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 |
|---|---|---|---|---|---|
|
Hexagon Capital Partners LLC
|
Oct 08, 2024 Q3 2024 |
21,648
shares
|
$1.12 Million
0.22% of portfolio
|
Q3 2024
Reduced 4.76%
|
|
|
Gts Securities LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
21,635
shares
|
$1.12 Million
0.0% of portfolio
|
Q3 2024
Reduced 82.78%
|
|
|
Qtron Investments LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
21,601
shares
|
$1.11 Million
0.15% of portfolio
|
Q2 2024
Added 56.69%
|
|
|
Private Portfolio Partners LLC
|
Nov 08, 2024 Q3 2024 |
21,512
shares
|
$1.11 Million
0.21% of portfolio
|
Q3 2024
Reduced 16.32%
|
|
|
Modera Wealth Management, LLC
|
Oct 24, 2024 Q3 2024 |
21,461
shares
|
$1.11 Million
0.01% of portfolio
|
Q3 2024
Added 10.01%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Jan 16, 2025 Q4 2024 |
21,416
shares
|
$1.1 Million
0.02% of portfolio
|
Q4 2024
Added 33.03%
|
|
|
Hoyle Cohen, LLC
|
Jul 19, 2024 Q2 2024 |
21,401
shares
|
$1.1 Million
0.07% of portfolio
|
Q2 2024
Added 8.78%
|
|
|
Exeter Financial, LLC
|
Jan 13, 2025 Q4 2024 |
21,380
shares
|
$1.1 Million
0.52% of portfolio
|
Q4 2024
Added 6.06%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
21,255
shares
|
$1.1 Million
0.07% of portfolio
|
Q3 2023
Reduced 3.04%
|
|
|
Welch & Forbes LLC
|
Nov 04, 2024 Q3 2024 |
21,245
shares
|
$1.09 Million
0.01% of portfolio
|
Q3 2024
Added 2.1%
|
|
|
Schonfeld Strategic Advisors LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
21,229
shares
|
$1.09 Million
0.01% of portfolio
|
Q3 2024
Reduced 29.89%
|
|
|
Hcr Wealth Advisors
Los Angeles, CA |
Jan 14, 2025 Q4 2024 |
21,228
shares
|
$1.09 Million
0.14% of portfolio
|
Q4 2024
Added 0.17%
|
|
|
Plan Group Financial, LLC
Oklahoma City, OK |
Oct 22, 2024 Q3 2024 |
21,223
shares
|
$1.09 Million
0.58% of portfolio
|
Q3 2024
Added 8.6%
|
|
|
Finer Wealth Management, Inc.
Salem, MA |
Nov 13, 2024 Q3 2024 |
21,146
shares
|
$1.09 Million
0.67% of portfolio
|
Q3 2024
Added 66.46%
|
|
|
Quilter PLC
|
Jan 29, 2025 Q4 2024 |
21,118
shares
|
$1.09 Million
0.02% of portfolio
|
Q4 2024
Reduced 0.85%
|
|
|
Park National Corp
|
Jan 08, 2025 Q4 2024 |
21,040
shares
|
$1.08 Million
0.04% of portfolio
|
Q4 2024
Reduced 8.64%
|
|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
Nov 14, 2024 Q3 2024 |
21,036
shares
|
$1.08 Million
0.3% of portfolio
|
Q3 2024
Added 3.0%
|
|
|
Dodge & Cox
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
21,000
shares
|
$1.08 Million
0.0% of portfolio
|
Q3 2021
Reduced 10.26%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
20,852
shares
|
$1.07 Million
0.13% of portfolio
|
Q3 2024
Added 6.59%
|
|
|
Ipswich Investment Management Co., Inc.
|
Nov 06, 2024 Q3 2024 |
20,845
shares
|
$1.07 Million
0.25% of portfolio
|
Q3 2024
Reduced 0.24%
|
|
|
Colonial River Wealth Management, LLC
Midlothian, VA |
Nov 04, 2024 Q3 2024 |
20,769
shares
|
$1.07 Million
0.53% of portfolio
|
Q3 2024
Reduced 35.1%
|
|
|
Beacon Financial Advisory LLC
|
Jan 27, 2025 Q4 2024 |
20,732
shares
|
$1.07 Million
0.39% of portfolio
|
Q4 2024
Reduced 1.75%
|
|
|
Onyx Bridge Wealth Group LLC
|
Jan 27, 2025 Q4 2024 |
20,731
shares
|
$1.07 Million
0.16% of portfolio
|
Q4 2024
Added 0.41%
|
|
|
Girard Partners Ltd.
|
Aug 12, 2024 Q2 2024 |
20,598
shares
|
$1.06 Million
0.09% of portfolio
|
Q2 2024
Added 66.52%
|
|
|
Sandy Spring Bank
|
Oct 25, 2024 Q3 2024 |
20,472
shares
|
$1.06 Million
0.04% of portfolio
|
Q3 2024
Reduced 5.47%
|