Latest Institutional Purchases of Alliancebernstein Holding L.P. (AB)
This list provides information on the latest institutional transactions involving Alliancebernstein Holding L.P. (AB) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 03, 2022
Q3 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
35+ 7.0% |
$1.23K - $1.58K
|
535
$21K
|
|
| Q2 2022 | |||||||
|
Aug 15, 2022
Q2 2022
|
Philadelphia Financial Management Of San Francisco, LLC
San Francisco, CA |
BUY
|
- |
203KNew |
$7.41M - $9.73M
|
203K
$7.97M
|
|
|
Jul 25, 2022
Q2 2022
|
Walker Asset Management, LLC
|
BUY
|
- |
147KNew |
$5.37M - $7.05M
|
147K
$5.78M
|
|
|
Aug 12, 2022
Q2 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
CALL |
10.6KNew |
$387K - $509K
|
10.6K
$417K
|
|
|
Aug 15, 2022
Q2 2022
|
Cantor Fitzgerald, L. P.
New York, NY |
BUY
|
- |
7KNew |
$256K - $336K
|
7K
$275K
|
|
|
Aug 09, 2022
Q2 2022
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
5.2KNew |
$190K - $249K
|
5.2K
$204K
|
|
|
Jul 12, 2022
Q2 2022
|
Minot Wealth Management LLC
|
BUY
|
- |
2K+ 40.0% |
$73.1K - $96K
|
7K
$275K
|
|
|
Aug 12, 2022
Q2 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
1.2K+ 9.44% |
$43.9K - $57.6K
|
13.9K
$547K
|
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
1.2K+ 24.62% |
$43.9K - $57.6K
|
6.08K
$239K
|
|
|
Aug 15, 2022
Q2 2022
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
1.18K+ 8.36% |
$43.1K - $56.6K
|
15.3K
$602K
|
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
950New |
$34.7K - $45.6K
|
950
$37.4K
|
|
|
Aug 16, 2022
Q2 2022
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
800New |
$29.2K - $38.4K
|
800
$31.5K
|
|
|
Aug 11, 2022
Q2 2022
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
140New |
$5.12K - $6.72K
|
140
$5.51K
|
|
|
Aug 12, 2022
Q2 2022
|
Vectors Research Management, LLC
New York, NY |
BUY
|
- |
134+ 141.05% |
$4.9K - $6.43K
|
229
$9.01K
|
|
|
Aug 12, 2022
Q2 2022
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
125New |
$4.57K - $6K
|
125
$4.92K
|
|
|
Aug 10, 2022
Q2 2022
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
100New |
$3.65K - $4.8K
|
100
$3.93K
|
|
|
Jul 27, 2022
Q2 2022
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
18+ 0.37% |
$658 - $864
|
4.93K
$194K
|
|
| Q1 2022 | |||||||
|
Feb 08, 2024
Q1 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
38.5KNew |
$1.58M - $1.97M
|
38.5K
$1.51M
|
|
|
May 11, 2022
Q1 2022
|
Kayne Anderson Capital Advisors LP
|
BUY
|
- |
5.3KNew |
$217K - $271K
|
5.3K
$209K
|
|
|
Apr 27, 2022
Q1 2022
|
Cyrus J. Lawrence, LLC
|
BUY
|
- |
3.16KNew |
$129K - $162K
|
3.16K
$124K
|
|
|
May 05, 2022
Q1 2022
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
210New |
$8.6K - $10.7K
|
210
$8.26K
|
|
|
Oct 17, 2024
Q1 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
38New |
$1.56K - $1.94K
|
38
$1.49K
|
|
|
Apr 25, 2022
Q1 2022
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
10New |
$410 - $512
|
10
$393
|
|
| Q4 2021 | |||||||
|
Mar 10, 2023
Q4 2021
|
Triasima Portfolio Management Inc.
|
BUY
|
- |
16.9K+ 38.77% |
$771K - $963K
|
60.6K
$2.39M
|
|
|
Jan 26, 2022
Q4 2021
|
Center Star Asset Management, LLC
|
BUY
|
- |
15.7KNew |
$717K - $895K
|
15.7K
$620K
|
|
|
Feb 01, 2022
Q4 2021
|
Waddell & Associates, LLC
|
BUY
|
- |
5.2KNew |
$237K - $296K
|
5.2K
$205K
|
|
|
Feb 09, 2022
Q4 2021
|
Alan B. Lancz & Associates, Inc.
