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 |
---|---|---|---|---|---|---|---|
Sep 11, 2024
Q4 2022
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
14+ 0.23% |
$579 - $667
|
6.11K
$322K
|
|
Jan 11, 2023
Q4 2022
|
Gleason Group, Inc.
|
BUY
|
- |
12+ 2.2% |
$496 - $572
|
557
$29.3K
|
|
Jan 18, 2023
Q4 2022
|
Private Trust CO Na
|
BUY
|
- |
12+ 0.03% |
$496 - $572
|
38.9K
$2.05M
|
|
Jan 27, 2023
Q4 2022
|
Clarus Group, Inc.
|
BUY
|
- |
12+ 0.2% |
$496 - $572
|
6.13K
$323K
|
|
Feb 03, 2023
Q4 2022
|
Larson Financial Group LLC
|
BUY
|
- |
12+ 0.44% |
$496 - $572
|
2.73K
$144K
|
|
Jan 12, 2023
Q4 2022
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
11New |
$455 - $524
|
11
$579
|
|
Jan 30, 2023
Q4 2022
|
Nadler Financial Group, Inc.
|
BUY
|
- |
11+ 0.21% |
$455 - $524
|
5.28K
$278K
|
|
Feb 13, 2023
Q4 2022
|
Cheviot Value Management, LLC
|
BUY
|
- |
11+ 0.12% |
$455 - $524
|
9.54K
$502K
|
|
Feb 14, 2023
Q4 2022
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
11+ 0.02% |
$455 - $524
|
45.2K
$2.38M
|
|
Jan 11, 2023
Q4 2022
|
Moody National Bank Trust Division
|
BUY
|
- |
10+ 0.02% |
$414 - $476
|
42.1K
$2.22M
|
|
Jan 23, 2023
Q4 2022
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
10+ 0.27% |
$414 - $476
|
3.76K
$198K
|
|
Feb 14, 2023
Q4 2022
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
10New |
$414 - $476
|
10
$527
|
|
Feb 08, 2023
Q4 2022
|
Iag Wealth Partners, LLC
|
BUY
|
- |
9+ 2.21% |
$372 - $429
|
416
$21.9K
|
|
Jan 17, 2023
Q4 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
8+ 0.06% |
$331 - $381
|
14.2K
$750K
|
|
Jan 27, 2023
Q4 2022
|
Wells Trecaso Financial Group, LLC
|
BUY
|
- |
8+ 0.12% |
$331 - $381
|
6.87K
$362K
|
|
Jan 11, 2023
Q4 2022
|
Pacifica Partners Inc.
|
BUY
|
- |
7+ 1.29% |
$290 - $333
|
551
$29K
|
|
Jan 23, 2023
Q4 2022
|
Level Financial Advisors, Inc.
|
BUY
|
- |
7New |
$290 - $333
|
7
$369
|
|
Feb 07, 2023
Q4 2022
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
7+ 0.04% |
$290 - $333
|
17.1K
$898K
|
|
Feb 07, 2023
Q4 2022
|
Canandaigua National Corp
|
BUY
|
- |
7+ 0.06% |
$290 - $333
|
12.1K
$636K
|
|
Feb 10, 2023
Q4 2022
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
7+ 0.95% |
$290 - $333
|
747
$39.3K
|
|
Oct 07, 2024
Q4 2022
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
6+ 2.11% |
$248 - $286
|
291
$15.3K
|
|
Feb 13, 2023
Q4 2022
|
Compton Financial Group, LLC
|
BUY
|
- |
5+ 0.05% |
$207 - $238
|
9.27K
$488K
|
|
Jan 02, 2024
Q4 2022
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
5+ 0.05% |
$207 - $238
|
9.2K
$485K
|
|
Jan 25, 2023
Q4 2022
|
Sfmg, LLC
|
BUY
|
- |
4+ 0.06% |
$165 - $191
|
6.57K
$346K
|
|
Jan 31, 2023
Q4 2022
|
West End Advisors, LLC
|
BUY
|
- |
4+ 22.22% |
$165 - $191
|
22
$1.16K
|
|
Feb 01, 2023
Q4 2022
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
4+ 0.04% |
$165 - $191
|
10.2K
$539K
|
|
Feb 07, 2023
Q4 2022
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
4+ 0.67% |
$165 - $191
|
598
$31.5K
|
|
Jan 06, 2023
Q4 2022
|
Rise Advisors, LLC
|
BUY
|
- |
3+ 2.31% |
$124 - $143
|
133
$7K
|
|
Feb 03, 2023
Q4 2022
|
9258 Wealth Management, LLC
|
BUY
|
- |
3+ 0.06% |
$124 - $143
|
5.24K
$276K
|
|
Feb 06, 2023
Q4 2022
|
Wolff Financial Management LLC
|
BUY
|
- |
3+ 0.02% |
$124 - $143
|
14.2K
$748K
|
|
Feb 07, 2023
Q4 2022
|
Edgemoor Investment Advisors, Inc.
