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Altria Group (MO) Institutional Ownership

$49.72
-0.44 (-0.88%)
(As of 10/17/2024 ET)

Institutional Ownership Changes (13F Filings) for Altria Group (NYSE:MO)

Current
Institutional Ownership
Percentage
57.41%
Number of
Institutional Buyers
(last 12 months)
1081
Total
Institutional Inflows
(last 12 months)
$2.40B
Number of
Institutional Sellers
(last 12 months)
947
Total
Institutional Outflows
(last 12 months)
$3.22B
Skip Chart & View Institutional Buying and Selling Data

MO Institutional Buying and Selling by Quarter

Altria Group Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/17/2024Stonegate Investment Group LLC46,895$2.39M0.1%+0.5%0.003%
10/17/2024V Square Quantitative Management LLC16,451$840K0.1%+34.7%0.001%
10/17/2024Well Done LLC6,020$307K0.1%-23.8%0.000%
10/17/2024Ellenbecker Investment Group35,935$1.84M0.3%-6.8%0.002%
10/17/2024Krane Funds Advisors LLC519$26K0.0%-92.9%0.000%
10/17/2024Sumitomo Mitsui DS Asset Management Company Ltd222,925$11.38M0.1%+1.7%0.013%
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10/17/2024 Sweet Financial Partners LLC4,042$206K0.0%N/A0.000%
10/17/2024 Ellsworth Advisors LLC15,405$786K0.2%+14.9%0.001%
10/17/2024 Vista Investment Partners LLC28,746$1.47M0.5%-1.2%0.002%
10/16/2024 Secure Asset Management LLC9,720$496K0.1%+17.7%0.001%
10/16/2024 Smallwood Wealth Investment Management LLC5,526$282K0.2%-21.3%0.000%
10/16/2024 Teamwork Financial Advisors LLC10,262$524K0.1%+6.1%0.001%
10/16/2024 Bleakley Financial Group LLC33,437$1.71M0.1%-1.9%0.002%
10/16/2024 Inlet Private Wealth LLC132,833$6.78M1.7%-0.9%0.008%
10/16/2024 Global Retirement Partners LLC112,238$5.73M0.2%+8.8%0.007%
10/16/2024 Good Life Advisors LLC84,645$4.32M0.3%+4.0%0.005%
10/16/2024 Avaii Wealth Management LLC6,360$325K0.2%-34.8%0.000%
10/16/2024 Compton Financial Group LLC5,554$283K0.1%-9.0%0.000%
10/16/2024 Kowal Investment Group LLC22,040$1.13M0.2%-5.8%0.001%
10/16/2024 FLC Capital Advisors14,396$735K0.2%+4.0%0.001%
10/16/2024 Horizon Wealth Management LLC4,142$211K0.0%N/A0.000%
10/16/2024 Cornerstone Wealth Management LLC47,412$2.42M0.2%+4.1%0.003%
10/16/2024 SPC Financial Inc.12,504$638K0.1%+3.6%0.001%
10/16/2024 B.O.S.S. Retirement Advisors LLC58,150$2.97M0.6%+3.0%0.003%
10/16/2024 Vontobel Holding Ltd.67,010$3.42M0.0%+4.9%0.004%
10/16/2024 Sumitomo Life Insurance Co.21,059$1.08M0.0%+2.8%0.001%
10/16/2024 SeaCrest Wealth Management LLC44,631$2.28M0.2%-3.2%0.003%
10/16/2024 Griffin Asset Management Inc.26,795$1.37M0.2%+26.1%0.002%
10/16/2024 Jamison Private Wealth Management Inc.20,511$1.05M0.2%-1.6%0.001%
10/16/2024 CFM Wealth Partners LLC79,930$4.08M0.8%-1.3%0.005%
10/16/2024 Cascade Investment Group Inc.26,109$1.33M1.0%-1.3%0.002%
10/16/2024 Applied Capital LLC FL28,147$1.44M1.1%-0.8%0.002%
10/16/2024 626 Financial LLC5,035$257K0.1%-6.0%0.000%
10/16/2024 Kapitalo Investimentos Ltda14,412$736K0.2%+18.5%0.001%
10/16/2024 Lynch & Associates IN29,513$1.51M0.3%+3.0%0.002%
10/15/2024 Dover Advisors LLC13,037$665K0.4%-6.3%0.001%
10/15/2024 HTLF Bank4,533$231K0.0%-12.5%0.000%
10/15/2024 Shulman DeMeo Asset Management LLC6,481$331K0.1%-13.6%0.000%
10/15/2024 Zhang Financial LLC18,454$942K0.1%+1.1%0.001%
10/15/2024 Hayek Kallen Investment Management42,133$2.15M0.8%-1.0%0.002%
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10/15/2024 Arkfeld Wealth Strategies L.L.C.4,568$229K0.1%-5.7%0.000%
10/15/2024 NBC Securities Inc.17,181$876K0.1%-8.2%0.001%
10/15/2024 Cornell Pochily Investment Advisors Inc.4,823$246K0.1%+5.5%0.000%
10/15/2024 Allen Mooney & Barnes Investment Advisors LLC191,614$9.78M1.7%-3.1%0.011%
