AlTi Global Ownership 2024 | Who Owns AlTi Global Now?


OverviewForecastRevenueFinancialsChartTranscripts

Institutional Ownership

2.50%

Insider Ownership

63.44%

Retail Ownership

34.06%

Institutional Holders

23.00

AlTi Global Mutual Fund Holders


Name% Total AssetsTotal SharesChange AmountChange %Date
DEUTSCHE DWS INVESTMENTS VIT FUNDS0.01%3,321--Mar 31, 2024
QUANTITATIVE MASTER SERIES LLC0.01%33,743--Mar 31, 2024
VANGUARD INDEX FUNDS0.00%1,374,041683,39798.95%Mar 31, 2024
SCHWAB CAPITAL TRUST0.00%62,6054,7408.19%Jan 31, 2024
Calvert Variable Products, Inc.0.00%1,737--Mar 31, 2024
VANGUARD INSTITUTIONAL INDEX FUNDS0.00%18,08718,087-Mar 31, 2024
FIDELITY COVINGTON TRUST0.00%6,5791,62732.86%Jan 31, 2024
Global X Funds0.00%14,545--Jan 31, 2024
STATE STREET VARIABLE INSURANCE SERIES FUNDS INC0.00%1,236--Mar 31, 2024
Voya VARIABLE PORTFOLIOS INC0.00%7,420-1,607-17.80%Mar 31, 2024
RUSSELL INVESTMENT CO0.00%38,990--Jan 31, 2024
STATE STREET INSTITUTIONAL INVESTMENT TRUST0.00%8,000--Mar 31, 2024
NORTHERN FUNDS0.00%11,3345725.31%Mar 28, 2024
T. Rowe Price Index Trust, Inc.0.00%1,53223518.12%Mar 31, 2024
iSHARES TRUST0.00%784,134-42,177-5.10%Mar 31, 2024
RYDEX SERIES FUNDS0.00%192--Dec 31, 2023
EQ ADVISORS TRUST0.00%43,2328051.90%Mar 31, 2024
NATIONWIDE VARIABLE INSURANCE TRUST0.00%4,1841,09735.54%Mar 31, 2024
PENN SERIES FUNDS INC0.00%900--Mar 28, 2024
NATIONWIDE MUTUAL FUNDS0.00%3,51960.17%Jan 31, 2024
RYDEX DYNAMIC FUNDS0.00%95--Dec 31, 2023
ProFunds0.00%183-9-4.69%Mar 31, 2024
USAA MUTUAL FUNDS TRUST0.00%2,906--Jan 31, 2024
RYDEX VARIABLE TRUST0.00%13--Dec 31, 2023
TIAA-CREF FUNDS0.00%28,214--Jan 31, 2024
Brighthouse Funds Trust II0.00%7,628--Mar 31, 2024
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST0.00%17,600--Mar 31, 2024
SUNAMERICA SERIES TRUST0.00%2,5871948.11%Jan 31, 2024
JOHN HANCOCK VARIABLE INSURANCE TRUST0.00%9,200-1,119-10.84%Mar 31, 2024
FIDELITY SALEM STREET TRUST0.00%12,2722,29823.04%Mar 31, 2024
PACIFIC SELECT FUND0.00%6,662--Mar 31, 2024
Bridge Builder Trust0.00%4,421--Mar 31, 2024
BlackRock Variable Series Funds, Inc.0.00%2,561--Mar 31, 2024
PRINCIPAL FUNDS, INC.0.00%3,06899347.86%Jan 31, 2024
BLACKROCK FUNDS0.00%1,928--Jan 31, 2024

AlTi Global's largest mutual fund holder by % of total assets is "DEUTSCHE DWS INVESTMENTS VIT FUNDS", owning 3.32K shares, compromising 0.01% of its total assets.

AlTi Global Institutional Ownership Trends


Institutional Holdings Trend

DateHoldingsChange %
31 Mar, 2323-

As of 31 Mar 23, 23 institutions are holding AlTi Global's shares, representing an increase of 0.00% compared to the previous quarter.

Shares Outstanding Trend

DateShares OutstandingChange %
31 Mar, 231,438,865-

AlTi Global (ALTI) has 1.44M shares outstanding as of 31 Mar 23, up 0.00% compared to the previous quarter.