|
BUY
|
- |
3+ 0.05% |
$124 - $143
|
6.6K
$348K
|
|
Feb 08, 2023
Q4 2022
|
Carson Advisory Inc.
|
BUY
|
- |
3+ 0.06% |
$124 - $143
|
5.09K
$268K
|
|
Feb 14, 2023
Q4 2022
|
Mairs & Power Inc
St Paul, MN |
BUY
|
- |
3+ 0.06% |
$124 - $143
|
5.03K
$265K
|
|
Jan 18, 2023
Q4 2022
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
2+ 0.09% |
$82.7 - $95.3
|
2.2K
$116K
|
|
Jan 27, 2023
Q4 2022
|
Annex Advisory Services, LLC
|
BUY
|
- |
2+ 0.0% |
$82.7 - $95.3
|
90.7K
$4.78M
|
|
Jan 30, 2023
Q4 2022
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
2+ 0.01% |
$82.7 - $95.3
|
13.5K
$710K
|
|
Feb 03, 2023
Q4 2022
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
2+ 0.1% |
$82.7 - $95.3
|
2.09K
$110K
|
|
Feb 14, 2023
Q4 2022
|
Aspire Private Capital, LLC
|
BUY
|
- |
2+ 0.07% |
$82.7 - $95.3
|
3.04K
$160K
|
|
Jan 09, 2024
Q4 2022
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
2+ 0.02% |
$82.7 - $95.3
|
8.14K
$429K
|
|
Nov 26, 2024
Q4 2022
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jan 31, 2023
Q4 2022
|
Bank Of The West
|
SELL
|
- |
-1- 0.01% |
$41.4 - $47.6
|
15.7K
$828K
|
|
Feb 08, 2023
Q4 2022
|
Washington Trust CO
|
SELL
|
- |
-1- 0.01% |
$41.4 - $47.6
|
9.9K
$521K
|
|
Feb 14, 2023
Q4 2022
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-1- -0.0% |
$41.4 - $47.6
|
34.7K
$1.83M
|
|
Jan 25, 2023
Q4 2022
|
Vera Bank, N.A.
|
SELL
|
- |
-2- 0.01% |
$82.7 - $95.3
|
15.7K
$825K
|
|
Jan 12, 2023
Q4 2022
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-3- 0.05% |
$124 - $143
|
5.92K
$312K
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-4- 0.06% |
$165 - $191
|
6.93K
$365K
|
|
Feb 09, 2023
Q4 2022
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-5- 0.12% |
$207 - $238
|
4.24K
$223K
|
|
Feb 13, 2023
Q4 2022
|
Marco Investment Management LLC
|
SELL
|
- |
-5- 0.04% |
$207 - $238
|
13.5K
$709K
|
|
Feb 14, 2023
Q4 2022
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
SELL
|
- |
-5- 0.02% |
$207 - $238
|
22.1K
$1.16M
|
|
Feb 14, 2023
Q4 2022
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-7- 0.13% |
$290 - $333
|
5.41K
$285K
|