Toledo, OH |
BUY
|
- |
4KNew |
$182K - $227K
|
4K
$157K
|
|
|
Feb 08, 2022
Q4 2021
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
1KNew |
$45.5K - $56.9K
|
1K
$39.3K
|
|
|
Jan 28, 2022
Q4 2021
|
Argi Investment Services, LLC
|
BUY
|
- |
767+ 15.23% |
$34.9K - $43.6K
|
5.8K
$228K
|
|
|
Feb 14, 2022
Q4 2021
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
700New |
$31.9K - $39.8K
|
700
$27.5K
|
|
|
Feb 10, 2022
Q4 2021
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
260+ 5.55% |
$11.8K - $14.8K
|
4.94K
$194K
|
|
| Q3 2021 | |||||||
|
Nov 03, 2021
Q3 2021
|
Davidson Trust CO
|
BUY
|
- |
7KNew |
$310K - $367K
|
7K
$275K
|
|
|
Nov 12, 2021
Q3 2021
|
Psi Advisors, LLC
|
BUY
|
- |
700New |
$31K - $36.7K
|
700
$27.5K
|
|
|
Oct 29, 2021
Q3 2021
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
4New |
$177 - $209
|
4
$157
|
|
| Q2 2021 | |||||||
|
Jul 21, 2021
Q2 2021
|
Davenport & CO LLC
|
BUY
|
PUT |
48.9KNew |
$1.94M - $2.28M
|
48.9K
$1.92M
|
|
|
Aug 02, 2021
Q2 2021
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
4.86KNew |
$193K - $227K
|
4.86K
$191K
|
|
|
Aug 13, 2021
Q2 2021
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
1.6KNew |
$63.7K - $74.7K
|
1.6K
$62.9K
|
|
|
Aug 13, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
64New |
$2.55K - $2.99K
|
64
$2.52K
|
|
| Q1 2021 | |||||||
|
May 06, 2021
Q1 2021
|
Big Sur Wealth Management LLC
Miami, FL |
BUY
|
- |
5KNew |
$166K - $212K
|
5K
$197K
|
|
|
Apr 20, 2021
Q1 2021
|
Telemus Capital, LLC
|
BUY
|
- |
5KNew |
$166K - $212K
|
5K
$197K
|
|
|
May 12, 2021
Q1 2021
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
3.25K+ 326.2% |
$108K - $138K
|
4.25K
$167K
|
|
|
May 14, 2021
Q1 2021
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
300New |
$9.96K - $12.7K
|
300
$11.8K
|
|
|
Apr 26, 2021
Q1 2021
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
159New |
$5.28K - $6.74K
|
159
$6.26K
|
|
| Q4 2020 | |||||||
|
Feb 11, 2021
Q4 2020
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
40.2KNew |
$1.08M - $1.36M
|
40.2K
$1.58M
|
|
|
Feb 05, 2021
Q4 2020
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
7.05KNew |
$189K - $238K
|
7.05K
$277K
|
|
|
Feb 04, 2021
Q4 2020
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
6KNew |
$161K - $203K
|
6K
$236K
|
|
|
Feb 05, 2021
Q4 2020
|
Tompkins Financial Corp
|
BUY
|
- |
165New |
$4.43K - $5.58K
|
165
$6.49K
|
|
| Q3 2020 | |||||||
|
Nov 13, 2020
Q3 2020
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
37.2KNew |
$985K - $1.1M
|
37.2K
$1.46M
|
|
|
Nov 16, 2020
Q3 2020
|
Rbf Capital, LLC
San Francisco, CA |
BUY
|
- |
18.4K+ 158.62% |
$488K - $542K
|
30K
$1.18M
|
|
| Q2 2020 | |||||||
|
Aug 18, 2020
Q2 2020
|
Wfa Of San Diego, LLC
|
BUY
|
- |
19.1KNew |
$325K - $528K
|
19.1K
$753K
|
|