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 |
|---|---|---|---|---|---|---|---|
|
May 10, 2023
Q1 2023
|
Burney CO
Reston, VA |
BUY
|
- |
43+ 0.37% |
$1.87K - $2.07K
|
11.7K
$625K
|
|
|
Apr 19, 2023
Q1 2023
|
Prairiewood Capital, LLC
|
BUY
|
- |
42+ 0.69% |
$1.83K - $2.02K
|
6.13K
$329K
|
|
|
Apr 13, 2023
Q1 2023
|
Act Wealth Management, LLC
|
BUY
|
- |
41+ 0.89% |
$1.78K - $1.97K
|
4.63K
$248K
|
|
|
May 09, 2023
Q1 2023
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
41+ 0.42% |
$1.78K - $1.97K
|
9.87K
$529K
|
|
|
Apr 27, 2023
Q1 2023
|
Barry Investment Advisors, LLC
|
BUY
|
- |
40+ 0.86% |
$1.74K - $1.92K
|
4.71K
$253K
|
|
|
May 03, 2023
Q1 2023
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
40+ 0.5% |
$1.74K - $1.92K
|
7.97K
$428K
|
|
|
May 15, 2023
Q1 2023
|
New Vernon Capital Holdings Ii LLC
Morristown, NJ |
BUY
|
- |
40+ 0.91% |
$1.74K - $1.92K
|
4.44K
$238K
|
|
|
Aug 13, 2024
Q1 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
40+ 3.71% |
$1.74K - $1.92K
|
1.12K
$59.9K
|
|
|
Apr 27, 2023
Q1 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
37+ 0.96% |
$1.61K - $1.78K
|
3.89K
$208K
|
|
|
Apr 25, 2023
Q1 2023
|
Jb Capital LLC
|
BUY
|
- |
36+ 0.58% |
$1.56K - $1.73K
|
6.26K
$336K
|
|
|
Apr 07, 2023
Q1 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
35+ 0.57% |
$1.52K - $1.68K
|
6.12K
$328K
|
|
|
May 12, 2023
Q1 2023
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
34+ 0.19% |
$1.48K - $1.63K
|
17.7K
$947K
|
|
|
May 03, 2023
Q1 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
34+ 1.12% |
$1.48K - $1.63K
|
3.08K
$165K
|
|
|
May 30, 2023
Q1 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
34+ 1.12% |
$1.48K - $1.63K
|
3.08K
$165K
|
|
|
Apr 28, 2023
Q1 2023
|
Lansing Street Advisors
|
BUY
|
- |
31+ 1.87% |
$1.35K - $1.49K
|
1.69K
$90.6K
|
|
|
Apr 05, 2023
Q1 2023
|
Quent Capital, LLC
|
BUY
|
- |
30+ 2.03% |
$1.3K - $1.44K
|
1.51K
$81K
|
|
|
Apr 28, 2023
Q1 2023
|
Disciplined Equity Management, Inc.
|
BUY
|
- |
30+ 0.07% |
$1.3K - $1.44K
|
40.8K
$2.19M
|
|
|
May 11, 2023
Q1 2023
|
Angeles Wealth Management, LLC
|
BUY
|
- |
30+ 0.66% |
$1.3K - $1.44K
|
4.58K
$246K
|
|
|
Apr 05, 2023
Q1 2023
|
Howard Financial Services, Ltd.
