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 |
|---|---|---|---|---|---|
|
Evanson Asset Management, LLC
|
Jan 16, 2025 Q4 2024 |
7,701
shares
|
$405,534
0.03% of portfolio
|
Q4 2024
Added 0.29%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Nov 15, 2024 Q3 2024 |
7,698
shares
|
$405,376
0.04% of portfolio
|
Q3 2024
Reduced 10.3%
|
|
|
Optimum Investment Advisors
|
Oct 16, 2024 Q3 2024 |
7,676
shares
|
$404,218
0.17% of portfolio
|
Q2 2024
Reduced 11.53%
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Jan 17, 2025 Q4 2024 |
7,666
shares
|
$403,691
0.16% of portfolio
|
Q4 2024
Added 4.78%
|
|
|
Drw Securities, L.L.C.
Chicago, IL |
Nov 14, 2022 Q3 2022 |
7,666
shares
|
$403,691
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
Jan 27, 2025 Q4 2024 |
7,663
shares
|
$403,533
0.07% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Jan 15, 2025 Q4 2024 |
7,643
shares
|
$402,480
0.06% of portfolio
|
Q4 2024
Added 3.3%
|
|
|
ETF Store, Inc.
|
Nov 07, 2024 Q3 2024 |
7,642
shares
|
$402,427
0.41% of portfolio
|
Q3 2024
Added 4.53%
|
|
|
Wealth Trust Axiom LLC
|
Nov 13, 2024 Q3 2024 |
7,634
shares
|
$402,006
0.12% of portfolio
|
Q3 2024
Added 53.32%
|
|
|
Grandfield & Dodd, LLC
|
Nov 08, 2024 Q3 2024 |
7,603
shares
|
$400,373
0.02% of portfolio
|
Q3 2023
Reduced 25.45%
|
|
|
Yarger Wealth Strategies, LLC
Westerville, OH |
Jan 15, 2025 Q4 2024 |
7,603
shares
|
$400,373
0.26% of portfolio
|
Q4 2024
Added 3.02%
|
|
|
Platform Technology Partners
|
Jan 28, 2025 Q4 2024 |
7,574
shares
|
$398,846
0.13% of portfolio
|
Q4 2024
Reduced 0.88%
|
|
|
Ci Investments Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
7,562
shares
|
$398,214
0.0% of portfolio
|
Q3 2024
Added 0.48%
|
|
|
Wbh Advisory Inc
|
Oct 15, 2024 Q3 2024 |
7,552
shares
|
$397,688
0.04% of portfolio
|
Q3 2024
Reduced 9.43%
|
|
|
Heritage Family Offices, LLP
Scottsdale, AZ |
Jan 14, 2025 Q4 2024 |
7,530
shares
|
$396,529
0.2% of portfolio
|
Q4 2024
Added 5.91%
|
|
|
Choate Investment Advisors
Boston, MA |
Nov 13, 2024 Q3 2024 |
7,520
shares
|
$396,003
0.01% of portfolio
|
Q3 2024
Added 3.77%
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
Nov 06, 2024 Q3 2024 |
7,502
shares
|
$395,055
0.08% of portfolio
|
Q3 2024
Added 14.1%
|
|
|
Mindset Wealth Management, LLC
Indianapolis, IN |
Nov 13, 2024 Q3 2024 |
7,491
shares
|
$394,476
0.16% of portfolio
|
Q3 2024
New holding
|
|
|
Astoria Portfolio Advisors Llc.
|
Jan 15, 2025 Q4 2024 |
7,483
shares
|
$394,054
0.16% of portfolio
|
Q4 2024
Added 4.86%
|
|
|
Jacobs Levy Equity Management, Inc
Florham Park, NJ |
Nov 14, 2024 Q3 2024 |
7,473
shares
|
$393,528
0.0% of portfolio
|
Q3 2024
Reduced 94.54%
|
|
|
Safeguard Investment Advisory Group, LLC
|
Nov 14, 2024 Q3 2024 |
7,465
shares
|
$393,106
0.11% of portfolio
|
Q3 2024
Added 7.41%
|
|
|
Callahan Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
7,457
shares
|
$392,685
0.04% of portfolio
|
Q3 2024
Added 0.12%
|
|
|
Bank Ozk
|
Nov 14, 2024 Q3 2024 |
7,449
shares
|
$392,264
0.16% of portfolio
|
Q3 2024
Reduced 4.07%
|
|
|
Steward Partners Investment Solutions, LLC
Portland, OR |
May 15, 2024 Q1 2024 |
7,441
shares
|
$391,843
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Jan 24, 2025 Q4 2024 |
7,382
shares
|
$388,736
0.01% of portfolio
|
Q4 2024
Reduced 2.12%
|