Capital Advisory Group Advisory Services, LLC Alliancebernstein Holding L.P. Transaction History

Capital Advisory Group Advisory Services, LLC

$315 Million
Q3 2025

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 Apr 15, 2025	BUY	$35.0 - $40.73 $427,875 - $497,924	12,225 Added 28.02%	55,856 $2.14 Million
Q4 2024 Feb 03, 2025	BUY	$34.59 - $38.68 $1.51 Million - $1.69 Million	43,631 New	43,631 $1.62 Million

Others Institutions Holding AB

# of Institutions

312

Shares Held

12.4M

Call Options Held

344K

Put Options Held

112K

American Century Companies Inc Kansas City, MO

1.16M
Shares

$45.8 Million
0.02% of portfolio
Bank Of America Corp Charlotte, NC

968K
Shares

$38.1 Million
0.0% of portfolio
Morgan Stanley New York, NY

788K
Shares

$31 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

494K
Shares

$19.4 Million
0.01% of portfolio
Wells Fargo & Company San Francisco, CA

426K
Shares

$16.7 Million
0.0% of portfolio

View Full List

About ALLIANCEBERNSTEIN HOLDING L.P.

Ticker AB
Exchange NYSE
Sector Financial Services
Industry Asset Management
Shares Outstandng 97,266,800
Market Cap $3.83B
Description
AllianceBernstein Holding L.P. is publicly owned investment manager. The firm also provides research services to its clients. It provides its services to investment companies, pension and profit sharing plans, banks and thrift institutions, trusts, estates, government agencies, charitable organizations, individuals, corporations, and other busin...

More about AB

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Capital Advisory Group Advisory Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Capital Advisory Group Advisory Services, LLC with notifications on news.

Account