Purchases and Sales Made in Q4 2022 in Altria Group, Inc. (MO)
This table provides information about the institutional ownership of Altria Group, Inc. (MO) during Q4 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2023
Q4 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.72K+ 13.94% |
$71.1K - $81.9K
|
14K
$724K
|
|
|
Jan 06, 2023
Q4 2022
|
Goal Vest Advisory LLC
|
BUY
|
- |
1.71K+ 8.05% |
$70.7K - $81.4K
|
22.9K
$1.18M
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
1.71KNew |
$70.5K - $81.2K
|
1.71K
$87.9K
|
|
|
May 19, 2023
Q4 2022
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
1.71KNew |
$70.5K - $81.2K
|
1.71K
$87.9K
|
|
|
Feb 10, 2023
Q4 2022
|
Klcm Advisors, Inc.
|
BUY
|
- |
1.7K+ 10.56% |
$70.5K - $81.2K
|
17.8K
$919K
|
|
|
Jan 17, 2023
Q4 2022
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
1.7K+ 10.08% |
$70.4K - $81.1K
|
18.6K
$958K
|
|
|
Jan 31, 2023
Q4 2022
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
1.7K+ 1.47% |
$70.4K - $81K
|
117K
$6.05M
|
|
|
Feb 06, 2023
Q4 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
1.7K+ 9.53% |
$70.2K - $80.8K
|
19.5K
$1.01M
|
|
|
Jan 25, 2023
Q4 2022
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
1.68K+ 2.36% |
$69.5K - $80K
|
72.8K
$3.75M
|
|
|
Dec 19, 2024
Q4 2022
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
1.64K+ 4.8% |
$68K - $78.3K
|
35.9K
$1.85M
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
1.64K+ 5.07% |
$67.8K - $78.1K
|
34K
$1.75M
|
|
|
Feb 13, 2023
Q4 2022
|
Jacobi Capital Management LLC
|
BUY
|
- |
1.62K+ 8.91% |
$66.9K - $77K
|
19.8K
$1.02M
|
|
|
Jan 27, 2023
Q4 2022
|
Flc Capital Advisors
|
BUY
|
- |
1.58K+ 16.97% |
$65.4K - $75.3K
|
10.9K
$561K
|
|
|
Jan 26, 2023
Q4 2022
|
Girard Partners Ltd.
|
BUY
|
- |
1.55K+ 13.57% |
$64.3K - $74K
|
13K
$670K
|
|
|
Feb 14, 2023
Q4 2022
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
1.52K+ 6.94% |
$62.9K - $72.4K
|
23.4K
$1.21M
|
|
|
Feb 14, 2023
Q4 2022
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
1.51K+ 21.6% |
$62.5K - $71.9K
|
8.5K
$438K
|
|
|
Feb 14, 2023
Q4 2022
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
1.5K+ 3.27% |
$62.1K - $71.5K
|
47.5K
$2.45M
|
|
|
Feb 13, 2023
Q4 2022
|
ETF Store, Inc.
|
BUY
|
- |
1.49K+ 8.48% |
$61.7K - $71K
|
19.1K
$983K
|
|
|
Feb 03, 2023
Q4 2022
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
1.48KNew |
$61.4K - $70.7K
|
1.48K
$76.5K
|
|
|
Jan 30, 2023
Q4 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.48K+ 3.86% |
$61.4K - $70.6K
|
39.9K
$2.05M
|
|
|
Feb 14, 2023
Q4 2022
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
1.47K+ 9.04% |
$60.9K - $70.1K
|
17.7K
$915K
|
|
|
Aug 11, 2023
Q4 2022
|
Rs Crum Inc.
|
BUY
|
- |
1.47K+ 19.6% |
$60.9K - $70.1K
|
8.98K
$463K
|
|
|
Jan 30, 2023
Q4 2022
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
1.47K+ 8.64% |
$60.7K - $69.9K
|
18.4K
$950K
|
|
|
Jan 26, 2023
Q4 2022
|
Comerica Bank
|
BUY
|
- |
1.46K+ 0.38% |
$60.6K - $69.7K
|
390K
$20.1M
|
|
|
Jan 30, 2023
Q4 2022
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
1.42K+ 4.37% |
$58.7K - $67.5K
|
33.8K
$1.74M
|
|
|
Jan 20, 2023
Q4 2022
|
Grandfield & Dodd, LLC
|
BUY
|
- |
1.41K+ 16.07% |
$58.4K - $67.3K
|
10.2K
$526K
|
|
|
Feb 13, 2023
Q4 2022
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
1.41K+ 7.44% |
$58.2K - $67K
|
20.3K
$1.05M
|
|
|
Feb 06, 2023
Q4 2022
|
Valmark Advisers, Inc.
