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 2,223 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 $55.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Argent Financial Group, Inc.
Ruston, LA |
Nov 13, 2024 Q3 2024 |
81,147
shares
|
$4.54 Million
0.49% of portfolio
|
Q3 2024
New holding
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Nov 14, 2024 Q3 2024 |
81,119
shares
|
$4.54 Million
0.04% of portfolio
|
Q3 2024
Added 113.22%
|
|
|
Cornerstone Advisors, LLC
Asheville, NC |
Nov 08, 2024 Q3 2024 |
80,800
shares
|
$4.52 Million
0.16% of portfolio
|
Q3 2024
Added 21.5%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Nov 04, 2024 Q3 2024 |
80,309
shares
|
$4.49 Million
0.04% of portfolio
|
Q3 2024
Reduced 7.93%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Oct 21, 2024 Q3 2024 |
80,308
shares
|
$4.49 Million
0.11% of portfolio
|
Q3 2024
Added 0.23%
|
|
|
Prospera Financial Services Inc
|
Nov 07, 2024 Q3 2024 |
79,149
shares
|
$4.43 Million
0.11% of portfolio
|
Q3 2024
Added 9.84%
|
|
|
Highland Capital Management, LLC
|
Oct 23, 2024 Q3 2024 |
78,013
shares
|
$4.36 Million
0.23% of portfolio
|
Q3 2024
Reduced 5.18%
|
|
|
Investmark Advisory Group LLC
|
Nov 14, 2024 Q3 2024 |
77,705
shares
|
$4.35 Million
1.97% of portfolio
|
Q3 2024
Added 28.28%
|
|
|
Accurate Wealth Management, LLC
|
Oct 17, 2024 Q3 2024 |
77,558
shares
|
$4.34 Million
0.85% of portfolio
|
Q3 2024
Reduced 31.22%
|
|
|
Hollencrest Capital Management
|
Oct 31, 2024 Q3 2024 |
77,435
shares
|
$4.33 Million
0.17% of portfolio
|
Q3 2024
Added 1.1%
|
|
|
Clifford Swan Investment Counsel LLC
|
Nov 14, 2024 Q3 2024 |
77,355
shares
|
$4.33 Million
0.14% of portfolio
|
Q3 2024
Reduced 1.71%
|
|
|
Convergence Investment Partners, LLC
|
Oct 29, 2024 Q3 2024 |
77,259
shares
|
$4.32 Million
1.08% of portfolio
|
Q3 2024
Added 2.9%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
77,132
shares
|
$4.31 Million
0.12% of portfolio
|
Q4 2023
New holding
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
76,951
shares
|
$4.3 Million
0.09% of portfolio
|
Q3 2024
Reduced 0.95%
|
|
|
Choreo, LLC
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
76,618
shares
|
$4.29 Million
0.06% of portfolio
|
Q3 2024
Added 11.85%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Nov 01, 2024 Q3 2024 |
76,293
shares
|
$4.27 Million
0.32% of portfolio
|
Q3 2024
Added 0.09%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 01, 2024 Q3 2024 |
76,201
shares
|
$4.26 Million
0.12% of portfolio
|
Q3 2024
Reduced 3.79%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2024 Q3 2024 |
75,561
shares
|
$4.23 Million
0.1% of portfolio
|
Q3 2024
Reduced 5.78%
|
|
|
Ieq Capital, LLC
|
Nov 14, 2024 Q3 2024 |
75,205
shares
|
$4.21 Million
0.05% of portfolio
|
Q3 2024
Added 14.39%
|
|
|
Clark Estates Inc
New York, NY |
Nov 13, 2024 Q3 2024 |
75,150
shares
|
$4.2 Million
1.0% of portfolio
|
Q3 2024
Reduced 7.39%
|
|
|
Fifth Third Bancorp
|
Oct 17, 2024 Q3 2024 |
75,075
shares
|
$4.2 Million
0.01% of portfolio
|
Q3 2024
Reduced 4.64%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Nov 14, 2024 Q3 2024 |
74,793
shares
|
$4.18 Million
0.42% of portfolio
|
Q3 2024
Added 14.17%
|
|
|
Townsquare Capital LLC
|
Nov 13, 2024 Q3 2024 |
74,589
shares
|
$4.17 Million
0.05% of portfolio
|
Q3 2024
Added 20.57%
|
|
|
Sapient Capital LLC
Indianapolis, IN |
Oct 11, 2024 Q3 2024 |
74,540
shares
|
$4.17 Million
0.08% of portfolio
|
Q3 2024
Reduced 71.68%
|
|
|
Merit Financial Group, LLC
|
Oct 17, 2024 Q3 2024 |
74,083
shares
|
$4.14 Million
0.08% of portfolio
|
Q3 2024
Reduced 12.97%
|