Purchases and Sales Made in Q4 2025 in Alliancebernstein Holding L.P. (AB)
This table provides information about the institutional ownership of Alliancebernstein Holding L.P. (AB) during Q4 2025. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 13, 2026
Q4 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
10KNew |
$374K - $406K
|
10K
$395K
|
|
|
Jan 06, 2026
Q4 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
5.31KNew |
$198K - $215K
|
5.31K
$209K
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
3.85K+ 2.07% |
$144K - $156K
|
190K
$7.48M
|
|
|
Jan 07, 2026
Q4 2025
|
Northside Capital Management, LLC
|
BUY
|
- |
800+ 5.87% |
$29.8K - $32.3K
|
14.4K
$567K
|
|
|
Jan 06, 2026
Q4 2025
|
Mallini Complete Financial Planning LLC
Gainesville, FL |
BUY
|
- |
339+ 3.62% |
$12.6K - $13.7K
|
9.69K
$381K
|
|
|
Jan 14, 2026
Q4 2025
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
125+ 0.88% |
$4.66K - $5.05K
|
14.4K
$566K
|
|
|
Jan 12, 2026
Q4 2025
|
Moody National Bank Trust Division
|
BUY
|
- |
97+ 1.16% |
$3.61K - $3.92K
|
8.47K
$333K
|
|
|
Jan 12, 2026
Q4 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-443- 39.1% |
$16.5K - $17.9K
|
690
$27.1K
|
|
|
Jan 16, 2026
Q4 2025
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-600- 3.19% |
$22.4K - $24.2K
|
18.2K
$716K
|
|
|
Jan 14, 2026
Q4 2025
|
Disciplined Equity Management, Inc.
|
SELL
|
- |
-640- 1.09% |
$23.8K - $25.9K
|
58.2K
$2.29M
|
|
|
Jan 06, 2026
Q4 2025
|
Jbr CO Financial Management Inc
Ardmore, OK |
SELL
|
- |
-850- 4.93% |
$31.7K - $34.3K
|
16.4K
$645K
|
|
|
Jan 12, 2026
Q4 2025
|
Davenport & CO LLC
|
SELL
|
- |
-1K- 2.63% |
$37.3K - $40.4K
|
37K
$1.46M
|
|
|
Jan 15, 2026
Q4 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-3.62K- 31.08% |
$135K - $146K
|
8.03K
$316K
|
|