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 21, 2023
Q2 2023
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
93+ 1.89% |
$4.04K - $4.44K
|
5.01K
$269K
|
|
Aug 14, 2023
Q2 2023
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
91+ 1.02% |
$3.95K - $4.35K
|
8.99K
$482K
|
|
Aug 14, 2023
Q2 2023
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
91+ 0.4% |
$3.95K - $4.35K
|
22.9K
$1.23M
|
|
Jul 24, 2023
Q2 2023
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
BUY
|
- |
90+ 1.13% |
$3.91K - $4.3K
|
8.06K
$432K
|
|
Aug 08, 2023
Q2 2023
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
BUY
|
- |
87+ 1.81% |
$3.78K - $4.16K
|
4.89K
$262K
|
|
Aug 10, 2023
Q2 2023
|
Applied Capital Llc/Fl
Hollywood, FL |
BUY
|
- |
87+ 0.31% |
$3.78K - $4.16K
|
28K
$1.5M
|
|
Jul 21, 2023
Q2 2023
|
Byrne Asset Management LLC
|
BUY
|
- |
85+ 1.28% |
$3.69K - $4.06K
|
6.72K
$360K
|
|
Aug 10, 2023
Q2 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
85+ 0.91% |
$3.69K - $4.06K
|
9.45K
$507K
|
|
Aug 02, 2023
Q2 2023
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
84+ 1.02% |
$3.65K - $4.01K
|
8.28K
$444K
|
|
Jul 10, 2023
Q2 2023
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
83+ 0.27% |
$3.6K - $3.97K
|
30.6K
$1.64M
|
|
Jul 19, 2023
Q2 2023
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
83+ 1.42% |
$3.6K - $3.97K
|
5.94K
$319K
|
|
Aug 02, 2023
Q2 2023
|
Gibraltar Capital Management, Inc.
|
BUY
|
- |
81+ 0.48% |
$3.52K - $3.87K
|
16.9K
$904K
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
80New |
$3.47K - $3.82K
|
80
$4.29K
|
|
Jul 21, 2023
Q2 2023
|
Cypress Wealth Services, LLC
|
BUY
|
- |
80+ 0.96% |
$3.47K - $3.82K
|
8.42K
$452K
|
|
Jul 12, 2023
Q2 2023
|
American National Bank
|
BUY
|
- |
79+ 2.33% |
$3.43K - $3.77K
|
3.47K
$186K
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
79+ 1.56% |
$3.43K - $3.77K
|
5.15K
$276K
|
|
Aug 02, 2023
Q2 2023
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
78+ 0.26% |
$3.39K - $3.73K
|
30.5K
$1.64M
|
|
Jul 31, 2023
Q2 2023
|
Lee Danner & Bass Inc
|
BUY
|
- |
77+ 0.25% |
$3.34K - $3.68K
|
31.5K
$1.69M
|
|
Oct 12, 2023
Q2 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
77+ 1.23% |
$3.34K - $3.68K
|
6.34K
$340K
|
|
Jul 10, 2023
Q2 2023
|
Pure Financial Advisors, LLC
|
BUY
|
- |
75+ 1.23% |
$3.26K - $3.58K
|
6.16K
$330K
|
|
Aug 04, 2023
Q2 2023
|
Comerica Securities,Inc.
