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 |
|---|---|---|---|---|---|
|
Fiduciary Trust CO
Boston, MA |
Nov 14, 2024 Q3 2024 |
23,188
shares
|
$1.2 Million
0.02% of portfolio
|
Q3 2024
Reduced 7.11%
|
|
|
Lee Danner & Bass Inc
|
Oct 30, 2024 Q3 2024 |
23,080
shares
|
$1.19 Million
0.08% of portfolio
|
Q3 2024
Added 1.1%
|
|
|
Precedent Wealth Partners, LLC
Houston, TX |
Jan 21, 2025 Q4 2024 |
22,970
shares
|
$1.18 Million
0.39% of portfolio
|
Q4 2024
Reduced 1.42%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Oct 18, 2024 Q3 2024 |
22,885
shares
|
$1.18 Million
0.08% of portfolio
|
Q3 2024
Reduced 0.3%
|
|
|
Jacobi Capital Management LLC
|
Nov 14, 2024 Q3 2024 |
22,861
shares
|
$1.18 Million
0.09% of portfolio
|
Q3 2024
Added 0.43%
|
|
|
Vise Technologies, Inc.
New York, NY |
Nov 13, 2024 Q3 2024 |
22,824
shares
|
$1.18 Million
0.15% of portfolio
|
Q3 2024
Added 0.91%
|
|
|
Newbridge Financial Services Group, Inc.
|
Jan 28, 2025 Q4 2024 |
22,800
shares
|
$1.18 Million
0.32% of portfolio
|
Q4 2024
Added 107.65%
|
|
|
Rothschild Investment Corp
|
Oct 16, 2023 Q3 2023 |
22,670
shares
|
$1.17 Million
0.08% of portfolio
|
Q3 2023
Reduced 27.92%
|
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
May 10, 2024 Q1 2024 |
22,621
shares
|
$1.17 Million
0.24% of portfolio
|
Q1 2024
Added 28.94%
|
|
|
Fulton Bank, N.A.
|
Jan 08, 2025 Q4 2024 |
22,596
shares
|
$1.16 Million
0.1% of portfolio
|
Q4 2024
Reduced 22.87%
|
|
|
Traynor Capital Management, Inc.
|
Jan 17, 2025 Q4 2024 |
22,589
shares
|
$1.16 Million
0.08% of portfolio
|
Q4 2024
Reduced 1.7%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jan 22, 2025 Q4 2024 |
22,537
shares
|
$1.16 Million
0.09% of portfolio
|
Q4 2024
Reduced 17.01%
|
|
|
Burke & Herbert Bank & Trust CO
|
Oct 23, 2024 Q3 2024 |
22,485
shares
|
$1.16 Million
0.28% of portfolio
|
Q3 2024
Reduced 0.01%
|
|
|
Enterprise Trust & Investment CO
|
Jul 22, 2022 Q2 2022 |
22,350
shares
|
$1.15 Million
0.39% of portfolio
|
Q4 2021
Reduced 0.45%
|
|
|
Morningstar Investment Management LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
22,341
shares
|
$1.15 Million
0.11% of portfolio
|
Q3 2024
Reduced 1.12%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Nov 12, 2024 Q3 2024 |
22,240
shares
|
$1.15 Million
0.04% of portfolio
|
Q3 2024
Reduced 0.08%
|
|
|
Crawford Investment Counsel Inc
Atlanta, GA |
Nov 14, 2024 Q3 2024 |
22,181
shares
|
$1.14 Million
0.02% of portfolio
|
Q3 2024
Reduced 12.18%
|
|
|
Leisure Capital Management
|
Jan 24, 2025 Q4 2024 |
22,122
shares
|
$1.14 Million
0.46% of portfolio
|
Q4 2024
Reduced 0.76%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Jan 29, 2025 Q4 2024 |
22,122
shares
|
$1.14 Million
0.41% of portfolio
|
Q4 2024
Added 79.3%
|
|
|
Close Asset Management LTD
|
Jan 28, 2025 Q4 2024 |
22,118
shares
|
$1.14 Million
0.03% of portfolio
|
Q3 2024
Reduced 9.31%
|
|
|
Kowal Investment Group, LLC
Waukesha, WI |
Oct 16, 2024 Q3 2024 |
22,040
shares
|
$1.14 Million
0.21% of portfolio
|
Q3 2024
Reduced 5.76%
|
|
|
Frg Family Wealth Advisors LLC
|
Nov 15, 2024 Q3 2024 |
21,867
shares
|
$1.13 Million
0.2% of portfolio
|
Q3 2023
Reduced 0.95%
|
|
|
Gray Wealth Management Inc.
Bangor, ME |
Oct 23, 2024 Q3 2024 |
21,857
shares
|
$1.13 Million
0.44% of portfolio
|
Q3 2024
Added 5.88%
|
|
|
Key Client Fiduciary Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
21,707
shares
|
$1.12 Million
0.56% of portfolio
|
Q4 2024
Reduced 0.41%
|
|
|
Center For Asset Management LLC
|
Jan 22, 2025 Q4 2024 |
21,684
shares
|
$1.12 Million
0.73% of portfolio
|
Q4 2024
Added 0.55%
|