Institutional Ownership Trend

DateOwnership %Change %
31 Mar, 232.50%-

Institutional Increased Positions Trend

DateIncreased PositionsChange %
31 Mar, 2323-

Institutional Reduced Positions Trend

DateReduced PositionsChange %
31 Mar, 23--

All Institutional Ownership Trend Data

DateHoldingsChange %Shares OutstandingChange %Ownership %Change %Increased PositionsChange %Reduced PositionsChange %
31 Mar, 2323-1,438,865-2.50%-23---

AlTi Global Insider Shareholders Trades


Open Market Insider Trades

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
Aug 15, 2024IlWaddi Holdings10 percent owner-P-PurchaseBuy31,393$4.05$127.14K18,094,972
Aug 15, 2024IlWaddi Holdings10 percent owner-P-PurchaseBuy51,480$3.92$201.80K18,063,579
Aug 15, 2024IlWaddi Holdings10 percent owner-P-PurchaseBuy27,515$3.79$104.28K18,012,099
Aug 14, 2024Maliagros Spirosofficer Pres., Strategic AlternativesS-SaleSell468$4.00$1.87K436,933
Aug 12, 2024Maliagros Spirosofficer Pres., Strategic AlternativesS-SaleSell200$4.00$800.00437,401
Aug 08, 2024Maliagros Spirosofficer Pres., Strategic AlternativesS-SaleSell2,000$4.03$8.06K438,317
Aug 08, 2024Maliagros Spirosofficer Pres., Strategic AlternativesS-SaleSell716$4.00$2.86K437,601
Aug 01, 2024Maliagros Spirosofficer Pres., Strategic AlternativesS-SaleSell5,769$4.79$27.63K441,017
Aug 01, 2024Maliagros Spirosofficer Pres., Strategic AlternativesS-SaleSell700$5.01$3.51K440,317
Jul 29, 2024Maliagros Spirosofficer Pres., Strategic AlternativesS-SaleSell2,046$5.04$10.31K446,786
Jul 26, 2024Maliagros Spirosofficer Pres., Strategic AlternativesS-SaleSell1,800$5.01$9.02K448,832
Jul 25, 2024Maliagros Spirosofficer Pres., Strategic AlternativesS-SaleSell5,769$4.86$28.04K450,632

Open Market Insider Buys

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
Aug 15, 2024IlWaddi Holdings10 percent owner-P-PurchaseBuy31,393$4.05$127.14K18,094,972
Aug 15, 2024IlWaddi Holdings10 percent owner-P-PurchaseBuy51,480$3.92$201.80K18,063,579
Aug 15, 2024IlWaddi Holdings10 percent owner-P-PurchaseBuy27,515$3.79$104.28K18,012,099

Insider Sells

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
Aug 14, 2024Maliagros Spirosofficer Pres., Strategic AlternativesS-SaleSell468$4.00$1.87K436,933
Aug 12, 2024Maliagros Spirosofficer Pres., Strategic AlternativesS-SaleSell200$4.00$800.00437,401
Aug 08, 2024Maliagros Spirosofficer Pres., Strategic AlternativesS-SaleSell2,000$4.03$8.06K438,317
Aug 08, 2024Maliagros Spirosofficer Pres., Strategic AlternativesS-SaleSell716$4.00$2.86K437,601
Aug 01, 2024Maliagros Spirosofficer Pres., Strategic AlternativesS-SaleSell5,769$4.79$27.63K441,017
Aug 01, 2024Maliagros Spirosofficer Pres., Strategic AlternativesS-SaleSell700$5.01$3.51K440,317
Jul 29, 2024Maliagros Spirosofficer Pres., Strategic AlternativesS-SaleSell2,046$5.04$10.31K446,786
Jul 26, 2024Maliagros Spirosofficer Pres., Strategic AlternativesS-SaleSell1,800$5.01$9.02K448,832
Jul 25, 2024Maliagros Spirosofficer Pres., Strategic AlternativesS-SaleSell5,769$4.86$28.04K450,632

