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 |
|---|---|---|---|---|---|
|
Aureus Asset Management, LLC
Boston, MA |
Nov 14, 2024 Q3 2024 |
12,356
shares
|
$636,828
0.04% of portfolio
|
Q1 2024
Reduced 6.82%
|
|
|
Patten & Patten Inc
|
Nov 04, 2024 Q3 2024 |
12,297
shares
|
$633,787
0.04% of portfolio
|
Q3 2024
Reduced 1.99%
|
|
|
Westwood Holdings Group Inc
Dallas, TX |
Nov 14, 2024 Q3 2024 |
12,276
shares
|
$632,705
0.0% of portfolio
|
Q3 2024
Reduced 10.36%
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
Nov 05, 2024 Q3 2024 |
12,234
shares
|
$630,540
0.0% of portfolio
|
Q3 2024
Reduced 0.16%
|
|
|
Kennedy Investment Group
West Depford, NJ |
Jan 22, 2025 Q4 2024 |
12,223
shares
|
$629,973
0.29% of portfolio
|
Q4 2024
New holding
|
|
|
Delta Asset Management LLC
Memphis, TN |
Nov 07, 2024 Q3 2024 |
12,214
shares
|
$629,509
0.05% of portfolio
|
Q3 2024
Reduced 6.1%
|
|
|
Ted Buchan & CO
San Diego, CA |
Nov 01, 2024 Q3 2024 |
12,202
shares
|
$628,891
0.3% of portfolio
|
Q3 2024
Added 4.2%
|
|
|
Tompkins Financial Corp
|
Jan 15, 2025 Q4 2024 |
12,201
shares
|
$628,839
0.06% of portfolio
|
Q4 2024
Added 96.76%
|
|
|
Northstar Advisory Group, LLC
|
Jan 13, 2025 Q4 2024 |
12,178
shares
|
$627,654
0.33% of portfolio
|
Q4 2024
Reduced 0.45%
|
|
|
Gilbert & Cook, Inc.
|
Jan 23, 2025 Q4 2024 |
12,144
shares
|
$625,901
0.09% of portfolio
|
Q4 2024
Reduced 0.3%
|
|
|
Diligent Investors, LLC
|
Oct 31, 2024 Q3 2024 |
12,120
shares
|
$624,664
0.16% of portfolio
|
Q3 2024
Reduced 1.56%
|
|
|
180 Wealth Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
12,095
shares
|
$623,376
0.1% of portfolio
|
Q4 2024
Reduced 0.42%
|
|
|
Dakota Wealth Management
|
Jan 17, 2025 Q4 2024 |
12,075
shares
|
$622,345
0.01% of portfolio
|
Q4 2024
Reduced 1.65%
|
|
|
Canandaigua National Corp
|
Feb 07, 2023 Q4 2022 |
12,073
shares
|
$622,242
0.09% of portfolio
|
Q4 2022
Added 0.06%
|
|
|
Altium Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
12,070
shares
|
$622,087
0.04% of portfolio
|
Q2 2022
Reduced 12.07%
|
|
|
Evercore Wealth Management, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
11,954
shares
|
$616,109
0.01% of portfolio
|
Q3 2024
Added 0.79%
|
|
|
Davidson Trust CO
|
Nov 13, 2024 Q3 2024 |
11,953
shares
|
$616,057
0.32% of portfolio
|
Q3 2024
Reduced 0.17%
|
|
|
Capital City Trust CO
|
Nov 07, 2024 Q3 2024 |
11,951
shares
|
$615,954
0.15% of portfolio
|
Q3 2024
Added 0.15%
|
|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
Nov 07, 2024 Q3 2024 |
11,869
shares
|
$611,728
0.02% of portfolio
|
Q3 2024
Reduced 3.06%
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
11,855
shares
|
$611,006
0.19% of portfolio
|
Q2 2022
Added 2.37%
|
|
|
Keystone Wealth Services, LLC
|
Oct 15, 2024 Q3 2024 |
11,835
shares
|
$609,975
0.18% of portfolio
|
Q3 2024
Reduced 0.94%
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Jan 23, 2025 Q4 2024 |
11,832
shares
|
$609,821
0.05% of portfolio
|
Q4 2024
Reduced 3.39%
|
|
|
Boothbay Fund Management, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
11,791
shares
|
$607,708
0.02% of portfolio
|
Q3 2024
Reduced 24.1%
|
|
|
Resolute Advisors LLC
|
Nov 01, 2024 Q3 2024 |
11,772
shares
|
$606,728
0.12% of portfolio
|
Q3 2024
Added 2.17%
|
|
|
Serenus Wealth Advisors, LLC
Santa Monica, CA |
Jan 28, 2025 Q4 2024 |
11,722
shares
|
$604,151
0.11% of portfolio
|
Q4 2024
New holding
|