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 2,266 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 $51.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
31,049
shares
|
$1.6 Million
0.02% of portfolio
|
Q2 2024
Added 9.24%
|
|
|
Thoroughbred Financial Services, LLC
|
Nov 08, 2024 Q3 2024 |
30,989
shares
|
$1.6 Million
0.1% of portfolio
|
Q3 2024
Reduced 1.18%
|
|
|
Brandywine Trust CO
Hockessin, DE |
Nov 13, 2024 Q3 2024 |
30,814
shares
|
$1.59 Million
0.23% of portfolio
|
Q2 2018
Reduced 2.76%
|
|
|
Capital International Sarl
Los Angeles, CA |
Nov 13, 2024 Q3 2024 |
30,727
shares
|
$1.58 Million
0.04% of portfolio
|
Q3 2024
Added 19.96%
|
|
|
Focused Wealth Management, Inc
|
Jan 28, 2025 Q4 2024 |
30,633
shares
|
$1.58 Million
0.22% of portfolio
|
Q4 2024
Added 11.36%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2025 Q4 2024 |
30,588
shares
|
$1.58 Million
0.14% of portfolio
|
Q4 2024
Added 6.74%
|
|
|
Gamble Jones Investment Counsel
|
Feb 07, 2023 Q4 2022 |
30,457
shares
|
$1.57 Million
0.11% of portfolio
|
Q4 2022
Reduced 1.62%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 12, 2024 Q3 2024 |
30,264
shares
|
$1.56 Million
0.06% of portfolio
|
Q3 2024
Added 29.52%
|
|
|
Arch Point Investors
Coral Gables, FL |
Nov 13, 2024 Q3 2024 |
30,117
shares
|
$1.55 Million
0.54% of portfolio
|
Q2 2024
Reduced 3.68%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Jan 17, 2025 Q4 2024 |
30,110
shares
|
$1.55 Million
0.05% of portfolio
|
Q4 2024
Added 0.95%
|
|
|
Ferguson Wellman Capital Management, Inc
|
Jan 28, 2025 Q4 2024 |
30,000
shares
|
$1.55 Million
0.03% of portfolio
|
Q4 2024
Reduced 14.14%
|
|
|
Tria Gen Wealth Management LLC
|
Jan 23, 2025 Q4 2024 |
29,951
shares
|
$1.54 Million
0.56% of portfolio
|
Q4 2024
New holding
|
|
|
Western Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
29,945
shares
|
$1.54 Million
0.09% of portfolio
|
Q3 2024
Added 1.02%
|
|
|
Marino, Stram & Associates LLC
|
Jan 17, 2025 Q4 2024 |
29,873
shares
|
$1.54 Million
0.35% of portfolio
|
Q4 2024
Added 0.94%
|
|
|
Cornercap Investment Counsel Inc
Atlanta, GA |
Nov 06, 2024 Q3 2024 |
29,791
shares
|
$1.54 Million
0.46% of portfolio
|
Q3 2024
Reduced 52.75%
|
|
|
Means Investment Co., Inc.
|
Jan 24, 2025 Q4 2024 |
29,501
shares
|
$1.52 Million
0.17% of portfolio
|
Q4 2024
Reduced 0.88%
|
|
|
First City Capital Management, Inc.
|
Jan 03, 2025 Q4 2024 |
29,436
shares
|
$1.52 Million
0.83% of portfolio
|
Q4 2024
Added 3.11%
|
|
|
Winton Group LTD
London, X0 |
Nov 12, 2024 Q3 2024 |
29,391
shares
|
$1.51 Million
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2024 Q3 2024 |
29,332
shares
|
$1.51 Million
0.03% of portfolio
|
Q3 2024
Added 5.4%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Oct 31, 2024 Q3 2024 |
29,286
shares
|
$1.51 Million
0.05% of portfolio
|
Q3 2024
Reduced 3.22%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
29,272
shares
|
$1.51 Million
0.03% of portfolio
|
Q1 2024
Added 34.08%
|
|
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
Oct 03, 2024 Q3 2024 |
29,062
shares
|
$1.5 Million
0.55% of portfolio
|
Q3 2024
Added 0.29%
|
|
|
Nomura Holdings Inc
Tokyo, M0 |
Jan 13, 2025 Q3 2024 |
28,971
shares
|
$1.49 Million
0.0% of portfolio
|
Q3 2024
Reduced 84.41%
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
28,817
shares
|
$1.49 Million
0.05% of portfolio
|
Q4 2024
Added 23.53%
|
|
|
First Hawaiian Bank
|
Jan 08, 2025 Q4 2024 |
28,799
shares
|
$1.48 Million
0.05% of portfolio
|
Q4 2024
Reduced 5.34%
|