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 |
|---|---|---|---|---|---|
|
Edgemoor Investment Advisors, Inc.
|
Nov 12, 2024 Q3 2024 |
5,626
shares
|
$314,662
0.03% of portfolio
|
Q2 2024
Reduced 2.61%
|
|
|
Fort, L.P.
Chevy Chase, MD |
Oct 29, 2024 Q3 2024 |
5,624
shares
|
$314,550
0.74% of portfolio
|
Q3 2024
Reduced 4.52%
|
|
|
Towerpoint Wealth, LLC
Sacramento, CA |
Oct 09, 2024 Q3 2024 |
5,613
shares
|
$313,935
0.14% of portfolio
|
Q3 2024
Reduced 7.62%
|
|
|
Act Wealth Management, LLC
|
Oct 08, 2024 Q3 2024 |
5,599
shares
|
$313,152
0.13% of portfolio
|
Q3 2024
Added 4.48%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
Aug 12, 2024 Q2 2024 |
5,599
shares
|
$313,152
0.03% of portfolio
|
Q2 2024
Added 21.77%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
5,597
shares
|
$313,040
0.01% of portfolio
|
Q3 2024
Reduced 16.2%
|
|
|
Fsa Advisors, Inc.
Troy, MI |
Oct 24, 2024 Q3 2024 |
5,596
shares
|
$312,984
0.27% of portfolio
|
Q3 2024
Added 4.11%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Nov 12, 2024 Q3 2024 |
5,592
shares
|
$312,760
0.01% of portfolio
|
Q3 2024
Reduced 5.54%
|
|
|
First County Bank /Ct/
Stamford, CT |
Nov 12, 2024 Q3 2024 |
5,576
shares
|
$311,865
0.14% of portfolio
|
Q3 2024
Reduced 5.68%
|
|
|
Clearwater Capital Advisors, LLC
|
Nov 12, 2024 Q3 2024 |
5,572
shares
|
$311,641
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Compton Financial Group, LLC
|
Oct 16, 2024 Q3 2024 |
5,554
shares
|
$310,635
0.09% of portfolio
|
Q3 2024
Reduced 8.95%
|
|
|
Bt Wealth Management LLC
|
Jul 26, 2022 Q2 2022 |
5,548
shares
|
$310,299
0.07% of portfolio
|
Q2 2022
Added 1.97%
|
|
|
Antonetti Capital Management LLC
|
Nov 09, 2023 Q3 2023 |
5,545
shares
|
$310,131
0.37% of portfolio
|
Q3 2023
Added 82.1%
|
|
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
Oct 16, 2024 Q3 2024 |
5,526
shares
|
$309,069
0.21% of portfolio
|
Q3 2024
Reduced 21.3%
|
|
|
Alterity Financial Group, LLC
Bangor, ME |
Jan 18, 2024 Q4 2023 |
5,513
shares
|
$308,342
0.32% of portfolio
|
Q3 2023
Reduced 1.34%
|
|
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
Oct 08, 2024 Q3 2024 |
5,510
shares
|
$308,174
0.04% of portfolio
|
Q1 2024
Reduced 6.69%
|
|
|
Bienville Capital Management, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
5,500
shares
|
$307,615
0.1% of portfolio
|
Q2 2020
Reduced 37.36%
|
|
|
Driehaus Capital Management LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
5,500
shares
|
$307,615
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Arrow Financial Corp
|
Nov 01, 2024 Q3 2024 |
5,495
shares
|
$307,335
0.03% of portfolio
|
Q3 2024
Reduced 0.99%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
5,489
shares
|
$306,999
0.01% of portfolio
|
Q4 2023
Added 0.31%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
5,480
shares
|
$306,496
0.15% of portfolio
|
Q2 2024
Reduced 70.84%
|
|
|
West Coast Financial LLC
|
Oct 09, 2024 Q3 2024 |
5,450
shares
|
$304,818
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Virtus Investment Advisers, Inc.
Hartford, CT |
Nov 14, 2024 Q3 2024 |
5,450
shares
|
$304,818
0.23% of portfolio
|
Q2 2024
New holding
|
|
|
Fairfield, Bush & Co.
Darien, CT |
Nov 12, 2024 Q3 2024 |
5,439
shares
|
$304,203
0.17% of portfolio
|
Q3 2024
Reduced 0.02%
|
|
|
Trust Point Inc.
La Crosse, WI |
Oct 17, 2024 Q3 2024 |
5,438
shares
|
$304,147
0.02% of portfolio
|
Q3 2024
Added 0.33%
|