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 |
|---|---|---|---|---|---|---|---|
|
Feb 01, 2024
Q4 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
3.93K+ 52.52% |
$154K - $170K
|
11.4K
$614K
|
|
|
Feb 08, 2024
Q4 2023
|
Panagora Asset Management Inc
Boston, MA |
BUY
|
- |
3.83K+ 5.26% |
$150K - $165K
|
76.5K
$4.12M
|
|
|
Jan 23, 2024
Q4 2023
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
3.7K+ 63.48% |
$145K - $160K
|
9.52K
$513K
|
|
|
Feb 09, 2024
Q4 2023
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
3.62K+ 20.7% |
$142K - $156K
|
21.1K
$1.14M
|
|
|
Feb 12, 2024
Q4 2023
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
3.61K+ 10.41% |
$142K - $156K
|
38.3K
$2.06M
|
|
|
Feb 01, 2024
Q4 2023
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
3.61K+ 6.87% |
$142K - $156K
|
56.2K
$3.03M
|
|
|
Feb 09, 2024
Q4 2023
|
Financial Advisors Network, Inc.
|
BUY
|
- |
3.6K+ 73.84% |
$141K - $156K
|
8.48K
$456K
|
|
|
Feb 13, 2024
Q4 2023
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
3.58KNew |
$140K - $154K
|
3.58K
$192K
|
|
|
Feb 12, 2024
Q4 2023
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
3.56K+ 19.67% |
$140K - $154K
|
21.7K
$1.17M
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
3.53K+ 14.03% |
$139K - $153K
|
28.7K
$1.55M
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
3.53K+ 3.99% |
$139K - $152K
|
91.9K
$4.95M
|
|
|
Feb 14, 2024
Q4 2023
|
Profund Advisors LLC
|
BUY
|
- |
3.52K+ 16.95% |
$138K - $152K
|
24.3K
$1.31M
|
|
|
Jan 30, 2024
Q4 2023
|
Prosperitas Financial LLC
Valencia, CA |
BUY
|
- |
3.51K+ 11.0% |
$138K - $152K
|
35.5K
$1.91M
|
|
|
Feb 14, 2024
Q4 2023
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
3.5KNew |
$137K - $151K
|
3.5K
$188K
|
|
|
Jan 08, 2024
Q4 2023
|
Diversified Trust CO
|
BUY
|
- |
3.48K+ 27.48% |
$137K - $150K
|
16.1K
$869K
|
|
|
Feb 14, 2024
Q4 2023
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
3.43K+ 8575.0% |
$135K - $148K
|
3.47K
$187K
|
|
|
Apr 09, 2024
Q4 2023
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
3.41KNew |
$134K - $147K
|
3.41K
$184K
|
|
|
Jan 11, 2024
Q4 2023
|
Brookstone Capital Management
|
BUY
|
- |
3.4K+ 3.74% |
$134K - $147K
|
94.5K
$5.09M
|
|
|
Jan 11, 2024
Q4 2023
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
3.34K+ 7.36% |
$131K - $144K
|
48.8K
$2.63M
|
|
|
Feb 02, 2024
Q4 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
3.34KNew |
$131K - $144K
|
3.34K
$180K
|
|
|
Jan 25, 2024
Q4 2023
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
3.31K+ 8.17% |
$130K - $143K
|
43.8K
$2.36M
|
|
|
Jan 09, 2024
Q4 2023
|
Shilanski & Associates, Inc.
|
BUY
|
- |
3.27K+ 3.41% |
$128K - $141K
|
99K
$5.33M
|
|
|
Feb 14, 2024
Q4 2023
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
3.25K+ 12.58% |
$128K - $140K
|
29.1K
$1.57M
|
|
|
Feb 13, 2024
Q4 2023
|
Csenge Advisory Group
|
BUY
|
- |
3.25K+ 9.43% |
$127K - $140K
|
37.7K
$2.03M
|
|
|
Feb 05, 2024
Q4 2023
|
Altrius Capital Management Inc
New Bern, NC |
BUY
|
- |
3.25K+ 3.89% |
$127K - $140K
|
86.6K
$4.66M
|
|
|
Feb 05, 2024
Q4 2023
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
3.18K+ 4.85% |
$125K - $137K
|
68.7K
$3.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
3.16K+ 6.15% |
$124K - $137K
|
54.5K
$2.94M
|
|
|
Feb 09, 2024
Q4 2023
|
Bard Financial Services, Inc.
