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ALTR Holdings Changes image
This page summarizes the ALTR holdings changes quarter over quarter among those 13F filers that have reported for the 3/31/2024 period, comparing share count change from 12/31/2023 to 3/31/2024. Share count is compared over these two periods to provide an indication of whether ALTR is being accumulated or sold by institutions that file their holdings via 13F filings (and as always, when considering this data it is important to be mindful of the long only reporting requirement).
Filer12/31/2023
 Share Count 
3/31/2024
 Share Count 
Change% Change
13F Filers Increasing ALTR Share Count
CWM LLC 157 4,282 +4,125 +2627.39%
Principal Financial Group Inc. 6,268 24,357 +18,089 +288.59%
Van ECK Associates Corp 331 746 +415 +125.38%
Nelson Van Denburg & Campbell Wealth Management Group LLC 65 75 +10 +15.38%
Fifth Third Bancorp 937 1,038 +101 +10.78%
GAMMA Investing LLC 215 230 +15 +6.98%
Raymond James Trust N.A. 3,001 3,124 +123 +4.10%
Nisa Investment Advisors LLC 1,905 1,952 +47 +2.47%
Natixis Advisors L.P. 17,333 17,731 +398 +2.30%
Conestoga Capital Advisors LLC 2,424,711 2,440,081 +15,370 +0.63%
13F Filers Reporting New Positions In ALTR
Proequities Inc. 0 0 UNCH 100%
California Public Employees Retirement System 0 41,894 +41,894 +100%
Moody Aldrich Partners LLC 0 29,494 +29,494 +100%
Capstone Investment Advisors LLC 0 2,595 +2,595 +100%
Harbor Investment Advisory LLC 0 23 +23 +100%
YHB Investment Advisors Inc. 0 100 +100 +100%
Daiwa Securities Group Inc. 0 17,000 +17,000 +100%
Jackson Square Capital LLC 0 6,169 +6,169 +100%
FSC Wealth Advisors LLC 0 589 +589 +100%
13F Filers With Unchanged Share Count
Private Trust Co. NA 109 109 UNCH 0.00%
NJ State Employees Deferred Compensation Plan 12,000 12,000 UNCH 0.00%
First Horizon Advisors Inc. 145 145 UNCH 0.00%
GPS Wealth Strategies Group LLC 32 32 UNCH 0.00%
Hardy Reed LLC 2,570 2,570 UNCH 0.00%
Lindbrook Capital LLC 83 83 UNCH 0.00%
Private Wealth Management Group LLC 30 30 UNCH 0.00%
13F Filers Decreasing ALTR Share Count
Ronald Blue Trust Inc. 29 3 -26 -89.66%
Amalgamated Bank 7,731 1,867 -5,864 -75.85%
Handelsinvest Investeringsforvaltning 4,717 3,105 -1,612 -34.17%
Harel Insurance Investments & Financial Services Ltd. 98 78 -20 -20.41%
Impax Asset Management Group plc 1,899,850 1,659,449 -240,401 -12.65%
Mirae Asset Global Investments Co. Ltd. 26,711 24,134 -2,577 -9.65%
Global Retirement Partners LLC 571 521 -50 -8.76%
Mutual of America Capital Management LLC 36,975 34,195 -2,780 -7.52%
ARK Investment Management LLC 60,349 55,824 -4,525 -7.50%
State of New Jersey Common Pension Fund D 37,496 34,685 -2,811 -7.50%
Allworth Financial LP 83 78 -5 -6.02%
Bank of New York Mellon Corp 270,634 256,661 -13,973 -5.16%
Zurcher Kantonalbank Zurich Cantonalbank 11,987 11,587 -400 -3.34%
BNP Paribas Arbitrage SA 107,201 104,046 -3,155 -2.94%
Raymond James & Associates 135,861 135,226 -635 -0.47%
13F Filers Exiting ALTR
McGlone Suttner Wealth Management Inc. 366 0 -366 -100.00%
Simplex Trading LLC 3,870 0 -3,870 -100.00%
Legato Capital Management LLC 2,575 0 -2,575 -100.00%
Los Angeles Capital Management & Equity Research Inc. 4,067 0 -4,067 -100.00%

See Summary: Institutional Holders of ALTR
See Details: Top 10 Hedge Funds Holding ALTR
Also See: ALTR Insider Buying

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