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 |
|---|---|---|---|---|---|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
5,766
shares
|
$303,291
0.08% of portfolio
|
Q3 2023
Added 0.56%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 06, 2024 Q3 2024 |
5,766
shares
|
$303,291
0.03% of portfolio
|
Q3 2024
Added 1.51%
|
|
|
Rs Crum Inc.
|
Nov 13, 2024 Q3 2024 |
5,763
shares
|
$303,133
0.07% of portfolio
|
Q3 2024
Reduced 4.55%
|
|
|
Maven Securities LTD
St Helier, Y9 |
Nov 13, 2024 Q3 2024 |
5,762
shares
|
$303,081
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Centerpoint Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
5,750
shares
|
$302,450
0.1% of portfolio
|
Q3 2024
Reduced 14.81%
|
|
|
Manchester Financial Inc
|
Oct 24, 2024 Q3 2024 |
5,750
shares
|
$302,450
0.07% of portfolio
|
Q1 2024
Reduced 0.17%
|
|
|
Connable Office Inc
|
Nov 06, 2024 Q3 2024 |
5,746
shares
|
$302,239
0.03% of portfolio
|
Q1 2023
Reduced 13.74%
|
|
|
J. L. Bainbridge & Co., Inc.
|
Nov 12, 2024 Q3 2024 |
5,735
shares
|
$301,661
0.03% of portfolio
|
Q3 2024
Added 10.61%
|
|
|
Avaii Wealth Management, LLC
Appleton, WI |
Jan 21, 2025 Q4 2024 |
5,733
shares
|
$301,555
0.16% of portfolio
|
Q4 2024
Reduced 9.86%
|
|
|
Lane & Associates LLC
Moorestown, NJ |
Nov 12, 2024 Q3 2024 |
5,727
shares
|
$301,240
0.16% of portfolio
|
Q3 2024
Reduced 7.84%
|
|
|
Koss Olinger Consulting, LLC
|
Oct 18, 2024 Q3 2024 |
5,723
shares
|
$301,029
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
5,715
shares
|
$300,609
0.09% of portfolio
|
Q1 2024
Added 0.07%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
5,715
shares
|
$300,609
0.04% of portfolio
|
Q3 2024
Added 1.15%
|
|
|
Linscomb & Williams, Inc.
Houston, TX |
Nov 06, 2024 Q3 2024 |
5,712
shares
|
$300,451
0.01% of portfolio
|
Q3 2024
Reduced 13.19%
|
|
|
Mezzasalma Advisors, LLC
|
Jan 28, 2025 Q4 2024 |
5,710
shares
|
$300,346
0.1% of portfolio
|
Q4 2024
Reduced 4.9%
|
|
|
Ervin Investment Management, LLC
|
Jan 16, 2025 Q4 2024 |
5,700
shares
|
$299,820
0.21% of portfolio
|
Q4 2023
Reduced 1.72%
|
|
|
Act Wealth Management, LLC
|
Jan 16, 2025 Q4 2024 |
5,698
shares
|
$299,714
0.14% of portfolio
|
Q4 2024
Added 1.77%
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Jan 10, 2025 Q4 2024 |
5,694
shares
|
$299,504
0.21% of portfolio
|
Q4 2024
Added 0.28%
|
|
|
Mbe Wealth Management, LLC
|
Jan 22, 2025 Q4 2024 |
5,682
shares
|
$298,873
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Trustco Bank Corp N Y
Albany, NY |
Nov 14, 2024 Q3 2024 |
5,672
shares
|
$298,347
0.3% of portfolio
|
Q3 2024
Reduced 0.02%
|
|
|
Sittner & Nelson, LLC
Eugene, OR |
Oct 31, 2024 Q3 2024 |
5,665
shares
|
$297,979
0.13% of portfolio
|
Q3 2024
Added 240.24%
|
|
|
Kornitzer Capital Management Inc
|
Oct 31, 2024 Q3 2024 |
5,661
shares
|
$297,768
0.01% of portfolio
|
Q2 2024
Reduced 2.9%
|
|
|
Princeton Global Asset Management LLC
|
Jan 24, 2025 Q4 2024 |
5,661
shares
|
$297,768
0.06% of portfolio
|
Q1 2024
Reduced 3.41%
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
5,646
shares
|
$296,979
0.11% of portfolio
|
Q3 2022
Added 14.73%
|
|
|
Vicus Capital
State College, PA |
Oct 21, 2024 Q3 2024 |
5,646
shares
|
$296,979
0.03% of portfolio
|
Q3 2024
Reduced 10.3%
|