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 |
|---|---|---|---|---|---|---|---|
|
Aug 10, 2023
Q2 2023
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
11+ 0.09% |
$478 - $526
|
12.7K
$683K
|
|
|
Aug 14, 2023
Q2 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
11+ 0.21% |
$478 - $526
|
5.16K
$278K
|
|
|
Jul 21, 2023
Q2 2023
|
Pflug Koory, LLC
|
BUY
|
- |
10+ 0.12% |
$434 - $478
|
8.23K
$443K
|
|
|
Jul 31, 2023
Q2 2023
|
Callahan Advisors, LLC
|
BUY
|
- |
10+ 0.12% |
$434 - $478
|
8.3K
$447K
|
|
|
Jul 31, 2023
Q2 2023
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
10+ 0.27% |
$434 - $478
|
3.78K
$204K
|
|
|
Aug 02, 2023
Q2 2023
|
Narwhal Capital Management
|
BUY
|
- |
10+ 0.04% |
$434 - $478
|
26.8K
$1.44M
|
|
|
Jul 11, 2023
Q2 2023
|
Cra Financial Services, LLC
|
BUY
|
- |
9+ 0.17% |
$391 - $430
|
5.25K
$283K
|
|
|
Jul 20, 2023
Q2 2023
|
Powers Advisory Group, LLC
|
BUY
|
- |
9+ 0.08% |
$391 - $430
|
11.4K
$611K
|
|
|
Jul 25, 2023
Q2 2023
|
Albion Financial Group
|
BUY
|
- |
9+ 0.49% |
$391 - $430
|
1.84K
$98.9K
|
|
|
Aug 10, 2023
Q2 2023
|
Iag Wealth Partners, LLC
|
BUY
|
- |
9+ 2.12% |
$391 - $430
|
433
$23.3K
|
|
|
Jul 07, 2023
Q2 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
8+ 0.77% |
$347 - $382
|
1.05K
$56.3K
|
|
|
Jul 20, 2023
Q2 2023
|
Wells Trecaso Financial Group, LLC
|
BUY
|
- |
8+ 0.12% |
$347 - $382
|
6.79K
$365K
|
|
|
Aug 08, 2023
Q2 2023
|
Family Firm, Inc.
|
BUY
|
- |
8+ 0.17% |
$347 - $382
|
4.79K
$258K
|
|
|
Aug 08, 2023
Q2 2023
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
8+ 0.98% |
$347 - $382
|
821
$44.2K
|
|
|
Jul 06, 2023
Q2 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
7+ 1.8% |
$304 - $334
|
396
$21.3K
|
|
|
Jul 13, 2023
Q2 2023
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
7+ 0.93% |
$304 - $334
|
761
$41K
|
|
|
Jul 14, 2023
Q2 2023
|
Pacifica Partners Inc.
|
BUY
|
- |
7+ 1.26% |
$304 - $334
|
564
$30.4K
|
|
|
Jul 17, 2023
Q2 2023
|
Centerpoint Advisors, LLC
|
BUY
|
- |
7+ 0.09% |
$304 - $334
|
7.82K
$421K
|
|
|
Jul 24, 2023
Q2 2023
|
Diligent Investors, LLC
|
BUY
|
- |
7+ 0.16% |
$304 - $334
|
4.51K
$243K
|
|
|
Jul 28, 2023
Q2 2023
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
7+ 0.04% |
$304 - $334
|
17.1K
$919K
|
|
|
Aug 07, 2023
Q2 2023
|
Rkl Wealth Management LLC
|
BUY
|
- |
7+ 0.14% |
$304 - $334
|
5.12K
$275K
|
|
|
Jul 28, 2023
Q2 2023
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
6+ 1.53% |
$261 - $287
|
398
$21.4K
|
|
|
Jul 13, 2023
Q2 2023
|
Dorchester Wealth Management CO
|
BUY
|
- |
5+ 0.03% |
$217 - $239
|
14.6K
$786K
|
|
|
Aug 14, 2023
Q2 2023
|
Clark Financial Services Group Inc
Chesterfield, MO |
BUY
|
- |
5+ 0.06% |
$217 - $239
|
8.88K
$478K
|
|
|
Jul 11, 2023
Q2 2023
|
Worth Asset Management, LLC
|
BUY
|
- |
4+ 0.11% |
$174 - $191
|
3.48K
$188K
|
|
|
Jul 13, 2023
Q2 2023
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
4+ 0.11% |
$174 - $191
|
3.69K
$199K
|
|
|
Jul 21, 2023
Q2 2023
|
Activest Wealth Management
|
BUY
|
- |
4+ 2.14% |
$174 - $191
|
191
$10.3K
|
|
|
Aug 10, 2023
Q2 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
4+ 0.44% |
$174 - $191
|
913
$49.2K
|
|
|
Aug 14, 2023
Q2 2023
|
Van Cleef Asset Management,Inc
Beachwood, OH |
BUY
|
- |
4+ 0.03% |
$174 - $191
|
13.4K
$719K
|
|
|
Jul 07, 2023
Q2 2023
|
West Financial Advisors, LLC
|
BUY
|
- |
3New |
$130 - $143
|
3
$162
|
|
|
Jul 21, 2023
Q2 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
3+ 0.02% |
$130 - $143
|
15.9K
$855K
|
|
|
Jul 14, 2023
Q2 2023
|
Evolution Advisers, Inc.
