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 14, 2023
Q2 2023
|
American Century Companies Inc
Kansas City, MO |
SELL
|
- |
-5- 0.02% |
$217 - $239
|
21K
$1.13M
|
|
|
Jul 20, 2023
Q2 2023
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-6- 0.03% |
$261 - $287
|
23.2K
$1.25M
|
|
|
Jul 21, 2023
Q2 2023
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-7- 0.12% |
$304 - $334
|
5.76K
$310K
|
|
|
Aug 07, 2023
Q2 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-9- 0.28% |
$391 - $430
|
3.17K
$171K
|
|
|
Jul 12, 2023
Q2 2023
|
Valicenti Advisory Services Inc
|
SELL
|
- |
-10- 0.03% |
$434 - $478
|
28.7K
$1.54M
|
|
|
Jul 11, 2023
Q2 2023
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-11- 0.09% |
$478 - $526
|
12.8K
$691K
|
|
|
Aug 07, 2023
Q2 2023
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-13- 0.02% |
$564 - $621
|
63.4K
$3.42M
|
|
|
Jul 24, 2023
Q2 2023
|
Toth Financial Advisory Corp
|
SELL
|
- |
-15- 0.24% |
$651 - $717
|
6.13K
$330K
|
|
|
Aug 02, 2023
Q2 2023
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-19- 0.14% |
$825 - $908
|
13.4K
$720K
|
|
|
Aug 10, 2023
Q2 2023
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-20- 0.43% |
$868 - $956
|
4.6K
$248K
|
|
|
Jul 28, 2023
Q2 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-24- 0.05% |
$1.04K - $1.15K
|
52.7K
$2.84M
|
|
|
Jul 13, 2023
Q2 2023
|
Summit Financial Group, Inc.
|
SELL
|
- |
-25- 0.25% |
$1.09K - $1.19K
|
9.95K
$536K
|
|
|
Aug 14, 2023
Q2 2023
|
Pointe Capital Management LLC
|
SELL
|
- |
-25- 0.5% |
$1.09K - $1.19K
|
4.93K
$265K
|
|
|
Jul 13, 2023
Q2 2023
|
Central Bank & Trust CO
|
SELL
|
- |
-26- 1.03% |
$1.13K - $1.24K
|
2.5K
$135K
|
|
|
Jul 19, 2023
Q2 2023
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-27- 0.52% |
$1.17K - $1.29K
|
5.17K
$278K
|
|
|
Aug 07, 2023
Q2 2023
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
SELL
|
- |
-28- 0.47% |
$1.22K - $1.34K
|
5.95K
$320K
|
|
|
Jul 13, 2023
Q2 2023
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-29- 0.52% |
$1.26K - $1.39K
|
5.55K
$299K
|
|
|
Aug 10, 2023
Q2 2023
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-34- 0.74% |
$1.48K - $1.62K
|
4.55K
$245K
|
|
|
Jul 26, 2023
Q2 2023
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-35- 0.68% |
$1.52K - $1.67K
|
5.09K
$274K
|
|
|
Aug 17, 2023
Q2 2023
|
Auxier Asset Management
Aurora, OR |
SELL
|
- |
-35- 0.02% |
$1.52K - $1.67K
|
160K
$8.61M
|
|
|
Nov 04, 2024
Q2 2023
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
SELL
|
- |
-35- 10.36% |
$1.52K - $1.67K
|
303
$16.3K
|
|
|
Jul 06, 2023
Q2 2023
|
Total Investment Management Inc
Scottsdale, AZ |
SELL
|
- |
-37- 0.36% |
$1.61K - $1.77K
|
10.2K
$549K
|
|
|
Jul 26, 2023
Q2 2023
|
Close Asset Management LTD
|
SELL
|
- |
-37- 0.14% |
$1.61K - $1.77K
|
25.9K
$1.39M
|
|
|
Jul 24, 2023
Q2 2023
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-38- 1.43% |
$1.65K - $1.82K
|
2.62K
$141K
|
|
|
Jul 26, 2023
Q2 2023
