$4.57M
|
|
|
Apr 22, 2025
Q1 2025
|
Harvey Investment CO LLC
|
SELL
|
- |
-1.2K- 15.32% |
$61K - $72K
|
6.63K
$386K
|
|
|
Apr 22, 2025
Q1 2025
|
Ridgecrest Wealth Partners, LLC
|
BUY
|
- |
400+ 7.48% |
$20.3K - $24K
|
5.75K
$334K
|
|
|
Apr 22, 2025
Q1 2025
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
27+ 2.64% |
$1.37K - $1.62K
|
1.05K
$61K
|
|
|
Apr 22, 2025
Q1 2025
|
Legacy Advisors, LLC
|
BUY
|
- |
17.1K+ 161.37% |
$870K - $1.03M
|
27.7K
$1.61M
|
|
|
Apr 22, 2025
Q1 2025
|
Eq Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
55New |
$2.79K - $3.3K
|
55
$3.2K
|
|
|
Apr 21, 2025
Q1 2025
|
Essex Savings Bank
|
BUY
|
- |
80+ 0.74% |
$4.06K - $4.8K
|
10.9K
$631K
|
|
|
Apr 21, 2025
Q1 2025
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
3.67KNew |
$186K - $220K
|
3.67K
$213K
|
|
|
Apr 21, 2025
Q1 2025
|
Psi Advisors, LLC
|
SELL
|
- |
-35- 19.77% |
$1.78K - $2.1K
|
142
$8.25K
|
|
|
Apr 21, 2025
Q1 2025
|
Gfs Advisors, LLC
|
SELL
|
- |
-500- 6.28% |
$25.4K - $30K
|
7.47K
$434K
|
|
|
Apr 21, 2025
Q1 2025
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
677New |
$34.4K - $40.6K
|
677
$39.4K
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
17.5KNew |
$890K - $1.05M
|
17.5K
$1.02M
|
|
|
Apr 21, 2025
Q1 2025
|
Arrow Investment Advisors, LLC
Laurel, MD |
BUY
|
- |
7.33KNew |
$372K - $440K
|
7.33K
$426K
|
|
|
Apr 18, 2025
Q1 2025
|
Hemenway Trust CO LLC
|
SELL
|
- |
-700- 13.21% |
$35.6K - $42K
|
4.6K
$267K
|
|
|
Apr 17, 2025
Q1 2025
|
M. Kraus & CO
|
BUY
|
- |
3.6KNew |
$183K - $216K
|
3.6K
$209K
|
|
|
Apr 17, 2025
Q1 2025
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
3.82KNew |
$194K - $229K
|
3.82K
$222K
|
|
|
Apr 17, 2025
Q1 2025
|
Copia Wealth Management
Bend, OR |
SELL
|
- |
-118- 9.99% |
$6K - $7.08K
|
1.06K
$61.8K
|
|
|
Apr 17, 2025
Q1 2025
|
Vista Investment Partners LLC
Oklahoma City, OK |
SELL
|
- |
-297- 1.13% |
$15.1K - $17.8K
|
26.1K
$1.52M
|
|
|
Apr 17, 2025
Q1 2025
|
Berkshire Bank
|
SELL
|
- |
-4- 0.09% |
$203 - $240
|
4.55K
$264K
|
|
|
Apr 16, 2025
Q1 2025
|
Bts Asset Management, Inc.
|
BUY
|
- |
5.69KNew |
$289K - $341K
|
5.69K
$330K
|
|
|
Apr 16, 2025
Q1 2025
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
100New |
$5.08K - $6K
|
100
$5.81K
|
|
|
Apr 15, 2025
Q1 2025
|
Alhambra Investment Partners LLC
|
BUY
|
- |
3.71KNew |
$189K - $223K
|
3.71K
$216K
|
|
|
Apr 14, 2025
Q1 2025
|
Trust CO Of Oklahoma
|
BUY
|
- |
3.5KNew |
$178K - $210K
|
3.5K
$203K
|
|
|
Apr 14, 2025
Q1 2025
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-42- 7.25% |
$2.13K - $2.52K
|
537
$31.2K
|
|
|
Apr 11, 2025
Q1 2025
|
Curat Global, LLC
Springfield, NH |
BUY
|
- |
1.32KNew |
$66.9K - $79K
|
1.32K
$76.5K
|
|
|
Apr 11, 2025
Q1 2025
|
Butensky & Cohen Financial Security, Inc
|
SELL
|
- |
-1.54K- 1.47% |
$78.2K - $92.4K
|
103K
$5.98M
|
|
|
Apr 11, 2025
Q1 2025
|
Lake Hills Wealth Management, LLC
|
BUY
|
- |
4.65KNew |
$236K - $279K
|
4.65K
$270K
|
|
|
Apr 10, 2025
Q1 2025
|
Ss&H Financial Advisors, Inc.
|
BUY
|
- |
3.55KNew |
$180K - $213K
|
3.55K
$206K
|
|
|
Apr 10, 2025
Q1 2025
|
Columbia Asset Management
Ann Arbor, MI |
SELL
|
CALL |
-45K- 18.15% |
$2.29M - $2.7M
|
203K
$11.8M
|
|