Purchases and Sales Made in Q3 2023 in Altria Group, Inc. (MO)
This table provides information about the institutional ownership of Altria Group, Inc. (MO) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2023
Q3 2023
|
Zwj Investment Counsel Inc
|
BUY
|
- |
862+ 17.55% |
$36.1K - $39.7K
|
5.78K
$310K
|
|
|
Sep 11, 2024
Q3 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
814+ 13.26% |
$34.1K - $37.5K
|
6.96K
$373K
|
|
|
Nov 14, 2023
Q3 2023
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
808+ 4.51% |
$33.9K - $37.2K
|
18.7K
$1M
|
|
|
Oct 27, 2023
Q3 2023
|
Dt Investment Partners, LLC
|
BUY
|
- |
800+ 17.04% |
$33.5K - $36.9K
|
5.5K
$295K
|
|
|
Oct 10, 2023
Q3 2023
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
777+ 4.36% |
$32.6K - $35.8K
|
18.6K
$997K
|
|
|
Nov 13, 2023
Q3 2023
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
777+ 6.38% |
$32.6K - $35.8K
|
12.9K
$694K
|
|
|
Jul 22, 2024
Q3 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
775+ 3.98% |
$32.5K - $35.7K
|
20.2K
$1.09M
|
|
|
Oct 31, 2023
Q3 2023
|
Mizuho Securities Co. Ltd.
|
BUY
|
- |
750New |
$31.4K - $34.6K
|
750
$40.2K
|
|
|
Oct 13, 2023
Q3 2023
|
Seneca House Advisors
|
BUY
|
- |
747+ 0.51% |
$31.3K - $34.4K
|
146K
$7.83M
|
|
|
Oct 10, 2023
Q3 2023
|
Pure Financial Advisors, LLC
|
BUY
|
- |
742+ 12.05% |
$31.1K - $34.2K
|
6.9K
$370K
|
|
|
Oct 12, 2023
Q3 2023
|
Sage Capital Advisors,Llc
|
BUY
|
- |
742+ 0.66% |
$31.1K - $34.2K
|
114K
$6.11M
|
|
|
Nov 13, 2023
Q3 2023
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
742+ 1.31% |
$31.1K - $34.2K
|
57.6K
$3.09M
|
|
|
Oct 11, 2023
Q3 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
732+ 8.8% |
$30.7K - $33.7K
|
9.05K
$485K
|
|
|
Oct 11, 2023
Q3 2023
|
Cfm Wealth Partners LLC
|
BUY
|
- |
727+ 0.9% |
$30.5K - $33.5K
|
81.6K
$4.38M
|
|
|
Nov 14, 2023
Q3 2023
|
Poehling Capital Management, Inc.
Madison, WI |
BUY
|
- |
726+ 2.14% |
$30.4K - $33.5K
|
34.7K
$1.86M
|
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
725New |
$30.4K - $33.4K
|
725
$38.9K
|
|
|
Oct 05, 2023
Q3 2023
|
Taylor & Morgan Wealth Management, LLC
|
BUY
|
- |
715+ 6.49% |
$30K - $33K
|
11.7K
$629K
|
|
|
Nov 08, 2023
Q3 2023
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
714New |
$29.9K - $32.9K
|
714
$38.3K
|
|
|
Nov 14, 2023
Q3 2023
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
712+ 15.2% |
$29.8K - $32.8K
|
5.4K
$289K
|
|
|
Dec 01, 2023
Q3 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
705New |
$29.5K - $32.5K
|
705
$37.8K
|
|
|
Nov 14, 2023
Q3 2023
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
700+ 0.23% |
$29.3K - $32.3K
|
307K
$16.5M
|
|
|
Nov 08, 2023
Q3 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
695+ 0.24% |
$29.1K - $32K
|
294K
$15.8M
|
|
|
Oct 13, 2023
Q3 2023
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
686+ 10.92% |
$28.7K - $31.6K
|
6.97K
$374K
|
|
|
Nov 13, 2023
Q3 2023
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
680+ 11.02% |
$28.5K - $31.3K
|
6.85K
$367K
|
|
|
Oct 25, 2023
Q3 2023
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
677+ 7.9% |
$28.4K - $31.2K
|
9.24K
$496K
|
|
|
Nov 15, 2023
Q3 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
666+ 1800.0% |
$27.9K - $30.7K
|
703
$37.7K
|
|
|
Nov 14, 2023
Q3 2023
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
657+ 7.0% |
$27.5K - $30.3K
|
10K
$538K
|
|
|
Oct 16, 2023
Q3 2023
|
Exeter Financial, LLC
|
BUY
|
- |
655+ 3.62% |
$27.4K - $30.2K
|
18.7K
$1M
|
|
|
Nov 13, 2023
Q3 2023
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
653+ 2.04% |
$27.4K - $30.1K
|
32.7K
$1.75M
|
|
|
Oct 27, 2023
Q3 2023
|
Northwest Bancshares, Inc.
