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 04, 2024
Q4 2023
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-1.54K- 13.21% |
$60.6K - $66.7K
|
10.1K
$590K
|
|
|
Jan 26, 2024
Q4 2023
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-1.55K- 15.94% |
$60.7K - $66.8K
|
8.15K
$474K
|
|
|
Feb 14, 2024
Q4 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-1.55K- 3.57% |
$60.8K - $66.9K
|
41.8K
$2.43M
|
|
|
Feb 08, 2024
Q4 2023
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-1.55K- 1.61% |
$60.9K - $67K
|
94.8K
$5.51M
|
|
|
Feb 02, 2024
Q4 2023
|
Syon Capital LLC
San Francisco, CA |
SELL
|
- |
-1.56K- 18.35% |
$61.1K - $67.2K
|
6.93K
$403K
|
|
|
Jan 25, 2024
Q4 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-1.56K- 4.58% |
$61.2K - $67.4K
|
32.5K
$1.89M
|
|
|
Feb 09, 2024
Q4 2023
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-1.58K- 9.25% |
$61.8K - $68K
|
15.5K
$899K
|
|
|
Feb 14, 2024
Q4 2023
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-1.58K- 0.67% |
$61.9K - $68.1K
|
235K
$13.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Keudell
|
SELL
|
- |
-1.59K- 5.91% |
$62.6K - $68.8K
|
25.4K
$1.48M
|
|
|
Feb 13, 2024
Q4 2023
|
Keybank National Association
|
SELL
|
- |
-1.62K- 1.03% |
$63.7K - $70.1K
|
155K
$9.03M
|
|
|
Jan 08, 2024
Q4 2023
|
Ignite Planners, LLC
|
SELL
|
- |
-1.63K- 5.54% |
$64K - $70.4K
|
27.8K
$1.62M
|
|
|
Jan 09, 2024
Q4 2023
|
Beacon Capital Management, LLC
|
SELL
|
- |
-1.64K- 22.58% |
$64.2K - $70.6K
|
5.61K
$326K
|
|
|
Jan 11, 2024
Q4 2023
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-1.69K- 0.86% |
$66.2K - $72.8K
|
195K
$11.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
SELL
|
- |
-1.69K- 7.33% |
$66.2K - $72.9K
|
21.3K
$1.24M
|
|
|
Jan 24, 2024
Q4 2023
|
Callahan Advisors, LLC
|
SELL
|
- |
-1.74K- 20.9% |
$68.2K - $75K
|
6.58K
$382K
|
|
|
Feb 14, 2024
Q4 2023
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-1.74K- 9.1% |
$68.5K - $75.3K
|
17.4K
$1.01M
|
|
|
Feb 14, 2024
Q4 2023
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-1.75K- 17.62% |
$68.7K - $75.6K
|
8.18K
$476K
|
|
|
Jan 10, 2024
Q4 2023
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-1.76K- 3.23% |
$69.2K - $76.1K
|
52.8K
$3.07M
|
|
|
Jan 30, 2024
Q4 2023
|
Grove Bank & Trust
|
SELL
|
- |
-1.77K- 8.27% |
$69.3K - $76.2K
|
19.6K
$1.14M
|
|
|
Feb 05, 2024
Q4 2023
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
SELL
|
- |
-1.79K- 2.96% |
$70.2K - $77.2K
|
58.6K
$3.41M
|
|
|
Jan 29, 2024
Q4 2023
|
Citizens National Bank Trust Department
|
SELL
|
- |
-1.81K- 2.46% |
$70.9K - $78K
|
71.4K
$4.16M
|
|
|
Jan 23, 2024
Q4 2023
|
Requisite Capital Management, LLC
|
SELL
|
- |
-1.81K- 25.0% |
$71.2K - $78.3K
|
5.44K
$316K
|
|
|
Jan 31, 2024
Q4 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-1.85K- 11.58% |
$72.5K - $79.7K
|
14.1K
$819K
|
|
|
Jan 31, 2024
Q4 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-1.85K- 4.82% |
$72.5K - $79.8K
|
36.5K
$2.12M
|
|
|
Feb 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-1.85K- 16.39% |
$72.7K - $80K
|
9.45K
$550K
|
|
|
Feb 14, 2024
Q4 2023
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-1.85K- 10.66% |
$72.7K - $80K
|
15.5K
$904K
|
|
|
Feb 01, 2024
Q4 2023
|
Community Bank & Trust, Waco, Texas
Waco, TX |
SELL
|
- |
-1.85K- 2.61% |
$72.8K - $80.1K
|
69.3K
$4.03M
|
|
|
Feb 06, 2024
Q4 2023
|
First National Trust CO
|
SELL
|
- |
-1.86K- 1.66% |
$73.1K - $80.4K
|
110K
$6.41M
|
|
|
Feb 06, 2024
Q4 2023
|
Mechanics Financial Corp
|
SELL
|
- |
-1.88K- 27.65% |
$73.7K - $81.1K
|
4.92K
$286K
|
|
|
May 06, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-1.9K- 97.83% |
$74.4K - $81.9K
|
42
$2.44K
|
|
|
Feb 14, 2024
Q4 2023
|
Basso Capital Management, L.P.
