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 |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2025
Q4 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
205+ 0.95% |
$10.1K - $11.8K
|
21.7K
$1.26M
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Investment CO
St. Louis, MO |
BUY
|
- |
995+ 13.63% |
$48.8K - $57.5K
|
8.3K
$482K
|
|
|
Feb 12, 2025
Q4 2024
|
Rahlfs Capital, LLC
Lake Kiowa, TX |
BUY
|
- |
12.1KNew |
$595K - $700K
|
12.1K
$705K
|
|
|
Feb 11, 2025
Q4 2024
|
Absolute Capital Management, LLC
|
BUY
|
- |
8.2KNew |
$402K - $473K
|
8.2K
$477K
|
|
|
Feb 11, 2025
Q4 2024
|
Hillsdale Investment Management Inc.
Toronto, A6 |
BUY
|
- |
1.3KNew |
$63.8K - $75.1K
|
1.3K
$75.6K
|
|
|
Feb 11, 2025
Q4 2024
|
Simplex Trading, LLC
|
BUY
|
- |
27.9KNew |
$1.37M - $1.61M
|
27.9K
$1.62M
|
|
|
Feb 11, 2025
Q4 2024
|
Mosley Wealth Management
Anaheim, CA |
BUY
|
- |
892+ 7.64% |
$43.8K - $51.5K
|
12.6K
$731K
|
|
|
Feb 11, 2025
Q4 2024
|
Community Bank, N.A.
|
SELL
|
- |
-345- 21.63% |
$16.9K - $19.9K
|
1.25K
$72.7K
|
|
|
Feb 11, 2025
Q4 2024
|
First American Trust, Fsb
|
SELL
|
- |
-443- 7.26% |
$21.7K - $25.6K
|
5.66K
$329K
|
|
|
Feb 11, 2025
Q4 2024
|
Zions Bancorporation, N.A.
|
BUY
|
- |
138+ 59.48% |
$6.77K - $7.97K
|
370
$21.5K
|
|
|
Feb 10, 2025
Q4 2024
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
800+ 61.54% |
$39.2K - $46.2K
|
2.1K
$122K
|
|
|
Feb 10, 2025
Q4 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-3.14K- 46.79% |
$154K - $181K
|
3.57K
$207K
|
|
|
Feb 10, 2025
Q4 2024
|
Stelac Advisory Services LLC
New York, NY |
BUY
|
- |
69+ 1.33% |
$3.39K - $3.98K
|
5.27K
$306K
|
|
|
Feb 10, 2025
Q4 2024
|
Atala Financial Inc
Calabasas, CA |
BUY
|
- |
3.44KNew |
$169K - $199K
|
3.44K
$200K
|
|
|
Feb 10, 2025
Q4 2024
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
607+ 2.78% |
$29.8K - $35K
|
22.5K
$1.31M
|
|
|
Feb 10, 2025
Q4 2024
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
10New |
$491 - $577
|
10
$581
|
|
|
Feb 10, 2025
Q4 2024
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-993- 17.82% |
$48.7K - $57.3K
|
4.58K
$266K
|
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
87+ 34.8% |
$4.27K - $5.02K
|
337
$19.6K
|
|
|
Feb 10, 2025
Q4 2024
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
400New |
$19.6K - $23.1K
|
400
$23.3K
|
|
|
Feb 07, 2025
Q4 2024
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
36+ 0.73% |
$1.77K - $2.08K
|
4.98K
$289K
|
|
|
Feb 07, 2025
Q4 2024
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
7+ 2.07% |
$343 - $404
|
345
$20.1K
|
|
|
Feb 07, 2025
Q4 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-600- 20.0% |
$29.4K - $34.6K
|
2.4K
$140K
|
|
|
Feb 07, 2025
Q4 2024
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
108+ 2.16% |
$5.3K - $6.24K
|
5.11K
$297K
|
|
|
Feb 07, 2025
Q4 2024
|
Taika Capital, LP
Sunny Isles Beach, FL |
BUY
|
- |
14.3KNew |
$699K - $823K
|
14.3K
$829K
|
|
|
Feb 07, 2025
Q4 2024
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
710New |
$34.8K - $41K
|
710
$41.3K
|
|
|
Feb 07, 2025
Q4 2024
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
134KNew |
$6.57M - $7.73M
|
134K
$7.78M
|
|
|
Feb 07, 2025
Q4 2024
|
Hopwood Financial Services, Inc.
