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 |
|---|---|---|---|---|---|
|
Leelyn Smith, LLC
Geneva, IL |
Nov 12, 2024 Q3 2024 |
52,111
shares
|
$2.71 Million
0.49% of portfolio
|
Q3 2024
Added 1.9%
|
|
|
Prosperitas Financial LLC
Valencia, CA |
Oct 29, 2024 Q3 2024 |
52,022
shares
|
$2.71 Million
1.43% of portfolio
|
Q3 2024
Added 9.16%
|
|
|
Diversified Trust CO
|
Jan 07, 2025 Q4 2024 |
51,856
shares
|
$2.7 Million
0.08% of portfolio
|
Q4 2024
Added 318.5%
|
|
|
Mesirow Financial Investment Management, Inc.
|
Nov 01, 2024 Q3 2024 |
51,841
shares
|
$2.7 Million
0.05% of portfolio
|
Q3 2024
Reduced 5.23%
|
|
|
Advisor Partners LLC
Walnut Creek, CA |
Aug 11, 2022 Q2 2022 |
51,448
shares
|
$2.68 Million
0.15% of portfolio
|
Q2 2022
Reduced 4.85%
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
51,293
shares
|
$2.67 Million
0.02% of portfolio
|
Q3 2024
Reduced 3.46%
|
|
|
Cohen Klingenstein LLC
|
Jan 15, 2025 Q4 2024 |
51,203
shares
|
$2.67 Million
0.09% of portfolio
|
Q4 2024
Reduced 0.48%
|
|
|
Carnegie Capital Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
50,997
shares
|
$2.65 Million
0.08% of portfolio
|
Q4 2024
Added 0.32%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Nov 14, 2024 Q3 2024 |
50,766
shares
|
$2.64 Million
0.04% of portfolio
|
Q3 2024
Added 2103.39%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jan 14, 2025 Q4 2024 |
50,691
shares
|
$2.64 Million
0.29% of portfolio
|
Q4 2024
Added 13.58%
|
|
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
Nov 06, 2024 Q3 2024 |
50,517
shares
|
$2.63 Million
0.18% of portfolio
|
Q3 2024
Reduced 8.81%
|
|
|
Vela Investment Management, LLC
New Albany, OH |
Oct 29, 2024 Q3 2024 |
50,093
shares
|
$2.61 Million
0.81% of portfolio
|
Q2 2024
New holding
|
|
|
Financial Partners Group, LLC
Gallatin, TN |
Jan 17, 2025 Q4 2024 |
49,968
shares
|
$2.6 Million
1.09% of portfolio
|
Q4 2024
Reduced 0.85%
|
|
|
Personal Cfo Solutions, LLC
|
Nov 14, 2024 Q3 2024 |
49,966
shares
|
$2.6 Million
0.36% of portfolio
|
Q3 2024
Added 6.21%
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Oct 29, 2024 Q3 2024 |
49,785
shares
|
$2.59 Million
0.19% of portfolio
|
Q3 2024
Added 1.3%
|
|
|
Brightworth
|
Oct 28, 2022 Q3 2022 |
49,466
shares
|
$2.57 Million
0.21% of portfolio
|
Q3 2022
Added 1.04%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
49,428
shares
|
$2.57 Million
0.08% of portfolio
|
Q3 2024
Added 2.45%
|
|
|
Parthenon LLC
|
Nov 05, 2024 Q3 2024 |
49,327
shares
|
$2.57 Million
0.31% of portfolio
|
Q2 2024
Added 0.06%
|
|
|
Pekin Hardy Strauss, Inc.
|
Nov 12, 2024 Q3 2024 |
49,182
shares
|
$2.56 Million
0.34% of portfolio
|
Q3 2024
Reduced 0.89%
|
|
|
Trust CO Of Virginia
|
Oct 24, 2024 Q3 2024 |
48,971
shares
|
$2.55 Million
0.23% of portfolio
|
Q3 2024
Reduced 1.99%
|
|
|
Ostrum Asset Management
Paris, I0 |
Nov 13, 2024 Q3 2024 |
48,835
shares
|
$2.54 Million
0.21% of portfolio
|
Q3 2024
Added 1.23%
|
|
|
Heritage Investors Management Corp
|
Oct 30, 2024 Q3 2024 |
48,789
shares
|
$2.54 Million
0.08% of portfolio
|
Q3 2024
Reduced 31.85%
|
|
|
Quest Partners LLC
New York, NY |
Nov 07, 2024 Q3 2024 |
48,541
shares
|
$2.53 Million
0.22% of portfolio
|
Q3 2024
Reduced 18.41%
|
|
|
Brr Op Co, LLC
|
Nov 08, 2022 Q3 2022 |
48,340
shares
|
$2.52 Million
0.24% of portfolio
|
Q3 2022
New holding
|
|
|
Kinloch Capital, LLC
Glen Allen, VA |
Nov 14, 2024 Q3 2024 |
48,017
shares
|
$2.5 Million
1.21% of portfolio
|
Q3 2024
Reduced 5.22%
|