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 |
|---|---|---|---|---|---|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Oct 04, 2024 Q3 2024 |
273
shares
|
$14,209
0.01% of portfolio
|
Q2 2024
Reduced 60.83%
|
|
|
Ridgewood Investments LLC
|
Jan 10, 2025 Q4 2024 |
263
shares
|
$13,689
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
En Rich Financial Partners LLC
Madison, WI |
Nov 07, 2024 Q3 2024 |
262
shares
|
$13,637
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
Jan 14, 2025 Q4 2024 |
256
shares
|
$13,324
0.01% of portfolio
|
Q3 2024
Added 82.86%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Nov 06, 2024 Q3 2024 |
250
shares
|
$13,012
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Syntax Research, Inc.
Boca Raton, FL |
Dec 17, 2024 Q3 2024 |
250
shares
|
$13,012
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Blume Capital Management, Inc.
Berkeley, CA |
Oct 28, 2024 Q3 2024 |
240
shares
|
$12,492
0.0% of portfolio
|
Q4 2023
Added 60.0%
|
|
|
Zions Bancorporation, N.A.
|
Nov 06, 2024 Q3 2024 |
232
shares
|
$12,075
0.0% of portfolio
|
Q3 2024
Reduced 49.01%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Dec 02, 2024 Q3 2024 |
230
shares
|
$11,971
0.0% of portfolio
|
Q3 2024
Reduced 9.8%
|
|
|
Carolina Wealth Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
225
shares
|
$11,711
0.01% of portfolio
|
Q4 2023
Reduced 86.96%
|
|
|
Jnba Financial Advisors
|
Oct 30, 2024 Q3 2024 |
225
shares
|
$11,711
0.0% of portfolio
|
Q1 2022
Reduced 64.45%
|
|
|
Wiser Advisor Group LLC
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
223
shares
|
$11,607
0.02% of portfolio
|
Q3 2024
Reduced 26.89%
|
|
|
Prairie View Partners, LLC
|
Oct 18, 2024 Q3 2024 |
200
shares
|
$10,410
0.0% of portfolio
|
Q3 2023
Reduced 75.0%
|
|
|
Decision Point Financial, LLC
Mesa, AZ |
Oct 28, 2024 Q3 2024 |
200
shares
|
$10,410
0.0% of portfolio
|
Q3 2024
Reduced 60.0%
|
|
|
High Mark Wealth Management LLC
|
Oct 17, 2024 Q3 2024 |
197
shares
|
$10,253
0.01% of portfolio
|
Q3 2024
Added 1.03%
|
|
|
Rise Advisors, LLC
|
Jan 07, 2025 Q4 2024 |
181
shares
|
$9,421
0.0% of portfolio
|
Q4 2024
Reduced 62.83%
|
|
|
Psi Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
177
shares
|
$9,212
0.0% of portfolio
|
Q4 2024
Reduced 45.03%
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
167
shares
|
$8,692
0.0% of portfolio
|
Q4 2022
Reduced 63.77%
|
|
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
Nov 04, 2024 Q3 2024 |
160
shares
|
$8,328
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
152
shares
|
$7,911
0.0% of portfolio
|
Q3 2023
Reduced 74.11%
|
|
|
Emfo, LLC
|
Jul 26, 2024 Q2 2024 |
150
shares
|
$7,807
0.01% of portfolio
|
Q2 2021
New holding
|
|
|
Endeavor Private Wealth, Inc.
Topeka, KS |
Jan 17, 2025 Q4 2024 |
150
shares
|
$7,807
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Nov 12, 2024 Q3 2024 |
144
shares
|
$7,495
0.0% of portfolio
|
Q1 2024
Reduced 98.24%
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Oct 15, 2024 Q3 2024 |
139
shares
|
$7,234
0.0% of portfolio
|
Q3 2024
Added 21.93%
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Jan 10, 2025 Q4 2024 |
135
shares
|
$7,026
0.0% of portfolio
|
Q4 2024
Added 53.41%
|