|
BUY
|
- |
29+ 0.54% |
$1.26K - $1.39K
|
5.38K
$288K
|
|
|
May 10, 2023
Q1 2023
|
Ellis Investment Partners, LLC
|
BUY
|
- |
27+ 0.41% |
$1.17K - $1.3K
|
6.69K
$359K
|
|
|
Apr 03, 2023
Q1 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
26+ 2.04% |
$1.13K - $1.25K
|
1.3K
$69.7K
|
|
|
Apr 13, 2023
Q1 2023
|
Central Bank & Trust CO
|
BUY
|
- |
26+ 1.04% |
$1.13K - $1.25K
|
2.53K
$135K
|
|
|
Apr 25, 2023
Q1 2023
|
Patten & Patten Inc
|
BUY
|
- |
25+ 0.19% |
$1.09K - $1.2K
|
13.1K
$703K
|
|
|
May 15, 2023
Q1 2023
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
25+ 0.09% |
$1.09K - $1.2K
|
29K
$1.56M
|
|
|
May 15, 2023
Q1 2023
|
Detalus Advisors, LLC
|
BUY
|
- |
25+ 0.52% |
$1.09K - $1.2K
|
4.82K
$258K
|
|
|
Apr 21, 2023
Q1 2023
|
Wealth Architects, LLC
|
BUY
|
- |
24+ 0.22% |
$1.04K - $1.15K
|
11K
$591K
|
|
|
Apr 26, 2023
Q1 2023
|
Ls Investment Advisors, LLC
|
BUY
|
- |
24+ 0.1% |
$1.04K - $1.15K
|
25.1K
$1.35M
|
|
|
May 11, 2023
Q1 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
22+ 0.0% |
$956 - $1.06K
|
1.74M
$93.1M
|
|
|
May 12, 2023
Q1 2023
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
22+ 0.27% |
$956 - $1.06K
|
8.06K
$432K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
20+ 0.3% |
$869 - $961
|
6.63K
$356K
|
|
|
Apr 28, 2023
Q1 2023
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
20+ 0.44% |
$869 - $961
|
4.62K
$248K
|
|
|
May 03, 2023
Q1 2023
|
Centerpoint Advisors, LLC
|
BUY
|
- |
20+ 0.26% |
$869 - $961
|
7.81K
$419K
|
|
|
Apr 20, 2023
Q1 2023
|
Kapstone Financial Advisors LLC
Dayton, OH |
BUY
|
- |
18+ 0.12% |
$782 - $865
|
14.5K
$775K
|
|
|
Apr 20, 2023
Q1 2023
|
Beacon Capital Management, LLC
|
BUY
|
- |
18+ 0.27% |
$782 - $865
|
6.71K
$360K
|
|
|
Apr 28, 2023
Q1 2023
|
Salomon & Ludwin, LLC
|
BUY
|
- |
18+ 0.02% |
$782 - $865
|
109K
$5.83M
|
|
|
May 01, 2023
Q1 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
18+ 0.06% |
$782 - $865
|
32K
$1.72M
|
|
|
May 16, 2023
Q1 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
18+ 0.85% |
$782 - $865
|
2.13K
$114K
|
|
|
Apr 24, 2023
Q1 2023
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
17+ 0.09% |
$739 - $817
|
18.1K
$972K
|
|
|
Apr 27, 2023
Q1 2023
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
17+ 0.09% |
$739 - $817
|
18.1K
$968K
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
17+ 0.21% |
$739 - $817
|
8.3K
$445K
|
|
|
May 03, 2023
Q1 2023
|
Element Wealth, LLC
|
BUY
|
- |
17+ 0.34% |
$739 - $817
|
4.99K
$268K
|
|
|
Apr 18, 2023
Q1 2023
|
Wolff Wiese Magana LLC
|
BUY
|
- |
16+ 1.67% |
$695 - $769
|
972
$52.1K
|
|
|
Apr 11, 2023
Q1 2023
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
15+ 5.26% |
$652 - $721
|
300
$16.1K
|
|
|
Apr 19, 2023
Q1 2023
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
15+ 0.1% |
$652 - $721
|
14.8K
$793K
|
|
|
Apr 28, 2023
Q1 2023
|
Callahan Advisors, LLC
|
BUY
|
- |
14+ 0.17% |
$608 - $673
|
8.29K
$445K
|
|
|
Sep 11, 2024
Q1 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
14+ 0.23% |
$608 - $673
|
6.13K
$329K
|
|
|
May 08, 2023
Q1 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
13+ 0.19% |
$565 - $625
|
7.01K
$376K
|
|
|
May 12, 2023
Q1 2023
|
Aureus Asset Management, LLC
Boston, MA |
BUY
|
- |
13+ 0.1% |
$565 - $625
|
13.3K
$711K
|
|
|
Apr 20, 2023
Q1 2023
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
12+ 0.16% |
$522 - $577
|
7.66K
$411K
|
|
|
Apr 20, 2023
Q1 2023
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
12+ 0.31% |
$522 - $577
|
3.86K
$207K
|