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 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
CALL |
5.6K+ 39.16% |
$232K - $267K
|
19.9K
$1.16M
|
|
|
Feb 07, 2023
Q4 2022
|
Vaughan David Investments LLC
Peoria, IL |
SELL
|
- |
-732- 11.9% |
$30.3K - $34.9K
|
5.42K
$315K
|
|
|
Feb 07, 2023
Q4 2022
|
B&D White Capital Company, LLC
|
BUY
|
CALL |
370KNew |
$15.3M - $17.6M
|
370K
$21.5M
|
|
|
Feb 07, 2023
Q4 2022
|
Canandaigua National Corp
|
BUY
|
- |
7+ 0.06% |
$290 - $333
|
12.1K
$702K
|
|
|
Feb 07, 2023
Q4 2022
|
Gamble Jones Investment Counsel
|
SELL
|
- |
-500- 1.62% |
$20.7K - $23.8K
|
30.5K
$1.77M
|
|
|
Feb 07, 2023
Q4 2022
|
Gibson Wealth Advisors LLC
Tyler, TX |
BUY
|
- |
6.2K+ 6200.0% |
$256K - $295K
|
6.3K
$366K
|
|
|
Feb 06, 2023
Q4 2022
|
Compass Financial Advisors LLC
|
BUY
|
- |
107+ 1.31% |
$4.43K - $5.1K
|
8.3K
$482K
|
|
|
Feb 06, 2023
Q4 2022
|
Stoneridge Investment Partners LLC
|
BUY
|
- |
44.6KNew |
$1.84M - $2.12M
|
44.6K
$2.59M
|
|
|
Feb 03, 2023
Q4 2022
|
Mizuho Markets Americas LLC
|
BUY
|
- |
266KNew |
$11M - $12.7M
|
266K
$15.5M
|
|
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
SELL
|
- |
-1.12K- 6.12% |
$46.2K - $53.2K
|
17.1K
$996K
|
|
|
Feb 01, 2023
Q4 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
520New |
$21.5K - $24.8K
|
520
$30.2K
|
|
|
Jan 31, 2023
Q4 2022
|
Ifg Advisors, LLC
|
SELL
|
- |
-317- 3.59% |
$13.1K - $15.1K
|
8.53K
$496K
|
|
|
Jan 31, 2023
Q4 2022
|
Omnia Family Wealth, LLC
|
BUY
|
- |
4.36KNew |
$181K - $208K
|
4.36K
$254K
|
|
|
Jan 31, 2023
Q4 2022
|
Bickling Financial Services, Inc.
Lexington, MA |
BUY
|
- |
20+ 0.12% |
$827 - $953
|
16.6K
$966K
|
|
|
Jan 31, 2023
Q4 2022
|
Bank Of The West
|
SELL
|
- |
-1- 0.01% |
$41.4 - $47.6
|
15.7K
$914K
|
|
|
Jan 30, 2023
Q4 2022
|
Burleson & Company, LLC
|
SELL
|
- |
-40- 0.15% |
$1.65K - $1.91K
|
26.2K
$1.52M
|
|
|
Jan 26, 2023
Q4 2022
|
York Bridge Wealth Partners, LLC
|
SELL
|
- |
-867- 2.2% |
$35.9K - $41.3K
|
38.5K
$2.24M
|
|
|
Jan 26, 2023
Q4 2022
|
Boston Common Asset Management, LLC
Boston, MA |
BUY
|
- |
141+ 2.24% |
$5.83K - $6.72K
|
6.44K
$374K
|
|
|
Jan 26, 2023
Q4 2022
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-1.17K- 49.39% |
$48.5K - $55.9K
|
1.2K
$69.9K
|
|
|
Jan 26, 2023
Q4 2022
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
4.4KNew |
$182K - $210K
|
4.4K
$256K
|
|
|
Jan 26, 2023
Q4 2022
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-5.88K- 83.57% |
$243K - $280K
|
1.16K
$67.2K
|
|
|
Jan 25, 2023
Q4 2022
|
Boenning & Scattergood, Inc.
|
SELL
|
- |
-1.16K- 16.12% |
$48.1K - $55.4K
|
6.05K
$352K
|
|
|
Jan 24, 2023
Q4 2022
|
Asset Management Corp
|
BUY
|
- |
51+ 0.51% |
$2.11K - $2.43K
|
10.1K
$588K
|
|
|
Jan 23, 2023
Q4 2022
|
Xr Securities LLC
|
BUY
|
PUT |
6.5KNew |
$269K - $310K
|
6.5K
$378K
|
|
|
Jan 23, 2023
Q4 2022
|
Level Financial Advisors, Inc.