10/11/2024 Creative Planning531,504$27.13M0.0%+4.7%0.031%
10/11/2024 Wesbanco Bank Inc.37,891$1.93M0.1%+2.2%0.002%
10/11/2024 CX Institutional102,982$5.26M0.2%+18.7%0.006%
10/11/2024 Grove Bank & Trust16,341$834K0.1%-12.8%0.001%
10/11/2024 Wedge Capital Management L L P NC3,926$200K0.0%N/A0.000%
10/11/2024 ORG Partners LLC19,265$984K0.2%-55.3%0.001%
10/11/2024 Sapient Capital LLC74,540$4.07M0.1%-71.7%0.004%
10/11/2024 ORG Wealth Partners LLC5,678$290K0.1%N/A0.000%
10/11/2024 Procyon Advisors LLC10,432$532K0.0%-4.0%0.001%
10/11/2024 Orca Investment Management LLC10,020$511K0.5%+4.5%0.001%
10/11/2024 Smith Chas P & Associates PA Cpas4,817$246K0.0%-32.5%0.000%
10/11/2024 Thomasville National Bank11,568$590K0.0%-23.3%0.001%
10/11/2024 Redhawk Wealth Advisors Inc.12,959$661K0.1%N/A0.001%
10/11/2024 Disciplined Equity Management Inc.42,805$2.19M1.4%-2.4%0.002%
10/11/2024 Viking Fund Management LLC155,250$7.92M1.3%-16.2%0.009%
10/10/2024 Sound Income Strategies LLC4,115$210K0.0%-5.2%0.000%
10/10/2024 CVA Family Office LLC9,937$507K0.1%+7.4%0.001%
10/10/2024 McGlone Suttner Wealth Management Inc.6,739$344K0.1%+6.5%0.000%
10/10/2024 CHICAGO TRUST Co NA4,837$247K0.0%-20.8%0.000%
10/10/2024 Exchange Traded Concepts LLC365,135$18.64M0.4%-5.3%0.021%
10/10/2024 Carnegie Investment Counsel50,832$2.59M0.1%-2.6%0.003%
10/10/2024 City State Bank10,737$548K0.2%-4.0%0.001%
10/10/2024 Annex Advisory Services LLC18,783$959K0.0%-4.7%0.001%
10/10/2024 Mechanics Bank Trust Department58,668$2.99M0.4%-1.5%0.003%
10/10/2024 Brown Miller Wealth Management LLC10,898$556K0.2%-7.6%0.001%
10/10/2024 Burns Matteson Capital Management LLC9,681$494K0.2%-3.4%0.001%
10/10/2024 Ritholtz Wealth Management149,925$7.65M0.2%+6.6%0.009%
10/10/2024 Gateway Investment Advisers LLC113,532$5.80M0.1%-1.6%0.007%
10/10/2024 Silverlake Wealth Management LLC28,327$1.45M0.5%+6.9%0.002%
10/10/2024 Octavia Wealth Advisors LLC98,738$5.14M0.6%+5.5%0.006%
10/10/2024 Next Level Private LLC36,485$1.86M0.8%+7.2%0.002%
10/10/2024 Meyer Handelman Co.92,482$4.72M0.2%-2.5%0.005%
10/10/2024 Lloyd Advisory Services LLC.6,069$310K0.1%-6.6%0.000%
10/10/2024 FARMERS & MERCHANTS TRUST Co OF LONG BEACH10,122$517K0.1%+14.2%0.001%
10/10/2024 Valeo Financial Advisors LLC43,443$2.22M0.1%-0.9%0.003%
10/10/2024 Simplicity Wealth LLC24,149$1.23M0.1%-57.0%0.001%
10/10/2024 Fiduciary Financial Group LLC6,804$337K0.1%+7.3%0.000%
10/10/2024 Peak Financial Advisors LLC9,920$506K0.3%-5.3%0.001%
10/9/2024 Charles Schwab Trust Co8,249$421K0.0%+23.9%0.000%
10/9/2024 LVW Advisors LLC73,493$3.75M0.5%-1.0%0.004%
10/9/2024 Successful Portfolios LLC7,725$394K0.3%-16.1%0.000%
10/9/2024 Towerpoint Wealth LLC5,613$287K0.1%-7.6%0.000%
10/9/2024 Independence Bank of Kentucky44,010$2.25M0.5%+2.3%0.003%
10/9/2024 Clarius Group LLC17,655$899K0.1%-5.0%0.001%
10/9/2024 Beaumont Financial Advisors LLC6,854$350K0.0%N/A0.000%
10/9/2024 San Luis Wealth Advisors LLC13,849$707K0.1%+36.8%0.001%
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10/9/2024 LifePro Asset Management45,118$2.30M1.4%-7.0%0.003%
10/9/2024 Pinnacle Bancorp Inc.7,059$360K0.1%+37.1%0.000%
10/9/2024 Strategic Advisors LLC7,926$405K0.1%-20.0%0.000%
10/9/2024 Quotient Wealth Partners LLC4,902$250K0.0%+4.7%0.000%
10/9/2024 UMB Bank n.a.14,760$753K0.0%+7.2%0.001%
10/9/2024 Perpetual Ltd42,742$2.18M0.0%-13.2%0.002%
10/9/2024 Patten Group Inc.4,395$224K0.0%N/A0.000%
10/9/2024 Sanibel Captiva Trust Company Inc.39,307$2.01M0.1%-9.7%0.002%
10/9/2024 Wedmont Private Capital12,575$628K0.0%+14.5%0.001%
10/9/2024 Marcum Wealth LLC56,794$2.90M0.3%+2.0%0.003%
(Data available from 1/1/2016 forward)

