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 2,247 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 $53.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wells Trecaso Financial Group, LLC
|
Jan 17, 2025 Q4 2024 |
5,973
shares
|
$314,179
0.1% of portfolio
|
Q3 2024
Reduced 11.99%
|
|
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
Jan 22, 2025 Q4 2024 |
5,970
shares
|
$314,022
0.12% of portfolio
|
Q2 2024
Reduced 1.24%
|
|
|
Silvant Capital Management LLC
|
Oct 29, 2024 Q3 2024 |
5,966
shares
|
$313,811
0.01% of portfolio
|
Q3 2019
Reduced 18.07%
|
|
|
Sage Mountain Advisors LLC
|
Oct 29, 2024 Q3 2024 |
5,946
shares
|
$312,759
0.03% of portfolio
|
Q3 2024
Added 8.03%
|
|
|
Harel Insurance Investments & Financial Services Ltd.
|
Jan 21, 2025 Q4 2024 |
5,935
shares
|
$312,181
0.01% of portfolio
|
Q4 2024
Added 37.73%
|
|
|
Lester Murray Antman Dba Simply Rich
|
Oct 18, 2024 Q3 2024 |
5,925
shares
|
$311,655
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Tandem Investment Advisors, Inc.
Charleston, SC |
Oct 31, 2024 Q3 2024 |
5,924
shares
|
$311,602
0.01% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
Gladius Capital Management LP
Chicago, IL |
Nov 15, 2024 Q3 2024 |
5,919
shares
|
$311,339
0.18% of portfolio
|
Q3 2024
Added 5.02%
|
|
|
Signal Point Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
5,901
shares
|
$310,392
0.08% of portfolio
|
Q4 2024
Added 0.29%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Oct 15, 2024 Q3 2024 |
5,899
shares
|
$310,287
0.04% of portfolio
|
Q2 2024
Reduced 1.42%
|
|
|
Dubuque Bank & Trust CO
|
Oct 27, 2023 Q3 2023 |
5,894
shares
|
$310,024
0.03% of portfolio
|
Q3 2023
Added 9.49%
|
|
|
Summit X, LLC
Chesterfield, MO |
Nov 07, 2024 Q3 2024 |
5,882
shares
|
$309,393
0.07% of portfolio
|
Q3 2024
Reduced 8.05%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
5,862
shares
|
$308,341
0.07% of portfolio
|
Q2 2022
Added 19.05%
|
|
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
Jan 24, 2025 Q4 2024 |
5,861
shares
|
$308,288
0.12% of portfolio
|
Q4 2024
Reduced 0.93%
|
|
|
Emprise Bank
Wichita, KS |
Jan 13, 2025 Q4 2024 |
5,844
shares
|
$307,394
0.17% of portfolio
|
Q4 2024
Reduced 0.87%
|
|
|
Smith, Salley & Associates
|
Jan 15, 2025 Q4 2024 |
5,839
shares
|
$307,131
0.02% of portfolio
|
Q4 2024
Added 0.86%
|
|
|
Zwj Investment Counsel Inc
|
Jan 16, 2025 Q4 2024 |
5,836
shares
|
$306,973
0.01% of portfolio
|
Q4 2024
Added 9.37%
|
|
|
True Mark Investments, LLC
Chicago, IL |
Oct 15, 2024 Q3 2024 |
5,835
shares
|
$306,921
0.1% of portfolio
|
Q3 2024
Reduced 46.57%
|
|
|
American Institute For Advanced Investment Management, LLP
|
Jan 23, 2025 Q4 2024 |
5,815
shares
|
$305,869
0.23% of portfolio
|
Q4 2024
Reduced 0.77%
|
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Oct 15, 2024 Q3 2024 |
5,811
shares
|
$305,658
0.09% of portfolio
|
Q3 2024
Added 1.89%
|
|
|
Ntb Financial Corp
Centennial, CO |
Aug 09, 2022 Q2 2022 |
5,809
shares
|
$305,553
0.2% of portfolio
|
Q2 2022
Added 0.07%
|
|
|
Cowa, LLC
Tulsa, OK |
Nov 01, 2024 Q3 2024 |
5,797
shares
|
$304,922
0.14% of portfolio
|
Q4 2022
Reduced 12.39%
|
|
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
Nov 08, 2024 Q3 2024 |
5,785
shares
|
$304,291
0.2% of portfolio
|
Q4 2021
Reduced 1.11%
|
|
|
Wmg Financial Advisors, LLC
|
Oct 31, 2024 Q3 2024 |
5,779
shares
|
$303,975
0.14% of portfolio
|
Q3 2024
Reduced 0.09%
|
|
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
Nov 06, 2024 Q3 2024 |
5,768
shares
|
$303,396
0.01% of portfolio
|
Q3 2024
Reduced 4.98%
|