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 |
---|---|---|---|---|---|
Advantage Trust CO
Salina, KS |
Nov 04, 2024 Q3 2024 |
1,000
shares
|
$51,210
0.03% of portfolio
|
Q4 2023
New holding
|
|
Pingora Partners LLC
Wilson, WY |
Nov 14, 2024 Q3 2024 |
1,000
shares
|
$51,210
0.04% of portfolio
|
Q2 2024
Reduced 15.97%
|
|
Ifs Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
977
shares
|
$50,032
0.04% of portfolio
|
Q4 2024
Added 330.4%
|
|
Tower View Investment Management & Research LLC
|
Oct 24, 2024 Q3 2024 |
967
shares
|
$49,520
0.03% of portfolio
|
Q3 2024
Added 1.36%
|
|
Cgc Financial Services, LLC
Lake Oswego, OR |
Oct 15, 2024 Q3 2024 |
950
shares
|
$48,649
0.02% of portfolio
|
Q3 2024
Added 11.76%
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Oct 29, 2024 Q3 2024 |
946
shares
|
$48,444
0.02% of portfolio
|
Q4 2023
New holding
|
|
Olistico Wealth, LLC
Tulsa, OK |
Jan 17, 2025 Q4 2024 |
939
shares
|
$48,086
0.03% of portfolio
|
Q3 2024
Reduced 15.33%
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
938
shares
|
$48,034
0.0% of portfolio
|
Q4 2023
Reduced 10.84%
|
|
Asset Dedication, LLC
|
Jan 22, 2025 Q4 2024 |
921
shares
|
$47,164
0.0% of portfolio
|
Q4 2024
Added 27.74%
|
|
Luken Investment Analytics, LLC
Brentwood, TN |
Jan 23, 2025 Q4 2024 |
900
shares
|
$46,089
0.02% of portfolio
|
Q4 2024
New holding
|
|
Fairman Group, LLC
Chesterbrook, PA |
Oct 22, 2024 Q3 2024 |
892
shares
|
$45,679
0.04% of portfolio
|
Q3 2024
Added 85.06%
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Jan 10, 2025 Q4 2024 |
871
shares
|
$44,603
0.04% of portfolio
|
Q2 2024
Added 16.6%
|
|
Riverview Trust CO
|
Oct 17, 2024 Q3 2024 |
858
shares
|
$43,938
0.04% of portfolio
|
Q3 2024
Added 4.89%
|
|
Halpern Financial, Inc.
Ashburn, VA |
Oct 04, 2024 Q3 2024 |
850
shares
|
$43,528
0.01% of portfolio
|
Q3 2024
Reduced 27.97%
|
|
Iag Wealth Partners, LLC
|
Oct 29, 2024 Q3 2024 |
842
shares
|
$43,118
0.01% of portfolio
|
Q3 2024
Added 33.86%
|
|
Islay Capital Management, LLC
Lubbock, TX |
Nov 07, 2024 Q3 2024 |
842
shares
|
$43,118
0.03% of portfolio
|
Q1 2024
Reduced 12.29%
|
|
Corsicana & Co.
|
Oct 14, 2022 Q3 2022 |
815
shares
|
$41,736
0.03% of portfolio
|
Q2 2022
Reduced 15.37%
|
|
Soa Wealth Advisors, Llc.
|
Nov 20, 2024 Q3 2024 |
814
shares
|
$41,684
0.01% of portfolio
|
Q3 2024
Added 1.24%
|
|
Wolff Wiese Magana LLC
|
Jan 14, 2025 Q4 2024 |
803
shares
|
$41,121
0.03% of portfolio
|
Q4 2024
Added 0.75%
|
|
Sawyer & Company, Inc
|
Jan 14, 2025 Q4 2024 |
800
shares
|
$40,968
0.02% of portfolio
|
Q4 2024
Reduced 27.27%
|
|
Veritas Investment Partners (Uk) Ltd.
London, X0 |
Oct 18, 2024 Q3 2024 |
800
shares
|
$40,968
0.0% of portfolio
|
Q2 2024
Reduced 65.22%
|
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
Oct 22, 2024 Q3 2024 |
800
shares
|
$40,968
0.06% of portfolio
|
Q1 2024
New holding
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
797
shares
|
$40,814
0.16% of portfolio
|
Q3 2024
New holding
|
|
Pom Investment Strategies, LLC
Raleigh, NC |
Oct 18, 2024 Q3 2024 |
786
shares
|
$40,251
0.03% of portfolio
|
Q3 2024
Added 1.29%
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Nov 06, 2024 Q3 2024 |
783
shares
|
$40,097
0.01% of portfolio
|
Q2 2024
Reduced 86.08%
|