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 2,290 institutions that hold shares in the stock, with a total of 1 Billion shares, which have been reported (via 13F filing form) to have a value of $52.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
10,981
shares
|
$578,039
0.1% of portfolio
|
Q3 2024
Reduced 25.75%
|
|
|
Cross Staff Investments Inc
|
Jan 24, 2025 Q4 2024 |
10,970
shares
|
$577,460
0.44% of portfolio
|
Q4 2024
Reduced 3.7%
|
|
|
Brown Miller Wealth Management, LLC
|
Oct 10, 2024 Q3 2024 |
10,898
shares
|
$573,670
0.22% of portfolio
|
Q3 2024
Reduced 7.64%
|
|
|
Patron Partners, LLC
|
Jan 24, 2025 Q4 2024 |
10,892
shares
|
$573,354
0.32% of portfolio
|
Q3 2024
Reduced 1.55%
|
|
|
Mattern Wealth Management LLC
|
Jan 22, 2025 Q4 2024 |
10,876
shares
|
$572,512
0.13% of portfolio
|
Q3 2024
Reduced 3.55%
|
|
|
Grimes & Company, Inc.
|
Jan 21, 2025 Q4 2024 |
10,872
shares
|
$572,302
0.02% of portfolio
|
Q4 2024
Added 0.51%
|
|
|
Tfc Financial Management
|
Jan 29, 2025 Q4 2024 |
10,848
shares
|
$571,038
0.09% of portfolio
|
Q2 2024
Added 0.21%
|
|
|
West Chester Capital Advisors, Inc
|
Nov 09, 2023 Q3 2023 |
10,846
shares
|
$570,933
0.87% of portfolio
|
Q3 2023
Reduced 0.51%
|
|
|
Meritage Portfolio Management
|
Jan 27, 2025 Q4 2024 |
10,838
shares
|
$570,512
0.04% of portfolio
|
Q4 2024
Added 3.49%
|
|
|
Wealth Architects, LLC
|
Oct 31, 2024 Q3 2024 |
10,831
shares
|
$570,143
0.07% of portfolio
|
Q3 2024
Added 0.71%
|
|
|
Perritt Capital Management Inc
Chicago, IL |
Nov 12, 2024 Q3 2024 |
10,784
shares
|
$567,669
0.3% of portfolio
|
Q3 2024
Added 1.38%
|
|
|
Essex Savings Bank
|
Jan 14, 2025 Q4 2024 |
10,770
shares
|
$566,932
0.14% of portfolio
|
Q4 2024
Added 1.93%
|
|
|
Apexium Financial, LP
|
Jan 22, 2025 Q4 2024 |
10,736
shares
|
$565,143
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
St. Louis Trust CO
|
Nov 07, 2024 Q3 2024 |
10,700
shares
|
$563,248
0.08% of portfolio
|
Q1 2021
New holding
|
|
|
Sargent Investment Group, LLC
|
Jan 27, 2025 Q4 2024 |
10,699
shares
|
$563,195
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Siemens Fonds Invest Gmb H
Munich, 2M |
Nov 14, 2024 Q3 2024 |
10,656
shares
|
$560,931
0.04% of portfolio
|
Q2 2024
Reduced 43.33%
|
|
|
Wellington Shields Capital Management, LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
10,654
shares
|
$560,826
0.1% of portfolio
|
Q3 2024
Reduced 15.81%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
10,652
shares
|
$560,721
0.02% of portfolio
|
Q3 2024
Added 1.29%
|
|
|
Tfb Advisors LLC
Overland Park, KS |
Jan 29, 2025 Q4 2024 |
10,576
shares
|
$556,720
0.16% of portfolio
|
Q4 2024
Added 5.19%
|
|
|
Procyon Advisors, LLC
|
Jan 15, 2025 Q4 2024 |
10,560
shares
|
$555,878
0.04% of portfolio
|
Q4 2024
Added 1.23%
|
|
|
Farmers & Merchants Trust CO Of Long Beach
|
Jan 15, 2025 Q4 2024 |
10,560
shares
|
$555,878
0.15% of portfolio
|
Q4 2024
Added 4.33%
|
|
|
Fishman Jay A LTD
Troy, MI |
Jan 29, 2025 Q4 2024 |
10,555
shares
|
$555,615
0.05% of portfolio
|
Q2 2024
Reduced 98.85%
|
|
|
Fee Only Financial Planning, L.C.
Okatie, SC |
Feb 04, 2025 Q4 2024 |
10,553
shares
|
$555,509
0.36% of portfolio
|
Q3 2024
Reduced 1.86%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
10,549
shares
|
$555,299
0.09% of portfolio
|
Q3 2024
Added 39.33%
|
|
|
Avestar Capital, LLC
|
Jan 29, 2025 Q4 2024 |
10,546
shares
|
$555,141
0.05% of portfolio
|
Q4 2024
Added 9.59%
|