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 |
|---|---|---|---|---|---|
|
Plimoth Trust CO LLC
|
Oct 21, 2024 Q3 2024 |
15,705
shares
|
$878,380
0.2% of portfolio
|
Q3 2024
Reduced 1.66%
|
|
|
Eagle Global Advisors LLC
Houston, TX |
Nov 14, 2024 Q3 2024 |
15,704
shares
|
$878,324
0.04% of portfolio
|
Q3 2024
Reduced 1.22%
|
|
|
Triumph Capital Management
|
Apr 25, 2024 Q1 2024 |
15,696
shares
|
$877,877
0.29% of portfolio
|
Q1 2024
Added 1.62%
|
|
|
Centaurus Financial, Inc.
|
Nov 12, 2024 Q3 2024 |
15,695
shares
|
$877,821
0.06% of portfolio
|
Q3 2024
Reduced 0.53%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Nov 05, 2024 Q3 2024 |
15,676
shares
|
$876,758
0.05% of portfolio
|
Q3 2024
Added 42.32%
|
|
|
Badgley Phelps Wealth Managers, LLC
|
Oct 17, 2024 Q3 2024 |
15,603
shares
|
$872,675
0.02% of portfolio
|
Q3 2024
Reduced 3.11%
|
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Oct 25, 2024 Q3 2024 |
15,430
shares
|
$862,999
0.09% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
Ellsworth Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
15,405
shares
|
$861,601
0.21% of portfolio
|
Q3 2024
Added 14.9%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
15,392
shares
|
$860,874
0.11% of portfolio
|
Q2 2023
Added 9.83%
|
|
|
Silver Coast Investments LLC
San Diego, X1 |
Oct 28, 2024 Q3 2024 |
15,360
shares
|
$859,084
0.29% of portfolio
|
Q3 2024
Reduced 4.33%
|
|
|
Ifg Advisory, LLC
|
Oct 30, 2024 Q3 2024 |
15,337
shares
|
$857,798
0.05% of portfolio
|
Q3 2024
Reduced 3.5%
|
|
|
Sanders Morris Harris LLC
|
Oct 08, 2024 Q3 2024 |
15,327
shares
|
$857,239
0.13% of portfolio
|
Q2 2024
Reduced 2.82%
|
|
|
Philadelphia Trust CO
Philadelphia, PA |
Nov 13, 2024 Q3 2024 |
15,311
shares
|
$856,344
0.06% of portfolio
|
Q3 2024
Reduced 14.86%
|
|
|
Galvin, Gaustad & Stein, LLC
|
Nov 01, 2024 Q3 2024 |
15,237
shares
|
$852,205
0.07% of portfolio
|
Q3 2024
Reduced 0.1%
|
|
|
Univest Financial Corp
|
Nov 14, 2024 Q3 2024 |
15,210
shares
|
$850,695
0.05% of portfolio
|
Q3 2024
Added 185.37%
|
|
|
Chapin Davis, Inc.
Baltimore, MD |
Oct 07, 2024 Q3 2024 |
15,184
shares
|
$849,241
0.25% of portfolio
|
Q3 2024
Reduced 5.01%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Nov 04, 2024 Q3 2024 |
15,182
shares
|
$849,129
0.06% of portfolio
|
Q3 2024
Reduced 1.75%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2024 Q3 2024 |
15,112
shares
|
$845,214
0.02% of portfolio
|
Q3 2024
Reduced 8.97%
|
|
|
Bordeaux Wealth Advisors LLC
|
Nov 04, 2024 Q3 2024 |
15,089
shares
|
$843,927
0.14% of portfolio
|
Q3 2024
Added 7.07%
|
|
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
Nov 14, 2024 Q3 2024 |
15,084
shares
|
$843,648
0.28% of portfolio
|
Q3 2024
Added 0.58%
|
|
|
Gables Capital Management Inc.
|
Oct 24, 2024 Q3 2024 |
15,033
shares
|
$840,795
0.39% of portfolio
|
Q3 2024
Reduced 0.44%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Nov 15, 2024 Q3 2024 |
15,006
shares
|
$839,285
0.1% of portfolio
|
Q3 2024
Added 12.53%
|
|
|
Arnhold LLC
|
Nov 13, 2024 Q3 2024 |
15,000
shares
|
$838,950
0.08% of portfolio
|
Q4 2023
Reduced 77.84%
|
|
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
Oct 11, 2024 Q3 2024 |
15,000
shares
|
$838,950
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
Nov 12, 2024 Q3 2024 |
14,946
shares
|
$835,929
0.12% of portfolio
|
Q3 2024
Added 2.4%
|