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 2,245 institutions that hold shares in the stock, with a total of 996 Million shares, which have been reported (via 13F filing form) to have a value of $51.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
William Allan, LLC
|
Nov 14, 2024 Q3 2024 |
4,736
shares
|
$246,508
0.15% of portfolio
|
Q3 2024
Added 0.64%
|
|
|
Douglas Lane & Associates, LLC
|
Jan 08, 2025 Q4 2024 |
4,731
shares
|
$246,248
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Webster Bank, N. A.
|
Jan 22, 2025 Q4 2024 |
4,725
shares
|
$245,936
0.03% of portfolio
|
Q2 2024
Reduced 4.8%
|
|
|
Wellington Wealth Strategies, Llc.
Indianapolis, IN |
Nov 12, 2024 Q3 2024 |
4,725
shares
|
$245,936
0.2% of portfolio
|
Q3 2024
Reduced 15.93%
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
4,723
shares
|
$245,832
0.02% of portfolio
|
Q3 2024
Reduced 10.5%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Jan 10, 2025 Q4 2024 |
4,723
shares
|
$245,832
0.01% of portfolio
|
Q4 2024
Added 28.31%
|
|
|
Ingalls & Snyder LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
4,716
shares
|
$245,467
0.01% of portfolio
|
Q2 2024
Reduced 9.85%
|
|
|
True Private Wealth Advisors
|
Nov 14, 2024 Q3 2024 |
4,711
shares
|
$245,207
0.03% of portfolio
|
Q3 2024
Reduced 56.02%
|
|
|
Somerset Trust CO
|
Jan 15, 2025 Q4 2024 |
4,710
shares
|
$245,155
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Traphagen Investment Advisors LLC
Oradell, NJ |
Jan 17, 2025 Q4 2024 |
4,710
shares
|
$245,155
0.03% of portfolio
|
Q4 2024
Reduced 1.32%
|
|
|
Richardson Financial Services Inc.
Medway, MA |
Jan 24, 2025 Q4 2024 |
4,700
shares
|
$244,635
0.17% of portfolio
|
Q4 2024
Reduced 2.79%
|
|
|
Hills Bank & Trust CO
|
Oct 28, 2024 Q3 2024 |
4,697
shares
|
$244,478
0.02% of portfolio
|
Q3 2024
Reduced 38.57%
|
|
|
Paces Ferry Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
4,695
shares
|
$244,374
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Austin Private Wealth, LLC
|
Jan 23, 2025 Q4 2024 |
4,686
shares
|
$243,906
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Mbl Wealth, LLC
Charlotte, NC |
Jan 08, 2025 Q3 2024 |
4,675
shares
|
$243,333
0.03% of portfolio
|
Q3 2024
Added 0.11%
|
|
|
Vantage Financial Partners, LLC
Elm Grove, WI |
Nov 08, 2024 Q3 2024 |
4,664
shares
|
$242,761
0.06% of portfolio
|
Q3 2024
Added 2.96%
|
|
|
Balboa Wealth Partners
Newport Beach, CA |
Nov 06, 2024 Q3 2024 |
4,661
shares
|
$242,605
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Clear Harbor Asset Management, LLC
|
Jan 16, 2025 Q4 2024 |
4,640
shares
|
$241,512
0.02% of portfolio
|
Q3 2024
Reduced 0.75%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
Jan 03, 2025 Q3 2024 |
4,635
shares
|
$241,251
0.02% of portfolio
|
Q3 2024
Reduced 17.22%
|
|
|
Cornell Pochily Investment Advisors, Inc.
|
Jan 22, 2025 Q4 2024 |
4,633
shares
|
$241,147
0.09% of portfolio
|
Q4 2024
Reduced 3.94%
|
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Nov 05, 2024 Q3 2024 |
4,618
shares
|
$240,366
0.1% of portfolio
|
Q3 2024
Added 11.36%
|
|
|
Walkner Condon Financial Advisors LLC
|
Oct 31, 2024 Q3 2024 |
4,617
shares
|
$240,314
0.05% of portfolio
|
Q3 2024
Reduced 4.82%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Nov 04, 2024 Q3 2024 |
4,614
shares
|
$240,158
0.03% of portfolio
|
Q3 2024
Added 0.26%
|
|
|
Arkfeld Wealth Strategies, L.L.C.
|
Jan 21, 2025 Q4 2024 |
4,612
shares
|
$240,054
0.11% of portfolio
|
Q4 2024
Added 0.96%
|
|
|
Coastline Trust CO
|
Nov 06, 2024 Q3 2024 |
4,600
shares
|
$239,430
0.03% of portfolio
|
Q1 2024
New holding
|