AB Institutional Ownership
AllianceBernstein Holding L.P.
1W: +2.2%
1M: -1.4%
3M: -3.4%
YTD: -2.4%
1Y: -2.0%
3Y: +57.0%
5Y: +2.8%
$35.30
+0.02 (+0.06%)
Weekly Expected Move ±2.2%
$33
$34
$35
$36
$36
Credit Risk of going bust: not rated, financial company (lending is its business) Bonds: none of note held by US funds details ▾
Not rated: lending and leverage are a financial company's business, which the model misreads.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
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Institutional Ownership — AB
316
Institutional Holders
+6 vs prior quarter
0.0%
Ownership
+0.00pp
$416M
Total Invested
33
New Positions
94
Increased
96
Reduced
22
Closed
0.80
Put/Call Ratio
Ownership Trends
Top Institutional Holders (334 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 1,002,715 | $35M | +322,961 | +47.5% | 60Q | SEC ↗ |
| 2 | AMERICAN CENTURY COMPANIES INC | 944,884 | $33M | -16,698 | -1.7% | 15Q | SEC ↗ |
| 3 | BANK OF AMERICA CORP /DE | 728,519 | $26M | -39,490 | -5.1% | 15Q | SEC ↗ |
| 4 | WELLS FARGO & COMPANY/MN | 565,889 | $20M | +70,420 | +14.2% | 82Q | SEC ↗ |
| 5 | LPL Financial LLC | 552,670 | $19M | +36,253 | +7.0% | 52Q | SEC ↗ |
| 6 | UBS Group AG | 462,081 | $16M | +136,925 | +42.1% | 47Q | SEC ↗ |
| 7 | Cresset Asset Management, LLC | 378,183 | $13M | — | +0.0% | 5Q | SEC ↗ |
| 8 | Pathstone Holdings, LLC NEW | 377,897 | $13M | — | +0.0% | 1Q | SEC ↗ |
| 9 | Invesco Ltd. | 337,462 | $12M | +1,402 | +0.4% | 7Q | SEC ↗ |
| 10 | STIFEL FINANCIAL CORP | 270,777 | $10M | +5,410 | +2.0% | 49Q | SEC ↗ |
| 11 | Janney Montgomery Scott LLC NEW | 257,639 | $9M | — | +0.0% | 1Q | SEC ↗ |
| 12 | HORIZON KINETICS ASSET MANAGEMENT LLC | 248,496 | $9M | +31,049 | +14.3% | 8Q | SEC ↗ |
| 13 | Crestwood Advisors Group, LLC | 214,633 | $8M | -3,650 | -1.7% | 12Q | SEC ↗ |
| 14 | HRT FINANCIAL LP | 210,857 | $7M | +92,078 | +77.5% | 12Q | SEC ↗ |
| 15 | RAYMOND JAMES FINANCIAL INC | 207,995 | $7M | -6,925 | -3.2% | 7Q | SEC ↗ |
| 16 | Four Tree Island Advisory LLC | 207,571 | $7M | — | +0.0% | 7Q | SEC ↗ |
| 17 | D.A. DAVIDSON & CO. | 160,032 | $6M | -1,675 | -1.0% | 54Q | SEC ↗ |
| 18 | OSAIC HOLDINGS, INC. | 158,141 | $6M | +11,035 | +7.5% | 26Q | SEC ↗ |
| 19 | Cetera Investment Advisers | 147,737 | $5M | -8,958 | -5.7% | 23Q | SEC ↗ |
| 20 | Moody Aldrich Partners LLC | 137,341 | $5M | — | +0.0% | 8Q | SEC ↗ |
| 21 | HUB Investment Partners, LLC | 126,286 | $4M | -1,089 | -0.9% | 12Q | SEC ↗ |
| 22 | WEALTH ENHANCEMENT ADVISORY SERVICES, | 125,620 | $4M | -570 | -0.5% | 12Q | SEC ↗ |
| 23 | ROYAL BANK OF CANADA | 111,136 | $4M | -3,990 | -3.5% | 82Q | SEC ↗ |
| 24 | Jump Financial, LLC | 105,308 | $4M | +48,237 | +84.5% | 4Q | SEC ↗ |
| 25 | JANE STREET GROUP, LLC | 96,137 | $3M | -68,633 | -41.7% | 3Q | SEC ↗ |
| 26 | CHELSEA COUNSEL CO | 95,180 | $3M | -100 | -0.1% | 6Q | SEC ↗ |
| 27 | SUSQUEHANNA FUNDAMENTAL INVESTMENTS, L | 81,479 | $3M | -21,759 | -21.1% | 3Q | SEC ↗ |
| 28 | Williams Jones Wealth Management, LLC. | 79,100 | $3M | +350 | +0.4% | 28Q | SEC ↗ |
