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 |
|---|---|---|---|---|---|
|
Imprint Wealth LLC
Mount Pleasant, SC |
May 10, 2024 Q1 2024 |
22,621
shares
|
$1.27 Million
0.24% of portfolio
|
Q1 2024
Added 28.94%
|
|
|
Burke & Herbert Bank & Trust CO
|
Oct 23, 2024 Q3 2024 |
22,485
shares
|
$1.26 Million
0.28% of portfolio
|
Q3 2024
Reduced 0.01%
|
|
|
Enterprise Trust & Investment CO
|
Jul 22, 2022 Q2 2022 |
22,350
shares
|
$1.25 Million
0.39% of portfolio
|
Q4 2021
Reduced 0.45%
|
|
|
Morningstar Investment Management LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
22,341
shares
|
$1.25 Million
0.11% of portfolio
|
Q3 2024
Reduced 1.12%
|
|
|
Leisure Capital Management
|
Oct 15, 2024 Q3 2024 |
22,291
shares
|
$1.25 Million
0.49% of portfolio
|
Q3 2024
Added 0.76%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Nov 12, 2024 Q3 2024 |
22,240
shares
|
$1.24 Million
0.04% of portfolio
|
Q3 2024
Reduced 0.08%
|
|
|
Clarity Financial LLC
|
Oct 30, 2024 Q3 2024 |
22,194
shares
|
$1.24 Million
0.13% of portfolio
|
Q3 2024
Added 16.25%
|
|
|
Crawford Investment Counsel Inc
Atlanta, GA |
Nov 14, 2024 Q3 2024 |
22,181
shares
|
$1.24 Million
0.02% of portfolio
|
Q3 2024
Reduced 12.18%
|
|
|
Close Asset Management LTD
|
Nov 12, 2024 Q3 2024 |
22,118
shares
|
$1.24 Million
0.03% of portfolio
|
Q3 2024
Reduced 9.31%
|
|
|
Kowal Investment Group, LLC
Waukesha, WI |
Oct 16, 2024 Q3 2024 |
22,040
shares
|
$1.23 Million
0.21% of portfolio
|
Q3 2024
Reduced 5.76%
|
|
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
Oct 15, 2024 Q3 2024 |
21,978
shares
|
$1.23 Million
0.82% of portfolio
|
Q1 2024
Added 91.81%
|
|
|
Frg Family Wealth Advisors LLC
|
Aug 07, 2024 Q2 2024 |
21,867
shares
|
$1.22 Million
0.15% of portfolio
|
Q3 2023
Reduced 0.95%
|
|
|
Gray Wealth Management Inc.
Bangor, ME |
Oct 23, 2024 Q3 2024 |
21,857
shares
|
$1.22 Million
0.44% of portfolio
|
Q3 2024
Added 5.88%
|
|
|
Key Client Fiduciary Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
21,796
shares
|
$1.22 Million
0.55% of portfolio
|
Q3 2024
Added 0.87%
|
|
|
Hexagon Capital Partners LLC
|
Oct 08, 2024 Q3 2024 |
21,648
shares
|
$1.21 Million
0.22% of portfolio
|
Q3 2024
Reduced 4.76%
|
|
|
Gts Securities LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
21,635
shares
|
$1.21 Million
0.0% of portfolio
|
Q3 2024
Reduced 82.78%
|
|
|
Qtron Investments LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
21,601
shares
|
$1.21 Million
0.15% of portfolio
|
Q2 2024
Added 56.69%
|
|
|
Center For Asset Management LLC
|
Oct 25, 2024 Q3 2024 |
21,565
shares
|
$1.21 Million
0.66% of portfolio
|
Q3 2024
Added 4.08%
|
|
|
Private Portfolio Partners LLC
|
Nov 08, 2024 Q3 2024 |
21,512
shares
|
$1.2 Million
0.21% of portfolio
|
Q3 2024
Reduced 16.32%
|
|
|
Modera Wealth Management, LLC
|
Oct 24, 2024 Q3 2024 |
21,461
shares
|
$1.2 Million
0.01% of portfolio
|
Q3 2024
Added 10.01%
|
|
|
Hoyle Cohen, LLC
|
Jul 19, 2024 Q2 2024 |
21,401
shares
|
$1.2 Million
0.07% of portfolio
|
Q2 2024
Added 8.78%
|
|
|
Quilter PLC
|
Nov 12, 2024 Q3 2024 |
21,300
shares
|
$1.19 Million
0.02% of portfolio
|
Q3 2024
Reduced 8.58%
|
|
|
Advisor Net Financial, Inc
|
Oct 15, 2024 Q3 2024 |
21,293
shares
|
$1.19 Million
0.09% of portfolio
|
Q3 2024
Added 16.29%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
21,255
shares
|
$1.19 Million
0.07% of portfolio
|
Q3 2023
Reduced 3.04%
|
|
|
Welch & Forbes LLC
|
Nov 04, 2024 Q3 2024 |
21,245
shares
|
$1.19 Million
0.01% of portfolio
|
Q3 2024
Added 2.1%
|