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 |
|---|---|---|---|---|---|
|
Investment Management Of Virginia LLC
|
Apr 26, 2023 Q1 2023 |
9,150
shares
|
$511,759
0.08% of portfolio
|
Q1 2023
Reduced 1.08%
|
|
|
Skyline Advisors, Inc.
Bellingham, WA |
Oct 07, 2024 Q3 2024 |
9,141
shares
|
$511,256
0.19% of portfolio
|
Q3 2024
Added 0.95%
|
|
|
Gries Financial LLC
Cleveland, OH |
Oct 18, 2024 Q3 2024 |
9,129
shares
|
$510,584
0.1% of portfolio
|
Q3 2024
Added 2.17%
|
|
|
Sterling Investment Counsel, LLC
|
Oct 22, 2024 Q3 2024 |
9,121
shares
|
$510,137
0.17% of portfolio
|
Q3 2024
Added 0.44%
|
|
|
Parsec Financial Management, Inc.
|
Apr 06, 2023 Q1 2023 |
9,117
shares
|
$509,913
0.02% of portfolio
|
Q1 2023
Added 2.0%
|
|
|
Bristlecone Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
9,117
shares
|
$509,913
0.04% of portfolio
|
Q2 2024
Added 8.02%
|
|
|
True Capital Management
San Francisco, CA |
May 02, 2023 Q1 2023 |
9,116
shares
|
$509,857
0.28% of portfolio
|
Q1 2023
Added 1.71%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Oct 11, 2024 Q3 2024 |
9,114
shares
|
$509,746
0.04% of portfolio
|
Q3 2024
Reduced 0.02%
|
|
|
Hendershot Investments Inc.
|
Nov 14, 2024 Q3 2024 |
9,113
shares
|
$509,690
0.06% of portfolio
|
Q3 2024
Reduced 4.93%
|
|
|
Lindbrook Capital, LLC
|
Nov 01, 2024 Q3 2024 |
9,094
shares
|
$508,627
0.04% of portfolio
|
Q3 2024
Reduced 18.07%
|
|
|
Claro Advisors LLC
Boston, MA |
Nov 07, 2024 Q3 2024 |
9,055
shares
|
$506,446
0.07% of portfolio
|
Q3 2024
Added 676.59%
|
|
|
Nj State Employees Deferred Compensation Plan
|
Nov 04, 2024 Q3 2024 |
9,000
shares
|
$503,370
0.06% of portfolio
|
Q3 2020
Reduced 56.1%
|
|
|
Titleist Asset Management, LLC
San Antonio, TX |
Nov 13, 2024 Q3 2024 |
8,994
shares
|
$503,034
0.07% of portfolio
|
Q3 2024
Reduced 3.02%
|
|
|
One Wealth Advisors, LLC
San Francisco, CA |
Oct 16, 2024 Q3 2024 |
8,989
shares
|
$502,754
0.07% of portfolio
|
Q3 2024
Reduced 0.62%
|
|
|
Capital Asset Advisory Services LLC
Haslett, MI |
Oct 17, 2024 Q3 2024 |
8,978
shares
|
$502,139
0.02% of portfolio
|
Q3 2024
Reduced 17.79%
|
|
|
Edmonds Duncan Registered Investment Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
8,969
shares
|
$501,636
0.1% of portfolio
|
Q4 2020
Reduced 6.56%
|
|
|
Accredited Investors Inc.
|
Nov 06, 2024 Q3 2024 |
8,964
shares
|
$501,356
0.03% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Clark Financial Services Group Inc
Chesterfield, MO |
Nov 14, 2024 Q3 2024 |
8,931
shares
|
$499,510
0.42% of portfolio
|
Q3 2024
Added 0.12%
|
|
|
Greatmark Investment Partners, Inc.
|
Oct 31, 2024 Q3 2024 |
8,924
shares
|
$499,119
0.06% of portfolio
|
Q1 2024
Reduced 2.73%
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Oct 24, 2024 Q3 2024 |
8,921
shares
|
$498,951
0.04% of portfolio
|
Q3 2024
Reduced 14.82%
|
|
|
Tradewinds, Llc.
Raleigh, NC |
Nov 08, 2024 Q3 2024 |
8,902
shares
|
$497,888
0.14% of portfolio
|
Q3 2024
Added 3.46%
|
|
|
Powers Advisory Group, LLC
|
Oct 18, 2024 Q3 2024 |
8,888
shares
|
$497,105
0.23% of portfolio
|
Q3 2024
Reduced 1.13%
|
|
|
Cboe Vest Financial, LLC
Mclean, VA |
Oct 18, 2024 Q3 2024 |
8,881
shares
|
$496,714
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Wellington Shields & Co., LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
8,823
shares
|
$493,470
0.14% of portfolio
|
Q3 2024
Added 0.18%
|
|
|
Catalina Capital Group, LLC
Torrance, CA |
Oct 30, 2024 Q3 2024 |
8,814
shares
|
$492,967
0.15% of portfolio
|
Q3 2024
Added 16.62%
|