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 |
|---|---|---|---|---|---|---|---|
|
Aug 09, 2023
Q2 2023
|
Endurance Wealth Management, Inc.
|
SELL
|
- |
-1K- 6.67% |
$43.4K - $47.8K
|
14K
$814K
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-3.27K- 4.57% |
$142K - $156K
|
68.2K
$3.96M
|
|
|
Aug 09, 2023
Q2 2023
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
1.1KNew |
$47.6K - $52.4K
|
1.1K
$63.7K
|
|
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
116+ 1.8% |
$5.04K - $5.54K
|
6.56K
$382K
|
|
|
Aug 08, 2023
Q2 2023
|
Mcmillion Capital Management Inc
|
BUY
|
- |
1.6KNew |
$69.5K - $76.4K
|
1.6K
$93K
|
|
|
Aug 08, 2023
Q2 2023
|
Column Capital Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 08, 2023
Q2 2023
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
BUY
|
- |
87+ 1.81% |
$3.78K - $4.16K
|
4.89K
$284K
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Advisory Group
Houston, TX |
BUY
|
- |
4.44KNew |
$193K - $212K
|
4.44K
$258K
|
|
|
Aug 07, 2023
Q2 2023
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
15KNew |
$651K - $717K
|
15K
$872K
|
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
352New |
$15.3K - $16.8K
|
352
$20.5K
|
|
|
Aug 07, 2023
Q2 2023
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-129- 9.26% |
$5.6K - $6.16K
|
1.26K
$73.5K
|
|
|
Aug 07, 2023
Q2 2023
|
Sonen Capital LLC
San Francisco, CA |
SELL
|
- |
-396- 2.28% |
$17.2K - $18.9K
|
17K
$988K
|
|
|
Aug 07, 2023
Q2 2023
|
Bronte Capital Management Pty Ltd.
|
BUY
|
- |
508+ 0.82% |
$22.1K - $24.3K
|
62.7K
$3.64M
|
|
|
Aug 04, 2023
Q2 2023
|
Oxbow Advisors, LLC
Corpus Christi, TX |
SELL
|
- |
-277- 0.37% |
$12K - $13.2K
|
75.5K
$4.39M
|
|
|
Aug 03, 2023
Q2 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
45New |
$1.95K - $2.15K
|
45
$2.62K
|
|
|
Aug 02, 2023
Q2 2023
|
Efg Capital International Corp.
Miami, FL |
BUY
|
- |
45.2KNew |
$1.96M - $2.16M
|
45.2K
$2.63M
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
79+ 1.56% |
$3.43K - $3.77K
|
5.15K
$300K
|
|
|
Aug 01, 2023
Q2 2023
|
Adams Diversified Equity Fund, Inc.
|
BUY
|
- |
316KNew |
$13.7M - $15.1M
|
316K
$18.4M
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
1.38K+ 9.83% |
$59.8K - $65.8K
|
15.4K
$895K
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-1.3K- 2.15% |
$56.4K - $62.1K
|
59.1K
$3.44M
|
|
|
Jul 31, 2023
Q2 2023
|
Cubic Asset Management, LLC
|
BUY
|
- |
5.37KNew |
$233K - $256K
|
5.37K
$312K
|
|
|
Jul 31, 2023
Q2 2023
|
Neirg Wealth Management, LLC
|
SELL
|
- |
-9.1K- 11.11% |
$395K - $435K
|
72.8K
$4.23M
|
|
|
Jul 27, 2023
Q2 2023
|
Norwood Financial Corp
|
BUY
|
- |
971+ 74.12% |
$42.2K - $46.4K
|
2.28K
$133K
|
|
|
Jul 27, 2023
Q2 2023
|
Ea Series Trust
Havertown, PA |
BUY
|
- |
122KNew |
$5.28M - $5.81M
|
122K
$7.07M
|
|
|
Jul 27, 2023
Q2 2023
|
Wright Investors Service Inc
|
SELL
|
- |
-1.97K- 4.86% |
$85.5K - $94.1K
|
38.5K
$2.24M
|
|
|
Jul 26, 2023
Q2 2023
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
1.69K+ 35.51% |
$73.2K - $80.6K
|
6.43K
$374K
|
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
SELL
|
- |
-372- 7.17% |
$16.2K - $17.8K
|
4.82K
$280K
|
|
|
Jul 25, 2023
Q2 2023
|
Leo Brokerage, LLC
|
BUY
|
- |
1.54K+ 16.04% |
$66.9K - $73.6K
|
11.1K
$648K
|
|
|
Jul 25, 2023
Q2 2023
|
Dupont Capital Management Corp
|
SELL
|
- |
-5.97K- 16.15% |
$259K - $285K
|
31K
$1.8M
|
|
|
Jul 24, 2023
Q2 2023
|
Achmea Investment Management B.V.
