Purchases and Sales Made in Q1 2023 in Altria Group, Inc. (MO)
This table provides information about the institutional ownership of Altria Group, Inc. (MO) during Q1 2023. The information is specifically focused on institutions that hold shares of ALTRIA GROUP, INC..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Mar 06, 2024
Q1 2023
|
Sentry LLC
Memphis, TN |
BUY
|
- |
1.05K+ 13.15% |
$45.6K - $50.5K
|
9.04K
$487K
|
|
|
May 15, 2023
Q1 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
1.04K+ 4.21% |
$45.2K - $49.9K
|
25.7K
$1.38M
|
|
|
May 15, 2023
Q1 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
1.04K+ 2.62% |
$45.1K - $49.8K
|
40.6K
$2.19M
|
|
|
Apr 25, 2023
Q1 2023
|
Xcel Wealth Management, LLC
|
BUY
|
- |
1.03K+ 11.83% |
$44.5K - $49.3K
|
9.69K
$522K
|
|
|
May 15, 2023
Q1 2023
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
1.02K+ 0.32% |
$44.2K - $48.8K
|
319K
$17.2M
|
|
|
May 11, 2023
Q1 2023
|
Plancorp, LLC
|
BUY
|
- |
1.01K+ 13.34% |
$44K - $48.7K
|
8.61K
$463K
|
|
|
Apr 19, 2023
Q1 2023
|
Wendell David Associates Inc
|
BUY
|
- |
1K+ 17.24% |
$43.5K - $48.1K
|
6.8K
$366K
|
|
|
Apr 26, 2023
Q1 2023
|
Axim Planning & Wealth
Dayton, OH |
BUY
|
- |
1K+ 19.84% |
$43.5K - $48.1K
|
6.04K
$325K
|
|
|
May 08, 2023
Q1 2023
|
Brighton Jones LLC
|
BUY
|
- |
998+ 7.78% |
$43.4K - $48K
|
13.8K
$744K
|
|
|
May 12, 2023
Q1 2023
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
978+ 1.88% |
$42.5K - $47K
|
53.1K
$2.86M
|
|
|
May 10, 2023
Q1 2023
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
961+ 2.11% |
$41.8K - $46.2K
|
46.5K
$2.51M
|
|
|
May 12, 2023
Q1 2023
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
959+ 3.79% |
$41.7K - $46.1K
|
26.2K
$1.41M
|
|
|
Apr 18, 2023
Q1 2023
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
947+ 346.89% |
$41.2K - $45.5K
|
1.22K
$65.7K
|
|
|
May 15, 2023
Q1 2023
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
929New |
$40.4K - $44.7K
|
929
$50K
|
|
|
May 11, 2023
Q1 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
922+ 11.95% |
$40.1K - $44.3K
|
8.64K
$465K
|
|
|
Apr 25, 2023
Q1 2023
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
921+ 1.27% |
$40K - $44.3K
|
73.7K
$3.97M
|
|
|
May 11, 2023
Q1 2023
|
Shelton Capital Management
Denver, CO |
BUY
|
- |
916+ 8.01% |
$39.8K - $44K
|
12.3K
$665K
|
|
|
Apr 19, 2023
Q1 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
913+ 0.65% |
$39.7K - $43.9K
|
141K
$7.57M
|
|
|
May 12, 2023
Q1 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
863+ 6.86% |
$37.5K - $41.5K
|
13.4K
$724K
|
|
|
Dec 13, 2023
Q1 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
863+ 6.86% |
$37.5K - $41.5K
|
13.4K
$724K
|
|
|
Apr 21, 2023
Q1 2023
|
Successful Portfolios LLC
|
BUY
|
- |
857+ 8.69% |
$37.2K - $41.2K
|
10.7K
$577K
|
|
|
Apr 18, 2023
Q1 2023
|
Core Alternative Capital
|
BUY
|
- |
854+ 229.57% |
$37.1K - $41.1K
|
1.23K
$66K
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
845+ 16.66% |
$36.7K - $40.6K
|
5.92K
$319K
|
|
|
May 15, 2023
Q1 2023
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
835+ 3.75% |
