Alphatec Ownership 2024 | Who Owns Alphatec Now?

Overview Forecast RevenueFinancials Chart Transcripts

Institutional Ownership

66.26%

Insider Ownership

26.87%

Retail Ownership

6.86%

Institutional Holders

220.00

Alphatec Institutional Shareholders

Institutional Shareholders by % of Total Shares

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
BLACKROCK INC.	5.88%	0.00%	8,292,424	683,993	8.99%	86,655,831	Jun 30, 2024
VANGUARD GROUP INC	4.08%	0.00%	5,756,101	297,254	5.45%	60,151,256	Jun 30, 2024
FIRST LIGHT ASSET MANAGEMENT, LLC	3.78%	4.88%	5,327,978	-90,653	-1.67%	55,677,370	Jun 30, 2024
AMERICAN CENTURY COMPANIES INC	2.87%	0.03%	4,041,542	-125,246	-3.01%	42,234,119	Jun 30, 2024
JPMORGAN CHASE & CO	2.44%	0.00%	3,441,410	308,475	9.85%	35,962,734	Jun 30, 2024
MILLENNIUM MANAGEMENT LLC	2.41%	0.02%	3,398,402	-1,760,524	-34.13%	35,513,301	Jun 30, 2024
POINT72 ASSET MANAGEMENT, L.P.	2.26%	0.09%	3,192,789	1,260,137	65.20%	33,364,647	Jun 30, 2024
STATE STREET CORP	2.02%	0.00%	2,851,610	482,354	20.36%	29,799,325,000	Jun 30, 2024
BANK OF AMERICA CORP /DE/	1.94%	0.00%	2,728,212	1,487,472	119.89%	28,509,816	Jun 30, 2024
FRED ALGER MANAGEMENT, LLC	1.87%	0.13%	2,638,303	21,078	0.81%	27,570,266	Jun 30, 2024
BNP PARIBAS ASSET MANAGEMENT HOLDING S.A.	1.87%	0.07%	2,630,244	505,202	23.77%	27,486,000	Jun 30, 2024
GEODE CAPITAL MANAGEMENT, LLC	1.70%	0.00%	2,397,785	203,016	9.25%	25,061,906	Jun 30, 2024
BRAIDWELL LP	1.56%	0.72%	2,194,900	2,194,900	100.00%	22,936,705	Jun 30, 2024
CERITY PARTNERS LLC	1.34%	0.05%	1,892,816	-14,755	-0.77%	19,779,927	Jun 30, 2024
ROYAL BANK OF CANADA	1.27%	0.00%	1,792,354	47,721	2.74%	18,729,000	Jun 30, 2024
ABRDN PLC	1.16%	0.03%	1,641,994	399,805	32.19%	17,158,838	Jun 30, 2024
NEXT CENTURY GROWTH INVESTORS LLC	1.13%	1.38%	1,594,313	9,388	0.59%	16,660,570	Jun 30, 2024
FIRST TURN MANAGEMENT, LLC	0.96%	2.31%	1,360,410	369,792	37.33%	14,216,285	Jun 30, 2024
PENN CAPITAL MANAGEMENT COMPANY, LLC	0.96%	1.34%	1,349,095	14,469	1.08%	14,142,974	Jun 30, 2024
ALYESKA INVESTMENT GROUP, L.P.	0.94%	0.08%	1,330,802	-1,196,965	-47.35%	13,906,881	Jun 30, 2024

Alphatec's largest institutional shareholder is BLACKROCK INC., holding 5.88% of the company's total share outstanding, currently valued at $86.66M. The top 10 institutional shareholders own together 29.56% of the company.

