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 2,275 institutions that hold shares in the stock, with a total of 999 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 |
|---|---|---|---|---|---|
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
Oct 08, 2024 Q3 2024 |
5,510
shares
|
$289,936
0.04% of portfolio
|
Q1 2024
Reduced 6.69%
|
|
|
Centerpoint Advisors, LLC
|
Jan 31, 2025 Q4 2024 |
5,500
shares
|
$289,410
0.1% of portfolio
|
Q4 2024
Reduced 4.35%
|
|
|
Bienville Capital Management, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
5,500
shares
|
$289,410
0.1% of portfolio
|
Q2 2020
Reduced 37.36%
|
|
|
Driehaus Capital Management LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
5,500
shares
|
$289,410
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Arrow Financial Corp
|
Nov 01, 2024 Q3 2024 |
5,495
shares
|
$289,146
0.03% of portfolio
|
Q3 2024
Reduced 0.99%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
5,489
shares
|
$288,831
0.01% of portfolio
|
Q4 2023
Added 0.31%
|
|
|
Trust Point Inc.
La Crosse, WI |
Jan 24, 2025 Q4 2024 |
5,487
shares
|
$288,725
0.02% of portfolio
|
Q4 2024
Added 0.9%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
5,480
shares
|
$288,357
0.15% of portfolio
|
Q2 2024
Reduced 70.84%
|
|
|
Bank Of Jackson Hole Trust
Jackson, WY |
Jan 31, 2025 Q4 2024 |
5,477
shares
|
$288,199
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
West Coast Financial LLC
|
Jan 14, 2025 Q4 2024 |
5,450
shares
|
$286,779
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Virtus Investment Advisers, Inc.
Hartford, CT |
Nov 14, 2024 Q3 2024 |
5,450
shares
|
$286,779
0.23% of portfolio
|
Q2 2024
New holding
|
|
|
Fairfield, Bush & Co.
Darien, CT |
Nov 12, 2024 Q3 2024 |
5,439
shares
|
$286,200
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
|
$286,147
0.2% of portfolio
|
Q4 2024
Reduced 1.59%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Nov 12, 2024 Q3 2024 |
5,437
shares
|
$286,094
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Great Waters Wealth Management
Minneapolis, MN |
Jan 16, 2025 Q4 2024 |
5,437
shares
|
$286,094
0.04% of portfolio
|
Q4 2023
Added 0.02%
|
|
|
Harbor Investment Advisory, LLC
|
Jan 16, 2025 Q4 2024 |
5,428
shares
|
$285,621
0.02% of portfolio
|
Q3 2024
Reduced 0.2%
|
|
|
Johnson Midwest Financial, LLC
|
Nov 07, 2023 Q3 2023 |
5,424
shares
|
$285,410
0.52% of portfolio
|
Q3 2023
Added 1.8%
|
|
|
Birch Hill Investment Advisors LLC
|
Jan 28, 2025 Q4 2024 |
5,408
shares
|
$284,568
0.01% of portfolio
|
Q4 2024
Added 0.15%
|
|
|
True Wealth Advisors, LLC
|
Jan 15, 2025 Q4 2024 |
5,408
shares
|
$284,568
0.11% of portfolio
|
Q4 2024
Reduced 0.04%
|
|
|
Domani Wealth, LLC
|
Apr 18, 2023 Q1 2023 |
5,384
shares
|
$283,306
0.06% of portfolio
|
Q4 2022
Added 0.5%
|
|
|
Bar Harbor Wealth Management
Concord, NH |
Jan 13, 2025 Q4 2024 |
5,375
shares
|
$282,832
0.02% of portfolio
|
Q4 2024
Reduced 0.65%
|
|
|
Cubic Asset Management, LLC
|
Apr 24, 2024 Q1 2024 |
5,368
shares
|
$282,464
0.06% of portfolio
|
Q2 2023
New holding
|
|
|
Linscomb & Williams, Inc.
Houston, TX |
Feb 05, 2025 Q4 2024 |
5,364
shares
|
$282,253
0.01% of portfolio
|
Q4 2024
Reduced 6.09%
|
|
|
Ridgecrest Wealth Partners, LLC
|
Jan 22, 2025 Q4 2024 |
5,351
shares
|
$281,569
0.15% of portfolio
|
Q4 2024
Reduced 8.55%
|
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
5,351
shares
|
$281,569
0.03% of portfolio
|
Q3 2024
Reduced 0.93%
|