Purchases and Sales Made in Q2 2023 in Altria Group, Inc. (MO)
This table provides information about the institutional ownership of Altria Group, Inc. (MO) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 25, 2023
Q2 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
185+ 3.38% |
$8.03K - $8.84K
|
5.66K
$305K
|
|
|
Jul 24, 2023
Q2 2023
|
Signature Wealth Management Partners, LLC
|
BUY
|
- |
177+ 1.25% |
$7.69K - $8.46K
|
14.3K
$772K
|
|
|
Jul 18, 2023
Q2 2023
|
Wealth Effects LLC
|
BUY
|
- |
175+ 1.8% |
$7.6K - $8.36K
|
9.88K
$532K
|
|
|
Jul 28, 2023
Q2 2023
|
Key F Inancial Inc
|
BUY
|
- |
175+ 4.41% |
$7.6K - $8.36K
|
4.14K
$223K
|
|
|
Aug 11, 2023
Q2 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
166+ 1.16% |
$7.21K - $7.93K
|
14.5K
$781K
|
|
|
Aug 09, 2023
Q2 2023
|
1 St Source Bank
|
BUY
|
- |
165+ 2.84% |
$7.16K - $7.88K
|
5.97K
$321K
|
|
|
Jul 19, 2023
Q2 2023
|
First City Capital Management, Inc.
|
BUY
|
- |
164+ 0.47% |
$7.12K - $7.84K
|
35.1K
$1.89M
|
|
|
Jul 18, 2023
Q2 2023
|
Sowa Financial Group, Inc.
Lincoln, RI |
BUY
|
- |
162+ 1.6% |
$7.03K - $7.74K
|
10.3K
$554K
|
|
|
Jul 10, 2023
Q2 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
160+ 2.47% |
$6.95K - $7.64K
|
6.64K
$358K
|
|
|
Aug 08, 2024
Q2 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
159+ 5300.0% |
$6.9K - $7.6K
|
162
$8.72K
|
|
|
Aug 08, 2023
Q2 2023
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
156+ 1.09% |
$6.77K - $7.45K
|
14.5K
$781K
|
|
|
Aug 14, 2023
Q2 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
151+ 1.39% |
$6.56K - $7.21K
|
11.1K
$595K
|
|
|
Jul 14, 2023
Q2 2023
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
148+ 1.57% |
$6.43K - $7.07K
|
9.56K
$515K
|
|
|
Aug 03, 2023
Q2 2023
|
Accredited Investors Inc.
|
BUY
|
- |
147+ 1.7% |
$6.38K - $7.02K
|
8.8K
$474K
|
|
|
Jul 27, 2023
Q2 2023
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
146+ 2.07% |
$6.34K - $6.98K
|
7.19K
$387K
|
|
|
Aug 02, 2023
Q2 2023
|
Wealth Architects, LLC
|
BUY
|
- |
143+ 1.3% |
$6.21K - $6.83K
|
11.2K
$601K
|
|
|
Aug 03, 2023
Q2 2023
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
143+ 1.91% |
$6.21K - $6.83K
|
7.64K
$411K
|
|
|
Aug 11, 2023
Q2 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
141+ 15.79% |
$6.12K - $6.74K
|
1.03K
$55.7K
|
|
|
Jul 07, 2023
Q2 2023
|
Greenfield Savings Bank
|
BUY
|
- |
140+ 0.53% |
$6.08K - $6.69K
|
26.7K
$1.44M
|
|
|
Aug 09, 2023
Q2 2023
|
Advisor Shares Investments LLC
Bethesda, MD |
BUY
|
- |
140+ 8.0% |
$6.08K - $6.69K
|
1.89K
$102K
|
|
|
Jul 31, 2023
Q2 2023
|
Ellenbecker Investment Group
|
BUY
|
- |
134+ 0.32% |
$5.82K - $6.4K
|
42.3K
$2.28M
|
|
|
Jul 27, 2023
Q2 2023
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
132+ 2.34% |
$5.73K - $6.31K
|
5.78K
$311K
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
129+ 0.25% |
$5.6K - $6.16K
|
51.3K
$2.76M
|
|
|
Jul 13, 2023
Q2 2023
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
124+ 0.47% |
$5.38K - $5.92K
|
26.2K
$1.41M
|
|
|
Jul 20, 2023
Q2 2023
|
Cornerstone Advisory, LLC
|
BUY
|
- |
120+ 0.83% |
$5.21K - $5.73K
|
14.7K
$789K
|
|
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
116+ 1.8% |
$5.04K - $5.54K
|
6.56K
$353K
|
|
|
Aug 02, 2023
Q2 2023
|
Gables Capital Management Inc.