All Insider Owners Trades

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
Aug 15, 2024IlWaddi Holdings10 percent owner-P-PurchaseBuy31,393$4.05$127.14K18,094,972
Aug 15, 2024IlWaddi Holdings10 percent owner-P-PurchaseBuy51,480$3.92$201.80K18,063,579
Aug 15, 2024IlWaddi Holdings10 percent owner-P-PurchaseBuy27,515$3.79$104.28K18,012,099
Aug 14, 2024Maliagros Spirosofficer Pres., Strategic AlternativesS-SaleSell468$4.00$1.87K436,933
Aug 12, 2024Maliagros Spirosofficer Pres., Strategic AlternativesS-SaleSell200$4.00$800.00437,401
Aug 08, 2024Maliagros Spirosofficer Pres., Strategic AlternativesS-SaleSell2,000$4.03$8.06K438,317
Aug 08, 2024Maliagros Spirosofficer Pres., Strategic AlternativesS-SaleSell716$4.00$2.86K437,601
Aug 06, 2024ALLIANZ SE10 percent owner-Buy---19,318,580
Aug 06, 2024ALLIANZ SE10 percent owner-Buy-$8.70--
Aug 06, 2024ALLIANZ SE10 percent owner-Buy5,000,000$7.40$37.00M-
Aug 06, 2024Cetin Nazimdirector-A-AwardBuy22,774--22,774
Aug 06, 2024Wimmer Andreasdirector-A-AwardBuy22,774--22,774
Aug 06, 2024Cetin Nazimdirector Buy----
Aug 06, 2024Wimmer Andreasdirector Buy----
Aug 01, 2024Maliagros Spirosofficer Pres., Strategic AlternativesS-SaleSell5,769$4.79$27.63K441,017
Aug 01, 2024Maliagros Spirosofficer Pres., Strategic AlternativesS-SaleSell700$5.01$3.51K440,317
Jul 29, 2024Maliagros Spirosofficer Pres., Strategic AlternativesS-SaleSell2,046$5.04$10.31K446,786
Jul 26, 2024Maliagros Spirosofficer Pres., Strategic AlternativesS-SaleSell1,800$5.01$9.02K448,832
Jul 26, 2024Brophy Warson Traceydirector-A-AwardBuy22,312--22,312
Jul 25, 2024Maliagros Spirosofficer Pres., Strategic AlternativesS-SaleSell5,769$4.86$28.04K450,632

The last insider sell of AlTi Global's stock was made by Maliagros Spiros on Aug 14 2024, selling 468 shares at $4.00 per share (valued at $1.87K). The last insider buy of ALTI was made by IlWaddi Holdings on Aug 15 2024, buying 31,393 shares at $4.05 per share (worth $127.14K).

AlTi Global Insider Ownership Trends


All Insider Trades Trend

DateBuySellBuy/Sell Ratio
Q3 202451338.46%
Q2 20244717276.47%
Q1 20243030100.00%
Q4 20233837.50%
Q3 2023-1-
Q2 20233220160.00%
Q1 2023132161.90%
Q4 202237--
Q2 202211--
Q1 2021-4-
Q4 201731225.00%
Q3 20172--
Q2 20171--
Q4 201632150.00%
Q3 20161--
Q4 20152--
Q3 201541400.00%
Q4 2012---
Q4 20113933.33%
Q3 201133100.00%

5 total buy trades, and 13 total sell trades (buy/sell ratio of 0.38%) were made by AlTi Global's insiders, as of Q3 2024.

Open Market Insider Trades Trend

DateBuySellBuy/Sell Ratio
Q3 202431323.08%
Q2 2024178212.50%
Q1 2024---
Q4 2023---
Q3 2023---
Q2 2023---
Q1 202392450.00%
Q4 202237--
Q2 202211--
Q1 2021---
Q4 2017---
Q3 2017---
Q2 2017---
Q4 2016---
Q3 2016---
Q4 2015---
Q3 20153--
Q4 2012---
Q4 2011---
Q3 2011---

As of Q3 2024, Insider owners conducted 3 open market buy trades and 13 open market sell trades of AlTi Global's stocks.

ALTI Ownership FAQ


AlTi Global is owned by institutional shareholders (2.50%), insiders (63.44%), and public (34.06%). The largest institutional shareholder of AlTi Global is (0% of total shares) and the top mutual fund owner is DEUTSCHE DWS INVESTMENTS VIT FUNDS (0.01% of total shares).

As of Mar 2023, there are 23 institutional shareholders of AlTi Global.