Institutional Shareholders by % of Total Assets

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
FIRST LIGHT ASSET MANAGEMENT, LLC	3.78%	4.88%	5,327,978	-90,653	-1.67%	55,677,370	Jun 30, 2024
FIRST TURN MANAGEMENT, LLC	0.96%	2.31%	1,360,410	369,792	37.33%	14,216,285	Jun 30, 2024
PERKINS CAPITAL MANAGEMENT INC	0.13%	1.78%	180,567	-3,700	-2.01%	1,887,000	Jun 30, 2024
EXOME ASSET MANAGEMENT LLC	0.12%	1.48%	162,100	162,100	100.00%	1,693,946	Jun 30, 2024
NEXT CENTURY GROWTH INVESTORS LLC	1.13%	1.38%	1,594,313	9,388	0.59%	16,660,570	Jun 30, 2024
PENN CAPITAL MANAGEMENT COMPANY, LLC	0.96%	1.34%	1,349,095	14,469	1.08%	14,142,974	Jun 30, 2024
PURA VIDA INVESTMENTS, LLC	0.14%	1.32%	199,000	-121,054	-37.82%	2,079,550	Jun 30, 2024
PARKMAN HEALTHCARE PARTNERS LLC	0.60%	1.19%	852,416	515,728	153.18%	8,907,747	Jun 30, 2024
MILLRACE ASSET GROUP, INC.	0.08%	1.11%	109,705	9,110	9.06%	1,146,000	Jun 30, 2024
FORMULA GROWTH LTD	0.18%	0.95%	249,000	-9,945	-3.84%	2,602,050	Jun 30, 2024
PIER CAPITAL, LLC	0.43%	0.93%	599,575	-63,269	-9.55%	6,265,559	Jun 30, 2024
BIRCHVIEW CAPITAL, LP	0.06%	0.85%	88,000	-	-	919,600	Jun 30, 2024
OBERWEIS ASSET MANAGEMENT INC/	0.94%	0.85%	1,327,360	-58,520	-4.22%	13,870,912	Jun 30, 2024
BRAIDWELL LP	1.56%	0.72%	2,194,900	2,194,900	100.00%	22,936,705	Jun 30, 2024
MARATHON CAPITAL MANAGEMENT	0.19%	0.71%	267,975	267,975	100.00%	2,800,339	Jun 30, 2024
HIGHMARK WEALTH MANAGEMENT LLC	0.08%	0.68%	107,400	50,000	87.11%	1,122,330	Jun 30, 2024
ESSEX INVESTMENT MANAGEMENT CO LLC	0.22%	0.61%	312,651	41,683	15.38%	3,267,203	Jun 30, 2024
EMERALD MUTUAL FUND ADVISERS TRUST	0.59%	0.46%	836,541	117,217	16.30%	8,741,853	Jun 30, 2024
EMERALD ADVISERS, LLC	0.72%	0.45%	1,021,525	116,579	12.88%	10,674,936	Jun 30, 2024
INTRINSIC EDGE CAPITAL MANAGEMENT LLC	0.33%	0.44%	468,222	-663,801	-58.64%	4,892,920	Jun 30, 2024

The largest Alphatec shareholder by % of total assets is FIRST LIGHT ASSET MANAGEMENT, LLC. The company owns 5.33M shares of Alphatec (ATEC), representing 4.88% of its total assets.

