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 |
|---|---|---|---|---|---|
|
Schonfeld Strategic Advisors LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
21,229
shares
|
$1.19 Million
0.01% of portfolio
|
Q3 2024
Reduced 29.89%
|
|
|
Plan Group Financial, LLC
Oklahoma City, OK |
Oct 22, 2024 Q3 2024 |
21,223
shares
|
$1.19 Million
0.58% of portfolio
|
Q3 2024
Added 8.6%
|
|
|
Hcr Wealth Advisors
Los Angeles, CA |
Oct 10, 2024 Q3 2024 |
21,191
shares
|
$1.19 Million
0.14% of portfolio
|
Q3 2024
Reduced 0.35%
|
|
|
Burns J W & CO Inc
|
Oct 04, 2024 Q3 2024 |
21,156
shares
|
$1.18 Million
0.14% of portfolio
|
Q3 2024
Reduced 9.23%
|
|
|
Finer Wealth Management, Inc.
Salem, MA |
Nov 13, 2024 Q3 2024 |
21,146
shares
|
$1.18 Million
0.67% of portfolio
|
Q3 2024
Added 66.46%
|
|
|
Beacon Financial Advisory LLC
|
Oct 30, 2024 Q3 2024 |
21,102
shares
|
$1.18 Million
0.4% of portfolio
|
Q3 2024
Reduced 4.44%
|
|
|
Sumitomo Life Insurance CO
|
Oct 16, 2024 Q3 2024 |
21,059
shares
|
$1.18 Million
0.02% of portfolio
|
Q3 2024
Added 2.8%
|
|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
Nov 14, 2024 Q3 2024 |
21,036
shares
|
$1.18 Million
0.3% of portfolio
|
Q3 2024
Added 3.0%
|
|
|
Dodge & Cox
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
21,000
shares
|
$1.17 Million
0.0% of portfolio
|
Q3 2021
Reduced 10.26%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
20,852
shares
|
$1.17 Million
0.13% of portfolio
|
Q3 2024
Added 6.59%
|
|
|
Ipswich Investment Management Co., Inc.
|
Nov 06, 2024 Q3 2024 |
20,845
shares
|
$1.17 Million
0.25% of portfolio
|
Q3 2024
Reduced 0.24%
|
|
|
Colonial River Wealth Management, LLC
Midlothian, VA |
Nov 04, 2024 Q3 2024 |
20,769
shares
|
$1.16 Million
0.53% of portfolio
|
Q3 2024
Reduced 35.1%
|
|
|
Onyx Bridge Wealth Group LLC
|
Oct 16, 2024 Q3 2024 |
20,647
shares
|
$1.15 Million
0.16% of portfolio
|
Q3 2024
Reduced 0.41%
|
|
|
Girard Partners Ltd.
|
Aug 12, 2024 Q2 2024 |
20,598
shares
|
$1.15 Million
0.09% of portfolio
|
Q2 2024
Added 66.52%
|
|
|
Jamison Private Wealth Management, Inc.
Milton, GA |
Oct 15, 2024 Q3 2024 |
20,511
shares
|
$1.15 Million
0.16% of portfolio
|
Q3 2024
Reduced 1.62%
|
|
|
Sandy Spring Bank
|
Oct 25, 2024 Q3 2024 |
20,472
shares
|
$1.14 Million
0.04% of portfolio
|
Q3 2024
Reduced 5.47%
|
|
|
Beese Fulmer Investment Management, Inc.
|
Oct 22, 2024 Q3 2024 |
20,412
shares
|
$1.14 Million
0.09% of portfolio
|
Q3 2024
Reduced 0.56%
|
|
|
Ossiam
Paris, I0 |
Nov 13, 2024 Q3 2024 |
20,403
shares
|
$1.14 Million
0.02% of portfolio
|
Q3 2024
Added 40.74%
|
|
|
Citizens Financial Group Inc
|
Nov 08, 2024 Q3 2024 |
20,397
shares
|
$1.14 Million
0.02% of portfolio
|
Q3 2024
Reduced 6.71%
|
|
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
Nov 04, 2024 Q3 2024 |
20,360
shares
|
$1.14 Million
0.08% of portfolio
|
Q3 2024
Reduced 1.65%
|
|
|
Excalibur Management Corp
|
Nov 14, 2024 Q3 2024 |
20,317
shares
|
$1.14 Million
0.4% of portfolio
|
Q3 2024
Reduced 2.42%
|
|
|
Cadence Bank
Tupelo, MS |
Nov 13, 2024 Q3 2024 |
20,302
shares
|
$1.14 Million
0.07% of portfolio
|
Q3 2024
Reduced 0.35%
|
|
|
Icw Investment Advisors LLC
Scottsdale, AZ |
Nov 12, 2024 Q3 2024 |
20,207
shares
|
$1.13 Million
0.44% of portfolio
|
Q3 2024
Reduced 3.38%
|
|
|
Charter Research & Investment Group, Inc.
Southport, CT |
Nov 12, 2024 Q3 2024 |
20,192
shares
|
$1.13 Million
0.76% of portfolio
|
Q3 2024
Reduced 1.34%
|
|
|
Exeter Financial, LLC
|
Oct 07, 2024 Q3 2024 |
20,159
shares
|
$1.13 Million
0.46% of portfolio
|
Q3 2024
Added 0.03%
|