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This page summarizes the ALIT 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 ALIT 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).
| Filer | 12/31/2023
Share Count | 3/31/2024
Share Count | Change | % Change |
|---|
| 13F Filers Increasing ALIT Share Count |
|---|
| Ables Iannone Moore & Associates Inc. |
60,390 |
193,550 |
+133,160 |
+220.50% |
| Seelaus Asset Management LLC |
10,875 |
30,250 |
+19,375 |
+178.16% |
| JFS Wealth Advisors LLC |
66 |
114 |
+48 |
+72.73% |
| CWM LLC |
2,039 |
3,276 |
+1,237 |
+60.67% |
| SJS Investment Consulting Inc. |
40 |
62 |
+22 |
+55.00% |
| Cornerstone Investment Partners LLC |
34,509 |
46,782 |
+12,273 |
+35.56% |
| Raymond James & Associates |
453,274 |
593,955 |
+140,681 |
+31.04% |
| Parkside Financial Bank & Trust |
3,601 |
4,350 |
+749 |
+20.80% |
| Saxon Interests Inc. |
17,036 |
19,668 |
+2,632 |
+15.45% |
| Natixis Advisors L.P. |
158,955 |
174,743 |
+15,788 |
+9.93% |
| Zurcher Kantonalbank Zurich Cantonalbank |
60,077 |
65,049 |
+4,972 |
+8.28% |
| GAMMA Investing LLC |
338 |
357 |
+19 |
+5.62% |
| Kirr Marbach & Co. LLC IN |
676,571 |
690,453 |
+13,882 |
+2.05% |
| SYSTM Wealth Solutions LLC |
10,225 |
10,427 |
+202 |
+1.98% |
| River Road Asset Management LLC |
9,360,406 |
9,367,855 |
+7,449 |
+0.08% |
| 13F Filers Reporting New Positions In ALIT |
|---|
| Proequities Inc. |
0 |
0 |
UNCH |
100% |
| Simplex Trading LLC |
0 |
83,192 |
+83,192 |
+100% |
| Nelson Van Denburg & Campbell Wealth Management Group LLC |
0 |
75 |
+75 |
+100% |
| Harbour Capital Advisors LLC |
0 |
37,500 |
+37,500 |
+100% |
| Caas Capital Management LP |
0 |
820,898 |
+820,898 |
+100% |
| 13F Filers With Unchanged Share Count |
|---|
| Equitable Trust Co. |
42,327 |
42,327 |
UNCH |
0.00% |
| BOK Financial Private Wealth Inc. |
200 |
200 |
UNCH |
0.00% |
| Horrell Capital Management Inc. |
11,735 |
11,735 |
UNCH |
0.00% |
| DekaBank Deutsche Girozentrale |
7,318 |
7,318 |
UNCH |
0.00% |
| Versant Capital Management Inc |
118 |
118 |
UNCH |
0.00% |
| West Branch Capital LLC |
104 |
104 |
UNCH |
0.00% |
| Lindbrook Capital LLC |
574 |
574 |
UNCH |
0.00% |
| Center for Financial Planning Inc. |
845 |
845 |
UNCH |
0.00% |
| Iron Horse Wealth Management LLC |
915 |
915 |
UNCH |
0.00% |
| ZRC Wealth Management LLC |
330 |
330 |
UNCH |
0.00% |
| Private Wealth Management Group LLC |
126 |
126 |
UNCH |
0.00% |
| 13F Filers Decreasing ALIT Share Count |
|---|
| Ronald Blue Trust Inc. |
123 |
4 |
-119 |
-96.75% |
| Allworth Financial LP |
64 |
24 |
-40 |
-62.50% |
| Amalgamated Bank |
36,293 |
14,145 |
-22,148 |
-61.03% |
| Crescent Grove Advisors LLC |
26,780 |
19,800 |
-6,980 |
-26.06% |
| Wedge Capital Management L L P NC |
615,941 |
508,089 |
-107,852 |
-17.51% |
| First Horizon Advisors Inc. |
6,776 |
6,084 |
-692 |
-10.21% |
| Principal Financial Group Inc. |
52,245 |
47,350 |
-4,895 |
-9.37% |
| NBC Securities Inc. |
106,280 |
98,926 |
-7,354 |
-6.92% |
| Mirae Asset Global Investments Co. Ltd. |
177,348 |
166,519 |
-10,829 |
-6.11% |
| Bank of New York Mellon Corp |
1,859,815 |
1,779,337 |
-80,478 |
-4.33% |
| Commonwealth Equity Services LLC |
34,344 |
34,325 |
-19 |
-0.06% |
| 13F Filers Exiting ALIT |
|---|
| Turtle Creek Wealth Advisors LLC |
520 |
0 |
-520 |
-100.00% |
| Seven Grand Managers LLC |
75,000 |
0 |
-75,000 |
-100.00% |
| AdvisorNet Financial Inc |
59 |
0 |
-59 |
-100.00% |
See Summary: Institutional Holders of ALIT
See Details: Top 10 Hedge Funds Holding ALIT
Also See: ALIT Insider Buying
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