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 |
|---|---|---|---|---|---|---|---|
|
Nov 06, 2024
Q4 2023
|
Concord Asset Management, Llc/Va
Abingdon, VA |
SELL
|
- |
-4.9KClosed |
$192K - $212K
|
0
$0
|
|
|
Jan 17, 2024
Q4 2023
|
Courier Capital LLC
|
SELL
|
- |
-4.91K- 30.97% |
$193K - $212K
|
11K
$590K
|
|
|
Jan 10, 2024
Q4 2023
|
Alliance Wealth Advisors, LLC
|
SELL
|
- |
-4.98K- 36.7% |
$196K - $215K
|
8.59K
$463K
|
|
|
Jan 26, 2024
Q4 2023
|
Vaughan & CO Securities, Inc.
|
SELL
|
- |
-5.07K- 32.22% |
$199K - $219K
|
10.7K
$575K
|
|
|
Jan 31, 2024
Q4 2023
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-5.1K- 48.57% |
$200K - $220K
|
5.4K
$291K
|
|
|
Feb 06, 2024
Q4 2023
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-5.11K- 11.99% |
$201K - $221K
|
37.5K
$2.02M
|
|
|
Jan 18, 2024
Q4 2023
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-5.14K- 12.06% |
$202K - $222K
|
37.5K
$2.02M
|
|
|
Feb 13, 2024
Q4 2023
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-5.2K- 46.44% |
$204K - $224K
|
5.99K
$323K
|
|
|
Feb 14, 2024
Q4 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-5.21K- 13.83% |
$204K - $225K
|
32.4K
$1.75M
|
|
|
Jan 31, 2024
Q4 2023
|
Calamos Advisors LLC
|
SELL
|
- |
-5.21K- 1.13% |
$205K - $225K
|
458K
$24.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Perritt Capital Management Inc
Chicago, IL |
SELL
|
- |
-5.35K- 38.95% |
$210K - $231K
|
8.39K
$452K
|
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-5.36K- 15.93% |
$211K - $232K
|
28.3K
$1.52M
|
|
|
Jan 29, 2024
Q4 2023
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-5.38K- 11.61% |
$211K - $233K
|
41K
$2.21M
|
|
|
Feb 08, 2024
Q4 2023
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-5.4K- 25.84% |
$212K - $233K
|
15.5K
$834K
|
|
|
Feb 13, 2024
Q4 2023
|
Mqs Management LLC
|
SELL
|
- |
-5.43K- 38.55% |
$213K - $235K
|
8.66K
$466K
|
|
|
Jan 08, 2024
Q4 2023
|
Baldwin Brothers LLC
|
SELL
|
- |
-5.5K- 6.81% |
$216K - $238K
|
75.3K
$4.06M
|
|
|
Jan 19, 2024
Q4 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-5.54KClosed |
$217K - $239K
|
0
$0
|
|
|
Feb 28, 2024
Q4 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-5.55K- 13.99% |
$218K - $240K
|
34.1K
$1.84M
|
|
|
Jan 26, 2024
Q4 2023
|
Financial Counselors Inc
|
SELL
|
- |
-5.59K- 15.03% |
$219K - $241K
|
31.6K
$1.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Krane Funds Advisors LLC
New York, NY |
SELL
|
- |
-5.64K- 45.13% |
$222K - $244K
|
6.86K
$369K
|
|
|
Jan 08, 2024
Q4 2023
|
Centre Asset Management, LLC
|
SELL
|
- |
-5.72K- 2.23% |
$225K - $247K
|
251K
$13.5M
|
|
|
Jan 31, 2024
Q4 2023
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-5.72K- 41.02% |
$225K - $247K
|
8.23K
$443K
|
|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-5.81K- 39.64% |
$228K - $251K
|
8.85K
$477K
|
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
SELL
|
- |
-5.89K- 12.25% |
$231K - $255K
|
42.2K
$2.27M
|
|
|
Jan 10, 2024
Q4 2023
|
Sanders Morris Harris LLC
|
SELL
|
- |
-5.9K- 37.43% |
$232K - $255K
