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 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
13.8K+ 13.35% |
$541K - $596K
|
117K
$6.28M
|
|
|
Jan 19, 2024
Q4 2023
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
13.7K+ 29.65% |
$539K - $593K
|
60.1K
$3.22M
|
|
|
Feb 13, 2024
Q4 2023
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
13.7KNew |
$537K - $591K
|
13.7K
$733K
|
|
|
Feb 08, 2024
Q4 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
13.6K+ 5.43% |
$534K - $587K
|
264K
$14.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
13.4K+ 51.71% |
$527K - $579K
|
39.3K
$2.11M
|
|
|
Feb 09, 2024
Q4 2023
|
State Board Of Administration Of Florida Retirement System
|
BUY
|
- |
13.4K+ 0.66% |
$525K - $578K
|
2.03M
$109M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
13.2K+ 0.9% |
$517K - $569K
|
1.47M
$79M
|
|
|
Jan 30, 2024
Q4 2023
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
13KNew |
$510K - $561K
|
13K
$697K
|
|
|
Feb 14, 2024
Q4 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
12.8K+ 2.62% |
$503K - $554K
|
501K
$26.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
12.8KNew |
$503K - $554K
|
12.8K
$687K
|
|
|
Feb 09, 2024
Q4 2023
|
Team Hewins, LLC
Redwood City, CA |
BUY
|
- |
12.8KNew |
$503K - $553K
|
12.8K
$687K
|
|
|
Jan 25, 2024
Q4 2023
|
Greylin Investment Mangement Inc
|
BUY
|
- |
12.8K+ 7.94% |
$503K - $553K
|
174K
$9.33M
|
|
|
Feb 14, 2024
Q4 2023
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
12.8K+ 14.41% |
$502K - $552K
|
101K
$5.44M
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
12.7K+ 8.5% |
$497K - $547K
|
162K
$8.67M
|
|
|
Jan 12, 2024
Q4 2023
|
Advisor Resource Council
|
BUY
|
- |
12.4KNew |
$488K - $537K
|
12.4K
$666K
|
|
|
Feb 09, 2024
Q4 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
12.3K+ 45.57% |
$483K - $531K
|
39.3K
$2.11M
|
|
|
Jan 10, 2024
Q4 2023
|
Diligent Investors, LLC
|
BUY
|
- |
12.3KNew |
$482K - $531K
|
12.3K
$659K
|
|
|
Feb 14, 2024
Q4 2023
|
Lmr Partners LLP
London, X0 |
BUY
|
- |
11.9KNew |
$468K - $515K
|
11.9K
$639K
|
|
|
Mar 05, 2024
Q4 2023
|
Gerber, LLC
Columbus, OH |
BUY
|
- |
11.2KNew |
$439K - $483K
|
11.2K
$599K
|
|
|
Feb 12, 2024
Q4 2023
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
BUY
|
- |
11.1KNew |
$437K - $481K
|
11.1K
$597K
|
|
|
Feb 06, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
11.1K+ 24.15% |
$436K - $480K
|
57.1K
$3.06M
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
11.1K+ 44.51% |
$436K - $479K
|
36K
$1.93M
|
|
|
Feb 09, 2024
Q4 2023
|
Clearbridge Investments, LLC
New York, NY |
BUY
|
- |
11KNew |
$433K - $477K
|
11K
$592K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
10.9K+ 0.91% |
$426K - $469K
|
1.21M
$64.8M
|
|
|
Jan 18, 2024
Q4 2023
|
Ellsworth Advisors, LLC
|
BUY
|
- |
10.6KNew |
$418K - $460K
|
10.6K
$571K
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
10.4K+ 1.74% |
$410K - $451K
|
612K
$32.8M
|
|
|
Feb 12, 2024
Q4 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
10.4K+ 25.63% |
$410K - $451K
|
51.2K
$2.74M
|
|
|
Jan 24, 2024
Q4 2023
|
Fishman Jay A LTD
Troy, MI |
BUY
|
- |
10.4KNew |
$410K - $451K
|
10.4K
$560K
|
|
|
Jan 10, 2024
Q4 2023
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
10.3K+ 105.28% |
$405K - $445K
|
20.1K
$1.08M
|
|
|
Feb 14, 2024
Q4 2023
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
10.3K+ 27.29% |
$404K - $444K
|
48K
$2.57M
|
|
|
Jan 17, 2024
Q4 2023
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
10.2K+ 11.3% |
$400K - $440K
|
100K
$5.38M
|
|
|
Feb 14, 2024
Q4 2023
|
Mosley Wealth Management
Anaheim, CA |
BUY
|
- |
10.1KNew |
$397K - $437K
|
10.1K
$542K
|
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
10.1K+ 3.43% |
$397K - $437K
|
305K
$16.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
10KNew |
$393K - $432K
|
10K
$537K
|
|
|
Feb 14, 2024
Q4 2023
|
Paloma Partners Management CO
Greenwich, CT |
BUY
|
- |
10KNew |
$393K - $432K
|
10K
$537K
|
|
|
Jan 26, 2024
Q4 2023
|
Harbour Trust & Investment Management CO
Michigan City, IN |
BUY
|
- |
10KNew |
$393K - $432K
|
10K
$537K
|
|
|
Jan 30, 2024
Q4 2023
|
Sentry Investment Management LLC
|
BUY
|
- |
9.91K+ 96.2% |
$389K - $428K
|
20.2K
$1.08M
|
|
|
Jan 31, 2024
Q4 2023
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
9.86K+ 6.57% |
$387K - $426K
|
160K
$8.58M
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
9.85K+ 105.19% |
$387K - $425K
|
19.2K
$1.03M
|
|
|
Jan 30, 2024
Q4 2023
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
9.76KNew |
$383K - $421K
|
9.76K
$523K
|
|
|
Feb 15, 2024
Q4 2023
|
Townsquare Capital LLC
|
BUY
|
- |
9.76K+ 49.75% |
$383K - $421K
|
29.4K
$1.57M
|
|
|
Feb 14, 2024
Q4 2023
|
Nebula Research & Development LLC
New York, NY |
BUY
|
- |
9.61KNew |
$377K - $415K
|
9.61K
$515K
|
|
|
Jan 25, 2024
Q4 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
9.55K+ 39.73% |
$375K - $413K
|
33.6K
$1.8M
|
|
|
Apr 30, 2024
Q4 2023
|
Ridgepath Capital Management LLC
Knoxville, TN |
BUY
|
- |
9.46KNew |
$371K - $408K
|
9.46K
$507K
|
|
|
Jan 29, 2024
Q4 2023
|
Philip James Wealth Mangement, LLC
Milton, GA |
BUY
|
- |
9.45KNew |
$371K - $408K
|
9.45K
$506K
|
|
|
Feb 14, 2024
Q4 2023
|
Enzi Wealth
Austin, TX |
BUY
|
- |
9.4KNew |
$369K - $406K
|
9.4K
$504K
|
|
|
Feb 08, 2024
Q4 2023
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
BUY
|
- |
9.4KNew |
$369K - $406K
|
9.4K
$504K
|
|
|
Feb 14, 2024
Q4 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
9.31K+ 23.89% |
$365K - $402K
|
48.3K
$2.59M
|
|
|
Jan 02, 2024
Q4 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
9.2KNew |
$361K - $397K
|
9.2K
$493K
|
|
|
Mar 15, 2024
Q4 2023
|
Skyline Advisors, Inc.
Bellingham, WA |
BUY
|
- |
9.13KNew |
$359K - $394K
|
9.13K
$490K
|