MO Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of MO shares?

During the previous two years, 2,047 institutional investors and hedge funds held shares of Altria Group. The most heavily invested institutionals were Aspire Private Capital LLC ($137.25B), Vanguard Group Inc. ($6.98B), BlackRock Inc. ($5.39B), State Street Corp ($3.26B), Capital World Investors ($3.09B), Charles Schwab Investment Management Inc. ($1.77B), and Geode Capital Management LLC ($1.67B).Learn more on MO's institutional investors.

What percentage of Altria Group stock is owned by institutional investors?

57.41% of Altria Group stock is owned by institutional investors. Learn more on MO's institutional investor holdings.

Which institutional investors have been buying Altria Group stock?

Of the 1,719 institutional investors that purchased Altria Group stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Bank Julius Baer & Co. Ltd Zurich ($1.10B), Van ECK Associates Corp ($8.90M), Capital World Investors ($7.60M), Pacer Advisors Inc. ($7.44M), Charles Schwab Investment Management Inc. ($5.94M), Assenagon Asset Management S.A. ($4.38M), and Edmp Inc. ($3.99M).

How much institutional buying is happening at Altria Group?

Institutional investors have bought a total of 1,246,244,120 shares in the last 24 months. This purchase volume represents approximately $56.19B in transactions.

Which Altria Group major shareholders have been selling company stock?

Of the 1,342 institutional investors that sold Altria Group stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Capital World Investors ($17.05M), BlackRock Inc. ($14.80M), GQG Partners LLC ($12.08M), Capital International Investors ($8.42M), Deutsche Bank AG ($6.17M), Renaissance Technologies LLC ($5.91M), and Public Employees Retirement Association of Colorado ($5.84M).

How much institutional selling is happening at Altria Group?

Institutional investors have sold a total of 180,273,388 shares in the last 24 months. This volume of shares sold represents approximately $7.71B in transactions.



This page (NYSE:MO) was last updated on 10/17/2024 by MarketBeat.com Staff
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