|
BUY
|
- |
3.15K+ 1.96% |
$123K - $136K
|
163K
$8.79M
|
|
|
Feb 08, 2024
Q4 2023
|
Windle Wealth, LLC
Oklahoma City, OK |
BUY
|
- |
3.12K+ 2.31% |
$122K - $135K
|
138K
$7.43M
|
|
|
Jan 12, 2024
Q4 2023
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
3.03K+ 20.82% |
$119K - $131K
|
17.6K
$945K
|
|
|
Feb 12, 2024
Q4 2023
|
Douglass Winthrop Advisors, LLC
New York, NY |
BUY
|
- |
3K+ 21.95% |
$118K - $130K
|
16.7K
$897K
|
|
|
Feb 14, 2024
Q4 2023
|
Monetary Management Group Inc
St Louis, MO |
BUY
|
- |
3K+ 55.56% |
$118K - $130K
|
8.4K
$452K
|
|
|
Feb 14, 2024
Q4 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
2.96K+ 8.32% |
$116K - $128K
|
38.6K
$2.08M
|
|
|
Feb 12, 2024
Q4 2023
|
Financial Partners Group, LLC
Gallatin, TN |
BUY
|
- |
2.96K+ 5.07% |
$116K - $128K
|
61.3K
$3.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
2.9K+ 9.46% |
$114K - $125K
|
33.6K
$1.81M
|
|
|
Feb 06, 2024
Q4 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
2.88K+ 9.21% |
$113K - $124K
|
34.1K
$1.84M
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2.84K+ 7.16% |
$111K - $123K
|
42.5K
$2.29M
|
|
|
Feb 14, 2024
Q4 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
2.82K+ 1.74% |
$111K - $122K
|
165K
$8.87M
|
|
|
Aug 05, 2024
Q4 2023
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
2.78K+ 14.05% |
$109K - $120K
|
22.5K
$1.21M
|
|
|
Jan 10, 2024
Q4 2023
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
2.73K+ 4.91% |
$107K - $118K
|
58.3K
$3.14M
|
|
|
Feb 05, 2024
Q4 2023
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
2.71K+ 9.69% |
$107K - $117K
|
30.7K
$1.65M
|
|
|
Feb 12, 2024
Q4 2023
|
Mitchell Sinkler & Starr
|
BUY
|
- |
2.68K+ 14.23% |
$105K - $116K
|
21.5K
$1.16M
|
|
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
2.66KNew |
$105K - $115K
|
2.66K
$143K
|
|
|
Jan 16, 2024
Q4 2023
|
Valicenti Advisory Services Inc
|
BUY
|
- |
2.66K+ 9.4% |
$104K - $115K
|
30.9K
$1.66M
|
|
|
Dec 12, 2024
Q4 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
2.63K+ 2.93% |
$103K - $114K
|
92.3K
$4.97M
|
|
|
Jan 30, 2024
Q4 2023
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
2.62K+ 8.36% |
$103K - $113K
|
34K
$1.83M
|
|
|
Jan 11, 2024
Q4 2023
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
2.62K+ 22.21% |
$103K - $113K
|
14.4K
$775K
|
|
|
Feb 14, 2024
Q4 2023
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
2.61KNew |
$102K - $113K
|
2.61K
$140K
|
|
|
Feb 14, 2024
Q4 2023
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
2.6K+ 0.85% |
$102K - $112K
|
310K
$16.7M
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO
|
BUY
|
- |
2.59K+ 2.42% |
$102K - $112K
|
110K
$5.9M
|