$36.3K - $40.1K
|
23.1K
$1.24M
|
|
|
Apr 21, 2023
Q1 2023
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
832+ 6.92% |
$36.2K - $40K
|
12.9K
$692K
|
|
|
May 12, 2023
Q1 2023
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
830+ 535.48% |
$36.1K - $39.9K
|
985
$53K
|
|
|
May 04, 2023
Q1 2023
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
827+ 4.51% |
$35.9K - $39.8K
|
19.2K
$1.03M
|
|
|
May 15, 2023
Q1 2023
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
820+ 12.71% |
$35.6K - $39.4K
|
7.27K
$392K
|
|
|
May 03, 2023
Q1 2023
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
819+ 1.84% |
$35.6K - $39.4K
|
45.3K
$2.44M
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
806+ 0.71% |
$35K - $38.7K
|
114K
$6.12M
|
|
|
May 04, 2023
Q1 2023
|
Wealth Effects LLC
|
BUY
|
- |
800+ 8.99% |
$34.8K - $38.5K
|
9.7K
$522K
|
|
|
May 15, 2023
Q1 2023
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
794+ 0.07% |
$34.5K - $38.2K
|
1.07M
$57.7M
|
|
|
Dec 19, 2023
Q1 2023
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
794+ 0.07% |
$34.5K - $38.2K
|
1.07M
$57.7M
|
|
|
May 15, 2023
Q1 2023
|
Meeder Asset Management Inc
|
BUY
|
- |
789New |
$34.3K - $37.9K
|
789
$42.5K
|
|
|
Apr 28, 2023
Q1 2023
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
775+ 5.14% |
$33.7K - $37.3K
|
15.9K
$854K
|
|
|
Apr 20, 2023
Q1 2023
|
Well Done, LLC
|
BUY
|
- |
769+ 15.25% |
$33.4K - $37K
|
5.81K
$313K
|
|
|
Apr 06, 2023
Q1 2023
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
753+ 10.11% |
$32.7K - $36.2K
|
8.2K
$442K
|
|
|
Apr 06, 2023
Q1 2023
|
Independence Bank Of Kentucky
|
BUY
|
- |
750+ 1.74% |
$32.6K - $36.1K
|
44K
$2.37M
|
|
|
May 12, 2023
Q1 2023
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
750+ 2.1% |
$32.6K - $36.1K
|
36.4K
$1.96M
|
|
|
May 09, 2023
Q1 2023
|
Spc Financial, Inc.
|
BUY
|
- |
748+ 6.49% |
$32.5K - $36K
|
12.3K
$661K
|
|
|
May 15, 2023
Q1 2023
|
ETF Store, Inc.
|
BUY
|
- |
748+ 3.92% |
$32.5K - $36K
|
19.8K
$1.07M
|
|
|
May 05, 2023
Q1 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
729+ 5.35% |
$31.7K - $35K
|
14.3K
$772K
|
|
|
Apr 13, 2023
Q1 2023
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
726+ 8.36% |
$31.6K - $34.9K
|
9.41K
$507K
|
|
|
Apr 13, 2023
Q1 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
724+ 3.0% |
$31.5K - $34.8K
|
24.9K
$1.34M
|
|
|
May 15, 2023
Q1 2023
|
Quarry LP
New York, NY |
BUY
|
- |
718+ 481.88% |
$31.2K - $34.5K
|
867
$46.7K
|
|
|
Apr 20, 2023
Q1 2023
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
713+ 15.52% |
$31K - $34.3K
|
5.31K
$286K
|
|
|
May 05, 2023
Q1 2023
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
711+ 5.94% |
$30.9K - $34.2K
|
12.7K
$682K
|
|
|
May 15, 2023
Q1 2023
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
711+ 6.52% |
$30.9K - $34.2K
|
11.6K
$625K
|
|
|
Apr 05, 2023
Q1 2023
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
707+ 12.17% |
$30.7K - $34K
|
6.52K
$351K
|
|
|
Apr 19, 2023
Q1 2023
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
704+ 1.18% |
$30.6K - $33.8K
|
60.4K
$3.25M
|