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 |
---|---|---|---|---|---|---|---|
Apr 20, 2023
Q1 2023
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-590- 1.22% |
$25.6K - $28.4K
|
47.6K
$2.56M
|
|
Apr 19, 2023
Q1 2023
|
True Wealth Advisors, LLC
|
SELL
|
- |
-592- 7.4% |
$25.7K - $28.5K
|
7.41K
$399K
|
|
Apr 13, 2023
Q1 2023
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-600- 2.91% |
$26.1K - $28.8K
|
20K
$1.08M
|
|
May 12, 2023
Q1 2023
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-600- 3.21% |
$26.1K - $28.8K
|
18.1K
$974K
|
|
May 12, 2023
Q1 2023
|
Viewpoint Capital Management LLC
Seattle, WA |
SELL
|
- |
-601- 3.01% |
$26.1K - $28.9K
|
19.3K
$1.04M
|
|
May 12, 2023
Q1 2023
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-601- 0.17% |
$26.1K - $28.9K
|
362K
$19.5M
|
|
Apr 14, 2023
Q1 2023
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-602- 6.23% |
$26.2K - $28.9K
|
9.06K
$488K
|
|
Apr 25, 2023
Q1 2023
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
SELL
|
- |
-608- 1.96% |
$26.4K - $29.2K
|
30.5K
$1.64M
|
|
Apr 17, 2023
Q1 2023
|
Byrne Asset Management LLC
|
SELL
|
- |
-610- 8.42% |
$26.5K - $29.3K
|
6.64K
$357K
|
|
May 05, 2023
Q1 2023
|
Delta Investment Management, LLC
|
SELL
|
- |
-622- 7.51% |
$27K - $29.9K
|
7.66K
$413K
|
|
Apr 19, 2023
Q1 2023
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-634- 5.59% |
$27.6K - $30.5K
|
10.7K
$576K
|
|
Apr 12, 2024
Q1 2023
|
Lane & Associates LLC
Moorestown, NJ |
SELL
|
- |
-637- 7.7% |
$27.7K - $30.6K
|
7.64K
$411K
|
|
May 04, 2023
Q1 2023
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-638- 3.19% |
$27.7K - $30.7K
|
19.4K
$1.04M
|
|
May 03, 2023
Q1 2023
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-649- 16.14% |
$28.2K - $31.2K
|
3.37K
$182K
|
|
May 09, 2023
Q1 2023
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
SELL
|
- |
-650- 2.77% |
$28.2K - $31.2K
|
22.8K
$1.23M
|
|
Apr 20, 2023
Q1 2023
|
Wbh Advisory Inc
|
SELL
|
- |
-666- 5.99% |
$28.9K - $32K
|
10.5K
$563K
|
|
Apr 21, 2023
Q1 2023
|
Wesbanco Bank Inc
|
SELL
|
- |
-674- 2.33% |
$29.3K - $32.4K
|
28.3K
$1.52M
|
|
May 11, 2023
Q1 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-677- 1.18% |
$29.4K - $32.5K
|
56.7K
$3.05M
|
|
May 01, 2023
Q1 2023
|
Asahi Life Asset Management Co., Ltd.