Reston, VA |
BUY
|
- |
1.13KNew |
$55.5K - $65.3K
|
1.13K
$65.7K
|
|
|
Feb 06, 2025
Q4 2024
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
SELL
|
- |
-6.2K- 98.41% |
$304K - $358K
|
100
$5.81K
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
72New |
$3.53K - $4.16K
|
72
$4.19K
|
|
|
Feb 06, 2025
Q4 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
66New |
$3.24K - $3.81K
|
66
$3.84K
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
29+ 1.49% |
$1.42K - $1.67K
|
1.98K
$115K
|
|
|
Feb 05, 2025
Q4 2024
|
Sage Investment Counsel LLC
Franklin, TN |
BUY
|
- |
3.97KNew |
$195K - $229K
|
3.97K
$231K
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
1.35KNew |
$66.2K - $77.9K
|
1.35K
$78.5K
|
|
|
Feb 04, 2025
Q4 2024
|
Rowland & CO Investment Counsel
Atlanta, GA |
BUY
|
- |
850+ 40.83% |
$41.7K - $49.1K
|
2.93K
$170K
|
|
|
Feb 04, 2025
Q4 2024
|
Edge Capital Group, LLC
|
BUY
|
- |
115+ 1.42% |
$5.64K - $6.64K
|
8.22K
$478K
|
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-23.3K- 33.42% |
$1.14M - $1.34M
|
46.4K
$2.7M
|
|
|
Feb 04, 2025
Q4 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
1+ 0.18% |
$49.1 - $57.7
|
549
$31.9K
|
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
292+ 2.69% |
$14.3K - $16.9K
|
11.2K
$649K
|
|
|
Feb 03, 2025
Q4 2024
|
Corps Capital Advisors, LLC
Southlake, TX |
BUY
|
- |
26.9KNew |
$1.32M - $1.55M
|
26.9K
$1.56M
|
|
|
Feb 03, 2025
Q4 2024
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
262New |
$12.9K - $15.1K
|
262
$15.2K
|
|
|
Feb 03, 2025
Q4 2024
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
236+ 4.12% |
$11.6K - $13.6K
|
5.96K
$347K
|
|
|
Feb 03, 2025
Q4 2024
|
Winebrenner Capital Management LLC
Louisville, KY |
BUY
|
- |
6.87KNew |
$337K - $397K
|
6.87K
$399K
|
|
|
Feb 03, 2025
Q4 2024
|
Marshall Investment Management, LLC
Littleton, CO |
BUY
|
- |
624New |
$30.6K - $36K
|
624
$36.3K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-12.8K- 2.41% |
$628K - $739K
|
518K
$30.1M
|
|
|
Jan 31, 2025
Q4 2024
|
Droms Strauss Advisors Inc
St. Louis, MO |
SELL
|
- |
-2.59K- 33.33% |
$127K - $149K
|
5.18K
$301K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
771New |
$37.8K - $44.5K
|
771
$44.8K
|
|
|
Jan 30, 2025
Q4 2024
|
Dt Investment Partners, LLC
|
SELL
|
- |
-506- 12.7% |
$24.8K - $29.2K
|
3.48K
$202K
|
|
|
Jan 30, 2025
Q4 2024
|
Constant Guidance Financial LLC
Attleboro Falls, MA |
BUY
|
- |
11.7KNew |
$574K - $676K
|
11.7K
$681K
|
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-1.96K- 18.79% |
$96.1K - $113K
|
8.47K
$492K
|
|
|
Jan 29, 2025
Q4 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
9+ 1.15% |
$442 - $520
|
795
$46.2K
|
|