Institutional Ownership Altria Group, Inc. (MO)
This table provides information about the institutional ownership of Altria Group, Inc. (MO). We have compiled data on the 2,245 institutions that hold shares in the stock, with a total of 996 Million shares, which have been reported (via 13F filing form) to have a value of $51.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Tiaa Trust, National Association
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
61,524
shares
|
$3.2 Million
0.01% of portfolio
|
Q3 2024
Added 1.42%
|
|
|
Bridges Investment Management Inc
|
Nov 01, 2024 Q3 2024 |
61,456
shares
|
$3.2 Million
0.04% of portfolio
|
Q3 2024
Reduced 5.68%
|
|
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
Oct 24, 2024 Q3 2024 |
60,847
shares
|
$3.17 Million
0.22% of portfolio
|
Q3 2024
Reduced 28.52%
|
|
|
Hancock Whitney Corp
|
Nov 13, 2024 Q3 2024 |
60,830
shares
|
$3.17 Million
0.1% of portfolio
|
Q3 2024
Added 1.33%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
60,829
shares
|
$3.17 Million
0.15% of portfolio
|
Q3 2024
Added 1.74%
|
|
|
Marcum Wealth, LLC
|
Jan 13, 2025 Q4 2024 |
60,763
shares
|
$3.16 Million
0.28% of portfolio
|
Q4 2024
Added 6.99%
|
|
|
Hbw Advisory Services LLC
|
Jan 10, 2025 Q4 2024 |
60,504
shares
|
$3.15 Million
0.49% of portfolio
|
Q4 2024
Added 1.78%
|
|
|
Financial Sense Advisors, Inc.
|
Oct 31, 2024 Q3 2024 |
60,478
shares
|
$3.15 Million
0.95% of portfolio
|
Q3 2024
Added 2.76%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
Nov 04, 2024 Q3 2024 |
59,678
shares
|
$3.11 Million
0.28% of portfolio
|
Q3 2024
Reduced 4.12%
|
|
|
Dana Investment Advisors, Inc.
Brookfield, WI |
Nov 13, 2024 Q3 2024 |
59,530
shares
|
$3.1 Million
0.1% of portfolio
|
Q3 2024
Reduced 1.68%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
59,222
shares
|
$3.08 Million
0.03% of portfolio
|
Q3 2024
Added 8.56%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
59,142
shares
|
$3.08 Million
0.01% of portfolio
|
Q2 2023
Reduced 2.15%
|
|
|
Grey Street Capital, LLC
Chicago, IL |
Aug 09, 2024 Q1 2024 |
59,061
shares
|
$3.07 Million
0.36% of portfolio
|
Q1 2024
New holding
|
|
|
Capital Square, LLC
|
Nov 13, 2024 Q3 2024 |
59,046
shares
|
$3.07 Million
1.86% of portfolio
|
Q3 2024
Reduced 5.5%
|
|
|
Groupama Asset Managment
Paris, I0 |
Nov 15, 2024 Q3 2024 |
59,004
shares
|
$3.07 Million
0.03% of portfolio
|
Q3 2024
Reduced 20.54%
|
|
|
Mcintyre Freedman & Flynn Investment Advisers Inc
Orleans, MA |
Nov 12, 2024 Q3 2024 |
58,836
shares
|
$3.06 Million
2.14% of portfolio
|
Q3 2024
Reduced 0.71%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 12, 2024 Q3 2024 |
58,830
shares
|
$3.06 Million
0.02% of portfolio
|
Q3 2024
Added 1.49%
|
|
|
Ridgepath Capital Management LLC
Knoxville, TN |
Jan 23, 2025 Q4 2024 |
58,609
shares
|
$3.05 Million
1.41% of portfolio
|
Q4 2024
Reduced 0.45%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
58,501
shares
|
$3.04 Million
0.05% of portfolio
|
Q3 2024
Reduced 23.23%
|
|
|
Haverford Trust CO
Radnor, PA |
Nov 05, 2024 Q3 2024 |
58,447
shares
|
$3.04 Million
0.03% of portfolio
|
Q3 2024
Added 15.12%
|
|
|
Mechanics Bank Trust Department
|
Jan 16, 2025 Q4 2024 |
58,368
shares
|
$3.04 Million
0.41% of portfolio
|
Q4 2024
Reduced 0.51%
|
|
|
Stratos Wealth Partners, Ltd.
|
Oct 17, 2024 Q3 2024 |
57,557
shares
|
$3 Million
0.04% of portfolio
|
Q3 2024
Reduced 0.74%
|
|
|
Executive Wealth Group LLC
Kirkland, WA |
Apr 11, 2024 Q1 2024 |
57,378
shares
|
$2.99 Million
0.5% of portfolio
|
Q1 2024
Added 207.03%
|
|
|
Krilogy Financial LLC
|
Jan 15, 2025 Q4 2024 |
57,150
shares
|
$2.97 Million
0.22% of portfolio
|
Q4 2024
Reduced 30.28%
|
|
|
Seeyond
Paris, I0 |
Feb 13, 2023 Q4 2022 |
57,104
shares
|
$2.97 Million
0.25% of portfolio
|
Q4 2022
Added 3.23%
|