ALTI NASDAQ
AlTi Global, Inc.
1W: -0.9%
1M: -8.7%
3M: -25.3%
YTD: -26.5%
1Y: +5.8%
3Y: -33.7%
5Y: -65.2%
$3.30
-0.16 (-4.62%)
Weekly Expected Move ±8.9%
$3
$3
$3
$4
$4
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Income Statement
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Institutional Ownership — ALTI
89
Institutional Holders
+7 vs prior quarter
0.0%
Ownership
+0.00pp
$42M
Total Invested
13
New Positions
24
Increased
34
Reduced
14
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (96 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Allianz SE | 20,841,870 | $$69M | — | +0.0% | 6Q | SEC ↗ |
| 2 | BlackRock, Inc. | 2,646,924 | $$9M | -38,857 | -1.4% | 7Q | SEC ↗ |
| 3 | VANGUARD GROUP INC | 2,183,634 | $$7M | +148,611 | +7.3% | 11Q | SEC ↗ |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC NEW | 1,637,567 | $$5M | — | +0.0% | 1Q | SEC ↗ |
| 5 | GEODE CAPITAL MANAGEMENT, LLC | 1,147,272 | $$4M | +16,568 | +1.5% | 12Q | SEC ↗ |
| 6 | STATE STREET CORP | 835,708 | $$3M | +59,450 | +7.7% | 12Q | SEC ↗ |
| 7 | AlTi Global, Inc. | 773,167 | $$3M | -7 | -0.0% | 10Q | SEC ↗ |
| 8 | Yorkville Advisors Global, LP | 773,000 | $$3M | +123,801 | +19.1% | 3Q | SEC ↗ |
| 9 | BOKF, NA | 357,536 | $$1M | -29,795 | -7.7% | 6Q | SEC ↗ |
| 10 | CHARLES SCHWAB INVESTMENT MANAGEMENT I | 346,990 | $$1M | -9,273 | -2.6% | 12Q | SEC ↗ |
| 11 | NORTHERN TRUST CORP | 330,717 | $$1M | +11,166 | +3.5% | 12Q | SEC ↗ |
| 12 | RAYMOND JAMES FINANCIAL INC | 304,332 | $$1M | +121,180 | +66.2% | 2Q | SEC ↗ |
| 13 | VANGUARD FIDUCIARY TRUST CO NEW | 283,386 | $$935K | — | +0.0% | 1Q | SEC ↗ |
| 14 | VANGUARD PORTFOLIO MANAGEMENT LLC NEW | 249,485 | $$823K | — | +0.0% | 1Q | SEC ↗ |
| 15 | ARP Global Capital Ltd NEW | 225,100 | $$743K | — | +0.0% | 1Q | SEC ↗ |
| 16 | BlueCrest Capital Management Ltd NEW | 198,947 | $$657K | — | +0.0% | 1Q | SEC ↗ |
| 17 | UBS Group AG | 169,298 | $$559K | -20,480 | -10.8% | 12Q | SEC ↗ |
| 18 | NewEdge Wealth, LLC | 122,390 | $$404K | +2,500 | +2.1% | 6Q | SEC ↗ |
| 19 | Summit Trail Advisors, LLC | 101,039 | $$333K | — | +0.0% | 4Q | SEC ↗ |
| 20 | GOLDMAN SACHS GROUP INC | 99,563 | $$329K | -27,851 | -21.9% | 12Q | SEC ↗ |
| 21 | Bank of New York Mellon Corp | 98,806 | $$326K | -371 | -0.4% | 12Q | SEC ↗ |
| 22 | DIMENSIONAL FUND ADVISORS LP | 97,681 | $$322K | +30,878 | +46.2% | 6Q | SEC ↗ |
| 23 | MORGAN STANLEY | 84,995 | $$280K | +16,854 | +24.7% | 11Q | SEC ↗ |
| 24 | Permanens Capital L.P. | 82,581 | $$273K | +4,764 | +6.1% | 4Q | SEC ↗ |
| 25 | AQR CAPITAL MANAGEMENT LLC | 60,321 | $$199K | +22,897 | +61.2% | 5Q | SEC ↗ |
| 26 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 54,355 | $$179K | -20,148 | -27.0% | 2Q | SEC ↗ |
| 27 | Nuveen, LLC | 52,080 | $$172K | — | +0.0% | 5Q | SEC ↗ |
