Purchases and Sales Made in Q4 2023 in Altria Group, Inc. (MO)
This table provides information about the institutional ownership of Altria Group, Inc. (MO) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 30, 2024
Q4 2023
|
Stone House Investment Management, LLC
|
BUY
|
- |
32+ 2.35% |
$1.26K - $1.38K
|
1.4K
$75.1K
|
|
|
Mar 11, 2024
Q4 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
32+ 0.0% |
$1.26K - $1.38K
|
160M
$8.6B
|
|
|
Jan 31, 2024
Q4 2023
|
Cra Financial Services, LLC
|
BUY
|
- |
31+ 0.53% |
$1.22K - $1.34K
|
5.84K
$314K
|
|
|
Feb 05, 2024
Q4 2023
|
Wealth Trust Axiom LLC
|
BUY
|
- |
31+ 0.63% |
$1.22K - $1.34K
|
4.98K
$268K
|
|
|
Feb 06, 2024
Q4 2023
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
31+ 0.35% |
$1.22K - $1.34K
|
8.98K
$484K
|
|
|
Jan 19, 2024
Q4 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
29+ 0.42% |
$1.14K - $1.25K
|
6.89K
$371K
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
BUY
|
- |
28+ 0.78% |
$1.1K - $1.21K
|
3.6K
$194K
|
|
|
Feb 16, 2024
Q4 2023
|
Cmg Global Holdings, LLC
|
BUY
|
- |
27+ 0.08% |
$1.06K - $1.17K
|
34.2K
$1.84M
|
|
|
Aug 28, 2024
Q4 2023
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
27+ 0.27% |
$1.06K - $1.17K
|
10K
$539K
|
|
|
Sep 11, 2024
Q4 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
27+ 0.39% |
$1.06K - $1.17K
|
6.98K
$376K
|
|
|
Feb 06, 2024
Q4 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
25+ 0.04% |
$982 - $1.08K
|
55.9K
$3.01M
|
|
|
Feb 09, 2024
Q4 2023
|
Girard Partners Ltd.
|
BUY
|
- |
25+ 0.18% |
$982 - $1.08K
|
14.2K
$767K
|
|
|
Feb 01, 2024
Q4 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
24+ 0.77% |
$942 - $1.04K
|
3.14K
$169K
|
|
|
Feb 14, 2024
Q4 2023
|
Jsf Financial, LLC
|
BUY
|
- |
22+ 0.36% |
$864 - $950
|
6.06K
$326K
|
|
|
Feb 08, 2024
Q4 2023
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
21+ 0.22% |
$824 - $907
|
9.44K
$508K
|
|
|
Jan 22, 2024
Q4 2023
|
Newton One Investments LLC
|
BUY
|
- |
20+ 2.27% |
$785 - $864
|
902
$48.6K
|
|
|
Jan 18, 2024
Q4 2023
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
19+ 2.27% |
$746 - $821
|
856
$46.1K
|
|
|
Jan 26, 2024
Q4 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
18+ 0.51% |
$707 - $777
|
3.52K
$190K
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
17+ 0.31% |
$667 - $734
|
5.49K
$296K
|
|
|
Jan 23, 2024
Q4 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
17+ 0.13% |
$667 - $734
|
12.6K
$680K
|
|
|
Jan 22, 2024
Q4 2023
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
15+ 2.02% |
$589 - $648
|
759
$40.9K
|
|
|
Feb 06, 2024
Q4 2023
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
13+ 1.42% |
$510 - $561
|
928
$50K
|
|
|
Feb 13, 2024
Q4 2023
|
Cornerstone Advisory, LLC
|
BUY
|
- |
13+ 0.09% |
$510 - $561
|
14.4K
$778K
|
|
|
Jan 10, 2024
Q4 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
10+ 1.05% |
$393 - $432
|
964
$51.9K
|
|
|
Jan 26, 2024
Q4 2023
|
Albion Financial Group
|
BUY
|
- |
10+ 0.54% |
$393 - $432
|
1.86K
$99.9K
|
|
|
Jan 30, 2024
Q4 2023
|
Allen Capital Group, LLC
|
BUY
|
- |
10+ 0.17% |
$393 - $432
|
6.01K
$324K
|
|
|
Feb 08, 2024
Q4 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
10+ 0.42% |
$393 - $432
|
2.38K
$128K
|
|
|
Feb 12, 2024
Q4 2023
|
Zions Bancorporation, N.A.
