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 |
|---|---|---|---|---|---|
|
Terrapin Asset Management, LLC
Miami, FL |
Nov 14, 2023 Q3 2023 |
14,000
shares
|
$721,560
0.67% of portfolio
|
Q4 2022
New holding
|
|
|
Everstar Asset Management, LLC
Mooresville, NC |
Nov 12, 2024 Q3 2024 |
13,984
shares
|
$720,735
0.49% of portfolio
|
Q3 2024
New holding
|
|
|
Galvin, Gaustad & Stein, LLC
|
Jan 17, 2025 Q4 2024 |
13,982
shares
|
$720,632
0.07% of portfolio
|
Q4 2024
Reduced 8.24%
|
|
|
Resurgent Financial Advisors LLC
Atlanta, GA |
Nov 14, 2024 Q3 2024 |
13,978
shares
|
$720,426
0.42% of portfolio
|
Q3 2024
Reduced 1.19%
|
|
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
Nov 13, 2024 Q3 2024 |
13,967
shares
|
$719,859
0.32% of portfolio
|
Q3 2024
Added 2.37%
|
|
|
Chicago Capital, LLC
|
Jan 24, 2025 Q4 2024 |
13,947
shares
|
$718,828
0.02% of portfolio
|
Q4 2024
Added 0.01%
|
|
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
Nov 12, 2024 Q3 2024 |
13,917
shares
|
$717,282
0.13% of portfolio
|
Q3 2024
Reduced 0.71%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
Oct 31, 2024 Q3 2024 |
13,916
shares
|
$717,230
0.07% of portfolio
|
Q3 2024
Reduced 2.11%
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Oct 29, 2024 Q3 2024 |
13,860
shares
|
$714,344
0.26% of portfolio
|
Q3 2024
Reduced 26.26%
|
|
|
Brooks, Moore & Associates, Inc.
|
Nov 14, 2024 Q3 2024 |
13,855
shares
|
$714,086
0.42% of portfolio
|
Q2 2023
Added 0.73%
|
|
|
Castle Rock Wealth Management, LLC
|
Oct 09, 2024 Q3 2024 |
13,848
shares
|
$713,725
0.18% of portfolio
|
Q3 2024
Reduced 0.3%
|
|
|
Tradition Wealth Management, LLC
|
Nov 14, 2024 Q3 2024 |
13,793
shares
|
$710,891
0.07% of portfolio
|
Q3 2024
Added 0.23%
|
|
|
Davis Capital Management
Jacksonville, FL |
Jan 17, 2025 Q4 2024 |
13,772
shares
|
$709,808
0.59% of portfolio
|
Q4 2024
Reduced 0.58%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Jan 13, 2025 Q4 2024 |
13,769
shares
|
$709,654
0.03% of portfolio
|
Q4 2024
Added 4.87%
|
|
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
Nov 13, 2024 Q3 2024 |
13,734
shares
|
$707,850
0.01% of portfolio
|
Q3 2024
Reduced 31.67%
|
|
|
Eastern Bank
|
Jan 13, 2025 Q4 2024 |
13,725
shares
|
$707,386
0.01% of portfolio
|
Q4 2024
Reduced 15.41%
|
|
|
Meridian Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
13,706
shares
|
$706,407
0.03% of portfolio
|
Q3 2024
Reduced 0.9%
|
|
|
Benchmark Financial Wealth Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
13,674
shares
|
$704,757
0.23% of portfolio
|
Q4 2024
Added 7.13%
|
|
|
Columbia Asset Management
Ann Arbor, MI |
Nov 12, 2024 Q3 2024 |
13,670
shares
|
$704,551
0.12% of portfolio
|
Q3 2024
Added 0.74%
|
|
|
Stegent Equity Advisors, Inc.
Houston, TX |
Oct 18, 2024 Q3 2024 |
13,668
shares
|
$704,448
0.9% of portfolio
|
Q3 2024
Added 18.55%
|
|
|
Hilltop National Bank
Casper, WY |
Jan 10, 2025 Q4 2024 |
13,647
shares
|
$703,366
0.21% of portfolio
|
Q4 2024
Reduced 7.46%
|
|
|
Waldron Private Wealth LLC
|
Jan 23, 2025 Q4 2024 |
13,575
shares
|
$699,655
0.03% of portfolio
|
Q4 2024
Reduced 6.41%
|
|
|
Fiduciary Group LLC
Savannah, GA |
Nov 13, 2024 Q3 2024 |
13,575
shares
|
$699,655
0.07% of portfolio
|
Q3 2024
Reduced 2.35%
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Nov 13, 2024 Q3 2024 |
13,569
shares
|
$699,346
0.32% of portfolio
|
Q3 2024
Reduced 4.04%
|
|
|
Kapstone Financial Advisors LLC
Dayton, OH |
Nov 06, 2024 Q3 2024 |
13,559
shares
|
$698,830
0.42% of portfolio
|
Q3 2024
Reduced 1.45%
|