|
BUY
|
- |
7New |
$290 - $333
|
7
$407
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
72+ 2.46% |
$2.98K - $3.43K
|
3K
$174K
|
|
|
Jan 23, 2023
Q4 2022
|
Mitsubishi Ufj Morgan Stanley Securities Co., Ltd.
|
SELL
|
- |
-100- 52.63% |
$4.14K - $4.76K
|
90
$5.23K
|
|
|
Jan 20, 2023
Q4 2022
|
Affiance Financial, LLC
|
BUY
|
- |
375New |
$15.5K - $17.9K
|
375
$21.8K
|
|
|
Jan 20, 2023
Q4 2022
|
Eastover Investment Advisors LLC
|
BUY
|
- |
919+ 0.95% |
$38K - $43.8K
|
97.9K
$5.69M
|
|
|
Jan 20, 2023
Q4 2022
|
Mcrae Capital Management Inc
|
SELL
|
- |
-391- 3.76% |
$16.2K - $18.6K
|
10K
$581K
|
|
|
Jan 20, 2023
Q4 2022
|
Bourgeon Capital Management LLC
|
BUY
|
- |
250+ 85.62% |
$10.3K - $11.9K
|
542
$31.5K
|
|
|
Jan 20, 2023
Q4 2022
|
Domani Wealth, LLC
|
BUY
|
- |
27+ 0.5% |
$1.12K - $1.29K
|
5.38K
$313K
|
|
|
Jan 20, 2023
Q4 2022
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-294- 63.77% |
$12.2K - $14K
|
167
$9.71K
|
|
|
Jan 19, 2023
Q4 2022
|
Pendal Group LTD
|
BUY
|
- |
23.6K+ 173.78% |
$977K - $1.13M
|
37.2K
$2.16M
|
|
|
Jan 19, 2023
Q4 2022
|
Banyan Capital Management, Inc.
Atlanta, GA |
SELL
|
- |
-2.79K- 1.54% |
$115K - $133K
|
179K
$10.4M
|
|
|
Jan 19, 2023
Q4 2022
|
Bms Financial Advisors, LLC
|
SELL
|
- |
-931- 7.83% |
$38.5K - $44.3K
|
11K
$637K
|
|
|
Jan 18, 2023
Q4 2022
|
Spirit Of America Management Corp
|
BUY
|
- |
400+ 3.27% |
$16.5K - $19.1K
|
12.7K
$735K
|
|
|
Jan 18, 2023
Q4 2022
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
46New |
$1.9K - $2.19K
|
46
$2.67K
|
|
|
Jan 17, 2023
Q4 2022
|
Harrison & CO Wealth Management, LLC
|
BUY
|
- |
872+ 4.75% |
$36.1K - $41.5K
|
19.2K
$1.12M
|
|
|
Jan 17, 2023
Q4 2022
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
79New |
$3.27K - $3.76K
|
79
$4.59K
|
|
|
Jan 13, 2023
Q4 2022
|
Gofen & Glossberg LLC
|
SELL
|
- |
-1.28K- 1.46% |
$52.8K - $60.8K
|
86K
$5M
|
|
|
Jan 12, 2023
Q4 2022
|
Titleist Asset Management, Ltd.
San Antonio, TX |
BUY
|
- |
403+ 2.21% |
$16.7K - $19.2K
|
18.6K
$1.08M
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
212New |
$8.77K - $10.1K
|
212
$12.3K
|
|
|
Jan 10, 2023
Q4 2022
|
Norway Savings Bank
|
SELL
|
- |
-334- 13.45% |
$13.8K - $15.9K
|
2.15K
$125K
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
392New |
$16.2K - $18.7K
|
392
$22.8K
|
|
|
Jan 10, 2023
Q4 2022
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
3.1KNew |
$128K - $148K
|
3.1K
$180K
|
|
|
Jan 10, 2023
Q4 2022
|
Phocas Financial Corp.
Alameda, CA |
BUY
|
- |
273New |
$11.3K - $13K
|
273
$15.9K
|
|
|
Jan 03, 2023
Q4 2022
|
Xr Securities LLC
|
BUY
|
- |
5.39KNew |
$223K - $257K
|
5.39K
$314K
|
|
| Q3 2022 | |||||||
|
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-1.84KClosed |
$74.3K - $85K
|
0
$0
|
|
|
Sep 21, 2023
Q3 2022
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
5.41K+ 73.0% |
$218K - $250K
|
12.8K
$745K
|
|