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 |
|---|---|---|---|---|---|
|
Cva Family Office, LLC
|
Oct 10, 2024 Q3 2024 |
9,937
shares
|
$555,776
0.08% of portfolio
|
Q3 2024
Added 7.38%
|
|
|
Peak Financial Advisors LLC
|
Oct 09, 2024 Q3 2024 |
9,920
shares
|
$554,825
0.32% of portfolio
|
Q3 2024
Reduced 5.3%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
9,912
shares
|
$554,378
0.04% of portfolio
|
Q4 2022
Added 0.58%
|
|
|
Cfo4 Life Group, LLC
|
Nov 12, 2024 Q3 2024 |
9,886
shares
|
$552,923
0.09% of portfolio
|
Q3 2024
Added 2.52%
|
|
|
Shelton Capital Management
Denver, CO |
Nov 14, 2024 Q3 2024 |
9,819
shares
|
$549,176
0.01% of portfolio
|
Q3 2024
Reduced 6.18%
|
|
|
Symphony Financial Services, Inc.
Akron, OH |
Nov 12, 2024 Q3 2024 |
9,816
shares
|
$549,008
0.4% of portfolio
|
Q3 2024
Added 4.25%
|
|
|
Asahi Life Asset Management Co., Ltd.
|
Oct 24, 2024 Q3 2024 |
9,800
shares
|
$548,114
0.3% of portfolio
|
Q3 2024
Reduced 1.11%
|
|
|
Cobblestone Asset Management LLC
Richmond, VA |
Oct 18, 2024 Q3 2024 |
9,791
shares
|
$547,610
0.3% of portfolio
|
Q4 2023
Added 2.9%
|
|
|
Foster Group, Inc.
|
Oct 07, 2024 Q3 2024 |
9,789
shares
|
$547,498
0.02% of portfolio
|
Q3 2024
Reduced 5.11%
|
|
|
Lafayette Investments, Inc.
|
Oct 22, 2024 Q3 2024 |
9,788
shares
|
$547,442
0.11% of portfolio
|
Q2 2024
Reduced 9.27%
|
|
|
Parkside Financial Bank & Trust
|
Nov 07, 2024 Q3 2024 |
9,773
shares
|
$546,603
0.07% of portfolio
|
Q3 2024
Reduced 1.29%
|
|
|
Secure Asset Management, LLC
|
Oct 16, 2024 Q3 2024 |
9,720
shares
|
$543,639
0.09% of portfolio
|
Q3 2024
Added 17.69%
|
|
|
Conning Inc.
|
Oct 29, 2024 Q3 2024 |
9,712
shares
|
$543,192
0.02% of portfolio
|
Q3 2024
Reduced 0.84%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Sep 20, 2024 Q2 2024 |
9,696
shares
|
$542,297
0.05% of portfolio
|
Q2 2024
Added 7.88%
|
|
|
Burns Matteson Capital Management, LLC
Corning, NY |
Oct 10, 2024 Q3 2024 |
9,681
shares
|
$541,458
0.28% of portfolio
|
Q3 2024
Reduced 3.44%
|
|
|
Legacy Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
9,675
shares
|
$541,122
0.05% of portfolio
|
Q3 2024
Reduced 11.68%
|
|
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
Nov 08, 2024 Q3 2024 |
9,663
shares
|
$540,451
0.19% of portfolio
|
Q3 2024
New holding
|
|
|
Tocqueville Asset Management L.P.
New York, NY |
Nov 08, 2024 Q3 2024 |
9,643
shares
|
$539,332
0.01% of portfolio
|
Q3 2024
Added 4.75%
|
|
|
Wms Partners, LLC
|
Nov 13, 2024 Q3 2024 |
9,639
shares
|
$539,109
0.03% of portfolio
|
Q3 2024
Reduced 8.28%
|
|
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
Oct 31, 2024 Q3 2024 |
9,628
shares
|
$538,494
0.16% of portfolio
|
Q3 2024
Added 0.19%
|
|
|
Eudaimonia Partners, LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
9,626
shares
|
$538,382
0.1% of portfolio
|
Q1 2024
Reduced 7.86%
|
|
|
Avestar Capital, LLC
|
Nov 13, 2024 Q3 2024 |
9,623
shares
|
$538,214
0.05% of portfolio
|
Q3 2024
Added 7.82%
|
|
|
Northcape Wealth Management, LLC
Williamsville, NY |
Nov 06, 2024 Q3 2024 |
9,608
shares
|
$537,375
0.16% of portfolio
|
Q3 2024
Added 29.47%
|
|
|
Guardian Capital Advisors LP
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
9,600
shares
|
$536,928
0.05% of portfolio
|
Q4 2023
Reduced 3.03%
|
|
|
Jackson Hole Capital Partners, LLC
|
Oct 30, 2024 Q3 2024 |
9,583
shares
|
$535,977
0.1% of portfolio
|
Q3 2024
Added 0.26%
|