|
BUY
|
- |
115+ 0.74% |
$4.99K - $5.49K
|
15.6K
$842K
|
|
|
Aug 14, 2023
Q2 2023
|
Star Financial Bank
Fort Wayne, IN |
BUY
|
- |
113+ 1.99% |
$4.91K - $5.4K
|
5.79K
$312K
|
|
|
Aug 07, 2023
Q2 2023
|
Ellis Investment Partners, LLC
|
BUY
|
- |
112+ 1.67% |
$4.86K - $5.35K
|
6.8K
$366K
|
|
|
Aug 14, 2023
Q2 2023
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
111+ 1.12% |
$4.82K - $5.3K
|
9.98K
$537K
|
|
|
Jul 24, 2023
Q2 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
109+ 1.61% |
$4.73K - $5.21K
|
6.89K
$371K
|
|
|
Jul 24, 2023
Q2 2023
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
108+ 1.41% |
$4.69K - $5.16K
|
7.77K
$418K
|
|
|
Jul 18, 2023
Q2 2023
|
Atlas Brown,Inc.
|
BUY
|
- |
107+ 1.08% |
$4.65K - $5.11K
|
10K
$538K
|
|
|
Aug 02, 2023
Q2 2023
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
106+ 2.29% |
$4.6K - $5.06K
|
4.73K
$255K
|
|
|
Aug 09, 2023
Q2 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
105+ 0.64% |
$4.56K - $5.02K
|
16.6K
$894K
|
|
|
Jul 10, 2023
Q2 2023
|
Evanson Asset Management, LLC
|
BUY
|
- |
101+ 0.86% |
$4.39K - $4.83K
|
11.8K
$635K
|
|
|
Aug 11, 2023
Q2 2023
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
101+ 0.35% |
$4.39K - $4.83K
|
29.3K
$1.58M
|
|
|
Jul 05, 2023
Q2 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
100+ 1.92% |
$4.34K - $4.78K
|
5.31K
$286K
|
|
|
Jul 17, 2023
Q2 2023
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
BUY
|
- |
100+ 1.27% |
$4.34K - $4.78K
|
7.95K
$428K
|
|
|
Jul 26, 2023
Q2 2023
|
High Mark Wealth Management LLC
|
BUY
|
- |
100+ 116.28% |
$4.34K - $4.78K
|
186
$10K
|
|
|
Aug 01, 2023
Q2 2023
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
100+ 16.67% |
$4.34K - $4.78K
|
700
$37.7K
|
|
|
Aug 01, 2023
Q2 2023
|
Court Place Advisors, LLC
Ellicott City, MD |
BUY
|
- |
100+ 1.01% |
$4.34K - $4.78K
|
9.98K
$537K
|
|
|
Aug 04, 2023
Q2 2023
|
Prairie View Partners, LLC
|
BUY
|
- |
100+ 14.29% |
$4.34K - $4.78K
|
800
$43.1K
|
|
|
Aug 11, 2023
Q2 2023
|
True Private Wealth Advisors
|
BUY
|
- |
100+ 0.7% |
$4.34K - $4.78K
|
14.4K
$775K
|
|
|
Aug 15, 2023
Q2 2023
|
Brooks, Moore & Associates, Inc.
|
BUY
|
- |
100+ 0.73% |
$4.34K - $4.78K
|
13.9K
$746K
|
|
|
Sep 08, 2023
Q2 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
100+ 8.55% |
$4.34K - $4.78K
|
1.27K
$68.4K
|
|
|
Feb 02, 2024
Q2 2023
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
100+ 1.89% |
$4.34K - $4.78K
|
5.4K
$291K
|
|
|
Jul 13, 2023
Q2 2023
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
98+ 0.35% |
$4.26K - $4.68K
|
28.4K
$1.53M
|
|
|
Jul 10, 2023
Q2 2023
|
Foster Group, Inc.
|
BUY
|
- |
97+ 0.75% |
$4.21K - $4.63K
|
13K
$698K
|
|
|
Jul 21, 2023
Q2 2023
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
93+ 1.89% |
$4.04K - $4.44K
|
5.01K
$270K
|