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 |
|---|---|---|---|---|---|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Nov 13, 2024 Q3 2024 |
14,109
shares
|
$789,116
0.53% of portfolio
|
Q3 2024
Added 0.74%
|
|
|
Chicago Partners Investment Group LLC
|
Oct 28, 2024 Q3 2024 |
14,090
shares
|
$788,053
0.03% of portfolio
|
Q3 2024
Added 21.41%
|
|
|
Lloyd Park, LLC
Wilmette, IL |
Nov 14, 2022 Q3 2022 |
14,065
shares
|
$786,655
0.7% of portfolio
|
Q4 2021
New holding
|
|
|
First National Bank & Trust CO Of Newtown
|
Oct 31, 2024 Q3 2024 |
14,039
shares
|
$785,201
0.14% of portfolio
|
Q3 2024
Reduced 7.57%
|
|
|
Exchange Bank
Santa Rosa, CA |
Oct 10, 2024 Q3 2024 |
14,018
shares
|
$784,026
0.59% of portfolio
|
Q3 2024
Reduced 0.67%
|
|
|
Lee Financial Group Hawaii, Inc.
Honolulu, HI |
Apr 24, 2024 Q1 2024 |
14,017
shares
|
$783,970
0.48% of portfolio
|
Q1 2024
Added 4.4%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Nov 07, 2024 Q3 2024 |
14,004
shares
|
$783,243
0.04% of portfolio
|
Q3 2024
Added 79.88%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
14,000
shares
|
$783,020
0.09% of portfolio
|
Q2 2023
Reduced 6.67%
|
|
|
Terrapin Asset Management, LLC
Miami, FL |
Nov 14, 2023 Q3 2023 |
14,000
shares
|
$783,020
0.67% of portfolio
|
Q4 2022
New holding
|
|
|
Everstar Asset Management, LLC
Mooresville, NC |
Nov 12, 2024 Q3 2024 |
13,984
shares
|
$782,125
0.49% of portfolio
|
Q3 2024
New holding
|
|
|
Resurgent Financial Advisors LLC
Atlanta, GA |
Nov 14, 2024 Q3 2024 |
13,978
shares
|
$781,789
0.42% of portfolio
|
Q3 2024
Reduced 1.19%
|
|
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
Nov 13, 2024 Q3 2024 |
13,967
shares
|
$781,174
0.32% of portfolio
|
Q3 2024
Added 2.37%
|
|
|
Chicago Capital, LLC
|
Oct 18, 2024 Q3 2024 |
13,945
shares
|
$779,943
0.02% of portfolio
|
Q3 2024
Reduced 0.9%
|
|
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
Nov 12, 2024 Q3 2024 |
13,917
shares
|
$778,377
0.13% of portfolio
|
Q3 2024
Reduced 0.71%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
Oct 31, 2024 Q3 2024 |
13,916
shares
|
$778,321
0.07% of portfolio
|
Q3 2024
Reduced 2.11%
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Oct 29, 2024 Q3 2024 |
13,860
shares
|
$775,189
0.26% of portfolio
|
Q3 2024
Reduced 26.26%
|
|
|
Brooks, Moore & Associates, Inc.
|
Nov 14, 2024 Q3 2024 |
13,855
shares
|
$774,910
0.42% of portfolio
|
Q2 2023
Added 0.73%
|
|
|
Davis Capital Management
Jacksonville, FL |
Oct 01, 2024 Q3 2024 |
13,852
shares
|
$774,742
0.56% of portfolio
|
Q3 2024
Reduced 1.42%
|
|
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
Oct 09, 2024 Q3 2024 |
13,849
shares
|
$774,574
0.15% of portfolio
|
Q3 2024
Added 36.77%
|
|
|
Castle Rock Wealth Management, LLC
|
Oct 09, 2024 Q3 2024 |
13,848
shares
|
$774,518
0.18% of portfolio
|
Q3 2024
Reduced 0.3%
|
|
|
Tradition Wealth Management, LLC
|
Nov 14, 2024 Q3 2024 |
13,793
shares
|
$771,442
0.07% of portfolio
|
Q3 2024
Added 0.23%
|
|
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
Nov 13, 2024 Q3 2024 |
13,734
shares
|
$768,142
0.01% of portfolio
|
Q3 2024
Reduced 31.67%
|
|
|
Meridian Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
13,706
shares
|
$766,576
0.03% of portfolio
|
Q3 2024
Reduced 0.9%
|
|
|
Columbia Asset Management
Ann Arbor, MI |
Nov 12, 2024 Q3 2024 |
13,670
shares
|
$764,563
0.12% of portfolio
|
Q3 2024
Added 0.74%
|
|
|
Stegent Equity Advisors, Inc.
Houston, TX |
Oct 18, 2024 Q3 2024 |
13,668
shares
|
$764,451
0.9% of portfolio
|
Q3 2024
Added 18.55%
|