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 2,394 institutions that hold shares in the stock, with a total of 1.01 Billion shares, which have been reported (via 13F filing form) to have a value of $55.5 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
Grove Bank & Trust
|
Jan 16, 2025 Q4 2024 |
16,798
shares
|
$921,370
0.12% of portfolio
|
Q4 2024
Added 2.8%
|
|
First Trust Investment Solutions L.P.
Naples, FL |
Nov 13, 2024 Q3 2024 |
16,701
shares
|
$916,049
0.1% of portfolio
|
Q3 2024
Reduced 6.8%
|
|
Retirement Planning Group
|
Feb 18, 2025 Q4 2024 |
16,693
shares
|
$915,611
0.05% of portfolio
|
Q4 2024
Added 3.64%
|
|
Inscription Capital, LLC
Houston, TX |
Oct 24, 2024 Q3 2024 |
16,683
shares
|
$915,062
0.13% of portfolio
|
Q3 2024
Reduced 10.18%
|
|
Wealth Plan Partners, LLC
Omaha, NE |
Jan 30, 2025 Q4 2024 |
16,672
shares
|
$914,459
0.12% of portfolio
|
Q4 2024
Reduced 4.38%
|
|
Bickling Financial Services, Inc.
Lexington, MA |
Jan 31, 2023 Q4 2022 |
16,620
shares
|
$911,607
0.48% of portfolio
|
Q4 2022
Added 0.12%
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jan 21, 2025 Q4 2024 |
16,458
shares
|
$902,721
0.03% of portfolio
|
Q4 2024
Added 29.7%
|
|
American Financial & Tax Strategies Inc
New York, NY |
Jan 27, 2025 Q4 2024 |
16,447
shares
|
$902,117
0.46% of portfolio
|
Q1 2024
New holding
|
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
Jan 14, 2025 Q4 2024 |
16,437
shares
|
$901,569
0.16% of portfolio
|
Q4 2024
Added 18.69%
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Feb 06, 2025 Q4 2024 |
16,381
shares
|
$898,497
0.09% of portfolio
|
Q4 2024
Added 6.16%
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Feb 18, 2025 Q4 2024 |
16,380
shares
|
$898,443
0.06% of portfolio
|
Q4 2024
Reduced 1.73%
|
|
Aprio Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
16,367
shares
|
$897,729
0.14% of portfolio
|
Q4 2024
Added 30.71%
|
|
Joel Isaacson & Co., LLC
|
Jan 28, 2025 Q4 2024 |
16,365
shares
|
$897,620
0.04% of portfolio
|
Q4 2024
Added 2.19%
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 30, 2025 Q4 2024 |
16,364
shares
|
$897,565
0.01% of portfolio
|
Q4 2024
Reduced 51.79%
|
|
Bordeaux Wealth Advisors LLC
|
Jan 30, 2025 Q4 2024 |
16,363
shares
|
$897,510
0.14% of portfolio
|
Q4 2024
Added 8.44%
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Jan 29, 2025 Q4 2024 |
16,270
shares
|
$892,409
0.35% of portfolio
|
Q4 2024
Added 0.06%
|
|
Loomis Sayles & CO L P
|
Feb 12, 2025 Q4 2024 |
16,253
shares
|
$891,477
0.0% of portfolio
|
Q4 2024
Reduced 2.33%
|
|
Ancora Advisors, LLC
Cleveland, OH |
Feb 14, 2025 Q4 2024 |
16,234
shares
|
$890,434
0.02% of portfolio
|
Q4 2024
Added 7.42%
|
|
Ifg Advisory, LLC
|
Feb 14, 2025 Q4 2024 |
16,192
shares
|
$888,131
0.05% of portfolio
|
Q4 2024
Added 5.57%
|
|
My Legacy Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
16,146
shares
|
$885,608
0.34% of portfolio
|
Q4 2024
Added 2.58%
|
|
Allegheny Financial Group LTD
Pittsburgh, PA |
Feb 14, 2025 Q4 2024 |
16,143
shares
|
$885,443
0.22% of portfolio
|
Q4 2024
Added 0.94%
|
|
Marco Investment Management LLC
|
Feb 06, 2025 Q4 2024 |
16,118
shares
|
$884,072
0.07% of portfolio
|
Q3 2024
Added 23.1%
|
|
Westbourne Investment Advisors, Inc.
|
Jan 28, 2025 Q4 2024 |
16,099
shares
|
$883,030
0.29% of portfolio
|
Q4 2021
New holding
|
|
Bath Savings Trust CO
|
Jan 07, 2025 Q4 2024 |
16,086
shares
|
$882,317
0.09% of portfolio
|
Q1 2024
Reduced 18.4%
|
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
Feb 14, 2025 Q4 2024 |
16,050
shares
|
$880,342
0.56% of portfolio
|
Q4 2024
Added 11.37%
|