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 2,131 institutions that hold shares in the stock, with a total of 1 Billion 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 |
---|---|---|---|---|---|
Anfield Capital Management, LLC
Newport Beach, CA |
Jul 31, 2024 Q2 2024 |
124
shares
|
$6,330
0.0% of portfolio
|
Q2 2024
Added 24.0%
|
|
Aspect Partners, LLC
Fairfax, VA |
Jul 15, 2024 Q2 2024 |
114
shares
|
$5,819
0.0% of portfolio
|
Q2 2024
Added 70.15%
|
|
Country Trust Bank
|
Jul 12, 2024 Q2 2024 |
110
shares
|
$5,615
0.0% of portfolio
|
Q2 2024
Added 10.0%
|
|
True Wealth Design, LLC
Akron, OH |
Aug 14, 2024 Q2 2024 |
110
shares
|
$5,615
0.0% of portfolio
|
Q2 2024
Reduced 88.83%
|
|
Mizuho Securities Co. Ltd.
|
Jul 31, 2024 Q2 2024 |
100
shares
|
$5,105
0.01% of portfolio
|
Q2 2024
Added 233.33%
|
|
Moisand Fitzgerald Tamayo, LLC
|
Jul 31, 2024 Q2 2024 |
100
shares
|
$5,105
0.0% of portfolio
|
Q4 2023
Reduced 71.59%
|
|
Red Tortoise LLC
Atlanta, GA |
Jul 31, 2024 Q2 2024 |
100
shares
|
$5,105
0.0% of portfolio
|
Q1 2024
Reduced 32.43%
|
|
Dunhill Financial, LLC
London, X0 |
Aug 09, 2024 Q2 2024 |
89
shares
|
$4,543
0.0% of portfolio
|
Q2 2024
Reduced 34.56%
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Aug 13, 2024 Q2 2024 |
87
shares
|
$4,441
0.0% of portfolio
|
Q2 2024
Added 16.0%
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Aug 07, 2024 Q2 2024 |
79
shares
|
$4,032
0.0% of portfolio
|
Q4 2022
New holding
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
70
shares
|
$3,573
0.0% of portfolio
|
Q3 2021
Reduced 80.56%
|
|
Cbiz Investment Advisory Services, LLC
|
Aug 09, 2024 Q2 2024 |
70
shares
|
$3,573
0.0% of portfolio
|
Q2 2024
Reduced 74.07%
|
|
Morton Brown Family Wealth, LLC
|
Jul 30, 2024 Q2 2024 |
60
shares
|
$3,063
0.0% of portfolio
|
Q2 2024
New holding
|
|
Hbc Financial Services, Pllc
|
Aug 07, 2024 Q2 2024 |
60
shares
|
$3,063
0.0% of portfolio
|
Q1 2021
New holding
|
|
Abound Wealth Management
Franklin, TN |
Aug 09, 2024 Q2 2024 |
58
shares
|
$2,960
0.0% of portfolio
|
Q2 2024
Reduced 70.85%
|
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
Aug 12, 2024 Q2 2024 |
55
shares
|
$2,807
0.0% of portfolio
|
Q4 2023
New holding
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Aug 14, 2024 Q2 2024 |
55
shares
|
$2,807
0.0% of portfolio
|
Q2 2024
New holding
|
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
Jul 25, 2024 Q2 2024 |
50
shares
|
$2,552
0.0% of portfolio
|
Q2 2024
New holding
|
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
Jul 26, 2024 Q2 2024 |
45
shares
|
$2,297
0.04% of portfolio
|
Q2 2024
Reduced 96.95%
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jul 16, 2024 Q2 2024 |
42
shares
|
$2,144
0.0% of portfolio
|
Q2 2024
Added 16.67%
|
|
Financial Gravity Asset Management, Inc.
|
Aug 06, 2024 Q2 2024 |
37
shares
|
$1,888
0.0% of portfolio
|
Q1 2024
Reduced 94.74%
|
|
Laffer Tengler Investments
Nashville, TN |
Aug 14, 2024 Q2 2024 |
37
shares
|
$1,888
0.0% of portfolio
|
Q1 2024
New holding
|
|
Winthrop Capital Management, LLC
Carmel, IN |
Aug 09, 2024 Q2 2024 |
30
shares
|
$1,531
0.0% of portfolio
|
Q1 2024
New holding
|
|
New Square Capital LLC
|
Jul 23, 2024 Q2 2024 |
29
shares
|
$1,480
0.0% of portfolio
|
Q2 2024
Reduced 61.33%
|
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
Jul 15, 2024 Q2 2024 |
25
shares
|
$1,276
0.0% of portfolio
|
Q2 2024
New holding
|