Latest Institutional Transactions on Alliancebernstein Holding L.P. (AB)
This table provides information on the latest institutional transactions involving Alliancebernstein Holding L.P. (AB) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 09, 2023
Q2 2023
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
1+ 0.0% |
$31.5 - $36.8
|
28.3K
$1M
|
|
|
Aug 09, 2023
Q2 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
1.77K+ 19.46% |
$55.6K - $64.9K
|
10.8K
$384K
|
|
|
Aug 08, 2023
Q2 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-184- 2.39% |
$5.79K - $6.77K
|
7.52K
$266K
|
|
|
Aug 08, 2023
Q2 2023
|
Beck Mack & Oliver LLC
New York, NY |
SELL
|
- |
-400- 4.96% |
$12.6K - $14.7K
|
7.66K
$271K
|
|
|
Aug 08, 2023
Q2 2023
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-478- 50.8% |
$15K - $17.6K
|
463
$16.4K
|
|
|
Aug 07, 2023
Q2 2023
|
Ing Groep Nv
|
BUY
|
- |
107KNew |
$3.37M - $3.94M
|
107K
$3.79M
|
|
|
Aug 07, 2023
Q2 2023
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
65+ 1.98% |
$2.05K - $2.39K
|
3.36K
$119K
|
|
|
Aug 04, 2023
Q2 2023
|
Simplex Trading, LLC
|
BUY
|
- |
223New |
$7.02K - $8.2K
|
223
$7.9K
|
|
|
Aug 03, 2023
Q2 2023
|
Mv Capital Management, Inc.
|
SELL
|
- |
-200- 16.67% |
$6.3K - $7.36K
|
1K
$35.4K
|
|
|
Aug 02, 2023
Q2 2023
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
11.2KNew |
$351K - $411K
|
11.2K
$395K
|
|
|
Aug 02, 2023
Q2 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
PUT |
94.3KNew |
$2.97M - $3.47M
|
94.3K
$3.34M
|
|
|
Aug 01, 2023
Q2 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
43New |
$1.35K - $1.58K
|
43
$1.52K
|
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
SELL
|
- |
-500- 50.0% |
$15.7K - $18.4K
|
500
$17.7K
|
|
|
Jul 27, 2023
Q2 2023
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-280- 58.33% |
$8.81K - $10.3K
|
200
$7.09K
|
|
|
Jul 20, 2023
Q2 2023
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
SELL
|
- |
-700- 4.99% |
$22K - $25.7K
|
13.3K
$472K
|
|
|
Jul 11, 2023
Q2 2023
|
Brookstone Capital Management
|
SELL
|
- |
-400- 5.12% |
$12.6K - $14.7K
|
7.41K
$262K
|
|
| Q1 2023 | |||||||
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
67.8KNew |
$2.27M - $2.84M
|
67.8K
$2.4M
|
|
|
May 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
7.04KNew |
$236K - $295K
|
7.04K
$249K
|
|
|
May 15, 2023
Q1 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-19- 2.07% |
$636 - $797
|
900
$31.9K
|
|
|
May 15, 2023
Q1 2023
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
6.9KNew |
$231K - $289K
|
6.9K
$245K
|
|
|
May 15, 2023
Q1 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
8.4K+ 301.4% |
$281K - $352K
|
11.2K
$396K
|
|
|
May 15, 2023
Q1 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
PUT |
8.4KNew |
$281K - $352K
|
8.4K
$298K
|
|
|
May 15, 2023
Q1 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
1KNew |
$33.5K - $41.9K
|
1K
$35.4K
|
|
|
May 12, 2023
Q1 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-800- 10.16% |
$26.8K - $33.5K
|
7.08K
$251K
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
7.96KNew |
$267K - $334K
|
7.96K
$282K
|
|
|
May 11, 2023
Q1 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
300New |
$10K - $12.6K
|
300
$10.6K
|
|
|
May 11, 2023
Q1 2023
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
5.85KNew |
$196K - $245K
|
5.85K
$207K
|
|
|
May 11, 2023
Q1 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
5.49KNew |
$184K - $230K
|
5.49K
$194K
|
|
|
May 10, 2023
Q1 2023
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-518- 7.88% |
$17.3K - $21.7K
|
6.05K
$214K
|
|
|
May 10, 2023
Q1 2023
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-7.49K- 52.36% |
$251K - $314K
|
6.81K
$241K
|
|
|
May 09, 2023
Q1 2023
|
Addison Advisors LLC
|
BUY
|
- |
75New |
$2.51K - $3.14K
|
75
$2.66K
|
|
|
May 09, 2023
Q1 2023
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
94+ 1.4% |
$3.15K - $3.94K
|
6.81K
$241K
|
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-768- 10.74% |
$25.7K - $32.2K
|
6.38K
$226K
|
|
|
May 04, 2023
Q1 2023
|
Ttp Investments, Inc.
|
BUY
|
- |
63+ 0.4% |
$2.11K - $2.64K
|
15.9K
$564K
|
|
|
May 03, 2023
Q1 2023
|
Beck Bode, LLC
|
BUY
|
- |
22.6KNew |
$757K - $948K
|
22.6K
$801K
|
|
|
May 03, 2023
Q1 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
5.49KNew |
$184K - $230K
|
5.49K
$194K
|
|
|
Apr 25, 2023
Q1 2023
|
Jb Capital LLC
|
BUY
|
- |
948+ 7.77% |
$31.7K - $39.7K
|
13.1K
$466K
|
|
|
Apr 21, 2023
Q1 2023
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
250New |
$8.37K - $10.5K
|
250
$8.86K
|
|
|
Apr 20, 2023
Q1 2023
|
Empire Financial Management Company, LLC
New York, NY |
BUY
|
- |
8.99KNew |
$301K - $377K
|
8.99K
$318K
|
|
|
Apr 18, 2023
Q1 2023
|
Godsey & Gibb Associates
|
SELL
|
- |
-900- 64.29% |
$30.1K - $37.7K
|
500
$17.7K
|
|
|
Apr 17, 2023
Q1 2023
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
10.1KNew |
$338K - $423K
|
10.1K
$357K
|
|
|
Apr 17, 2023
Q1 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
18.5KNew |
$620K - $776K
|
18.5K
$656K
|
|
|
Apr 14, 2023
Q1 2023
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
SELL
|
- |
-400- 4.88% |
$13.4K - $16.8K
|
7.8K
$276K
|
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-250- 71.43% |
$8.37K - $10.5K
|
100
$3.54K
|
|
|
Apr 05, 2023
Q1 2023
|
Rise Advisors, LLC
|
BUY
|
- |
2+ 1.69% |
$67 - $83.9
|
120
$4.25K
|
|
|
Apr 03, 2023
Q1 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
127+ 19.36% |
$4.25K - $5.33K
|
783
$27.7K
|
|
| Q4 2022 | |||||||
|
Apr 19, 2024
Q4 2022
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-25.8KClosed |
$817K - $1.06M
|
0
$0
|
|
|
Jul 11, 2023
Q4 2022
|
Delphi Management Inc /Ma/
Boston, MA |
BUY
|
- |
9.04K+ 85.26% |
$286K - $372K
|
19.6K
$696K
|
|
|
Feb 17, 2023
Q4 2022
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
500New |
$15.8K - $20.6K
|
500
$17.7K
|
|
|
Feb 14, 2023
Q4 2022
|
Nvwm, LLC
|
SELL
|
- |
-1.51K- 45.65% |
$47.8K - $62.2K
|
1.8K
$63.8K
|
|