13F

Stock

Altria Group, Inc.

MO · held by 16 managers

Reported value

$476.1M

Holders

16

+2 new · −1 exited

Holders’ est. mark

$9.17M

Price effect on 7 books still in the name

Largest holder

$243.4M

Swiss Life Asset Management Ltd

Holder count by quarter

Who holds it

Notable only
InvestorSharesValueEst. markChange
Swiss Life Asset Management Ltd4.66M$243.4M$3.64MAdded$94.7M
BARCLAYS PLC4.37M$228.4M$5.46MCut−$129.7M
ELEVATION POINT WEALTH PARTNERS, LLC28.1K$1.47M$35.1KCut−$90.5K
Leonteq Securities AG19.8K$1.04M$24.8KCut−$301.1K
Evelyn Partners Investment Management LLP9.11K$476.5KHeld
Severin Investments, LLC6.84K$357.6KHeld
Maxele Advisors, LLC4.5K$235.4KNew
Marex Group plc4.37K$228.3KNew
Medallion Wealth Advisors, LLC3.93K$211KHeld
Aventura Private Wealth, LLC2.57K$134.2KHeld
Evelyn Partners Investment Management (Europe) Ltd678$35.5KHeld
Prestige Wealth Management Group LLC374$19.9K$468Added$468
Catherine Avery Investment Management LLC190$9.94KHeld
Clark Wealth Partners86$4.5KHeld
CHESAPEAKE ASSET MANAGEMENT LLC10$522$12Cut−$243
Ransom Advisory, Ltd5$276$12Added$12

Who left

Positions as of Q4 2024. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.