ALTI Institutional Ownership
AlTi Global, Inc.
1W: -7.0%
1M: -25.2%
3M: -20.3%
YTD: -38.2%
1Y: -14.9%
3Y: -57.1%
5Y: -70.5%
$2.91
-0.07 (-2.35%)
Weekly Expected Move ±13.9%
$2
$3
$3
$3
$4
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Institutional Ownership — ALTI
92
Institutional Holders
+4 vs prior quarter
0.0%
Ownership
+0.00pp
$127M
Total Invested
10
New Positions
38
Increased
27
Reduced
14
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (98 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Allianz SE | 21,707,214 | $63M | — | +0.0% | 8Q | SEC ↗ |
| 2 | BlackRock, Inc. | 3,181,284 | $9M | +534,360 | +20.2% | 8Q | SEC ↗ |
| 3 | VANGUARD CAPITAL MANAGEMENT LLC | 2,014,518 | $6M | +376,951 | +23.0% | 2Q | SEC ↗ |
| 4 | GEODE CAPITAL MANAGEMENT, LLC | 1,289,528 | $4M | +142,256 | +12.4% | 13Q | SEC ↗ |
| 5 | STATE STREET CORP | 847,248 | $2M | +11,540 | +1.4% | 13Q | SEC ↗ |
| 6 | BlueCrest Capital Management Ltd | 825,000 | $2M | +626,053 | +314.7% | 2Q | SEC ↗ |
| 7 | AlTi Global, Inc. | 773,167 | $2M | — | +0.0% | 11Q | SEC ↗ |
| 8 | NORTHERN TRUST CORP | 400,719 | $1M | +70,002 | +21.2% | 13Q | SEC ↗ |
| 9 | CHARLES SCHWAB INVESTMENT MANAGEMENT I | 369,491 | $1M | +22,501 | +6.5% | 13Q | SEC ↗ |
| 10 | Sixth Street Partners Management Compa NEW | 369,491 | $1M | — | +0.0% | 1Q | SEC ↗ |
| 11 | BOKF, NA | 357,536 | $1M | — | +0.0% | 7Q | SEC ↗ |
| 12 | VANGUARD PORTFOLIO MANAGEMENT LLC | 338,450 | $985K | +88,965 | +35.7% | 2Q | SEC ↗ |
| 13 | VANGUARD FIDUCIARY TRUST CO | 315,755 | $919K | +32,369 | +11.4% | 2Q | SEC ↗ |
| 14 | UBS Group AG | 306,625 | $892K | +137,327 | +81.1% | 13Q | SEC ↗ |
| 15 | RAYMOND JAMES FINANCIAL INC | 247,895 | $721K | -56,437 | -18.5% | 3Q | SEC ↗ |
| 16 | DIMENSIONAL FUND ADVISORS LP | 202,742 | $590K | +105,061 | +107.6% | 7Q | SEC ↗ |
| 17 | Squarepoint Ops LLC NEW | 176,549 | $514K | — | +0.0% | 1Q | SEC ↗ |
| 18 | GAM Holding AG | 175,000 | $509K | -175,000 | -50.0% | 3Q | SEC ↗ |
| 19 | NewEdge Wealth, LLC | 122,390 | $356K | — | +0.0% | 7Q | SEC ↗ |
| 20 | Bank of New York Mellon Corp | 109,599 | $319K | +10,793 | +10.9% | 13Q | SEC ↗ |
| 21 | Summit Trail Advisors, LLC | 109,339 | $318K | +8,300 | +8.2% | 5Q | SEC ↗ |
| 22 | MORGAN STANLEY | 103,680 | $302K | +35,109 | +51.2% | 13Q | SEC ↗ |
| 23 | AQR CAPITAL MANAGEMENT LLC | 103,197 | $300K | +42,876 | +71.1% | 6Q | SEC ↗ |
| 24 | Nuveen, LLC | 73,478 | $214K | +21,398 | +41.1% | 6Q | SEC ↗ |
| 25 | GOLDMAN SACHS GROUP INC | 49,624 | $144K | -49,939 | -50.2% | 13Q | SEC ↗ |
| 26 | DEUTSCHE BANK AG | 48,971 | $143K | +12,029 | +32.6% | 3Q | SEC ↗ |
| 27 | WELLS FARGO & COMPANY/MN | 43,323 | $126K | +26,971 | +164.9% | 13Q | SEC ↗ |