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-40- 0.86% |
$1.74K - $1.91K
|
4.59K
$247K
|
|
|
Jul 27, 2023
Q2 2023
|
Cravens & CO Advisors, LLC
Cookeville, TN |
SELL
|
- |
-40- 0.42% |
$1.74K - $1.91K
|
9.59K
$516K
|
|
|
Jul 25, 2023
Q2 2023
|
Jb Capital LLC
|
SELL
|
- |
-42- 0.67% |
$1.82K - $2.01K
|
6.22K
$335K
|
|
|
Aug 15, 2023
Q2 2023
|
Retirement Group, LLC
|
SELL
|
- |
-42- 0.62% |
$1.82K - $2.01K
|
6.7K
$361K
|
|
|
Nov 30, 2023
Q2 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
SELL
|
- |
-43- 1.32% |
$1.87K - $2.05K
|
3.21K
$173K
|
|
|
Jul 11, 2023
Q2 2023
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-44- 1.21% |
$1.91K - $2.1K
|
3.58K
$193K
|
|
|
Jul 26, 2023
Q2 2023
|
Plancorp, LLC
|
SELL
|
- |
-46- 0.53% |
$2K - $2.2K
|
8.56K
$461K
|
|
|
Jul 10, 2023
Q2 2023
|
Rise Advisors, LLC
|
SELL
|
- |
-47- 34.56% |
$2.04K - $2.25K
|
89
$4.79K
|
|
|
Jul 21, 2023
Q2 2023
|
Farmers Trust CO
|
SELL
|
- |
-49- 0.57% |
$2.13K - $2.34K
|
8.55K
$460K
|
|
|
Jul 17, 2023
Q2 2023
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-50- 1.08% |
$2.17K - $2.39K
|
4.59K
$247K
|
|
|
Jul 18, 2023
Q2 2023
|
Alterity Financial Group, LLC
Bangor, ME |
SELL
|
- |
-50- 0.89% |
$2.17K - $2.39K
|
5.59K
$301K
|
|
|
Jul 21, 2023
Q2 2023
|
Hills Bank & Trust CO
|
SELL
|
- |
-50- 0.68% |
$2.17K - $2.39K
|
7.3K
$393K
|
|
|
Jul 26, 2023
Q2 2023
|
Xcel Wealth Management, LLC
|
SELL
|
- |
-50- 0.52% |
$2.17K - $2.39K
|
9.64K
$519K
|
|
|
Jul 27, 2023
Q2 2023
|
Ipswich Investment Management Co., Inc.
|
SELL
|
- |
-50- 0.24% |
$2.17K - $2.39K
|
20.9K
$1.13M
|
|
|
Jul 18, 2023
Q2 2023
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-52- 0.19% |
$2.26K - $2.48K
|
27.6K
$1.49M
|
|
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-52- 0.77% |
$2.26K - $2.48K
|
6.66K
$359K
|
|
|
Aug 04, 2023
Q2 2023
|
Steward Financial Group LLC
|
SELL
|
- |
-54- 0.93% |
$2.34K - $2.58K
|
5.73K
$309K
|
|
|
Jul 06, 2023
Q2 2023
|
Fulton Bank, N.A.
|
SELL
|
- |
-55- 0.18% |
$2.39K - $2.63K
|
30.6K
$1.65M
|
|
|
Aug 10, 2023
Q2 2023
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-55- 1.71% |
$2.39K - $2.63K
|
3.16K
$170K
|
|
|
Jul 21, 2023
Q2 2023
|
Asahi Life Asset Management Co., Ltd.
|
SELL
|
- |
-60- 0.59% |
$2.61K - $2.87K
|
10.1K
$543K
|
|
|
Aug 11, 2023
Q2 2023
|
Front Barnett Associates LLC
Chicago, IL |
SELL
|
- |
-60- 0.79% |
$2.61K - $2.87K
|
7.51K
$404K
|
|
|
Jul 17, 2024
Q2 2023
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-62- 2.81% |
$2.69K - $2.96K
|
2.15K
$116K
|
|
|
Jul 25, 2023
Q2 2023
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-64- 1.37% |
$2.78K - $3.06K
|
4.62K
$249K
|
|
|
Jul 31, 2023
Q2 2023
|
West Bancorporation Inc
|
SELL
|
- |
-64- 0.95% |
$2.78K - $3.06K
|
6.68K
$359K
|
|
|
Jul 12, 2023
Q2 2023
|
Tompkins Financial Corp
|
SELL
|
- |
-65- 0.95% |
$2.82K - $3.11K
|
6.76K
$364K
|
|
|
Jul 17, 2023
Q2 2023
|
Bremer Bank National Association
|
SELL
|
- |
-69- 1.25% |
$3K - $3.3K
|
5.47K
$295K
|