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 2,241 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 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Main Street Research LLC
Sausalito, CA |
Nov 12, 2024 Q3 2024 |
4,000
shares
|
$204,840
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
First Wilshire Securities Management Inc
Pasadena, CA |
Nov 13, 2024 Q3 2024 |
4,000
shares
|
$204,840
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Garrett Wealth Advisory Group, LLC
|
Oct 31, 2024 Q3 2024 |
3,992
shares
|
$204,430
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Dt Investment Partners, LLC
|
Oct 23, 2024 Q3 2024 |
3,985
shares
|
$204,071
0.02% of portfolio
|
Q3 2024
Added 8.82%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
3,975
shares
|
$203,559
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Aries Wealth Management
|
Oct 31, 2024 Q3 2024 |
3,970
shares
|
$203,303
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
German American Bancorp, Inc.
Jasper, IN |
Nov 08, 2024 Q3 2024 |
3,970
shares
|
$203,303
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
3,965
shares
|
$203,047
0.04% of portfolio
|
Q2 2024
Added 5.26%
|
|
|
Beck Mack & Oliver LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
3,965
shares
|
$203,047
0.0% of portfolio
|
Q3 2024
Reduced 29.56%
|
|
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
Jan 16, 2025 Q4 2024 |
3,959
shares
|
$202,740
0.12% of portfolio
|
Q3 2024
Reduced 14.4%
|
|
|
Keating Investment Counselors Inc
|
Nov 12, 2024 Q3 2024 |
3,947
shares
|
$202,125
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Iam Advisory, LLC
|
Jan 15, 2025 Q4 2024 |
3,937
shares
|
$201,613
0.05% of portfolio
|
Q4 2024
Added 0.2%
|
|
|
Fortis Capital Advisors, LLC
Reno, NV |
Nov 12, 2024 Q3 2024 |
3,929
shares
|
$201,204
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Nov 12, 2024 Q3 2024 |
3,919
shares
|
$200,691
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Sound Income Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
3,904
shares
|
$199,923
0.01% of portfolio
|
Q4 2024
Reduced 5.13%
|
|
|
Cito Capital Group, LLC
Miami, FL |
Nov 13, 2024 Q3 2024 |
3,900
shares
|
$199,719
0.08% of portfolio
|
Q1 2024
Reduced 56.18%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Oct 28, 2024 Q3 2024 |
3,899
shares
|
$199,667
0.04% of portfolio
|
Q3 2024
Reduced 2.45%
|
|
|
Baron Wealth Management LLC
Troy, MI |
Jan 23, 2025 Q4 2024 |
3,894
shares
|
$199,411
0.1% of portfolio
|
Q4 2024
Reduced 2.41%
|
|
|
Bluesphere Advisors, LLC
East Norriton, PA |
Jan 24, 2025 Q4 2024 |
3,867
shares
|
$198,029
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Nov 04, 2024 Q3 2024 |
3,835
shares
|
$196,390
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Oct 30, 2024 Q3 2024 |
3,832
shares
|
$196,236
0.11% of portfolio
|
Q3 2024
Added 12.28%
|
|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Jan 24, 2025 Q4 2024 |
3,758
shares
|
$192,447
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Legacy Financial Group, Inc.
Tulsa, OK |
Nov 13, 2024 Q3 2024 |
3,683
shares
|
$188,606
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Westside Investment Management, Inc.
|
Jan 17, 2025 Q4 2024 |
3,650
shares
|
$186,916
0.04% of portfolio
|
Q1 2024
Reduced 14.12%
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Oct 25, 2024 Q3 2024 |
3,642
shares
|
$186,506
0.1% of portfolio
|
Q3 2024
Added 0.91%
|