| 28 | PRICE T ROWE ASSOCIATES INC /MD | 41,752 | $121K | +13,879 | +49.8% | 9Q | SEC ↗ |
| 29 | ALLIANCEBERNSTEIN L.P. | 38,460 | $112K | +4,600 | +13.6% | 9Q | SEC ↗ |
| 30 | BANK OF AMERICA CORP /DE | 35,379 | $103K | -6,679 | -15.9% | 13Q | SEC ↗ |
| 31 | RHUMBLINE ADVISERS | 33,417 | $97K | +2,069 | +6.6% | 13Q | SEC ↗ |
| 32 | MetLife Investment Management, LLC | 32,004 | $93K | +14,209 | +79.8% | 5Q | SEC ↗ |
| 33 | ALGERT GLOBAL LLC NEW | 30,561 | $89K | — | +0.0% | 1Q | SEC ↗ |
| 34 | Invesco Ltd. | 26,218 | $76K | -12,588 | -32.4% | 7Q | SEC ↗ |
| 35 | SIMON QUICK ADVISORS, LLC | 25,938 | $75K | — | +0.0% | 2Q | SEC ↗ |
| 36 | CITIGROUP INC | 25,621 | $75K | +22,725 | +784.7% | 13Q | SEC ↗ |
| 37 | Oasis Management Co Ltd. | 25,000 | $73K | — | +0.0% | 9Q | SEC ↗ |
| 38 | FLPUTNAM INVESTMENT MANAGEMENT CO | 25,000 | $73K | — | +0.0% | 6Q | SEC ↗ |
| 39 | TORONTO DOMINION BANK | 25,000 | $73K | — | +0.0% | 4Q | SEC ↗ |
| 40 | Russell Investments Group, Ltd. | 24,426 | $71K | +20,635 | +544.3% | 8Q | SEC ↗ |
| 41 | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 23,106 | $67K | +2,485 | +12.1% | 9Q | SEC ↗ |
| 42 | JPMORGAN CHASE & CO | 21,141 | $62K | +3,557 | +20.2% | 13Q | SEC ↗ |
| 43 | Granite FO LLC | 19,430 | $57K | — | +0.0% | 8Q | SEC ↗ |
| 44 | Vanguard Global Advisers, LLC | 17,988 | $52K | — | +0.0% | 2Q | SEC ↗ |
| 45 | Cerity Partners LLC | 15,982 | $47K | +4,554 | +39.8% | 2Q | SEC ↗ |
| 46 | XTX Topco Ltd | 15,607 | $45K | -2,965 | -16.0% | 3Q | SEC ↗ |
| 47 | Police & Firemen's Retirement System o | 15,155 | $44K | — | +0.0% | 7Q | SEC ↗ |
| 48 | IEQ CAPITAL, LLC NEW | 14,735 | $43K | — | +0.0% | 1Q | SEC ↗ |
| 49 | Jump Financial, LLC NEW | 11,460 | $33K | — | +0.0% | 1Q | SEC ↗ |
| 50 | INTECH INVESTMENT MANAGEMENT LLC | 11,396 | $33K | +1,110 | +10.8% | 7Q | SEC ↗ |
Recent Activity
New Positions (10)
| Holder | Shares | Value |
|---|---|---|
| Sixth Street Partners Management Co | 369,491 | $1M |
| Squarepoint Ops LLC | 176,549 | $514K |
| ALGERT GLOBAL LLC | 30,561 | $89K |
| IEQ CAPITAL, LLC | 14,735 | $43K |
| Jump Financial, LLC | 11,460 | $33K |
| MERCER GLOBAL ADVISORS INC /ADV | 3,492 | $10K |
| Integrated Wealth Concepts LLC | 233 | $1K |
| Fortitude Family Office, LLC | 43 | $0K |
| Clearstead Advisors, LLC | 15 | $0K |
| Caitong International Asset Managem | 1 | $0K |
Sold Out (18)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Yorkville Advisors Global, LP | 773,000 | $2M |
| ARP Global Capital Ltd | 225,100 | $655K |
| Permanens Capital L.P. | 82,581 | $240K |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 54,355 | $158K |
