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 |
|---|---|---|---|---|---|
|
Fairscale Capital, LLC
Nashua, NH |
Nov 12, 2024 Q3 2024 |
3,048
shares
|
$156,088
0.14% of portfolio
|
Q2 2024
New holding
|
|
|
Key F Inancial Inc
|
Oct 29, 2024 Q3 2024 |
3,015
shares
|
$154,398
0.03% of portfolio
|
Q3 2024
Added 0.57%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
3,011
shares
|
$154,193
0.06% of portfolio
|
Q3 2023
Added 4.08%
|
|
|
Milestone Wealth, LLC
Buffalo, NY |
Nov 14, 2022 Q3 2022 |
3,002
shares
|
$153,732
0.13% of portfolio
|
Q4 2021
New holding
|
|
|
Jtc Employer Solutions Trustee LTD
|
Jan 13, 2025 Q4 2024 |
3,000
shares
|
$153,630
0.01% of portfolio
|
Q1 2023
Reduced 19.09%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Nov 12, 2024 Q3 2024 |
3,000
shares
|
$153,630
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
2,995
shares
|
$153,373
0.01% of portfolio
|
Q4 2022
Added 2.46%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 14, 2024 Q3 2024 |
2,977
shares
|
$152,452
0.02% of portfolio
|
Q3 2024
Reduced 19.76%
|
|
|
Jfs Wealth Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
2,949
shares
|
$151,018
0.01% of portfolio
|
Q3 2024
Added 0.75%
|
|
|
Versant Capital Management, Inc
|
Jan 02, 2025 Q4 2024 |
2,941
shares
|
$150,608
0.03% of portfolio
|
Q4 2024
Added 13.68%
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Oct 15, 2024 Q3 2024 |
2,931
shares
|
$150,096
0.07% of portfolio
|
Q4 2023
Reduced 16.47%
|
|
|
Cypress Capital Management LLC (Wy)
|
Jan 23, 2025 Q4 2024 |
2,900
shares
|
$148,509
0.17% of portfolio
|
Q2 2022
Reduced 14.71%
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
2,900
shares
|
$148,509
0.07% of portfolio
|
Q3 2024
Reduced 4.01%
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
2,899
shares
|
$148,457
0.03% of portfolio
|
Q3 2024
Added 1.29%
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
2,875
shares
|
$147,228
0.1% of portfolio
|
Q3 2024
Reduced 1.71%
|
|
|
City Holding CO
|
Jan 16, 2025 Q4 2024 |
2,813
shares
|
$144,053
0.02% of portfolio
|
Q4 2024
Reduced 19.93%
|
|
|
Pittenger & Anderson Inc
|
Oct 30, 2024 Q3 2024 |
2,800
shares
|
$143,388
0.01% of portfolio
|
Q2 2024
Reduced 5.5%
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Nov 14, 2024 Q3 2024 |
2,786
shares
|
$142,671
0.04% of portfolio
|
Q3 2024
Reduced 0.64%
|
|
|
Kimelman & Baird, LLC
New York, NY |
Nov 15, 2024 Q3 2024 |
2,779
shares
|
$142,312
0.01% of portfolio
|
N/A
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
2,769
shares
|
$141,800
0.19% of portfolio
|
Q3 2022
Added 8.59%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Nov 12, 2024 Q3 2024 |
2,767
shares
|
$141,698
0.03% of portfolio
|
Q2 2024
Reduced 17.28%
|
|
|
Albion Financial Group
|
Jan 17, 2025 Q4 2024 |
2,760
shares
|
$141,339
0.01% of portfolio
|
Q4 2024
Added 46.11%
|
|
|
West Oak Capital, LLC
|
Jan 13, 2025 Q4 2024 |
2,740
shares
|
$140,315
0.05% of portfolio
|
Q4 2023
Reduced 3.52%
|
|
|
Resources Management Corp
West Hartford, CT |
Nov 15, 2024 Q3 2024 |
2,720
shares
|
$139,291
0.02% of portfolio
|
Q3 2024
Reduced 18.07%
|
|
|
Ncp Inc.
La Quinta, CA |
Nov 13, 2024 Q3 2024 |
2,700
shares
|
$138,267
0.08% of portfolio
|
Q2 2024
New holding
|