Purchases and Sales Made in Q2 2024 in Alliancebernstein Holding L.P. (AB)
This table provides information about the institutional ownership of Alliancebernstein Holding L.P. (AB) during Q2 2024. The information is specifically focused on institutions that hold shares of ALLIANCEBERNSTEIN HOLDING L.P..
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Aug 13, 2024
Q2 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
1.61K+ 19.68% |
$52K - $56.2K
|
9.77K
$357K
|
|
Nov 22, 2024
Q2 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
1.61K+ 19.68% |
$52K - $56.2K
|
9.77K
$357K
|
|
Aug 12, 2024
Q2 2024
|
Independent Advisor Alliance
|
BUY
|
- |
1.56K+ 21.93% |
$50.5K - $54.6K
|
8.69K
$317K
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
1.5KNew |
$48.5K - $52.5K
|
1.5K
$54.7K
|
|
Aug 16, 2024
Q2 2024
|
Second Line Capital, LLC
Metairie, LA |
BUY
|
- |
1.44K+ 23.99% |
$46.7K - $50.5K
|
7.46K
$272K
|
|
Jul 19, 2024
Q2 2024
|
Oakworth Capital, Inc.
|
BUY
|
- |
1.4K+ 93.33% |
$45.3K - $49K
|
2.9K
$106K
|
|
Aug 14, 2024
Q2 2024
|
Disciplined Equity Management, Inc.
|
BUY
|
- |
1.21K+ 2.15% |
$39.1K - $42.3K
|
57.5K
$2.1M
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1.15K+ 79.3% |
$37.3K - $40.3K
|
2.61K
$95.1K
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.15K+ 7.06% |
$37.2K - $40.2K
|
17.4K
$637K
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
BUY
|
- |
934+ 9.83% |
$30.2K - $32.7K
|
10.4K
$381K
|
|
Jul 16, 2024
Q2 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
920New |
$29.8K - $32.2K
|
920
$33.6K
|
|
Aug 09, 2024
Q2 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
912+ 9.56% |
$29.5K - $31.9K
|
10.4K
$381K
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
841+ 0.48% |
$27.2K - $29.4K
|
177K
$6.48M
|
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
713+ 8.07% |
$23.1K - $24.9K
|
9.55K
$348K
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
662New |
$21.4K - $23.2K
|
662
$24.2K
|
|
Aug 14, 2024
Q2 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
653+ 6.02% |
$21.1K - $22.8K
|
11.5K
$419K
|
|
Aug 08, 2024
Q2 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
571New |
$18.5K - $20K
|
571
$20.8K
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
442+ 3.33% |
$14.3K - $15.5K
|
13.7K
$501K
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
388New |
$12.5K - $13.6K
|
388
$14.2K
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
282+ 1128.0% |
$9.12K - $9.86K
|
307
$11.2K
|
|
Aug 06, 2024
Q2 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
280+ 7.43% |
$9.06K - $9.79K
|
4.05K
$148K
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
273+ 33.37% |
$8.83K - $9.55K
|
1.09K
$39.8K
|
|
Aug 05, 2024
Q2 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
250+ 0.38% |
$8.09K - $8.75K
|
66.6K
$2.43M
|
|
Aug 12, 2024
Q2 2024
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
246+ 0.34% |
$7.96K - $8.61K
|
71.8K
$2.62M
|
|
Jul 15, 2024
Q2 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
220New |
$7.11K - $7.7K
|
220
$8.03K
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
211+ 10.12% |
$6.82K - $7.38K
|
2.3K
$83.7K
|
|
Jul 23, 2024
Q2 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
198+ 2.13% |
$6.4K - $6.93K
|
9.5K
$347K
|
|
Jul 30, 2024
Q2 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
174+ 1.48% |
$5.63K - $6.09K
|
12K
$436K
|
|
Jul 29, 2024
Q2 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
167+ 0.75% |
$5.4K - $5.84K
|
22.4K
$819K
|
|
Aug 14, 2024
Q2 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
165+ 1.99% |
$5.34K - $5.77K
|
8.44K
$308K
|
|
Aug 13, 2024
Q2 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
165+ 2.57% |
$5.34K - $5.77K
|
6.59K
$240K
|
|
Jul 17, 2024
Q2 2024
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
163+ 1.22% |
$5.27K - $5.7K
|
13.5K
$493K
|
|
Jul 30, 2024
Q2 2024
|
Karpas Strategies, LLC
|
BUY
|
- |
153+ 0.83% |
$4.95K - $5.35K
|
18.7K
$681K
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
150New |
$4.85K - $5.25K
|
150
$5.47K
|
|
Jul 17, 2024
Q2 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
124New |
$4.01K - $4.34K
|
124
$4.52K
|
|
Aug 12, 2024
Q2 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
108+ 1.61% |
$3.49K - $3.78K
|
6.8K
$248K
|
|
Jul 22, 2024
Q2 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
101+ 1.3% |
$3.27K - $3.53K
|
7.87K
$287K
|
|
Jul 22, 2024
Q2 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
100New |
$3.23K - $3.5K
|
100
$3.65K
|
|
Aug 06, 2024
Q2 2024
|
Asset Dedication, LLC
|
BUY
|
- |
87+ 36.4% |
$2.81K - $3.04K
|
326
$11.9K
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
57+ 0.79% |
$1.84K - $1.99K
|
7.23K
$264K
|
|
Jul 10, 2024
Q2 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
53+ 14.97% |
$1.71K - $1.85K
|
407
$14.9K
|
|
Aug 14, 2024
Q2 2024
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
48+ 2.12% |
$1.55K - $1.68K
|
2.31K
$84.4K
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
46+ 1.37% |
$1.49K - $1.61K
|
3.41K
$124K
|
|
Aug 05, 2024
Q2 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
43+ 2.0% |
$1.39K - $1.5K
|
2.19K
$79.9K
|
|
Aug 01, 2024
Q2 2024
|
Birinyi Associates Inc
|
BUY
|
- |
40+ 0.27% |
$1.29K - $1.4K
|
14.7K
$536K
|
|
Jul 30, 2024
Q2 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
25+ 0.18% |
$809 - $874
|
14.2K
$518K
|
|
Aug 08, 2024
Q2 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
22+ 2.13% |
$711 - $770
|
1.06K
$38.5K
|
|
Aug 12, 2024
Q2 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
22+ 2.18% |
$711 - $770
|
1.03K
$37.7K
|
|
Jul 05, 2024
Q2 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
22+ 2.13% |
$711 - $770
|
1.05K
$38.5K
|
|
Aug 12, 2024
Q2 2024
|
Citigroup Inc
|
BUY
|
- |
16+ 0.0% |
$517 - $560
|
406K
$14.8M
|