| 28 | WELLS FARGO & COMPANY/MN | 48,519 | $$160K | +15,885 | +48.7% | 11Q | SEC ↗ |
| 29 | CITADEL ADVISORS LLC | 44,577 | $$147K | +9,183 | +25.9% | 2Q | SEC ↗ |
| 30 | BANK OF AMERICA CORP /DE | 42,058 | $$139K | -2,606 | -5.8% | 12Q | SEC ↗ |
| 31 | Granite FO LLC | 38,860 | $$128K | +19,430 | +100.0% | 7Q | SEC ↗ |
| 32 | Invesco Ltd. | 38,806 | $$128K | -1,032 | -2.6% | 6Q | SEC ↗ |
| 33 | DEUTSCHE BANK AG | 36,942 | $$122K | +6,913 | +23.0% | 2Q | SEC ↗ |
| 34 | ALLIANCEBERNSTEIN L.P. | 32,360 | $$107K | — | +0.0% | 7Q | SEC ↗ |
| 35 | RHUMBLINE ADVISERS | 31,348 | $$103K | -657 | -2.1% | 12Q | SEC ↗ |
| 36 | PRICE T ROWE ASSOCIATES INC /MD | 27,873 | $$92K | — | +0.0% | 8Q | SEC ↗ |
| 37 | Brevan Howard Capital Management LP | 27,600 | $$91K | -11,727 | -29.8% | 5Q | SEC ↗ |
| 38 | SIMON QUICK ADVISORS, LLC NEW | 25,938 | $$86K | — | +0.0% | 1Q | SEC ↗ |
| 39 | GAM Holding AG NEW | 25,780 | $$85K | — | +0.0% | 1Q | SEC ↗ |
| 40 | JANE STREET GROUP, LLC | 25,472 | $$84K | -28,972 | -53.2% | 3Q | SEC ↗ |
| 41 | FLPUTNAM INVESTMENT MANAGEMENT CO | 25,000 | $$82K | — | +0.0% | 5Q | SEC ↗ |
| 42 | Oasis Management Co Ltd. | 25,000 | $$82K | — | +0.0% | 8Q | SEC ↗ |
| 43 | TORONTO DOMINION BANK | 25,000 | $$82K | — | +0.0% | 3Q | SEC ↗ |
| 44 | EverSource Wealth Advisors, LLC | 21,991 | $$73K | +21,862 | +16947.3% | 6Q | SEC ↗ |
| 45 | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 20,621 | $$68K | +498 | +2.5% | 8Q | SEC ↗ |
| 46 | XTX Topco Ltd | 18,572 | $$61K | +5,023 | +37.1% | 2Q | SEC ↗ |
| 47 | Vanguard Global Advisers, LLC NEW | 17,988 | $$59K | — | +0.0% | 1Q | SEC ↗ |
| 48 | MetLife Investment Management, LLC | 17,795 | $$59K | +1,327 | +8.1% | 4Q | SEC ↗ |
| 49 | JPMORGAN CHASE & CO | 17,584 | $$58K | -12,281 | -41.1% | 12Q | SEC ↗ |
| 50 | Police & Firemen's Retirement System o | 15,155 | $$50K | — | +0.0% | 6Q | SEC ↗ |
Recent Activity
New Positions (14)
| Holder | Shares | Value |
|---|---|---|
| VANGUARD CAPITAL MANAGEMENT LLC | 1,637,567 | $$5M |
| VANGUARD FIDUCIARY TRUST CO | 283,386 | $$935K |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 249,485 | $$823K |
| ARP Global Capital Ltd | 225,100 | $$743K |
| BlueCrest Capital Management Ltd | 198,947 | $$657K |
| SIMON QUICK ADVISORS, LLC | 25,938 | $$86K |
| GAM Holding AG | 25,780 | $$85K |
| Vanguard Global Advisers, LLC | 17,988 | $$59K |
| Cerity Partners LLC | 11,428 | $$38K |
| Allworth Financial LP | 70 | $$0K |
| MAI Capital Management | 7 | $$0K |
| Root Financial Partners, LLC | 4 | $$0K |
| SJS Investment Consulting Inc. | 2 | $$0K |
| Farther Finance Advisors, LLC | 2 | $$0K |
Sold Out (10)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| GEORGE KAISER FAMILY FOUNDATION | 291,763 | $$963K |
