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 |
|---|---|---|---|---|---|
|
Horizon Investments, LLC
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
28,745
shares
|
$1.48 Million
0.03% of portfolio
|
Q3 2024
Reduced 4.26%
|
|
|
Shoker Investment Counsel, Inc.
Oxford, OH |
Nov 01, 2024 Q3 2024 |
28,711
shares
|
$1.48 Million
0.49% of portfolio
|
Q3 2024
Reduced 1.48%
|
|
|
Donoghue Forlines LLC
|
Jan 17, 2025 Q4 2024 |
28,668
shares
|
$1.48 Million
0.51% of portfolio
|
Q4 2024
New holding
|
|
|
Ziegler Capital Management, LLC
|
May 15, 2024 Q1 2024 |
28,622
shares
|
$1.48 Million
0.04% of portfolio
|
Q1 2024
Reduced 2.98%
|
|
|
Hf Advisory Group, LLC
Annapolis, MD |
Jan 15, 2025 Q4 2024 |
28,486
shares
|
$1.47 Million
0.68% of portfolio
|
Q4 2024
Reduced 1.49%
|
|
|
ETF Managers Group, LLC
Summit, NJ |
Apr 17, 2023 Q1 2023 |
28,229
shares
|
$1.45 Million
0.05% of portfolio
|
Q1 2023
Reduced 59.05%
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Jan 27, 2025 Q4 2024 |
28,176
shares
|
$1.45 Million
0.56% of portfolio
|
Q4 2024
Reduced 0.53%
|
|
|
Mount Yale Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
28,068
shares
|
$1.45 Million
0.12% of portfolio
|
Q4 2024
Reduced 8.06%
|
|
|
Applied Capital Llc/Fl
Hollywood, FL |
Jan 21, 2025 Q4 2024 |
28,012
shares
|
$1.44 Million
1.14% of portfolio
|
Q4 2024
Reduced 0.48%
|
|
|
Berkeley Capital Partners, LLC
|
Nov 14, 2024 Q3 2024 |
27,987
shares
|
$1.44 Million
0.41% of portfolio
|
Q3 2024
Added 0.16%
|
|
|
First Merchants Corp
|
Jan 30, 2025 Q4 2024 |
27,983
shares
|
$1.44 Million
0.1% of portfolio
|
Q4 2024
Added 56.11%
|
|
|
Paradigm Capital Management, LLC
Reno, NV |
Nov 14, 2024 Q3 2024 |
27,658
shares
|
$1.43 Million
1.35% of portfolio
|
Q3 2024
Added 5.98%
|
|
|
Jump Financial, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
27,654
shares
|
$1.43 Million
0.03% of portfolio
|
Q3 2024
Added 92.7%
|
|
|
North Star Asset Management Inc
|
Nov 14, 2024 Q3 2024 |
27,600
shares
|
$1.42 Million
0.07% of portfolio
|
Q3 2024
Reduced 3.8%
|
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
Nov 14, 2024 Q3 2024 |
27,567
shares
|
$1.42 Million
0.01% of portfolio
|
Q3 2024
Reduced 84.73%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Oct 30, 2024 Q3 2024 |
27,560
shares
|
$1.42 Million
0.33% of portfolio
|
Q3 2024
Added 15.33%
|
|
|
Crestline Management, LP
Fort Worth, TX |
Nov 13, 2024 Q3 2024 |
27,523
shares
|
$1.42 Million
0.07% of portfolio
|
Q3 2024
Reduced 69.52%
|
|
|
Delta Capital Management LLC
|
Jan 16, 2025 Q4 2024 |
27,460
shares
|
$1.42 Million
0.56% of portfolio
|
Q4 2024
Reduced 0.76%
|
|
|
Stratos Wealth Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
27,459
shares
|
$1.42 Million
0.07% of portfolio
|
Q4 2024
Reduced 12.73%
|
|
|
Taylor Hoffman Capital Management LLC
Richmond, VA |
Nov 12, 2024 Q3 2024 |
27,337
shares
|
$1.41 Million
0.57% of portfolio
|
Q3 2024
New holding
|
|
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
Nov 08, 2024 Q3 2024 |
27,317
shares
|
$1.41 Million
0.01% of portfolio
|
Q1 2024
Added 390.34%
|
|
|
B. Metzler Seel. Sohn & Co. Holding Ag
Frankfurt, 2M |
Nov 08, 2024 Q3 2024 |
27,317
shares
|
$1.41 Million
0.01% of portfolio
|
Q3 2024
Added 6.85%
|
|
|
Sante Capital Fund, LP
|
Nov 14, 2022 Q3 2022 |
27,294
shares
|
$1.41 Million
2.25% of portfolio
|
Q3 2022
Reduced 42.6%
|
|
|
Madden Securities Corp
|
Jan 29, 2025 Q4 2024 |
27,156
shares
|
$1.4 Million
0.6% of portfolio
|
Q4 2024
Added 9.03%
|
|
|
First Foundation Advisors
Irvine, CA |
Nov 13, 2024 Q3 2024 |
27,044
shares
|
$1.39 Million
0.05% of portfolio
|
Q3 2024
Reduced 1.73%
|