Institutional Buyers

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
BRAIDWELL LP	1.56%	0.72%	2,194,900	2,194,900	100.00%	22,936,705	Jun 30, 2024
BANK OF AMERICA CORP /DE/	1.94%	0.00%	2,728,212	1,487,472	119.89%	28,509,816	Jun 30, 2024
POINT72 ASSET MANAGEMENT, L.P.	2.26%	0.09%	3,192,789	1,260,137	65.20%	33,364,647	Jun 30, 2024
MAGNETAR FINANCIAL LLC	0.74%	0.23%	1,048,511	1,048,511	100.00%	10,956,940	Jun 30, 2024
BLACKROCK INC.	5.88%	0.00%	8,292,424	683,993	8.99%	86,655,831	Jun 30, 2024
EXODUSPOINT CAPITAL MANAGEMENT, LP	0.59%	0.06%	838,626	523,890	166.45%	8,764,000	Jun 30, 2024
PARKMAN HEALTHCARE PARTNERS LLC	0.60%	1.19%	852,416	515,728	153.18%	8,907,747	Jun 30, 2024
BNP PARIBAS ASSET MANAGEMENT HOLDING S.A.	1.87%	0.07%	2,630,244	505,202	23.77%	27,486,000	Jun 30, 2024
STATE STREET CORP	2.02%	0.00%	2,851,610	482,354	20.36%	29,799,325,000	Jun 30, 2024
ABRDN PLC	1.16%	0.03%	1,641,994	399,805	32.19%	17,158,838	Jun 30, 2024
GRANITE INVESTMENT PARTNERS, LLC	0.47%	0.29%	664,201	375,621	130.16%	6,940,900	Jun 30, 2024
FIRST TURN MANAGEMENT, LLC	0.96%	2.31%	1,360,410	369,792	37.33%	14,216,285	Jun 30, 2024
SCHONFELD STRATEGIC ADVISORS LLC	0.58%	0.05%	811,065	366,316	82.36%	8,475,628	Jun 30, 2024
MARSHALL WACE, LLP	0.78%	0.02%	1,099,692	339,832	44.72%	11,491,782	Jun 30, 2024
ROYCE & ASSOCIATES LP	0.74%	0.10%	1,046,332	338,529	47.83%	10,934,169	Jun 30, 2024
F/M INVESTMENTS LLC	0.22%	0.12%	314,210	314,210	100.00%	3,283,842	Jun 30, 2024
JPMORGAN CHASE & CO	2.44%	0.00%	3,441,410	308,475	9.85%	35,962,734	Jun 30, 2024
VANGUARD GROUP INC	4.08%	0.00%	5,756,101	297,254	5.45%	60,151,256	Jun 30, 2024
MARATHON CAPITAL MANAGEMENT	0.19%	0.71%	267,975	267,975	100.00%	2,800,339	Jun 30, 2024
GEODE CAPITAL MANAGEMENT, LLC	1.70%	0.00%	2,397,785	203,016	9.25%	25,061,906	Jun 30, 2024

As of Jun 30 2024, Alphatec's largest institutional buyer is BRAIDWELL LP. The company purchased 2.19M stocks of ATEC, valued at $22.94M.