|
BUY
|
- |
1.85K+ 43.4% |
$80.2K - $88.2K
|
6.1K
$355K
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-157- 7.17% |
$6.82K - $7.5K
|
2.03K
$118K
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Financial Services, Inc.
|
SELL
|
- |
-571- 14.98% |
$24.8K - $27.3K
|
3.24K
$188K
|
|
|
Jul 21, 2023
Q2 2023
|
K.J. Harrison & Partners Inc
|
SELL
|
- |
-2K- 7.82% |
$86.8K - $95.6K
|
23.6K
$1.37M
|
|
|
Jul 21, 2023
Q2 2023
|
Intercontinental Wealth Advisors, LLC
|
BUY
|
- |
842+ 2.32% |
$36.6K - $40.2K
|
37.2K
$2.16M
|
|
|
Jul 21, 2023
Q2 2023
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
1+ 0.02% |
$43.4 - $47.8
|
6.17K
$358K
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Bank
|
SELL
|
- |
-571- 14.98% |
$24.8K - $27.3K
|
3.24K
$188K
|
|
|
Jul 21, 2023
Q2 2023
|
Beaton Management Co. Inc.
Haverhill, MA |
BUY
|
- |
30+ 0.15% |
$1.3K - $1.43K
|
19.9K
$1.15M
|
|
|
Jul 20, 2023
Q2 2023
|
Blb&B Advisors, LLC
|
SELL
|
- |
-184- 3.81% |
$7.99K - $8.79K
|
4.65K
$270K
|
|
|
Jul 20, 2023
Q2 2023
|
Apeiron Ria LLC
|
BUY
|
- |
1K+ 19.38% |
$43.4K - $47.8K
|
6.16K
$358K
|
|
|
Jul 19, 2023
Q2 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
26+ 1.57% |
$1.13K - $1.24K
|
1.68K
$97.7K
|
|
|
Jul 18, 2023
Q2 2023
|
Home Federal Bank Of Tennessee
|
SELL
|
- |
-277- 2.9% |
$12K - $13.2K
|
9.27K
$539K
|
|
|
Jul 18, 2023
Q2 2023
|
Greystone Financial Group, LLC
|
SELL
|
- |
-83.1K- 50.19% |
$3.61M - $3.97M
|
82.4K
$4.79M
|
|
|
Jul 17, 2023
Q2 2023
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-50- 1.08% |
$2.17K - $2.39K
|
4.59K
$267K
|
|
|
Jul 17, 2023
Q2 2023
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
BUY
|
- |
100+ 1.27% |
$4.34K - $4.78K
|
7.95K
$462K
|
|
|
Jul 13, 2023
Q2 2023
|
Summit Financial Group, Inc.
|
SELL
|
- |
-25- 0.25% |
$1.09K - $1.19K
|
9.95K
$578K
|
|
|
Jul 13, 2023
Q2 2023
|
Prairie Sky Financial Group LLC
Westchester, IL |
BUY
|
- |
7.23KNew |
$314K - $345K
|
7.23K
$420K
|
|
|
Jul 13, 2023
Q2 2023
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
7+ 0.93% |
$304 - $334
|
761
$44.2K
|
|
|
Jul 13, 2023
Q2 2023
|
Traverso Chambers Private Wealth Management, LLC
|
SELL
|
- |
-151- 0.45% |
$6.56K - $7.21K
|
33.1K
$1.92M
|
|
|
Jul 12, 2023
Q2 2023
|
First National Bank Of South Miami
|
SELL
|
- |
-149- 5.52% |
$6.47K - $7.12K
|
2.55K
$148K
|
|
|
Jul 10, 2023
Q2 2023
|
Appleton Partners Inc
|
BUY
|
- |
5.55KNew |
$241K - $265K
|
5.55K
$323K
|
|