|
BUY
|
- |
75+ 0.34% |
$3.26K - $3.58K
|
21.9K
$1.18M
|
|
Jul 26, 2023
Q2 2023
|
Mattern Wealth Management LLC
|
BUY
|
- |
74+ 0.63% |
$3.21K - $3.54K
|
11.9K
$637K
|
|
Jul 28, 2023
Q2 2023
|
Orca Investment Management, LLC
|
BUY
|
- |
73+ 0.69% |
$3.17K - $3.49K
|
10.6K
$568K
|
|
Aug 15, 2023
Q2 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
72+ 109.09% |
$3.13K - $3.44K
|
138
$7.4K
|
|
Aug 10, 2023
Q2 2023
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
68+ 0.87% |
$2.95K - $3.25K
|
7.91K
$424K
|
|
Aug 08, 2023
Q2 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
66+ 6.6% |
$2.87K - $3.15K
|
1.07K
$57.2K
|
|
Aug 04, 2023
Q2 2023
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
65+ 0.71% |
$2.82K - $3.11K
|
9.23K
$495K
|
|
Aug 11, 2023
Q2 2023
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
65+ 0.61% |
$2.82K - $3.11K
|
10.7K
$576K
|
|
Jul 17, 2023
Q2 2023
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
62+ 0.46% |
$2.69K - $2.96K
|
13.6K
$731K
|
|
Jul 20, 2023
Q2 2023
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
62+ 1.18% |
$2.69K - $2.96K
|
5.33K
$286K
|
|
Jul 17, 2023
Q2 2023
|
Bluesphere Advisors, LLC
East Norriton, PA |
BUY
|
- |
58+ 1.13% |
$2.52K - $2.77K
|
5.21K
$279K
|
|
Aug 09, 2023
Q2 2023
|
Souders Financial Advisors
|
BUY
|
- |
58+ 0.93% |
$2.52K - $2.77K
|
6.29K
$337K
|
|
Aug 10, 2023
Q2 2023
|
Profund Advisors LLC
|
BUY
|
- |
57+ 0.24% |
$2.47K - $2.72K
|
23.7K
$1.27M
|
|
Aug 11, 2023
Q2 2023
|
Ostrum Asset Management
Paris, I0 |
BUY
|
- |
56+ 0.09% |
$2.43K - $2.68K
|
64.7K
$3.47M
|
|
Aug 14, 2023
Q2 2023
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
56+ 0.93% |
$2.43K - $2.68K
|
6.05K
$324K
|
|
Jan 02, 2024
Q2 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
56+ 0.62% |
$2.43K - $2.68K
|
9.12K
$489K
|
|
Jul 28, 2023
Q2 2023
|
William Allan, LLC
|
BUY
|
- |
50+ 1.06% |
$2.17K - $2.39K
|
4.75K
$255K
|
|
Jul 31, 2023
Q2 2023
|
Meritage Portfolio Management
|
BUY
|
- |
50+ 0.48% |
$2.17K - $2.39K
|
10.4K
$559K
|
|
Jul 12, 2023
Q2 2023
|
Howard Financial Services, Ltd.
|
BUY
|
- |
49+ 0.91% |
$2.13K - $2.34K
|
5.43K
$291K
|
|
Jul 19, 2023
Q2 2023
|
Kennedy Investment Group
West Depford, NJ |
BUY
|
- |
49+ 0.99% |
$2.13K - $2.34K
|
5K
$268K
|
|
Aug 07, 2023
Q2 2023
|
Waddell & Associates, LLC
|
BUY
|
- |
49+ 0.93% |
$2.13K - $2.34K
|
5.31K
$285K
|
|
Jul 25, 2023
Q2 2023
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
48+ 0.77% |
$2.08K - $2.29K
|
6.28K
$337K
|
|
Aug 09, 2023
Q2 2023
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
48+ 0.2% |
$2.08K - $2.29K
|
23.9K
$1.28M
|
|
May 10, 2024
Q2 2023
|
V2 Financial Group LLC
Naperville, IL |
BUY
|
- |
48+ 0.72% |
$2.08K - $2.29K
|
6.7K
$359K
|
|
Jul 31, 2023
Q2 2023
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
47+ 0.35% |
$2.04K - $2.25K
|
13.3K
$713K
|
|
Jul 26, 2023
Q2 2023
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
45+ 0.09% |
$1.95K - $2.15K
|
50.1K
$2.69M
|
|
Aug 02, 2023
Q2 2023
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
45+ 0.45% |
$1.95K - $2.15K
|
10.1K
$541K
|
|
Aug 03, 2023
Q2 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
45New |
$1.95K - $2.15K
|
45
$2.41K
|
|
Jul 18, 2023
Q2 2023
|
44 Wealth Management LLC
|
BUY
|
- |
43+ 0.33% |
$1.87K - $2.05K
|
12.9K
$691K
|
|
Aug 14, 2023
Q2 2023
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
42+ 1.24% |
$1.82K - $2.01K
|
3.43K
$184K
|