|
9.87K
$531K
|
|
|
Feb 14, 2024
Q4 2023
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-5.96K- 46.21% |
$234K - $257K
|
6.93K
$373K
|
|
|
Feb 05, 2024
Q4 2023
|
Dover Advisors, LLC
Richmond, VA |
SELL
|
- |
-5.98K- 27.91% |
$235K - $258K
|
15.4K
$832K
|
|
|
Jan 16, 2024
Q4 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-5.98K- 12.26% |
$235K - $258K
|
42.8K
$2.31M
|
|
|
Jan 24, 2024
Q4 2023
|
Arizona State Retirement System
|
SELL
|
- |
-5.98K- 1.18% |
$235K - $258K
|
499K
$26.9M
|
|
|
Jan 29, 2024
Q4 2023
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-6.03K- 12.4% |
$237K - $260K
|
42.6K
$2.29M
|
|
|
Feb 14, 2024
Q4 2023
|
Mcintyre Freedman & Flynn Investment Advisers Inc
Orleans, MA |
SELL
|
- |
-6.12K- 10.53% |
$240K - $264K
|
52K
$2.8M
|
|
|
Jan 31, 2024
Q4 2023
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-6.13K- 9.69% |
$241K - $265K
|
57.2K
$3.08M
|
|
|
Jan 31, 2024
Q4 2023
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-6.14K- 15.61% |
$241K - $265K
|
33.2K
$1.79M
|
|
|
Feb 14, 2024
Q4 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-6.16K- 79.41% |
$242K - $266K
|
1.6K
$86K
|
|
|
Jan 16, 2024
Q4 2023
|
Hb Wealth Management, LLC
|
SELL
|
- |
-6.24K- 11.4% |
$245K - $269K
|
48.5K
$2.61M
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-6.26K- 50.48% |
$246K - $270K
|
6.14K
$330K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Street Partners, LLC
Memphis, TN |
SELL
|
- |
-6.28K- 5.73% |
$247K - $271K
|
103K
$5.56M
|
|
|
Jan 18, 2024
Q4 2023
|
Hennessy Advisors Inc
Novato, CA |
SELL
|
- |
-6.3K- 5.42% |
$247K - $272K
|
110K
$5.92M
|
|
|
Feb 14, 2024
Q4 2023
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-6.34K- 3.21% |
$249K - $274K
|
191K
$10.3M
|
|
|
Jan 19, 2024
Q4 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-6.5K- 27.48% |
$255K - $281K
|
17.2K
$924K
|
|
|
Feb 14, 2024
Q4 2023
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-6.54K- 17.6% |
$257K - $282K
|
30.6K
$1.65M
|
|
|
Feb 13, 2024
Q4 2023
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-6.56K- 7.94% |
$257K - $283K
|
76K
$4.09M
|
|
|
Feb 13, 2024
Q4 2023
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-6.57K- 24.84% |
$258K - $284K
|
19.9K
$1.07M
|
|
|
Jul 22, 2024
Q4 2023
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-6.6K- 17.13% |
$259K - $285K
|
31.9K
$1.72M
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-6.72K- 15.24% |
$264K - $290K
|
37.4K
$2.01M
|
|
|
Feb 05, 2024
Q4 2023
|
Convergence Investment Partners, LLC
|
SELL
|
- |
-6.92K- 11.94% |
$272K - $299K
|
51K
$2.75M
|
|
|
Feb 13, 2024
Q4 2023
|
Norinchukin Bank, The
Tokyo, M0 |
SELL
|
- |
-6.93K- 9.98% |
$272K - $299K
|
62.6K
$3.37M
|
|
|
Feb 09, 2024
Q4 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-7.21K- 1.22% |
$283K - $311K
|
584K
$31.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-7.25K- 2.67% |
$284K - $313K
|
264K
$14.2M
|
|
|
Feb 06, 2024
Q4 2023
|
Metis Global Partners, LLC
|
SELL
|
- |
-7.35K- 13.42% |
$289K - $318K
|
47.4K
$2.55M
|