Institutional Sellers

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
DRIEHAUS CAPITAL MANAGEMENT LLC	0.32%	0.05%	456,835	-2,182,315	-82.69%	4,773,926	Jun 30, 2024
MILLENNIUM MANAGEMENT LLC	2.41%	0.02%	3,398,402	-1,760,524	-34.13%	35,513,301	Jun 30, 2024
ELEQUIN SECURITIES, LLC	-	-	-	-1,334,626	-100.00%	-	Jun 30, 2024
ALYESKA INVESTMENT GROUP, L.P.	0.94%	0.08%	1,330,802	-1,196,965	-47.35%	13,906,881	Jun 30, 2024
NUVEEN ASSET MANAGEMENT, LLC	0.36%	0.00%	512,755	-1,090,549	-68.02%	5,358,291	Jun 30, 2024
INTRINSIC EDGE CAPITAL MANAGEMENT LLC	0.33%	0.44%	468,222	-663,801	-58.64%	4,892,920	Jun 30, 2024
MORGAN STANLEY	0.63%	0.00%	889,888	-606,943	-40.55%	9,299,335	Jun 30, 2024
SQUAREPOINT OPS LLC	0.19%	0.00%	270,641	-582,043	-68.26%	2,828,198	Jun 30, 2024
CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD.	0.17%	0.01%	243,907	-303,733	-55.46%	2,548,828	Jun 30, 2024
PRINCIPAL FINANCIAL GROUP INC	0.01%	0.00%	18,694	-301,836	-94.17%	195,352,000	Jun 30, 2024
GOLDMAN SACHS GROUP INC	0.51%	0.00%	723,894	-288,650	-28.51%	7,564,693	Jun 30, 2024
CUBIST SYSTEMATIC STRATEGIES, LLC	0.04%	0.00%	52,312	-193,796	-78.74%	546,659	Jun 30, 2024
MACQUARIE GROUP LTD	-	-	-	-179,088	-100.00%	-	Jun 30, 2024
CANADA PENSION PLAN INVESTMENT BOARD	0.00%	-	3,400	-146,600	-97.73%	35,530	Jun 30, 2024
SECTORAL ASSET MANAGEMENT INC	-	-	-	-136,000	-100.00%	-	Jun 30, 2024
RUSSELL INVESTMENTS GROUP, LTD.	0.13%	0.00%	187,805	-133,072	-41.47%	1,962,566	Jun 30, 2024
AMERICAN CENTURY COMPANIES INC	2.87%	0.03%	4,041,542	-125,246	-3.01%	42,234,119	Jun 30, 2024
VERITION FUND MANAGEMENT LLC	0.11%	0.01%	150,000	-125,000	-45.45%	1,567,500	Jun 30, 2024
VOLORIDGE INVESTMENT MANAGEMENT, LLC	0.01%	0.00%	14,776	-122,477	-89.23%	154,409	Jun 30, 2024
PURA VIDA INVESTMENTS, LLC	0.14%	1.32%	199,000	-121,054	-37.82%	2,079,550	Jun 30, 2024

