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 |
|---|---|---|---|---|---|---|---|
|
Oct 23, 2023
Q3 2023
|
Accurate Wealth Management, LLC
|
BUY
|
- |
7.27K+ 17.22% |
$305K - $335K
|
49.5K
$2.65M
|
|
|
Oct 18, 2023
Q3 2023
|
Holland Advisory Services, Inc.
|
BUY
|
- |
7.2KNew |
$302K - $332K
|
7.2K
$386K
|
|
|
Nov 17, 2023
Q3 2023
|
Old National Bancorp
|
BUY
|
- |
7.16K+ 4.21% |
$300K - $330K
|
177K
$9.49M
|
|
|
Nov 03, 2023
Q3 2023
|
Lincoln National Corp
|
BUY
|
- |
7.12K+ 7.7% |
$298K - $328K
|
99.5K
$5.34M
|
|
|
Nov 08, 2023
Q3 2023
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
7.09K+ 2.9% |
$297K - $327K
|
252K
$13.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
6.9K+ 125.59% |
$289K - $318K
|
12.4K
$665K
|
|
|
Nov 13, 2023
Q3 2023
|
Rodgers Brothers Inc.
Harmony, PA |
BUY
|
- |
6.86KNew |
$287K - $316K
|
6.86K
$368K
|
|
|
Oct 23, 2023
Q3 2023
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
6.85KNew |
$287K - $316K
|
6.85K
$368K
|
|
|
Oct 31, 2023
Q3 2023
|
Peregrine Asset Advisers, Inc.
Portland, OR |
BUY
|
- |
6.75KNew |
$283K - $311K
|
6.75K
$362K
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
6.72K+ 10.54% |
$282K - $310K
|
70.5K
$3.78M
|
|
|
Nov 13, 2023
Q3 2023
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
6.62KNew |
$277K - $305K
|
6.62K
$355K
|
|
|
Nov 13, 2023
Q3 2023
|
Clark Estates Inc
New York, NY |
BUY
|
- |
6.6K+ 10.68% |
$277K - $304K
|
68.4K
$3.67M
|
|
|
Nov 14, 2023
Q3 2023
|
Inceptionr LLC
Lafayette, CA |
BUY
|
- |
6.59K+ 37.27% |
$276K - $304K
|
24.3K
$1.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
BUY
|
- |
6.59K+ 144.25% |
$276K - $304K
|
11.2K
$598K
|
|
|
Nov 09, 2023
Q3 2023
|
Truepoint, Inc.
|
BUY
|
- |
6.56KNew |
$275K - $302K
|
6.56K
$352K
|
|
|
Dec 19, 2024
Q3 2023
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
6.56K+ 14.93% |
$275K - $302K
|
50.5K
$2.71M
|
|
|
Nov 14, 2023
Q3 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
6.53K+ 2.57% |
$274K - $301K
|
261K
$14M
|
|
|
May 17, 2024
Q3 2023
|
Baxter Bros Inc
|
BUY
|
- |
6.47KNew |
$271K - $298K
|
6.47K
$347K
|
|
|
Nov 14, 2023
Q3 2023
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
6.45K+ 3.24% |
$270K - $297K
|
206K
$11M
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
6.43K+ 1.08% |
$269K - $296K
|
601K
$32.2M
|
|
|
Oct 05, 2023
Q3 2023
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
6.31KNew |
$265K - $291K
|
6.31K
$339K
|
|
|
Nov 13, 2023
Q3 2023
|
Cornercap Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
6.23K+ 9.78% |
$261K - $287K
|
70K
$3.75M
|
|
|
Nov 07, 2023
Q3 2023
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
6.22KNew |
$260K - $286K
|
6.22K
$333K
|
|
|
Nov 14, 2023
Q3 2023
|
Tiedemann Advisors, LLC
|
BUY
|
- |
6.15KNew |
$257K - $283K
|
6.15K
$329K
|
|
|
Nov 08, 2023
Q3 2023
|
Keeley Teton Advisors, LLC
Chicago, IL |
BUY
|
- |
6.12KNew |
$256K - $282K
|
6.12K
$328K
