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 |
|---|---|---|---|---|---|
|
Aprio Wealth Management, LLC
|
Oct 07, 2024 Q3 2024 |
12,522
shares
|
$700,355
0.11% of portfolio
|
Q3 2024
Added 16.36%
|
|
|
Spc Financial, Inc.
|
Oct 16, 2024 Q3 2024 |
12,504
shares
|
$699,348
0.06% of portfolio
|
Q3 2024
Added 3.63%
|
|
|
Cornerstone Advisory, LLC
|
Nov 12, 2024 Q3 2024 |
12,473
shares
|
$697,614
0.09% of portfolio
|
Q3 2024
Reduced 8.35%
|
|
|
Capital Advisors Wealth Management, LLC
|
Oct 15, 2024 Q3 2024 |
12,413
shares
|
$694,259
0.12% of portfolio
|
Q3 2024
Added 2.04%
|
|
|
Diversified Trust CO
|
Oct 07, 2024 Q3 2024 |
12,391
shares
|
$693,028
0.02% of portfolio
|
Q3 2024
Added 2.17%
|
|
|
Rogco, LP
Claremore, OK |
Oct 22, 2024 Q3 2024 |
12,390
shares
|
$692,972
0.25% of portfolio
|
Q3 2024
Reduced 5.08%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Nov 12, 2024 Q3 2024 |
12,387
shares
|
$692,804
0.04% of portfolio
|
Q3 2024
Reduced 1.09%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Oct 23, 2024 Q3 2024 |
12,368
shares
|
$691,742
0.07% of portfolio
|
Q3 2024
Added 10.6%
|
|
|
Aureus Asset Management, LLC
Boston, MA |
Nov 14, 2024 Q3 2024 |
12,356
shares
|
$691,071
0.04% of portfolio
|
Q1 2024
Reduced 6.82%
|
|
|
Wealth Effects LLC
|
Oct 21, 2024 Q3 2024 |
12,350
shares
|
$690,735
0.25% of portfolio
|
Q3 2024
Added 1.65%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Oct 08, 2024 Q3 2024 |
12,338
shares
|
$690,064
0.05% of portfolio
|
Q3 2024
Added 1.16%
|
|
|
Spinnaker Trust
|
Oct 31, 2024 Q3 2024 |
12,333
shares
|
$689,784
0.04% of portfolio
|
Q1 2024
Reduced 1.86%
|
|
|
Patten & Patten Inc
|
Nov 04, 2024 Q3 2024 |
12,297
shares
|
$687,771
0.04% of portfolio
|
Q3 2024
Reduced 1.99%
|
|
|
Dakota Wealth Management
|
Oct 23, 2024 Q3 2024 |
12,278
shares
|
$686,708
0.01% of portfolio
|
Q3 2024
Reduced 0.29%
|
|
|
Westwood Holdings Group Inc
Dallas, TX |
Nov 14, 2024 Q3 2024 |
12,276
shares
|
$686,596
0.0% of portfolio
|
Q3 2024
Reduced 10.36%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Nov 12, 2024 Q3 2024 |
12,263
shares
|
$685,869
0.09% of portfolio
|
Q3 2024
Reduced 14.41%
|
|
|
Balentine LLC
Atlanta, GA |
Oct 30, 2024 Q3 2024 |
12,259
shares
|
$685,645
0.02% of portfolio
|
Q3 2024
Added 4.73%
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Oct 15, 2024 Q3 2024 |
12,247
shares
|
$684,974
0.1% of portfolio
|
Q3 2024
Reduced 8.03%
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
Nov 05, 2024 Q3 2024 |
12,234
shares
|
$684,247
0.0% of portfolio
|
Q3 2024
Reduced 0.16%
|
|
|
Northstar Advisory Group, LLC
|
Nov 08, 2024 Q3 2024 |
12,233
shares
|
$684,191
0.33% of portfolio
|
Q3 2024
Reduced 2.86%
|
|
|
Taylor & Morgan Wealth Management, LLC
|
Oct 24, 2024 Q3 2024 |
12,231
shares
|
$684,079
0.43% of portfolio
|
Q3 2024
Added 2.0%
|
|
|
Delta Asset Management LLC
Memphis, TN |
Nov 07, 2024 Q3 2024 |
12,214
shares
|
$683,129
0.05% of portfolio
|
Q3 2024
Reduced 6.1%
|
|
|
Ted Buchan & CO
San Diego, CA |
Nov 01, 2024 Q3 2024 |
12,202
shares
|
$682,457
0.3% of portfolio
|
Q3 2024
Added 4.2%
|
|
|
Gilbert & Cook, Inc.
|
Nov 07, 2024 Q3 2024 |
12,180
shares
|
$681,227
0.09% of portfolio
|
Q3 2024
Added 0.27%
|
|
|
180 Wealth Advisors, LLC
|
Oct 31, 2024 Q3 2024 |
12,146
shares
|
$679,325
0.1% of portfolio
|
Q3 2024
Reduced 1.46%
|