| PRESCOTT GROUP CAPITAL MANAGEMENT, | 291,763 | $$963K |
| VOYA INVESTMENT MANAGEMENT LLC | 14,517 | $$48K |
| HRT FINANCIAL LP | 13,458 | $$44K |
| Stratos Wealth Partners, LTD. | 10,000 | $$33K |
| FNY Investment Advisers, LLC | 4,000 | $$13K |
| Steward Partners Investment Advisor | 1,500 | $$5K |
| AMALGAMATED BANK | 1,359 | $$4K |
| NISA INVESTMENT ADVISORS, LLC | 58 | $$0K |
| Clearstead Advisors, LLC | 35 | $$0K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| VANGUARD GROUP INC | +148,611 | +7.3% | 2,183,634 |
| Yorkville Advisors Global, LP | +123,801 | +19.1% | 773,000 |
| RAYMOND JAMES FINANCIAL INC | +121,180 | +66.2% | 304,332 |
| STATE STREET CORP | +59,450 | +7.7% | 835,708 |
| DIMENSIONAL FUND ADVISORS LP | +30,878 | +46.2% | 97,681 |
| AQR CAPITAL MANAGEMENT LLC | +22,897 | +61.2% | 60,321 |
| EverSource Wealth Advisors, LLC | +21,862 | +16947.3% | 21,991 |
| Granite FO LLC | +19,430 | +100.0% | 38,860 |
| MORGAN STANLEY | +16,854 | +24.7% | 84,995 |
| GEODE CAPITAL MANAGEMENT, LLC | +16,568 | +1.5% | 1,147,272 |
| WELLS FARGO & COMPANY/MN | +15,885 | +48.7% | 48,519 |
| NORTHERN TRUST CORP | +11,166 | +3.5% | 330,717 |
| CITADEL ADVISORS LLC | +9,183 | +25.9% | 44,577 |
| DEUTSCHE BANK AG | +6,913 | +23.0% | 36,942 |
| Tower Research Capital LLC (TRC) | +6,441 | +288.1% | 8,677 |
| XTX Topco Ltd | +5,023 | +37.1% | 18,572 |
| GROUP ONE TRADING LLC | +5,000 | +7692.3% | 5,065 |
| Permanens Capital L.P. | +4,764 | +6.1% | 82,581 |
| BNP PARIBAS FINANCIAL MARKETS | +2,941 | +29.4% | 12,936 |
| NewEdge Wealth, LLC | +2,500 | +2.1% | 122,390 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| BARCLAYS PLC | -58,882 | -87.1% | 8,685 |
| BlackRock, Inc. | -38,857 | -1.4% | 2,646,924 |
| BOKF, NA | -29,795 | -7.7% | 357,536 |
| JANE STREET GROUP, LLC | -28,972 | -53.2% | 25,472 |
| GOLDMAN SACHS GROUP INC | -27,851 | -21.9% | 99,563 |
| SIMPLEX TRADING, LLC | -24,804 | -71.2% | 10,056 |
| UBS Group AG | -20,480 | -10.8% | 169,298 |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | -20,148 | -27.0% | 54,355 |
| MILLENNIUM MANAGEMENT LLC | -13,858 | -54.3% | 11,677 |
| JPMORGAN CHASE & CO | -12,281 | -41.1% | 17,584 |
| Brevan Howard Capital Management LP | -11,727 | -29.8% | 27,600 |
| CHARLES SCHWAB INVESTMENT MANAGEMEN | -9,273 | -2.6% | 346,990 |
| INTECH INVESTMENT MANAGEMENT LLC | -5,994 | -36.8% | 10,286 |
| BANK OF AMERICA CORP /DE | -2,606 | -5.8% | 42,058 |
| ROYAL BANK OF CANADA | -1,267 | -23.0% | 4,232 |
| MANUFACTURERS LIFE INSURANCE COMPAN | -1,144 | -8.5% | 12,255 |
| Sterling Capital Management LLC | -1,062 | -42.6% | 1,432 |
| Invesco Ltd. | -1,032 | -2.6% | 38,806 |
| RHUMBLINE ADVISERS | -657 | -2.1% | 31,348 |
| Bank of New York Mellon Corp | -371 | -0.4% | 98,806 |