|
|
|
Nov 01, 2023
Q3 2023
|
New Mexico Educational Retirement Board
|
BUY
|
- |
6.1K+ 7.03% |
$256K - $281K
|
92.9K
$4.98M
|
|
|
Nov 13, 2023
Q3 2023
|
Salomon & Ludwin, LLC
|
BUY
|
- |
6.1K+ 5.61% |
$255K - $281K
|
115K
$6.15M
|
|
|
Oct 10, 2023
Q3 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
6.07K+ 145.2% |
$254K - $280K
|
10.2K
$549K
|
|
|
Nov 02, 2023
Q3 2023
|
Empirical Finance, LLC
|
BUY
|
- |
6.06K+ 18.35% |
$254K - $279K
|
39.1K
$2.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
6.02K+ 6.66% |
$252K - $278K
|
96.4K
$5.17M
|
|
|
Nov 13, 2023
Q3 2023
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
6.01K+ 0.34% |
$252K - $277K
|
1.8M
$96.4M
|
|
|
Oct 20, 2023
Q3 2023
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
5.99K+ 14.85% |
$251K - $276K
|
46.3K
$2.48M
|
|
|
Nov 08, 2023
Q3 2023
|
Windle Wealth, LLC
Oklahoma City, OK |
BUY
|
- |
5.98K+ 4.63% |
$250K - $275K
|
135K
$7.23M
|
|
|
Nov 14, 2023
Q3 2023
|
Mai Capital Management
|
BUY
|
- |
5.86K+ 6.55% |
$245K - $270K
|
95.3K
$5.11M
|
|
|
Oct 19, 2023
Q3 2023
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
5.73K+ 66.11% |
$240K - $264K
|
14.4K
$772K
|
|
|
Oct 11, 2023
Q3 2023
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
5.72KNew |
$240K - $264K
|
5.72K
$307K
|
|
|
Nov 14, 2023
Q3 2023
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
5.64K+ 2.45% |
$236K - $260K
|
236K
$12.7M
|
|
|
Nov 01, 2023
Q3 2023
|
Calton & Associates, Inc.
|
BUY
|
- |
5.53KNew |
$232K - $255K
|
5.53K
$296K
|
|
|
Apr 19, 2024
Q3 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
5.52K+ 20.94% |
$231K - $254K
|
31.9K
$1.71M
|
|
|
Nov 01, 2023
Q3 2023
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
5.52K+ 32.41% |
$231K - $254K
|
22.5K
$1.21M
|
|
|
Feb 15, 2024
Q3 2023
|
Kbc Group Nv
|
BUY
|
- |
5.52K+ 4.82% |
$231K - $254K
|
120K
$6.44M
|
|
|
Nov 13, 2023
Q3 2023
|
Strategic Advocates LLC
Logan, UT |
BUY
|
- |
5.51KNew |
$231K - $254K
|
5.51K
$296K
|
|
|
Nov 09, 2023
Q3 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
5.47KNew |
$229K - $252K
|
5.47K
$293K
|
|
|
Oct 26, 2023
Q3 2023
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
5.31KNew |
$222K - $245K
|
5.31K
$285K
|
|
|
Nov 08, 2023
Q3 2023
|
Herold Advisors, Inc.
|
BUY
|
- |
5.24K+ 63.47% |
$220K - $242K
|
13.5K
$724K
|
|
|
Nov 13, 2023
Q3 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
5.23K+ 5.33% |
$219K - $241K
|
103K
$5.54M
|
|
|
Nov 13, 2023
Q3 2023
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
5.15KNew |
$216K - $237K
|
5.15K
$276K
|
|
|
Nov 09, 2023
Q3 2023
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
5.11K+ 6.32% |
$214K - $235K
|
85.9K
$4.61M
|
|
|
Nov 15, 2023
Q3 2023
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
5.1KNew |
$214K - $235K
|
5.1K
$273K
|
|
|
Oct 18, 2023
Q3 2023
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
5.08KNew |
$213K - $234K
|
5.08K
$273K
|