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 |
|---|---|---|---|---|---|
|
Ulland Investment Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
742
shares
|
$37,997
0.02% of portfolio
|
Q4 2023
Reduced 18.64%
|
|
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
Nov 13, 2024 Q3 2024 |
741
shares
|
$37,946
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Hallmark Capital Management Inc
|
Nov 06, 2024 Q3 2024 |
733
shares
|
$37,536
0.0% of portfolio
|
Q3 2024
Added 9.9%
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2024 Q3 2024 |
723
shares
|
$37,024
0.0% of portfolio
|
Q3 2024
Added 0.56%
|
|
|
Wfa Of San Diego, LLC
|
Nov 13, 2024 Q3 2024 |
668
shares
|
$34,208
0.03% of portfolio
|
Q2 2024
Added 0.45%
|
|
|
Iron Horse Wealth Management, LLC
|
Oct 22, 2024 Q3 2024 |
665
shares
|
$34,054
0.01% of portfolio
|
Q3 2024
Reduced 13.07%
|
|
|
Hobbs Group Advisors, LLC
Columbia, SC |
Nov 18, 2024 Q3 2024 |
665
shares
|
$34,054
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Bray Capital Advisors
|
Nov 01, 2024 Q3 2024 |
650
shares
|
$33,286
0.01% of portfolio
|
Q3 2024
Reduced 6.47%
|
|
|
Ruedi Wealth Management, Inc.
Champaign, IL |
Oct 22, 2024 Q3 2024 |
650
shares
|
$33,286
0.01% of portfolio
|
Q3 2024
Reduced 3.27%
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Oct 18, 2024 Q3 2024 |
650
shares
|
$33,286
0.01% of portfolio
|
Q3 2024
Reduced 24.33%
|
|
|
Nemes Rush Group LLC
Novi, MI |
Nov 13, 2024 Q3 2024 |
649
shares
|
$33,235
0.0% of portfolio
|
Q1 2024
Added 1.09%
|
|
|
Criterion Capital Advisors, LLC
Nashville, TN |
Oct 21, 2024 Q3 2024 |
649
shares
|
$33,235
0.02% of portfolio
|
Q1 2024
Reduced 4.7%
|
|
|
All Square Wealth Management LLC
Albany, NY |
Nov 13, 2024 Q3 2024 |
645
shares
|
$33,030
0.02% of portfolio
|
Q4 2023
Reduced 7.99%
|
|
|
Basso Capital Management, L.P.
Stamford, CT |
Nov 12, 2024 Q3 2024 |
635
shares
|
$32,518
0.03% of portfolio
|
Q3 2024
Reduced 64.99%
|
|
|
Providence Capital Advisors, LLC
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
630
shares
|
$32,262
0.01% of portfolio
|
Q3 2024
Added 0.8%
|
|
|
Bnp Paribas
New York, NY |
Nov 13, 2024 Q3 2024 |
630
shares
|
$32,262
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Accordant Advisory Group Inc
Annapolis, MD |
Jan 22, 2025 Q4 2024 |
625
shares
|
$32,006
0.03% of portfolio
|
Q3 2024
Added 4.17%
|
|
|
Sanctuary Wealth Management, L.L.C.
|
Nov 04, 2024 Q3 2024 |
614
shares
|
$31,442
0.02% of portfolio
|
Q2 2024
Reduced 70.12%
|
|
|
Td Capital Management LLC
Memphis, TN |
Nov 08, 2024 Q3 2024 |
611
shares
|
$31,289
0.0% of portfolio
|
Q3 2024
Added 84.59%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Oct 29, 2024 Q3 2024 |
610
shares
|
$31,238
0.02% of portfolio
|
Q3 2024
Reduced 94.36%
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Nov 14, 2024 Q3 2024 |
609
shares
|
$31,186
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Nov 15, 2024 Q3 2024 |
609
shares
|
$31,186
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Oct 29, 2024 Q3 2024 |
600
shares
|
$30,726
0.01% of portfolio
|
Q3 2024
Reduced 18.81%
|
|
|
Pacific Capital Wealth Advisors, Inc
|
Jan 22, 2025 Q4 2024 |
597
shares
|
$30,572
0.01% of portfolio
|
Q2 2024
Reduced 7.15%
|
|
|
Maryland Capital Advisors Inc.
|
Oct 22, 2024 Q3 2024 |
590
shares
|
$30,213
0.01% of portfolio
|
Q3 2024
Added 1.2%
|