|
SELL
|
- |
-680- 6.28% |
$29.6K - $32.7K
|
10.1K
$546K
|
|
May 03, 2023
Q1 2023
|
Krilogy Financial LLC
|
SELL
|
- |
-684- 11.26% |
$29.7K - $32.9K
|
5.39K
$290K
|
|
Apr 19, 2023
Q1 2023
|
Schrum Private Wealth Management LLC
|
SELL
|
- |
-690- 10.92% |
$30K - $33.2K
|
5.63K
$303K
|
|
May 11, 2023
Q1 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-695- 0.4% |
$30.2K - $33.4K
|
175K
$9.4M
|
|
May 11, 2023
Q1 2023
|
Tom Russo
Gardner Russo & Quinn LLC
|
SELL
|
- |
-702- 0.22% |
$30.5K - $33.7K
|
325K
$17.5M
|
|
Apr 14, 2023
Q1 2023
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-705- 7.25% |
$30.6K - $33.9K
|
9.02K
$486K
|
|
May 05, 2023
Q1 2023
|
Horizon Bancorp Inc /In/
Michigan City, IN |
SELL
|
- |
-705- 14.52% |
$30.6K - $33.9K
|
4.15K
$223K
|
|
Apr 26, 2023
Q1 2023
|
Jtc Employer Solutions Trustee LTD
|
SELL
|
- |
-708- 19.09% |
$30.8K - $34K
|
3K
$162K
|
|
Apr 13, 2023
Q1 2023
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-715- 9.59% |
$31.1K - $34.4K
|
6.74K
$363K
|
|
Apr 24, 2023
Q1 2023
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-718- 11.28% |
$31.2K - $34.5K
|
5.65K
$304K
|
|
Apr 10, 2023
Q1 2023
|
Mechanics Bank Trust Department
|
SELL
|
- |
-720- 0.88% |
$31.3K - $34.6K
|
80.9K
$4.36M
|
|
May 02, 2023
Q1 2023
|
V Wealth Advisors LLC
|
SELL
|
- |
-731- 10.62% |
$31.8K - $35.1K
|
6.15K
$331K
|
|
May 15, 2023
Q1 2023
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-732- 7.6% |
$31.8K - $35.2K
|
8.89K
$479K
|
|
Apr 25, 2023
Q1 2023
|
American National Bank
|
SELL
|
- |
-735- 17.82% |
$31.9K - $35.3K
|
3.39K
$183K
|
|
May 10, 2023
Q1 2023
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
SELL
|
- |
-736- 1.77% |
$32K - $35.4K
|
41K
$2.21M
|
|
May 10, 2023
Q1 2023
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-742- 0.82% |
$32.2K - $35.7K
|
89.9K
$4.84M
|
|
May 11, 2023
Q1 2023
|
Wellington Shields & Co., LLC
New York, NY |
SELL
|
- |
-750- 7.86% |
$32.6K - $36.1K
|
8.79K
$473K
|
|
Jul 18, 2023
Q1 2023
|
Tandem Investment Advisors, Inc.
Charleston, SC |
SELL
|
- |
-751- 10.26% |
$32.6K - $36.1K
|
6.57K
$354K
|
|
Apr 20, 2023
Q1 2023
|
Valicenti Advisory Services Inc
|
SELL
|
- |
-755- 2.57% |
$32.8K - $36.3K
|
28.7K
$1.54M
|
|
Apr 17, 2023
Q1 2023
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-758- 1.43% |
$32.9K - $36.4K
|
52.2K
$2.81M
|
|
Apr 26, 2023
Q1 2023
|
Plimoth Trust CO LLC
|
SELL
|
- |
-780- 4.26% |
$33.9K - $37.5K
|
17.5K
$944K
|
|
May 08, 2023
Q1 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-788- 2.2% |
$34.2K - $37.9K
|
35K
$1.89M
|
|
Apr 13, 2023
Q1 2023
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-794- 10.82% |
$34.5K - $38.2K
|
6.54K
$352K
|
|
Apr 27, 2023
Q1 2023
|
Northstar Group, Inc.
|
SELL
|
- |
-800- 12.43% |
$34.8K - $38.5K
|
5.63K
$303K
|
|
May 08, 2023
Q1 2023
|
Front Barnett Associates LLC
Chicago, IL |
SELL
|
- |
-800- 9.56% |
$34.8K - $38.5K
|
7.57K
$407K
|
|
May 04, 2023
Q1 2023
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-807- 2.25% |
$35.1K - $38.8K
|
35.1K
$1.89M
|
|
Aug 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-819- 3.18% |
$35.6K - $39.4K
|
24.9K
$1.34M
|
|
May 12, 2023
Q1 2023
|
Private Portfolio Partners LLC
|
SELL
|
- |
-842- 2.48% |
$36.6K - $40.5K
|
33.1K
$1.78M
|
|
May 10, 2023
Q1 2023
|
Exeter Financial, LLC
|
SELL
|
- |
-859- 4.75% |
$37.3K - $41.3K
|
17.2K
$927K
|
|
May 10, 2023
Q1 2023
|
Woodley Farra Manion Portfolio Management Inc
|
SELL
|
- |
-870- 1.11% |
$37.8K - $41.8K
|
77.9K
$4.19M
|
|
May 10, 2023
Q1 2023
|
Rock Creek Group, LP
|
SELL
|
- |
-873- 30.64% |
$37.9K - $42K
|
1.98K
$106K
|
|
May 17, 2023
Q1 2023
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-874- 3.12% |
$38K - $42K
|
27.1K
$1.46M
|