Institutional Ownership Alta Equipment Group Inc. (ALTG)
This table provides information about the institutional ownership of Alta Equipment Group Inc. (ALTG). We have compiled data on the 143 institutions that hold shares in the stock, with a total of 27.2 Million shares, which have been reported (via 13F filing form) to have a value of $126 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ever Source Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
126
shares
|
$585
0.0% of portfolio
|
Q2 2025
Added 2000.0%
|
|
|
Rise Advisors, LLC
|
Oct 08, 2025 Q3 2025 |
107
shares
|
$497
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Nov 07, 2025 Q3 2025 |
105
shares
|
$488
0.0% of portfolio
|
Q2 2025
Added 7.14%
|
|
|
C M Bidwell & Associates LTD
Honolulu, HI |
Nov 13, 2025 Q3 2025 |
93
shares
|
$432
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Oct 17, 2025 Q3 2025 |
67
shares
|
$311
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
60
shares
|
$279
0.0% of portfolio
|
Q2 2025
Reduced 36.84%
|
|
|
True Wealth Design, LLC
Akron, OH |
Oct 21, 2025 Q3 2025 |
17
shares
|
$79
0.0% of portfolio
|
Q2 2025
Reduced 91.19%
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
9
shares
|
$41
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Nov 04, 2025 Q3 2025 |
1
shares
|
$4
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|