Warren, PA |
BUY
|
- |
650+ 7.11% |
$27.2K - $30K
|
9.8K
$525K
|
|
|
Nov 13, 2023
Q3 2023
|
Jacobi Capital Management LLC
|
BUY
|
- |
644+ 3.0% |
$27K - $29.7K
|
22.1K
$1.19M
|
|
|
Oct 31, 2023
Q3 2023
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
638+ 9.92% |
$26.7K - $29.4K
|
7.07K
$379K
|
|
|
Oct 25, 2023
Q3 2023
|
Beacon Financial Advisory LLC
|
BUY
|
- |
635+ 3.97% |
$26.6K - $29.3K
|
16.6K
$892K
|
|
|
Nov 13, 2023
Q3 2023
|
Altshuler Shaham LTD
|
BUY
|
- |
623New |
$26.1K - $28.7K
|
623
$33.4K
|
|
|
Oct 31, 2023
Q3 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
621+ 7.46% |
$26K - $28.6K
|
8.95K
$480K
|
|
|
Nov 15, 2023
Q3 2023
|
Essex Financial Services, Inc.
|
BUY
|
- |
620+ 1.66% |
$26K - $28.6K
|
38K
$2.04M
|
|
|
Nov 14, 2023
Q3 2023
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
617+ 10.48% |
$25.9K - $28.4K
|
6.5K
$349K
|
|
|
Oct 31, 2023
Q3 2023
|
Oakworth Capital, Inc.
|
BUY
|
- |
615+ 6.41% |
$25.8K - $28.3K
|
10.2K
$547K
|
|
|
Nov 01, 2023
Q3 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
613+ 2.36% |
$25.7K - $28.3K
|
26.6K
$1.43M
|
|
|
Nov 13, 2023
Q3 2023
|
Krane Funds Advisors LLC
New York, NY |
BUY
|
- |
607+ 5.1% |
$25.4K - $28K
|
12.5K
$670K
|
|
|
Oct 13, 2023
Q3 2023
|
First Citizens Financial Corp
|
BUY
|
- |
600+ 12.78% |
$25.1K - $27.7K
|
5.29K
$284K
|
|
|
Oct 10, 2023
Q3 2023
|
Peak Financial Advisors LLC
|
BUY
|
- |
589+ 6.98% |
$24.7K - $27.1K
|
9.03K
$484K
|
|
|
Oct 19, 2023
Q3 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
588+ 8.54% |
$24.6K - $27.1K
|
7.47K
$401K
|
|
|
Oct 19, 2023
Q3 2023
|
Proffitt & Goodson Inc
|
BUY
|
- |
588+ 140.0% |
$24.6K - $27.1K
|
1.01K
$54K
|
|
|
Oct 24, 2023
Q3 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
587+ 3.37% |
$24.6K - $27.1K
|
18K
$966K
|
|
|
Oct 10, 2023
Q3 2023
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
585+ 6.25% |
$24.5K - $27K
|
9.94K
$533K
|
|
|
Nov 02, 2023
Q3 2023
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
- |
578+ 11.86% |
$24.2K - $26.6K
|
5.45K
$292K
|
|
|
Nov 02, 2023
Q3 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
573+ 1.87% |
$24K - $26.4K
|
31.3K
$1.68M
|
|
|
Oct 13, 2023
Q3 2023
|
Cra Financial Services, LLC
|
BUY
|
- |
560+ 10.67% |
$23.5K - $25.8K
|
5.81K
$311K
|
|
|
Oct 19, 2023
Q3 2023
|
Evanson Asset Management, LLC
|
BUY
|
- |
558+ 4.73% |
$23.4K - $25.7K
|
12.4K
$662K
|