| 29 | B. Riley Wealth Advisors, Inc. | 75,577 | $3M | +2,102 | +2.9% | 22Q | SEC ↗ |
| 30 | GOLDMAN SACHS GROUP INC | 75,130 | $3M | +11,400 | +17.9% | 15Q | SEC ↗ |
| 31 | NATIXIS | 75,100 | $3M | — | +0.0% | 2Q | SEC ↗ |
| 32 | NEUBERGER BERMAN GROUP LLC | 70,261 | $2M | -282,455 | -80.1% | 23Q | SEC ↗ |
| 33 | Lido Advisors, LLC | 66,434 | $2M | +48,251 | +265.4% | 16Q | SEC ↗ |
| 34 | Disciplined Equity Management, Inc. | 64,283 | $2M | +1,470 | +2.3% | 19Q | SEC ↗ |
| 35 | COMMONWEALTH EQUITY SERVICES, LLC | 61,164 | $2M | -7,387 | -10.8% | 35Q | SEC ↗ |
| 36 | JPMORGAN CHASE & CO | 60,426 | $2M | -5,827 | -8.8% | 82Q | SEC ↗ |
| 37 | GABELLI FUNDS LLC | 60,000 | $2M | — | +0.0% | 66Q | SEC ↗ |
| 38 | Focus Partners Wealth | 57,171 | $2M | +9,197 | +19.2% | 7Q | SEC ↗ |
| 39 | Corient Private Wealth LP | 56,019 | $2M | +11,676 | +26.3% | 15Q | SEC ↗ |
| 40 | Cambridge Investment Research Advisors | 55,590 | $2M | -2,245 | -3.9% | 49Q | SEC ↗ |
| 41 | MANUFACTURERS LIFE INSURANCE COMPANY, NEW | 54,166 | $2M | — | +0.0% | 1Q | SEC ↗ |
| 42 | PEAK6 LLC | 53,991 | $2M | -30,685 | -36.2% | 2Q | SEC ↗ |
| 43 | Aristides Capital LLC | 52,746 | $2M | +3,940 | +8.1% | 10Q | SEC ↗ |
| 44 | Kestra Advisory Services, LLC | 52,500 | $2M | -21,711 | -29.3% | 7Q | SEC ↗ |
| 45 | SHARPEPOINT LLC NEW | 52,385 | $2M | — | +0.0% | 1Q | SEC ↗ |
| 46 | Moors & Cabot, Inc. | 51,706 | $2M | -1,528 | -2.9% | 50Q | SEC ↗ |
| 47 | Parrish Capital LLC | 48,636 | $2M | -3,516 | -6.7% | 3Q | SEC ↗ |
| 48 | Rockefeller Capital Management L.P. | 48,188 | $2M | -2,418 | -4.8% | 28Q | SEC ↗ |
| 49 | Knott David M Jr | 48,000 | $2M | — | +0.0% | 19Q | SEC ↗ |
| 50 | Mariner, LLC | 45,439 | $2M | -7,993 | -15.0% | 16Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| Pathstone Holdings, LLC | 377,897 | $13M |
| Janney Montgomery Scott LLC | 257,639 | $9M |
| MANUFACTURERS LIFE INSURANCE COMPAN | 54,166 | $2M |
| SHARPEPOINT LLC | 52,385 | $2M |
| KINGSWOOD WEALTH ADVISORS, LLC | 35,110 | $1M |
| XTX Topco Ltd | 24,908 | $879K |
| Virtu Financial LLC | 22,721 | $802K |
| Ameritas Advisory Services, LLC | 21,633 | $763K |
| EP Wealth Advisors, LLC | 15,507 | $547K |
| Wealth Preservation Advisors, LLC | 15,061 | $531K |
| TritonPoint Partners, LLC | 14,466 | $510K |
| Integrated Wealth Concepts LLC | 11,920 | $421K |
| GSA CAPITAL PARTNERS LLP | 11,343 | $400K |
| Wedmont Private Capital | 11,044 | $390K |
| BLUEFIN CAPITAL MANAGEMENT, LLC | 10,000 | $353K |
| State of Tennessee, Department of T | 7,411 | $261K |
| Stonebridge Financial Group, LLC/CA | 7,374 | $260K |
| TWO SIGMA SECURITIES, LLC | 5,858 | $207K |
| Mach-1 Financial Group, LLC | 5,685 | $201K |
| IFG Advisory, LLC | 2,909 | $103K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| FMR LLC | 1,078,857 | $38M |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 65,951 | $2M |
| Boston Partners | 47,510 | $2M |
| Lavaca Capital LLC | 36,992 | $1M |
| First National Trust Co | 26,824 | $946K |
