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 2,245 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 $51.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
5,153
shares
|
$268,213
0.03% of portfolio
|
Q2 2023
Added 1.56%
|
|
|
Long Run Wealth Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
5,152
shares
|
$268,161
0.06% of portfolio
|
Q3 2024
Added 1.9%
|
|
|
Ellis Investment Partners, LLC
|
Oct 24, 2024 Q3 2024 |
5,146
shares
|
$267,849
0.05% of portfolio
|
Q3 2024
Reduced 9.72%
|
|
|
Bsw Wealth Partners
Boulder, CO |
Jan 22, 2025 Q4 2024 |
5,145
shares
|
$267,797
0.04% of portfolio
|
Q4 2024
Added 30.42%
|
|
|
N.E.W. Advisory Services LLC
|
Jan 23, 2025 Q4 2024 |
5,144
shares
|
$267,745
0.03% of portfolio
|
Q4 2024
Added 0.45%
|
|
|
Concorde Asset Management, LLC
|
Nov 12, 2024 Q3 2024 |
5,141
shares
|
$267,589
0.15% of portfolio
|
Q3 2024
Added 0.33%
|
|
|
Private Client Services, LLC
Louisville, KY |
Jan 08, 2025 Q4 2024 |
5,140
shares
|
$267,537
0.14% of portfolio
|
Q4 2024
Reduced 0.98%
|
|
|
Executive Wealth Management, LLC
|
Nov 14, 2024 Q3 2024 |
5,127
shares
|
$266,860
0.02% of portfolio
|
Q3 2024
Added 0.59%
|
|
|
Omc Financial Services LTD
Dewitt, NY |
Oct 28, 2024 Q3 2024 |
5,126
shares
|
$266,808
0.11% of portfolio
|
Q1 2024
New holding
|
|
|
Gulf International Bank (Uk) LTD
|
Oct 30, 2024 Q3 2024 |
5,097
shares
|
$265,298
0.01% of portfolio
|
Q3 2024
Reduced 55.2%
|
|
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
Nov 14, 2024 Q3 2024 |
5,074
shares
|
$264,101
0.15% of portfolio
|
Q3 2024
Reduced 3.39%
|
|
|
Mairs & Power Inc
St Paul, MN |
Nov 14, 2024 Q3 2024 |
5,048
shares
|
$262,748
0.0% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
Tarbox Family Office, Inc.
|
Jan 16, 2025 Q4 2024 |
5,046
shares
|
$262,644
0.04% of portfolio
|
Q4 2024
Added 0.52%
|
|
|
Barry Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
5,046
shares
|
$262,644
0.09% of portfolio
|
Q4 2024
Added 0.96%
|
|
|
First United Bank & Trust
|
Jan 16, 2025 Q4 2024 |
5,036
shares
|
$262,123
0.1% of portfolio
|
Q2 2024
Reduced 12.2%
|
|
|
626 Financial, LLC
|
Jan 14, 2025 Q4 2024 |
5,035
shares
|
$262,071
0.15% of portfolio
|
Q3 2024
Reduced 5.98%
|
|
|
Lakeridge Wealth Management LLC
Mentor, OH |
Oct 07, 2024 Q3 2024 |
5,026
shares
|
$261,603
0.14% of portfolio
|
Q3 2024
Reduced 1.61%
|
|
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
Nov 08, 2024 Q3 2024 |
5,002
shares
|
$260,354
0.07% of portfolio
|
Q1 2024
New holding
|
|
|
Alta Advisers LTD
|
Nov 08, 2024 Q3 2024 |
5,000
shares
|
$260,250
0.12% of portfolio
|
Q3 2022
New holding
|
|
|
Forthright Family Wealth Advisory LLC
Houston, TX |
Dec 09, 2024 Q3 2024 |
5,000
shares
|
$260,250
0.18% of portfolio
|
Q4 2023
New holding
|
|
|
Greenhouse Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
4,992
shares
|
$259,833
0.17% of portfolio
|
Q2 2021
Reduced 43.82%
|
|
|
Second Line Capital, LLC
Metairie, LA |
Nov 18, 2024 Q3 2024 |
4,982
shares
|
$259,313
0.07% of portfolio
|
Q3 2024
Reduced 3.73%
|
|
|
Institute For Wealth Management, Llc.
|
Jan 23, 2025 Q4 2024 |
4,970
shares
|
$258,688
0.03% of portfolio
|
Q4 2024
Added 0.14%
|
|
|
Atlas Wealth Partners, LLC
Wyomissing, PA |
Oct 18, 2024 Q3 2024 |
4,968
shares
|
$258,584
0.39% of portfolio
|
Q1 2024
New holding
|
|
|
Toth Financial Advisory Corp
|
Jan 21, 2025 Q4 2024 |
4,967
shares
|
$258,532
0.03% of portfolio
|
Q4 2024
Reduced 0.7%
|