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 |
|---|---|---|---|---|---|
|
Edgemoor Investment Advisors, Inc.
|
Nov 12, 2024 Q3 2024 |
5,626
shares
|
$295,927
0.03% of portfolio
|
Q2 2024
Reduced 2.61%
|
|
|
Fort, L.P.
Chevy Chase, MD |
Oct 29, 2024 Q3 2024 |
5,624
shares
|
$295,822
0.74% of portfolio
|
Q3 2024
Reduced 4.52%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
5,597
shares
|
$294,402
0.01% of portfolio
|
Q3 2024
Reduced 16.2%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Jan 27, 2025 Q4 2024 |
5,588
shares
|
$293,928
0.02% of portfolio
|
Q4 2024
Reduced 11.44%
|
|
|
Clearwater Capital Advisors, LLC
|
Nov 12, 2024 Q3 2024 |
5,572
shares
|
$293,087
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Jan 28, 2025 Q4 2024 |
5,559
shares
|
$292,403
0.04% of portfolio
|
Q4 2024
Reduced 17.78%
|
|
|
Compton Financial Group, LLC
|
Oct 16, 2024 Q3 2024 |
5,554
shares
|
$292,140
0.09% of portfolio
|
Q3 2024
Reduced 8.95%
|
|
|
Bt Wealth Management LLC
|
Jul 26, 2022 Q2 2022 |
5,548
shares
|
$291,824
0.07% of portfolio
|
Q2 2022
Added 1.97%
|
|
|
Antonetti Capital Management LLC
|
Nov 09, 2023 Q3 2023 |
5,545
shares
|
$291,667
0.37% of portfolio
|
Q3 2023
Added 82.1%
|
|
|
Byrne Asset Management LLC
|
Jan 28, 2025 Q4 2024 |
5,535
shares
|
$291,141
0.25% of portfolio
|
Q3 2024
Added 3.25%
|
|
|
Quotient Wealth Partners, LLC
Houston, TX |
Jan 28, 2025 Q4 2024 |
5,529
shares
|
$290,825
0.01% of portfolio
|
Q4 2024
Added 12.79%
|
|
|
Shum Financial Group, Inc.
Alameda, CA |
Jan 22, 2025 Q4 2024 |
5,517
shares
|
$290,194
0.25% of portfolio
|
Q4 2024
Reduced 12.16%
|
|
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
Jan 14, 2025 Q4 2024 |
5,517
shares
|
$290,194
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Alterity Financial Group, LLC
Bangor, ME |
Jan 18, 2024 Q4 2023 |
5,513
shares
|
$289,983
0.32% of portfolio
|
Q3 2023
Reduced 1.34%
|
|
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
Oct 08, 2024 Q3 2024 |
5,510
shares
|
$289,826
0.04% of portfolio
|
Q1 2024
Reduced 6.69%
|
|
|
Bienville Capital Management, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
5,500
shares
|
$289,300
0.1% of portfolio
|
Q2 2020
Reduced 37.36%
|
|
|
Driehaus Capital Management LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
5,500
shares
|
$289,300
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Arrow Financial Corp
|
Nov 01, 2024 Q3 2024 |
5,495
shares
|
$289,037
0.03% of portfolio
|
Q3 2024
Reduced 0.99%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
5,489
shares
|
$288,721
0.01% of portfolio
|
Q4 2023
Added 0.31%
|
|
|
Trust Point Inc.
La Crosse, WI |
Jan 24, 2025 Q4 2024 |
5,487
shares
|
$288,616
0.02% of portfolio
|
Q4 2024
Added 0.9%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
5,480
shares
|
$288,248
0.15% of portfolio
|
Q2 2024
Reduced 70.84%
|
|
|
West Coast Financial LLC
|
Jan 14, 2025 Q4 2024 |
5,450
shares
|
$286,670
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Virtus Investment Advisers, Inc.
Hartford, CT |
Nov 14, 2024 Q3 2024 |
5,450
shares
|
$286,670
0.23% of portfolio
|
Q2 2024
New holding
|
|
|
Fairfield, Bush & Co.
Darien, CT |
Nov 12, 2024 Q3 2024 |
5,439
shares
|
$286,091
0.17% of portfolio
|
Q3 2024
Reduced 0.02%
|
|
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
Jan 17, 2025 Q4 2024 |
5,438
shares
|
$286,038
0.2% of portfolio
|
Q4 2024
Reduced 1.59%
|