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 2,258 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 $52.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Summit Financial Group, Inc.
|
Apr 05, 2024 Q1 2024 |
9,950
shares
|
$523,966
0.16% of portfolio
|
Q2 2023
Reduced 0.25%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
9,912
shares
|
$521,965
0.04% of portfolio
|
Q4 2022
Added 0.58%
|
|
|
Cfo4 Life Group, LLC
|
Nov 12, 2024 Q3 2024 |
9,886
shares
|
$520,596
0.09% of portfolio
|
Q3 2024
Added 2.52%
|
|
|
Shelton Capital Management
Denver, CO |
Nov 14, 2024 Q3 2024 |
9,819
shares
|
$517,068
0.01% of portfolio
|
Q3 2024
Reduced 6.18%
|
|
|
Symphony Financial Services, Inc.
Akron, OH |
Nov 12, 2024 Q3 2024 |
9,816
shares
|
$516,910
0.4% of portfolio
|
Q3 2024
Added 4.25%
|
|
|
Asahi Life Asset Management Co., Ltd.
|
Oct 24, 2024 Q3 2024 |
9,800
shares
|
$516,067
0.3% of portfolio
|
Q3 2024
Reduced 1.11%
|
|
|
Cobblestone Asset Management LLC
Richmond, VA |
Jan 22, 2025 Q4 2024 |
9,791
shares
|
$515,594
0.33% of portfolio
|
Q4 2023
Added 2.9%
|
|
|
Lafayette Investments, Inc.
|
Oct 22, 2024 Q3 2024 |
9,788
shares
|
$515,436
0.11% of portfolio
|
Q2 2024
Reduced 9.27%
|
|
|
Parkside Financial Bank & Trust
|
Nov 07, 2024 Q3 2024 |
9,773
shares
|
$514,646
0.07% of portfolio
|
Q3 2024
Reduced 1.29%
|
|
|
Legacy Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
9,675
shares
|
$509,485
0.05% of portfolio
|
Q3 2024
Reduced 11.68%
|
|
|
B Long Financial, LLC
Memphis, TN |
Jan 30, 2025 Q4 2024 |
9,648
shares
|
$508,063
0.42% of portfolio
|
Q4 2024
New holding
|
|
|
Tocqueville Asset Management L.P.
New York, NY |
Nov 08, 2024 Q3 2024 |
9,643
shares
|
$507,800
0.01% of portfolio
|
Q3 2024
Added 4.75%
|
|
|
Wms Partners, LLC
|
Nov 13, 2024 Q3 2024 |
9,639
shares
|
$507,589
0.03% of portfolio
|
Q3 2024
Reduced 8.28%
|
|
|
Washington Trust CO
|
Jan 30, 2025 Q4 2024 |
9,634
shares
|
$507,326
0.02% of portfolio
|
Q4 2024
Added 4.65%
|
|
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
Oct 31, 2024 Q3 2024 |
9,628
shares
|
$507,010
0.16% of portfolio
|
Q3 2024
Added 0.19%
|
|
|
Eudaimonia Partners, LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
9,626
shares
|
$506,905
0.1% of portfolio
|
Q1 2024
Reduced 7.86%
|
|
|
Cboe Vest Financial, LLC
Mclean, VA |
Jan 28, 2025 Q4 2024 |
9,622
shares
|
$506,694
0.01% of portfolio
|
Q4 2024
Added 8.34%
|
|
|
Northcape Wealth Management, LLC
Williamsville, NY |
Nov 06, 2024 Q3 2024 |
9,608
shares
|
$505,957
0.16% of portfolio
|
Q3 2024
Added 29.47%
|
|
|
Guardian Capital Advisors LP
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
9,600
shares
|
$505,535
0.05% of portfolio
|
Q4 2023
Reduced 3.03%
|
|
|
Sym Financial Corp
|
Jan 24, 2025 Q4 2024 |
9,597
shares
|
$505,378
0.07% of portfolio
|
Q4 2024
Reduced 3.86%
|
|
|
Jackson Hole Capital Partners, LLC
|
Oct 30, 2024 Q3 2024 |
9,583
shares
|
$504,640
0.1% of portfolio
|
Q3 2024
Added 0.26%
|
|
|
One Wealth Advisors, LLC
San Francisco, CA |
Jan 24, 2025 Q4 2024 |
9,566
shares
|
$503,745
0.08% of portfolio
|
Q4 2024
Added 6.42%
|
|
|
Burns Matteson Capital Management, LLC
Corning, NY |
Jan 28, 2025 Q4 2024 |
9,564
shares
|
$503,640
0.28% of portfolio
|
Q4 2024
Reduced 1.21%
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
Nov 13, 2024 Q3 2024 |
9,537
shares
|
$502,218
0.22% of portfolio
|
Q3 2024
Added 1.23%
|
|
|
Burney CO
Reston, VA |
Jan 14, 2025 Q4 2024 |
9,515
shares
|
$501,059
0.02% of portfolio
|
Q4 2024
Added 10.4%
|