| CITADEL ADVISORS LLC | 43,279 | $126K |
| Brevan Howard Capital Management LP | 26,284 | $76K |
| JANE STREET GROUP, LLC | 25,472 | $74K |
| MANUFACTURERS LIFE INSURANCE COMPAN | 12,255 | $36K |
| MILLENNIUM MANAGEMENT LLC | 11,677 | $34K |
| SIMPLEX TRADING, LLC | 10,056 | $29K |
| Stratos Wealth Partners, LTD. | 10,000 | $29K |
| Steward Partners Investment Advisor | 1,500 | $4K |
| AMALGAMATED BANK | 1,359 | $4K |
| Optiver Holding B.V. | 416 | $1K |
| Allworth Financial LP | 70 | $0K |
| MAI Capital Management | 7 | $0K |
| PNC FINANCIAL SERVICES GROUP, INC. | 5 | $0K |
| Root Financial Partners, LLC | 4 | $0K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| BlueCrest Capital Management Ltd | +626,053 | +314.7% | 825,000 |
| BlackRock, Inc. | +534,360 | +20.2% | 3,181,284 |
| VANGUARD CAPITAL MANAGEMENT LLC | +376,951 | +23.0% | 2,014,518 |
| GEODE CAPITAL MANAGEMENT, LLC | +142,256 | +12.4% | 1,289,528 |
| UBS Group AG | +137,327 | +81.1% | 306,625 |
| DIMENSIONAL FUND ADVISORS LP | +105,061 | +107.6% | 202,742 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | +88,965 | +35.7% | 338,450 |
| NORTHERN TRUST CORP | +70,002 | +21.2% | 400,719 |
| AQR CAPITAL MANAGEMENT LLC | +42,876 | +71.1% | 103,197 |
| MORGAN STANLEY | +35,109 | +51.2% | 103,680 |
| VANGUARD FIDUCIARY TRUST CO | +32,369 | +11.4% | 315,755 |
| WELLS FARGO & COMPANY/MN | +26,971 | +164.9% | 43,323 |
| CITIGROUP INC | +22,725 | +784.7% | 25,621 |
| CHARLES SCHWAB INVESTMENT MANAGEMEN | +22,501 | +6.5% | 369,491 |
| Nuveen, LLC | +21,398 | +41.1% | 73,478 |
| Russell Investments Group, Ltd. | +20,635 | +544.3% | 24,426 |
| MetLife Investment Management, LLC | +14,209 | +79.8% | 32,004 |
| PRICE T ROWE ASSOCIATES INC /MD | +13,879 | +49.8% | 41,752 |
| DEUTSCHE BANK AG | +12,029 | +32.6% | 48,971 |
| STATE STREET CORP | +11,540 | +1.4% | 847,248 |
Biggest Decreases (14)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| GAM Holding AG | -175,000 | -50.0% | 175,000 |
| RAYMOND JAMES FINANCIAL INC | -56,437 | -18.5% | 247,895 |
| GOLDMAN SACHS GROUP INC | -49,939 | -50.2% | 49,624 |
| Invesco Ltd. | -12,588 | -32.4% | 26,218 |
| BANK OF AMERICA CORP /DE | -6,679 | -15.9% | 35,379 |
| BNP PARIBAS FINANCIAL MARKETS | -4,781 | -37.0% | 8,155 |
| Tower Research Capital LLC (TRC) | -3,071 | -35.4% | 5,606 |
| XTX Topco Ltd | -2,965 | -16.0% | 15,607 |
| CALIFORNIA STATE TEACHERS RETIREMEN | -1,736 | -74.1% | 606 |
| BARCLAYS PLC | -822 | -9.5% | 7,863 |
| Sterling Capital Management LLC | -712 | -49.7% | 720 |
| Essential Partners LLC | -98 | -82.4% | 21 |
| True Wealth Design, LLC | -31 | -93.9% | 2 |
| Sunbelt Securities, Inc. | -1 | -9.1% | 10 |