As of Jun 30 2024, Alphatec's biggest institutional seller is DRIEHAUS CAPITAL MANAGEMENT LLC. The company sold -2.18M shares of ATEC, valued at $4.77M.

Institutional New positions

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
BRAIDWELL LP	1.56%	0.72%	2,194,900	2,194,900	100.00%	22,936,705	Jun 30, 2024
MAGNETAR FINANCIAL LLC	0.74%	0.23%	1,048,511	1,048,511	100.00%	10,956,940	Jun 30, 2024
F/M INVESTMENTS LLC	0.22%	0.12%	314,210	314,210	100.00%	3,283,842	Jun 30, 2024
MARATHON CAPITAL MANAGEMENT	0.19%	0.71%	267,975	267,975	100.00%	2,800,339	Jun 30, 2024
J. SAFRA SARASIN HOLDING AG	0.13%	0.03%	180,333	180,333	100.00%	1,884,480	Jun 30, 2024
EXOME ASSET MANAGEMENT LLC	0.12%	1.48%	162,100	162,100	100.00%	1,693,946	Jun 30, 2024
FIRST EAGLE INVESTMENT MANAGEMENT, LLC	0.07%	0.00%	102,500	102,500	100.00%	1,071,125	Jun 30, 2024
CAPTION MANAGEMENT, LLC	0.06%	0.01%	85,000	85,000	100.00%	888,250	Jun 30, 2024
MIRAE ASSET GLOBAL ETFS HOLDINGS LTD.	0.04%	0.00%	59,386	59,386	100.00%	620,584	Jun 30, 2024
COREBRIDGE FINANCIAL, INC.	0.04%	0.00%	55,230	55,230	100.00%	577,154	Jun 30, 2024
HIGH NOTE WEALTH, LLC	0.04%	0.16%	50,000	50,000	100.00%	522,500	Jun 30, 2024
UBS OCONNOR LLC	0.03%	0.00%	40,000	40,000	100.00%	1,000	Jun 30, 2024
OXFORD FINANCIAL GROUP LTD	0.03%	0.03%	40,000	40,000	100.00%	418,000	Jun 30, 2024
PRELUDE CAPITAL MANAGEMENT, LLC	0.03%	0.03%	36,700	36,700	100.00%	383,515	Jun 30, 2024
MITSUBISHI UFJ KOKUSAI ASSET MANAGEMENT CO., LTD.	0.02%	0.00%	34,933	34,933	100.00%	365,050	Jun 30, 2024
PROCYON ADVISORS, LLC	0.02%	0.02%	29,780	29,780	100.00%	311,201	Jun 30, 2024
AIGEN INVESTMENT MANAGEMENT, LP	0.02%	0.05%	24,475	24,475	100.00%	255,764	Jun 30, 2024
VERSOR INVESTMENTS LP	0.01%	0.04%	21,100	21,100	100.00%	220,495	Jun 30, 2024
AM INVESTMENT STRATEGIES LLC	0.01%	0.05%	20,000	20,000	100.00%	209,000	Jun 30, 2024
BREVAN HOWARD CAPITAL MANAGEMENT LP	0.01%	0.00%	19,635	19,635	100.00%	205,186	Jun 30, 2024
ATRIA INVESTMENTS, INC	0.01%	0.00%	18,149	18,149	100.00%	189,657	Jun 30, 2024
EMPIRICAL FINANCIAL SERVICES, LLC D.B.A. EMPIRICAL WEALTH MANAGEMENT	0.01%	0.01%	16,612	16,612	100.00%	173,596	Jun 30, 2024
CAPSTONE INVESTMENT ADVISORS, LLC	0.01%	0.00%	15,000	15,000	100.00%	156,750	Jun 30, 2024
NEBULA RESEARCH & DEVELOPMENT LLC	0.01%	0.03%	14,802	14,802	100.00%	154,681	Jun 30, 2024
STEPHENS INC /AR/	0.01%	0.00%	14,361	14,361	100.00%	150,072	Jun 30, 2024
AVIDIAN WEALTH SOLUTIONS, LLC	0.01%	0.00%	10,900	10,900	100.00%	113,905	Jun 30, 2024
COPPELL ADVISORY SOLUTIONS LLC	0.00%	0.00%	1,827	1,827	100.00%	20,718	Jun 30, 2024
OPAL WEALTH ADVISORS, LLC	0.00%	0.00%	628	628	100.00%	6,563	Jun 30, 2024
JONES FINANCIAL COMPANIES LLLP	0.00%	-	610	610	100.00%	6,375	Jun 30, 2024
VERSANT CAPITAL MANAGEMENT, INC	0.00%	0.00%	154	154	100.00%	1,609	Jun 30, 2024
LINDBROOK CAPITAL, LLC	0.00%	0.00%	72	72	100.00%	752	Jun 30, 2024
PRINCIPAL SECURITIES, INC.	-	-	61	61	100.00%	637	Jun 30, 2024