|
BUY
|
- |
2+ 0.06% |
$86.8 - $95.6
|
3.48K
$187K
|
|
|
Jul 18, 2023
Q2 2023
|
Wolff Financial Management LLC
|
BUY
|
- |
2+ 0.01% |
$86.8 - $95.6
|
14.2K
$765K
|
|
|
Aug 14, 2023
Q2 2023
|
Mairs & Power Inc
St Paul, MN |
BUY
|
- |
2+ 0.03% |
$86.8 - $95.6
|
7.06K
$380K
|
|
|
Jul 17, 2023
Q2 2023
|
Schaper Benz & Wise Investment Counsel Inc
|
BUY
|
- |
1+ 0.02% |
$43.4 - $47.8
|
4.76K
$256K
|
|
|
Jul 19, 2023
Q2 2023
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
1+ 0.33% |
$43.4 - $47.8
|
301
$16.2K
|
|
|
Jul 21, 2023
Q2 2023
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
1+ 0.02% |
$43.4 - $47.8
|
6.17K
$332K
|
|
|
Jul 27, 2023
Q2 2023
|
Pay Pay Securities Corp
Tokyo, M0 |
BUY
|
- |
1+ 1.14% |
$43.4 - $47.8
|
89
$4.79K
|
|
|
Jul 28, 2023
Q2 2023
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
1+ 0.01% |
$43.4 - $47.8
|
16K
$861K
|
|
|
Aug 03, 2023
Q2 2023
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
1+ 0.01% |
$43.4 - $47.8
|
7.15K
$385K
|
|
|
Aug 11, 2023
Q2 2023
|
Sfmg, LLC
|
BUY
|
- |
1+ 0.02% |
$43.4 - $47.8
|
6.57K
$354K
|
|
|
Jan 09, 2024
Q2 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
1+ 0.01% |
$43.4 - $47.8
|
8.14K
$439K
|
|
|
Aug 08, 2023
Q2 2023
|
Column Capital Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 26, 2024
Q2 2023
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 18, 2023
Q2 2023
|
Brown Miller Wealth Management, LLC
|
SELL
|
- |
-1- 0.01% |
$43.4 - $47.8
|
11.8K
$633K
|
|
|
Aug 07, 2023
Q2 2023
|
Fee Only Financial Planning, L.C.
Okatie, SC |
SELL
|
- |
-1- 0.01% |
$43.4 - $47.8
|
10.8K
$579K
|
|
|
Apr 22, 2024
Q2 2023
|
Fee Only Financial Planning, L.C.
Okatie, SC |
SELL
|
- |
-1- 0.01% |
$43.4 - $47.8
|
10.8K
$579K
|
|
|
Feb 11, 2025
Q2 2023
|
Brown Miller Wealth Management, LLC
|
SELL
|
- |
-1- 0.01% |
$43.4 - $47.8
|
11.8K
$633K
|
|
|
Jul 25, 2023
Q2 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-2- -0.0% |
$86.8 - $95.6
|
101K
$5.42M
|
|
|
Jul 28, 2023
Q2 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-5- 0.03% |
$217 - $239
|
17.9K
$963K
|