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 2,406 institutions that hold shares in the stock, with a total of 1.01 Billion shares, which have been reported (via 13F filing form) to have a value of $58.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Milestone Wealth, LLC
Buffalo, NY |
Nov 14, 2022 Q3 2022 |
3,002
shares
|
$172,915
0.13% of portfolio
|
Q4 2021
New holding
|
|
|
Jtc Employer Solutions Trustee LTD
|
Jan 13, 2025 Q4 2024 |
3,000
shares
|
$172,800
0.01% of portfolio
|
Q1 2023
Reduced 19.09%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
2,995
shares
|
$172,512
0.01% of portfolio
|
Q4 2022
Added 2.46%
|
|
|
Versant Capital Management, Inc
|
Jan 02, 2025 Q4 2024 |
2,941
shares
|
$169,401
0.03% of portfolio
|
Q4 2024
Added 13.68%
|
|
|
Rowland & CO Investment Counsel
Atlanta, GA |
Feb 04, 2025 Q4 2024 |
2,932
shares
|
$168,883
0.03% of portfolio
|
Q4 2024
Added 40.83%
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Jan 30, 2025 Q4 2024 |
2,931
shares
|
$168,825
0.07% of portfolio
|
Q4 2023
Reduced 16.47%
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Feb 12, 2025 Q4 2024 |
2,912
shares
|
$167,731
0.04% of portfolio
|
Q4 2024
Added 4.52%
|
|
|
Cypress Capital Management LLC (Wy)
|
Jan 23, 2025 Q4 2024 |
2,900
shares
|
$167,040
0.17% of portfolio
|
Q2 2022
Reduced 14.71%
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
2,900
shares
|
$167,040
0.07% of portfolio
|
Q3 2024
Reduced 4.01%
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
2,899
shares
|
$166,982
0.03% of portfolio
|
Q3 2024
Added 1.29%
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
2,875
shares
|
$165,600
0.1% of portfolio
|
Q3 2024
Reduced 1.71%
|
|
|
Financially Speaking Inc
Greenwood Village, CO |
Feb 11, 2025 Q4 2024 |
2,850
shares
|
$164,160
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Jfs Wealth Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
2,835
shares
|
$163,296
0.01% of portfolio
|
Q4 2024
Reduced 3.87%
|
|
|
Pittenger & Anderson Inc
|
Jan 31, 2025 Q4 2024 |
2,817
shares
|
$162,259
0.01% of portfolio
|
Q4 2024
Added 0.61%
|
|
|
City Holding CO
|
Jan 16, 2025 Q4 2024 |
2,813
shares
|
$162,028
0.02% of portfolio
|
Q4 2024
Reduced 19.93%
|
|
|
Kimelman & Baird, LLC
New York, NY |
Feb 10, 2025 Q4 2024 |
2,779
shares
|
$160,070
0.01% of portfolio
|
N/A
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
2,769
shares
|
$159,494
0.19% of portfolio
|
Q3 2022
Added 8.59%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Feb 04, 2025 Q4 2024 |
2,767
shares
|
$159,379
0.04% of portfolio
|
Q2 2024
Reduced 17.28%
|
|
|
Albion Financial Group
|
Jan 17, 2025 Q4 2024 |
2,760
shares
|
$158,976
0.01% of portfolio
|
Q4 2024
Added 46.11%
|
|
|
West Oak Capital, LLC
|
Jan 13, 2025 Q4 2024 |
2,740
shares
|
$157,824
0.05% of portfolio
|
Q4 2023
Reduced 3.52%
|
|
|
Paradigm Asset Management CO LLC
|
Feb 03, 2025 Q4 2024 |
2,600
shares
|
$149,760
0.05% of portfolio
|
Q4 2024
Reduced 89.56%
|
|
|
Ncp Inc.
La Quinta, CA |
Feb 04, 2025 Q4 2024 |
2,600
shares
|
$149,760
0.07% of portfolio
|
Q4 2024
Reduced 3.7%
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
Jan 27, 2025 Q4 2024 |
2,573
shares
|
$148,204
0.05% of portfolio
|
Q4 2024
Added 1.78%
|
|
|
First National Bank Of South Miami
|
Jul 12, 2023 Q2 2023 |
2,550
shares
|
$146,880
0.09% of portfolio
|
Q2 2023
Reduced 5.52%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Jan 27, 2025 Q4 2024 |
2,539
shares
|
$146,246
0.01% of portfolio
|
Q4 2024
Reduced 1.59%
|