AlTi Global, Inc.
ALTI- Exchange
- Nasdaq
- Industry
- Investment Advice
- SEC CIK
- 0001838615
No open-market purchases or sales by AlTi Global, Inc. insiders were filed in the last 90 days; 76 institutions reported holding it in 13F filings for Q2 2026, worth $126.0M in total; no superinvestor holds it.
Q1 2024 vs. Q4 2023
How the institutions holding AlTi Global, Inc. changed between Q4 2023 and Q1 2024.
All holders in Q1 2024All holders in Q4 2023
| Measure | Q4 2023 | Q1 2024 | Change |
|---|---|---|---|
| Holders | 42 | 42 | 0 |
| Shares | 4.21M | 5.85M | +1.64M (+39.1%) |
| Value | $36.8M | $33.1M | −$3.72M (−10.1%) |
New holders (4)
Institutions that held AlTi Global, Inc. at the end of Q1 2024 but not at the end of Q4 2023.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Raymond James & Associates | 18,000 | $101.9K | 0.00% |
| Granite FO LLC | 5,000 | $20.6K | 0.01% |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 4 | $22 | 0.00% |
| CWM, LLC | 3 | $0 | 0.00% |
Sold out (4)
Institutions that held AlTi Global, Inc. at the end of Q4 2023 and filed for Q1 2024 without it.
| Institution | Shares, Q4 2023 | Value, Q4 2023 |
|---|---|---|
| Mesirow Financial Investment Management, Inc. | 35,666 | $254.3K |
| Mirae Asset Global Investments Co., Ltd. | 14,545 | $127.4K |
| Manufacturers Life Insurance Company, The | 10,366 | $90.8K |
| Larson Financial Group LLC | 11 | $96 |