| Bramshill Investments, LLC | 20,831 | $735K |
| Vident Advisory, LLC | 17,133 | $604K |
| SUMMIT SECURITIES GROUP LLC | 15,600 | $550K |
| Future Fund LLC | 14,439 | $509K |
| LEVIN CAPITAL STRATEGIES, L.P. | 13,000 | $459K |
| GROUP ONE TRADING LLC | 10,760 | $380K |
| New England Research & Management, | 9,900 | $349K |
| Independent Advisor Alliance | 8,458 | $298K |
| Opal Wealth Advisors, LLC | 7,111 | $251K |
| HFG Advisors, Inc. | 6,560 | $231K |
| SEI INVESTMENTS CO | 5,769 | $204K |
| Tepp RIA, LLC | 5,750 | $203K |
| Regal Investment Advisors LLC | 5,685 | $201K |
| Koshinski Asset Management, Inc. | 5,511 | $194K |
| Summit Asset Management, LLC | 5,510 | $194K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| MORGAN STANLEY | +322,961 | +47.5% | 1,002,715 |
| UBS Group AG | +136,925 | +42.1% | 462,081 |
| HRT FINANCIAL LP | +92,078 | +77.5% | 210,857 |
| WELLS FARGO & COMPANY/MN | +70,420 | +14.2% | 565,889 |
| Lido Advisors, LLC | +48,251 | +265.4% | 66,434 |
| Jump Financial, LLC | +48,237 | +84.5% | 105,308 |
| LPL Financial LLC | +36,253 | +7.0% | 552,670 |
| HORIZON KINETICS ASSET MANAGEMENT L | +31,049 | +14.3% | 248,496 |
| BANK OF MONTREAL /CAN | +15,455 | +65.5% | 39,060 |
| Corient Private Wealth LP | +11,676 | +26.3% | 56,019 |
| GOLDMAN SACHS GROUP INC | +11,400 | +17.9% | 75,130 |
| Clare Market Investments LLC | +11,250 | +56.2% | 31,250 |
| OSAIC HOLDINGS, INC. | +11,035 | +7.5% | 158,141 |
| Focus Partners Wealth | +9,197 | +19.2% | 57,171 |
| Private Advisor Group, LLC | +5,909 | +80.9% | 13,209 |
| IMC-Chicago, LLC | +5,658 | +33.4% | 22,586 |
| STIFEL FINANCIAL CORP | +5,410 | +2.0% | 270,777 |
| Equitable Holdings, Inc. | +4,508 | +15.2% | 34,149 |
| Aristides Capital LLC | +3,940 | +8.1% | 52,746 |
| MERCER GLOBAL ADVISORS INC /ADV | +3,626 | +36.5% | 13,557 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| NEUBERGER BERMAN GROUP LLC | -282,455 | -80.1% | 70,261 |
| JANE STREET GROUP, LLC | -68,633 | -41.7% | 96,137 |
| BANK OF AMERICA CORP /DE | -39,490 | -5.1% | 728,519 |
| PEAK6 LLC | -30,685 | -36.2% | 53,991 |
| HIGHLAND CAPITAL MANAGEMENT, LLC | -27,672 | -66.3% | 14,054 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS | -21,759 | -21.1% | 81,479 |
| Kestra Advisory Services, LLC | -21,711 | -29.3% | 52,500 |
| AMERICAN CENTURY COMPANIES INC | -16,698 | -1.7% | 944,884 |
| Keystone Financial Group | -10,110 | -53.2% | 8,877 |
| DRW Securities, LLC | -9,144 | -61.1% | 5,817 |
| Cetera Investment Advisers | -8,958 | -5.7% | 147,737 |
| Mariner, LLC | -7,993 | -15.0% | 45,439 |
| COMMONWEALTH EQUITY SERVICES, LLC | -7,387 | -10.8% | 61,164 |
| RAYMOND JAMES FINANCIAL INC | -6,925 | -3.2% | 207,995 |
| MGO ONE SEVEN LLC | -6,349 | -14.9% | 36,158 |
| Lewis Asset Management, LLC | -6,312 | -48.1% | 6,800 |
| JPMORGAN CHASE & CO | -5,827 | -8.8% | 60,426 |
| Prospera Financial Services Inc | -5,471 | -37.8% | 9,021 |
| ROYAL BANK OF CANADA | -3,990 | -3.5% | 111,136 |
| CITADEL ADVISORS LLC | -3,893 | -9.7% | 36,099 |