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 |
|---|---|---|---|---|---|
|
Kula Investments, LLC
Chicago, IL |
May 15, 2023 Q1 2023 |
18,400
shares
|
$948,336
0.2% of portfolio
|
Q1 2023
Added 165.4%
|
|
|
Clarity Financial LLC
|
Jan 23, 2025 Q4 2024 |
18,343
shares
|
$945,398
0.11% of portfolio
|
Q4 2024
Reduced 17.35%
|
|
|
Ls Investment Advisors, LLC
|
Jan 24, 2025 Q4 2024 |
18,249
shares
|
$940,553
0.15% of portfolio
|
Q4 2024
Added 1.75%
|
|
|
Capital Advisors Inc
|
Jan 29, 2025 Q4 2024 |
18,236
shares
|
$939,883
0.02% of portfolio
|
Q4 2024
Added 7.6%
|
|
|
Sonora Investment Management Group, LLC
Tucson, AZ |
Jan 23, 2025 Q4 2024 |
18,212
shares
|
$938,646
0.08% of portfolio
|
Q4 2024
Reduced 5.91%
|
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
Oct 17, 2024 Q3 2024 |
18,199
shares
|
$937,976
0.33% of portfolio
|
Q3 2024
Added 0.38%
|
|
|
Epoch Investment Partners, Inc.
New York, NY |
Nov 13, 2024 Q3 2024 |
18,182
shares
|
$937,100
0.0% of portfolio
|
Q3 2024
Reduced 2.55%
|
|
|
Avidian Wealth Solutions, LLC
|
Jan 29, 2025 Q4 2024 |
18,164
shares
|
$936,172
0.04% of portfolio
|
Q4 2024
Added 7.86%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
18,102
shares
|
$932,977
0.01% of portfolio
|
Q4 2023
Reduced 6.71%
|
|
|
Kanawha Capital Management LLC
|
Jan 30, 2025 Q4 2024 |
18,095
shares
|
$932,616
0.07% of portfolio
|
Q4 2024
Reduced 5.81%
|
|
|
Cortland Associates Inc
|
Jan 23, 2025 Q4 2024 |
18,046
shares
|
$930,090
0.12% of portfolio
|
Q4 2024
Added 1.78%
|
|
|
Clarius Group, LLC
Seattle, WA |
Jan 15, 2025 Q4 2024 |
17,982
shares
|
$926,792
0.07% of portfolio
|
Q4 2024
Added 1.85%
|
|
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
Nov 15, 2024 Q3 2024 |
17,967
shares
|
$926,019
0.22% of portfolio
|
Q3 2024
Added 0.75%
|
|
|
James J. Burns & Company, LLC
Melville, NY |
Jan 24, 2025 Q4 2024 |
17,906
shares
|
$922,875
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Brighton Jones LLC
|
Jan 17, 2025 Q4 2024 |
17,702
shares
|
$912,361
0.03% of portfolio
|
Q4 2024
Added 64.7%
|
|
|
Chicago Partners Investment Group LLC
|
Jan 23, 2025 Q4 2024 |
17,661
shares
|
$910,247
0.03% of portfolio
|
Q4 2024
Added 25.34%
|
|
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
Nov 13, 2024 Q3 2024 |
17,619
shares
|
$908,083
0.19% of portfolio
|
Q3 2024
New holding
|
|
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
Jan 21, 2025 Q4 2024 |
17,610
shares
|
$907,619
0.18% of portfolio
|
Q3 2022
Reduced 0.53%
|
|
|
Sentry Investment Management LLC
|
Oct 30, 2024 Q3 2024 |
17,603
shares
|
$907,258
0.38% of portfolio
|
Q3 2024
Added 4.95%
|
|
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
Jan 21, 2025 Q4 2024 |
17,591
shares
|
$906,640
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Jan 16, 2025 Q4 2024 |
17,551
shares
|
$904,578
0.05% of portfolio
|
Q4 2024
Added 51.75%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Nov 13, 2024 Q3 2024 |
17,512
shares
|
$902,568
0.03% of portfolio
|
Q3 2024
Reduced 3.11%
|
|
|
Centennial Wealth Advisory LLC
|
Jan 27, 2025 Q4 2024 |
17,508
shares
|
$902,362
0.37% of portfolio
|
Q4 2024
Added 6.48%
|
|
|
Cigna Investments Inc
Bloomfield, CT |
Jan 29, 2025 Q4 2024 |
17,427
shares
|
$898,187
0.16% of portfolio
|
Q4 2024
Reduced 1.17%
|
|
|
Mission Wealth Management, LP
|
Oct 31, 2024 Q3 2024 |
17,400
shares
|
$896,796
0.02% of portfolio
|
Q3 2024
Added 22.35%
|