Stamford, CT |
SELL
|
- |
-1.92K- 51.37% |
$75.2K - $82.8K
|
1.81K
$106K
|
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-1.93K- 0.58% |
$75.7K - $83.3K
|
332K
$19.3M
|
|
|
Jan 25, 2024
Q4 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-1.97K- 7.92% |
$77.3K - $85.1K
|
22.9K
$1.33M
|
|
|
Feb 09, 2024
Q4 2023
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
SELL
|
- |
-2K- 24.25% |
$78.5K - $86.4K
|
6.25K
$363K
|
|
|
Feb 15, 2024
Q4 2023
|
Park Circle CO
|
SELL
|
- |
-2K- 2.27% |
$78.5K - $86.4K
|
86.1K
$5M
|
|
|
Jan 16, 2024
Q4 2023
|
Godsey & Gibb Associates
|
SELL
|
- |
-2K- 10.18% |
$78.6K - $86.5K
|
17.7K
$1.03M
|
|
|
Feb 22, 2024
Q4 2023
|
Auxier Asset Management
Aurora, OR |
SELL
|
- |
-2.03K- 1.29% |
$79.7K - $87.7K
|
155K
$9.03M
|
|
|
Feb 13, 2024
Q4 2023
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
SELL
|
- |
-2.05K- 2.97% |
$80.6K - $88.6K
|
67.1K
$3.91M
|
|
|
Feb 13, 2024
Q4 2023
|
Finer Wealth Management, Inc.
Salem, MA |
SELL
|
- |
-2.06K- 11.64% |
$80.7K - $88.8K
|
15.6K
$908K
|
|
|
Feb 09, 2024
Q4 2023
|
Newport Trust CO
Washington, DC |
SELL
|
- |
-2.06K- 1.21% |
$80.9K - $89K
|
168K
$9.77M
|
|
|
Feb 13, 2025
Q4 2023
|
Msh Capital Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-2.09K- 17.7% |
$82K - $90.2K
|
9.71K
$565K
|
|
|
Feb 13, 2024
Q4 2023
|
Kinloch Capital, LLC
Glen Allen, VA |
SELL
|
- |
-2.09K- 5.0% |
$82K - $90.2K
|
39.7K
$2.31M
|
|
|
Feb 06, 2024
Q4 2023
|
Catalyst Financial Partners LLC
Boston, MA |
SELL
|
- |
-2.11K- 15.36% |
$82.9K - $91.2K
|
11.6K
$677K
|
|
|
Feb 02, 2024
Q4 2023
|
Herold Advisors, Inc.
|
SELL
|
- |
-2.14K- 15.82% |
$83.8K - $92.2K
|
11.4K
$661K
|
|
|
Jan 24, 2024
Q4 2023
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-2.14K- 55.07% |
$84K - $92.4K
|
1.75K
$101K
|
|
|
Jan 12, 2024
Q4 2023
|
Ifm Investors Pty LTD
|
SELL
|
- |
-2.15K- 0.7% |
$84.5K - $93K
|
305K
$17.7M
|
|
|
Feb 15, 2024
Q4 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-2.17K- 44.98% |
$85K - $93.5K
|
2.65K
$154K
|
|
|
Feb 14, 2024
Q4 2023
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-2.18K- 0.05% |
$85.5K - $94.1K
|
4.4M
$256M
|
|
|
Apr 16, 2024
Q4 2023
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-2.18K- 9.23% |
$85.5K - $94.1K
|
21.4K
$1.25M
|
|
|
Jan 11, 2024
Q4 2023
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-2.2K- 17.07% |
$86.3K - $94.9K
|
10.7K
$621K
|