Alphatec's largest new institutional shareholder by number of shares is BRAIDWELL LP, purchased 2.19M shares, valued at $22.94M, as of undefined.

Institutional Sold Out

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
ELEQUIN SECURITIES, LLC	-	-	-	-1,334,626	-100.00%	-	Jun 30, 2024
MACQUARIE GROUP LTD	-	-	-	-179,088	-100.00%	-	Jun 30, 2024
SECTORAL ASSET MANAGEMENT INC	-	-	-	-136,000	-100.00%	-	Jun 30, 2024
CASTLEARK MANAGEMENT LLC	-	-	-	-112,340	-100.00%	-	Jun 30, 2024
HRT FINANCIAL LP	-	-	-	-102,166	-100.00%	-	Jun 30, 2024
SEVEN EIGHT CAPITAL, LP	-	-	-	-100,306	-100.00%	-	Jun 30, 2024
GHISALLO CAPITAL MANAGEMENT LLC	-	-	-	-100,000	-100.00%	-	Jun 30, 2024
TORNO CAPITAL, LLC	-	-	-	-95,000	-100.00%	-	Jun 30, 2024
CALAMOS ADVISORS LLC	-	-	-	-94,312	-100.00%	-	Jun 30, 2024
FIRST TRUST ADVISORS LP	-	-	-	-90,195	-100.00%	-	Jun 30, 2024
DYNAMIC TECHNOLOGY LAB PRIVATE LTD	-	-	-	-54,134	-100.00%	-	Jun 30, 2024
WINTON GROUP LTD	-	-	-	-51,190	-100.00%	-	Jun 30, 2024
MIRAE ASSET GLOBAL INVESTMENTS CO., LTD.	-	-	-	-48,031	-100.00%	-	Jun 30, 2024
AMERICAN INTERNATIONAL GROUP, INC.	-	-	-	-45,456	-100.00%	-	Jun 30, 2024
FOX RUN MANAGEMENT, L.L.C.	-	-	-	-38,922	-100.00%	-	Jun 30, 2024
NEW YORK LIFE INVESTMENT MANAGEMENT LLC	-	-	-	-26,591	-100.00%	-	Jun 30, 2024
SUSQUEHANNA PORTFOLIO STRATEGIES, LLC	-	-	-	-23,500	-100.00%	-	Jun 30, 2024
BRIDGEFRONT CAPITAL, LLC	-	-	-	-20,350	-100.00%	-	Jun 30, 2024
DARK FOREST CAPITAL MANAGEMENT LP	-	-	-	-17,923	-100.00%	-	Jun 30, 2024
WOLVERINE TRADING, LLC	-	-	-	-16,066	-100.00%	-	Jun 30, 2024
INSIGHT FOLIOS INC	-	-	-	-13,938	-100.00%	-	Jun 30, 2024
TUDOR INVESTMENT CORP ET AL	-	-	-	-13,576	-100.00%	-	Jun 30, 2024
WOLVERINE ASSET MANAGEMENT LLC	-	-	-	-12,470	-100.00%	-	Jun 30, 2024
OLD NATIONAL BANCORP /IN/	-	-	-	-12,161	-100.00%	-	Jun 30, 2024
AXQ CAPITAL, LP	-	-	-	-12,100	-100.00%	-	Jun 30, 2024
DEERFIELD MANAGEMENT COMPANY, L.P. (SERIES C)	-	-	-	-10,136	-100.00%	-	Jun 30, 2024
POINT72 ASIA (SINGAPORE) PTE. LTD.	-	-	-	-8,838	-100.00%	-	Jun 30, 2024
POINT72 (DIFC) LTD	-	-	-	-5,283	-100.00%	-	Jun 30, 2024
METROPOLITAN LIFE INSURANCE CO/NY	-	-	-	-5,276	-100.00%	-	Jun 30, 2024
PEAK6 INVESTMENTS LLC	-	-	-	-3,100	-100.00%	-	Jun 30, 2024
QUBE RESEARCH & TECHNOLOGIES LTD	-	-	-	-2,414	-100.00%	-	Jun 30, 2024
POINT72 HONG KONG LTD	-	-	-	-969	-100.00%	-	Jun 30, 2024
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.	-	-	-	-165	-100.00%	-	Jun 30, 2024
SYSTM WEALTH SOLUTIONS LLC	-	-	-	-121	-100.00%	-	Jun 30, 2024
EVERSOURCE WEALTH ADVISORS, LLC	-	-	-	-81	-100.00%	-	Jun 30, 2024
QUEST PARTNERS LLC	-	-	-	-73	-100.00%	-	Jun 30, 2024
JFS WEALTH ADVISORS, LLC	-	-	-	-17	-100.00%	-	Jun 30, 2024
NELSON, VAN DENBURG & CAMPBELL WEALTH MANAGEMENT GROUP, LLC	-	-	-	-15	-100.00%	-	Jun 30, 2024
SJS INVESTMENT CONSULTING INC.	-	-	-	-4	-100.00%	-	Jun 30, 2024
DINUZZO PRIVATE WEALTH, INC.	-	-	-	-4	-100.00%	-	Jun 30, 2024

Alphatec's largest sold out institutional shareholder by shares sold is ELEQUIN SECURITIES, LLC, sold -1.33M shares, valued at -, as of undefined.

