Latest Institutional Purchases of Altria Group, Inc. (MO)
This list provides information on the latest institutional transactions involving Altria Group, Inc. (MO) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
771New |
$37.8K - $44.5K
|
771
$44.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Pmv Capital Advisers, LLC
Dallas, TX |
BUY
|
- |
750New |
$36.8K - $43.3K
|
750
$43.6K
|
|
|
Feb 28, 2025
Q4 2024
|
Menard Financial Group LLC
Houston, TX |
BUY
|
- |
744New |
$36.5K - $43K
|
744
$43.2K
|
|
|
Feb 07, 2025
Q4 2024
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
710New |
$34.8K - $41K
|
710
$41.3K
|
|
|
Feb 18, 2025
Q4 2024
|
Pinney & Scofield, Inc.
Cambridge, MA |
BUY
|
- |
631New |
$31K - $36.4K
|
631
$36.7K
|
|
|
Feb 03, 2025
Q4 2024
|
Marshall Investment Management, LLC
Littleton, CO |
BUY
|
- |
624New |
$30.6K - $36K
|
624
$36.3K
|
|
|
Feb 10, 2025
Q4 2024
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
607+ 2.78% |
$29.8K - $35K
|
22.5K
$1.31M
|
|
|
Jan 22, 2025
Q4 2024
|
Iron Financial, LLC
|
BUY
|
- |
437+ 3.08% |
$21.4K - $25.2K
|
14.6K
$849K
|
|
|
Jan 14, 2025
Q4 2024
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
420+ 5.91% |
$20.6K - $24.3K
|
7.53K
$438K
|
|
|
Feb 10, 2025
Q4 2024
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
400New |
$19.6K - $23.1K
|
400
$23.3K
|
|
|
Jul 14, 2025
Q4 2024
|
Flp Wealth Management, LLC
Bentonville, AR |
BUY
|
- |
333New |
$16.3K - $19.2K
|
333
$19.4K
|
|
|
Jan 24, 2025
Q4 2024
|
Rockline Wealth Management, LLC
Plainview, NY |
BUY
|
- |
300+ 7.31% |
$14.7K - $17.3K
|
4.4K
$256K
|
|
|
Jan 13, 2025
Q4 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
300+ 7.98% |
$14.7K - $17.3K
|
4.06K
$236K
|
|
|
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
|
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
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
219New |
$10.7K - $12.6K
|
219
$12.7K
|
|
|
Feb 12, 2025
Q4 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
205+ 0.95% |
$10.1K - $11.8K
|
21.7K
$1.26M
|
|
|
Apr 01, 2025
Q4 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
200+ 15.77% |
$9.81K - $11.5K
|
1.47K
$85.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Spurstone Advisory Services, LLC
Higganum, CT |
BUY
|
- |
200New |
$9.81K - $11.5K
|
200
$11.6K
|
|
|
Feb 12, 2025
Q4 2024
|
Prudent Man Investment Management, Inc.
Louisville, CO |
BUY
|
- |
180New |
$8.83K - $10.4K
|
180
$10.5K
|
|
|
Jan 17, 2025
Q4 2024
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
150New |
$7.36K - $8.66K
|
150
$8.72K
|
|
|
Feb 11, 2025
Q4 2024
|
Zions Bancorporation, N.A.
|
BUY
|
- |
138+ 59.48% |
$6.77K - $7.97K
|
370
$21.5K
|
|
|
Feb 14, 2025
Q4 2024
|
10 Elms LLP
Tulsa, OK |
BUY
|
- |
117New |
$5.74K - $6.76K
|
117
$6.8K
|
|
|
Feb 04, 2025
Q4 2024
|
Edge Capital Group, LLC
|
BUY
|
- |
115+ 1.42% |
$5.64K - $6.64K
|
8.22K
$478K
|
|
|
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 12, 2025
Q4 2024
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
100+ 6.67% |
$4.91K - $5.77K
|
1.6K
$93K
|
|
|
Jan 14, 2025
Q4 2024
|
First Pacific Financial
|
BUY
|
- |
100New |
$4.91K - $5.77K
|
100
$5.81K
|
|
|
Feb 14, 2025
Q4 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
98+ 1.85% |
$4.81K - $5.66K
|
5.4K
$314K
|
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
87+ 34.8% |
$4.27K - $5.02K
|
337
$19.6K
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
80+ 2.4% |
$3.92K - $4.62K
|
3.41K
$198K
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
72New |
$3.53K - $4.16K
|
72
$4.19K
|
|
|
Feb 10, 2025
Q4 2024
|
Stelac Advisory Services LLC
New York, NY |
BUY
|
- |
69+ 1.33% |
$3.39K - $3.98K
|
5.27K
$306K
|
|
|
Feb 06, 2025
Q4 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
66New |
$3.24K - $3.81K
|
66
$3.84K
|
|
|
Feb 13, 2025
Q4 2024
|
Executive Wealth Management, LLC
|
BUY
|
- |
63+ 1.23% |
$3.09K - $3.64K
|
5.19K
$302K
|
|
|
Jan 07, 2025
Q4 2024
|
Peoples Bank/Ks
Pratt, KS |
BUY
|
- |
60+ 4.16% |
$2.94K - $3.46K
|
1.5K
$87.3K
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
40New |
$1.96K - $2.31K
|
40
$2.33K
|
|
|
Feb 07, 2025
Q4 2024
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
36+ 0.73% |
$1.77K - $2.08K
|
4.98K
$289K
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
29+ 1.49% |
$1.42K - $1.67K
|
1.98K
$115K
|
|
|
Jan 05, 2026
Q4 2024
|
Catherine Avery Investment Management LLC
Longboat Key, FL |
BUY
|
- |
20+ 11.76% |
$981 - $1.15K
|
190
$11K
|
|
|
Feb 12, 2025
Q4 2024
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
20New |
$981 - $1.15K
|
20
$1.16K
|
|
|
Jan 14, 2025
Q4 2024
|
Signal Point Asset Management, LLC
|
BUY
|
- |
17+ 0.29% |
$834 - $982
|
5.9K
$343K
|
|
|
Feb 10, 2025
Q4 2024
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
10New |
$491 - $577
|
10
$581
|
|
|
Jan 29, 2025
Q4 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
9+ 1.15% |
$442 - $520
|
795
$46.2K
|
|
|
Feb 07, 2025
Q4 2024
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
7+ 2.07% |
$343 - $404
|
345
$20.1K
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
5+ 0.27% |
$245 - $289
|
1.83K
$106K
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
5+ 0.3% |
$245 - $289
|
1.67K
$97.3K
|
|
|
Feb 04, 2025
Q4 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
1+ 0.18% |
$49.1 - $57.7
|
549
$31.9K
|
|
| Q3 2024 | |||||||
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
245K+ 684.93% |
$11.3M - $13.4M
|
281K
$16.3M
|
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
BUY
|
PUT |
112K+ 552.97% |
$5.13M - $6.11M
|
132K
$7.67M
|
|