|
BUY
|
- |
10+ 1.36% |
$393 - $432
|
745
$40.1K
|
|
|
Apr 26, 2024
Q4 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
10+ 0.42% |
$393 - $432
|
2.38K
$128K
|
|
|
Jan 24, 2024
Q4 2023
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
8+ 1.98% |
$314 - $346
|
412
$22.2K
|
|
|
Feb 06, 2024
Q4 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
8+ 0.43% |
$314 - $346
|
1.89K
$102K
|
|
|
Nov 04, 2024
Q4 2023
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
8+ 2.59% |
$314 - $346
|
317
$17.1K
|
|
|
Jan 05, 2024
Q4 2023
|
Pacifica Partners Inc.
|
BUY
|
- |
7+ 1.23% |
$275 - $302
|
578
$31.1K
|
|
|
Jan 22, 2024
Q4 2023
|
Compton Financial Group, LLC
|
BUY
|
- |
7+ 0.12% |
$275 - $302
|
6.09K
$328K
|
|
|
Jan 24, 2024
Q4 2023
|
Cfo4 Life Group, LLC
|
BUY
|
- |
6+ 0.07% |
$236 - $259
|
9.02K
$486K
|
|
|
Feb 09, 2024
Q4 2023
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
6+ 0.94% |
$236 - $259
|
642
$34.6K
|
|
|
May 15, 2024
Q4 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
6+ 1.06% |
$236 - $259
|
570
$30.7K
|
|
|
Jan 19, 2024
Q4 2023
|
Activest Wealth Management
|
BUY
|
- |
5+ 2.56% |
$196 - $216
|
200
$10.8K
|
|
|
Feb 08, 2024
Q4 2023
|
True Wealth Advisors, LLC
|
BUY
|
- |
5+ 0.1% |
$196 - $216
|
5.14K
$277K
|
|
|
Jan 10, 2024
Q4 2023
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
4+ 0.11% |
$157 - $173
|
3.73K
$201K
|
|
|
Jan 30, 2024
Q4 2023
|
Sfmg, LLC
|
BUY
|
- |
4+ 0.05% |
$157 - $173
|
8.62K
$464K
|
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
4+ 0.06% |
$157 - $173
|
6.9K
$372K
|
|
|
Jan 25, 2024
Q4 2023
|
Wolff Financial Management LLC
|
BUY
|
- |
3+ 0.02% |
$118 - $130
|
14.2K
$765K
|
|
|
Feb 09, 2024
Q4 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
3+ 0.38% |
$118 - $130
|
785
$42.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Mairs & Power Inc
St Paul, MN |
BUY
|
- |
3+ 0.06% |
$118 - $130
|
5.04K
$271K
|
|
|
Jan 10, 2024
Q4 2023
|
Rise Advisors, LLC
|
BUY
|
- |
2+ 2.2% |
$78.5 - $86.4
|
93
$5.01K
|
|
|
Jan 18, 2024
Q4 2023
|
West End Advisors, LLC
|
BUY
|
- |
2+ 7.41% |
$78.5 - $86.4
|
29
$1.56K
|
|
|
Jan 25, 2024
Q4 2023
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
2+ 0.01% |
$78.5 - $86.4
|
15.8K
$853K
|
|
|
Feb 01, 2024
Q4 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
2+ 0.02% |
$78.5 - $86.4
|
8.15K
$439K
|
|
|
Feb 07, 2024
Q4 2023
|
Accredited Investors Inc.
|
BUY
|
- |
2+ 0.02% |
$78.5 - $86.4
|
8.96K
$482K
|