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 |
|---|---|---|---|---|---|
|
Exane Derivatives
|
Jul 12, 2022 Q2 2022 |
7,703
shares
|
$430,828
0.21% of portfolio
|
Q2 2022
Added 30.83%
|
|
|
Whalerock Point Partners, LLC
Providence, RI |
Nov 13, 2024 Q3 2024 |
7,702
shares
|
$430,772
0.1% of portfolio
|
Q1 2024
Added 5.48%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Nov 15, 2024 Q3 2024 |
7,698
shares
|
$430,549
0.04% of portfolio
|
Q3 2024
Reduced 10.3%
|
|
|
Evanson Asset Management, LLC
|
Oct 07, 2024 Q3 2024 |
7,679
shares
|
$429,486
0.03% of portfolio
|
Q3 2024
Added 0.3%
|
|
|
Optimum Investment Advisors
|
Oct 16, 2024 Q3 2024 |
7,676
shares
|
$429,318
0.17% of portfolio
|
Q2 2024
Reduced 11.53%
|
|
|
Range Financial Group LLC
|
Oct 18, 2024 Q3 2024 |
7,670
shares
|
$428,983
0.54% of portfolio
|
Q3 2024
Reduced 79.33%
|
|
|
Drw Securities, L.L.C.
Chicago, IL |
Nov 14, 2022 Q3 2022 |
7,666
shares
|
$428,759
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
Oct 23, 2024 Q3 2024 |
7,661
shares
|
$428,479
0.07% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
Smith Anglin Financial, LLC
|
Oct 07, 2024 Q3 2024 |
7,643
shares
|
$427,472
0.04% of portfolio
|
Q3 2024
Added 4.99%
|
|
|
ETF Store, Inc.
|
Nov 07, 2024 Q3 2024 |
7,642
shares
|
$427,417
0.41% of portfolio
|
Q3 2024
Added 4.53%
|
|
|
Platform Technology Partners
|
Nov 04, 2024 Q3 2024 |
7,641
shares
|
$427,361
0.12% of portfolio
|
Q3 2024
Reduced 6.14%
|
|
|
Wealth Trust Axiom LLC
|
Nov 13, 2024 Q3 2024 |
7,634
shares
|
$426,969
0.12% of portfolio
|
Q3 2024
Added 53.32%
|
|
|
Grandfield & Dodd, LLC
|
Nov 08, 2024 Q3 2024 |
7,603
shares
|
$425,235
0.02% of portfolio
|
Q3 2023
Reduced 25.45%
|
|
|
Ci Investments Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
7,562
shares
|
$422,942
0.0% of portfolio
|
Q3 2024
Added 0.48%
|
|
|
Wbh Advisory Inc
|
Oct 15, 2024 Q3 2024 |
7,552
shares
|
$422,383
0.04% of portfolio
|
Q3 2024
Reduced 9.43%
|
|
|
E Rn Financial, LLC
|
Oct 15, 2024 Q3 2024 |
7,543
shares
|
$421,879
0.06% of portfolio
|
Q3 2024
Added 0.83%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Nov 12, 2024 Q3 2024 |
7,542
shares
|
$421,824
0.01% of portfolio
|
Q3 2024
Reduced 26.81%
|
|
|
Choate Investment Advisors
Boston, MA |
Nov 13, 2024 Q3 2024 |
7,520
shares
|
$420,593
0.01% of portfolio
|
Q3 2024
Added 3.77%
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
Nov 06, 2024 Q3 2024 |
7,502
shares
|
$419,586
0.08% of portfolio
|
Q3 2024
Added 14.1%
|
|
|
Mindset Wealth Management, LLC
Indianapolis, IN |
Nov 13, 2024 Q3 2024 |
7,491
shares
|
$418,971
0.16% of portfolio
|
Q3 2024
New holding
|
|
|
Jacobs Levy Equity Management, Inc
Florham Park, NJ |
Nov 14, 2024 Q3 2024 |
7,473
shares
|
$417,964
0.0% of portfolio
|
Q3 2024
Reduced 94.54%
|
|
|
Safeguard Investment Advisory Group, LLC
|
Nov 14, 2024 Q3 2024 |
7,465
shares
|
$417,517
0.11% of portfolio
|
Q3 2024
Added 7.41%
|
|
|
Callahan Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
7,457
shares
|
$417,070
0.04% of portfolio
|
Q3 2024
Added 0.12%
|
|
|
Cohen Investment Advisors LLC
|
Oct 07, 2024 Q3 2024 |
7,457
shares
|
$417,070
0.23% of portfolio
|
Q3 2024
Reduced 16.84%
|
|
|
Bank Ozk
|
Nov 14, 2024 Q3 2024 |
7,449
shares
|
$416,622
0.16% of portfolio
|
Q3 2024
Reduced 4.07%
|