|
BUY
|
- |
1.4K+ 4.58% |
$58K - $66.8K
|
32K
$1.65M
|
|
|
Jan 24, 2023
Q4 2022
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
1.4K+ 12.79% |
$57.8K - $66.5K
|
12.3K
$634K
|
|
|
Feb 10, 2023
Q4 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
1.36K+ 6.46% |
$56.3K - $64.8K
|
22.4K
$1.16M
|
|
|
Feb 08, 2023
Q4 2022
|
Torray LLC
|
BUY
|
- |
1.34K+ 0.4% |
$55.6K - $64K
|
341K
$17.6M
|
|
|
Feb 23, 2023
Q4 2022
|
Chelsea Counsel CO
|
BUY
|
- |
1.34K+ 4.99% |
$55.4K - $63.8K
|
28.2K
$1.45M
|
|
|
Jan 17, 2023
Q4 2022
|
Zhang Financial LLC
|
BUY
|
- |
1.33K+ 7.41% |
$54.9K - $63.2K
|
19.2K
$991K
|
|
|
Jan 24, 2023
Q4 2022
|
Claybrook Capital, LLC
|
BUY
|
- |
1.33K+ 1.22% |
$54.8K - $63.1K
|
110K
$5.68M
|
|
|
Feb 09, 2023
Q4 2022
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
1.32K+ 11.92% |
$54.7K - $63K
|
12.4K
$640K
|
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
1.32KNew |
$54.5K - $62.7K
|
1.32K
$67.9K
|
|
|
Jan 26, 2023
Q4 2022
|
Pds Planning, Inc
|
BUY
|
- |
1.31K+ 18.19% |
$54.2K - $62.4K
|
8.52K
$439K
|
|
|
Jan 30, 2023
Q4 2022
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
1.3K+ 13.8% |
$53.9K - $62K
|
10.7K
$553K
|
|
|
Jan 27, 2023
Q4 2022
|
State Of Michigan Retirement System
|
BUY
|
- |
1.3K+ 0.24% |
$53.8K - $61.9K
|
554K
$28.5M
|
|
|
Feb 08, 2023
Q4 2022
|
Simmons Bank
|
BUY
|
- |
1.3K+ 3.09% |
$53.7K - $61.8K
|
43.2K
$2.23M
|
|
|
Jan 19, 2023
Q4 2022
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
1.28K+ 7.0% |
$53K - $61K
|
19.6K
$1.01M
|
|
|
Oct 24, 2023
Q4 2022
|
Lynch & Associates
|
BUY
|
- |
1.28K+ 4.06% |
$53K - $61K
|
32.8K
$1.69M
|
|
|
Feb 14, 2023
Q4 2022
|
Herold Advisors, Inc.
|
BUY
|
- |
1.27K+ 18.85% |
$52.7K - $60.6K
|
8.03K
$414K
|
|
|
Feb 10, 2023
Q4 2022
|
Bison Wealth, LLC
|
BUY
|
- |
1.25K+ 10.93% |
$51.7K - $59.5K
|
12.7K
$653K
|
|
|
Feb 02, 2023
Q4 2022
|
Ignite Planners, LLC
|
BUY
|
- |
1.25K+ 11.24% |
$51.6K - $59.4K
|
12.3K
$636K
|
|
|
Feb 09, 2023
Q4 2022
|
Citizens Financial Group Inc
|
BUY
|
- |
1.24K+ 5.52% |
$51.1K - $58.9K
|
23.6K
$1.22M
|
|
|
Jan 30, 2023
Q4 2022
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
1.23K+ 21.52% |
$50.8K - $58.5K
|
6.94K
$357K
|
|
|
Feb 03, 2023
Q4 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1.2K+ 2.29% |
$49.8K - $57.3K
|
53.7K
$2.77M
|
|
|
Jan 20, 2023
Q4 2022
|
Omni Star Financial Group, Inc.
|
BUY
|
- |
1.2K+ 2.78% |
$49.7K - $57.2K
|
44.3K
$2.28M
|
|
|
Feb 10, 2023
Q4 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
1.17K+ 7.96% |
$48.5K - $55.9K
|
15.9K
$820K
|