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 |
|---|---|---|---|---|---|
|
Hayek Kallen Investment Management
Fairhope, AL |
Oct 15, 2024 Q3 2024 |
42,133
shares
|
$2.36 Million
0.76% of portfolio
|
Q3 2024
Reduced 1.04%
|
|
|
Trust CO Of Vermont
|
Oct 16, 2024 Q3 2024 |
42,086
shares
|
$2.35 Million
0.11% of portfolio
|
Q3 2024
Reduced 0.01%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
42,032
shares
|
$2.35 Million
0.06% of portfolio
|
Q3 2024
Added 15.19%
|
|
|
Machina Capital S.A.S.
Paris, I0 |
Nov 07, 2024 Q3 2024 |
41,853
shares
|
$2.34 Million
0.9% of portfolio
|
Q3 2024
Added 74.47%
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
Oct 24, 2024 Q3 2024 |
41,403
shares
|
$2.32 Million
0.12% of portfolio
|
Q3 2024
Added 0.57%
|
|
|
Promethium Advisors,Llc
Bethesda, MD |
Nov 14, 2024 Q3 2024 |
41,185
shares
|
$2.3 Million
1.51% of portfolio
|
Q3 2024
New holding
|
|
|
Howard Capital Management Group, LLC
|
Oct 16, 2024 Q3 2024 |
41,184
shares
|
$2.3 Million
0.15% of portfolio
|
Q1 2023
Added 6.78%
|
|
|
Welch Group, LLC
|
Oct 24, 2024 Q3 2024 |
41,040
shares
|
$2.3 Million
0.09% of portfolio
|
Q3 2024
Added 0.28%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Oct 15, 2024 Q3 2024 |
41,012
shares
|
$2.29 Million
0.21% of portfolio
|
Q3 2024
Added 26.28%
|
|
|
Aviance Capital Partners, LLC
Naples, FL |
Nov 07, 2024 Q3 2024 |
40,362
shares
|
$2.26 Million
0.28% of portfolio
|
Q3 2024
Added 0.48%
|
|
|
Parallel Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
40,327
shares
|
$2.26 Million
0.05% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Affinity Investment Advisors, LLC
|
Oct 28, 2024 Q3 2024 |
40,218
shares
|
$2.25 Million
1.41% of portfolio
|
Q3 2024
Added 0.18%
|
|
|
Fortune Financial Advisors, LLC
Overland Park, KS |
Oct 24, 2024 Q3 2024 |
40,167
shares
|
$2.25 Million
1.86% of portfolio
|
Q3 2024
Reduced 0.79%
|
|
|
South State Corp
|
Nov 08, 2024 Q3 2024 |
40,150
shares
|
$2.25 Million
0.14% of portfolio
|
Q2 2024
Reduced 2.1%
|
|
|
Prosperity Consulting Group, LLC
|
Oct 15, 2024 Q3 2024 |
40,143
shares
|
$2.25 Million
0.16% of portfolio
|
Q3 2024
Added 207.73%
|
|
|
Amica Mutual Insurance CO
|
Nov 12, 2024 Q3 2024 |
39,899
shares
|
$2.23 Million
0.2% of portfolio
|
Q4 2022
Reduced 29.88%
|
|
|
Gm Advisory Group, Inc.
Melville, NY |
Nov 12, 2024 Q3 2024 |
39,631
shares
|
$2.22 Million
0.12% of portfolio
|
Q3 2024
Added 14.57%
|
|
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
Oct 08, 2024 Q3 2024 |
39,307
shares
|
$2.2 Million
0.06% of portfolio
|
Q3 2024
Reduced 9.71%
|
|
|
Stolper CO
|
Oct 09, 2024 Q3 2024 |
39,113
shares
|
$2.19 Million
0.65% of portfolio
|
Q3 2024
Added 0.45%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Oct 31, 2024 Q3 2024 |
39,067
shares
|
$2.19 Million
0.06% of portfolio
|
Q3 2024
Added 10.77%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
38,958
shares
|
$2.18 Million
0.07% of portfolio
|
Q3 2024
Added 39.85%
|
|
|
Bahl & Gaynor Inc
|
Nov 12, 2024 Q3 2024 |
38,943
shares
|
$2.18 Million
0.01% of portfolio
|
Q3 2024
Added 165.12%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2024 Q3 2024 |
38,854
shares
|
$2.17 Million
0.04% of portfolio
|
Q3 2024
Added 1.83%
|
|
|
Redwood Investment Management, LLC
Scottsdale, AZ |
Nov 14, 2024 Q3 2024 |
38,796
shares
|
$2.17 Million
0.18% of portfolio
|
Q3 2024
Reduced 17.33%
|
|
|
Thrive Capital Management, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
38,621
shares
|
$2.16 Million
0.93% of portfolio
|
Q3 2024
Reduced 13.11%
|