Alphatec Mutual Fund Holders

Name	% Total Assets	Total Shares	Change Amount	Change %	Date
ALGER FUNDS	2.09%	2,010,140	-68,259	-3.28%	Jan 31, 2024
OBERWEIS FUNDS	1.25%	1,273,700	88,200	7.44%	Mar 31, 2024
Virtus Equity & Convertible Income Fund	1.16%	2,300,000	675,000	41.54%	Jan 31, 2024
Virtus Dividend, Interest & Premium Strategy Fund	1.15%	2,720,000	805,000	42.04%	Jan 31, 2024
Virtus Diversified Income & Convertible Fund	0.98%	2,000,000	600,000	42.86%	Jan 31, 2024
Virtus Convertible & Income Fund II	0.66%	2,485,000	740,000	42.41%	Jan 31, 2024
Virtus Convertible & Income Fund	0.64%	3,145,000	935,000	42.31%	Jan 31, 2024
Virtus Strategy Trust	0.62%	13,190,000	-	-	Mar 28, 2024
HSBC FUNDS	0.58%	18,750	-	-	Jan 31, 2024
ROYCE VALUE TRUST, INC.	0.35%	283,899	189,237	199.91%	Mar 31, 2024
Jacob Funds Inc.	0.32%	73,750	-17,946	-19.57%	Feb 29, 2024
WP Trust	0.31%	44,000	-	-	Feb 29, 2024
AMERICAN CENTURY MUTUAL FUNDS, INC.	0.23%	2,320,631	430,541	22.78%	Jan 31, 2024
Nuveen NASDAQ 100 Dynamic Overwrite Fund	0.11%	13,236	-	-	Mar 31, 2024
VANGUARD VALLEY FORGE FUNDS	0.11%	55,467	-	-	Mar 31, 2024
BlackRock Advantage SMID Cap Fund, Inc.	0.08%	15,334	-	-	Mar 28, 2024
RBB Fund Trust	0.07%	68,131	-18,687	-21.52%	Feb 29, 2024
ROYCE FUND	0.06%	413,772	-5,517	-1.32%	Mar 31, 2024
Federated Hermes MDT Series	0.06%	153,947	-	-	Jan 31, 2024
BRIDGEWAY FUNDS INC	0.05%	125,000	-	-	Mar 28, 2024
LKCM Funds	0.05%	195,847	-	-	Mar 31, 2024
DRIEHAUS MUTUAL FUNDS	0.05%	453,504	36,019	8.63%	Mar 28, 2024
AMG Funds I	0.05%	94,096	-	-	Jan 31, 2024
Humankind Benefit Corp	0.04%	992	191	23.85%	Dec 31, 2023
abrdn Funds	0.03%	442,420	-22,943	-4.93%	Jan 31, 2024
Innovator ETFs Trust	0.03%	129,218	-	-	Jan 31, 2024
QUANTITATIVE MASTER SERIES LLC	0.03%	161,773	-5,620	-3.36%	Mar 31, 2024
DEUTSCHE DWS INVESTMENTS VIT FUNDS	0.02%	13,866	-	-	Mar 31, 2024
FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND	0.02%	85,470	-835	-0.97%	Jan 31, 2024
FIDELITY COMMONWEALTH TRUST	0.02%	59,722	961	1.64%	Feb 29, 2024
DEUTSCHE DWS INVESTMENT TRUST	0.02%	50,668	10,200	25.21%	Mar 31, 2024
KP Funds	0.01%	557,173	-475,277	-46.03%	Sep 30, 2020
TIAA SEPARATE ACCOUNT VA 1	0.01%	2,458	-	-	Mar 31, 2024
VANGUARD INDEX FUNDS	0.01%	4,395,747	-1,390,499	-24.03%	Mar 31, 2024
IndexIQ ETF Trust	0.01%	20,853	-1,460	-6.54%	Jan 31, 2024
Nushares ETF Trust	0.01%	56,111	14,068	33.46%	Jan 31, 2024
NUVEEN INVESTMENT FUNDS INC	0.01%	234,308	28,859	14.05%	Jan 31, 2024
SCHWAB CAPITAL TRUST	0.01%	254,705	26,080	11.41%	Jan 31, 2024
BNY Mellon Strategic Funds, Inc.	0.01%	12,245	630	5.42%	Feb 29, 2024
Oaktree Diversified Income Fund Inc.	0.00%	16,000	16,000	-	Mar 31, 2024
TIAA-CREF LIFE FUNDS	0.00%	12,687	-414	-3.16%	Mar 31, 2024
FIDELITY CONCORD STREET TRUST	0.00%	941,637	56,680	6.40%	Feb 29, 2024
JANUS INVESTMENT FUND	0.00%	1,286,340	-	-	Dec 31, 2023
OPTIMUM FUND TRUST	0.00%	180,333	64,532	55.73%	Mar 28, 2024
JPMORGAN INSURANCE TRUST	0.00%	53,444	-2,256	-4.05%	Mar 31, 2023
AMERICAN CENTURY WORLD MUTUAL FUNDS INC	0.00%	42,868	3,991	10.27%	Feb 29, 2024
DEUTSCHE DWS VARIABLE SERIES II	0.00%	9,320	1,900	25.61%	Mar 31, 2024
Calvert Variable Products, Inc.	0.00%	9,548	-	-	Mar 31, 2024
CALAMOS INVESTMENT TRUST/IL	0.00%	331,949	-332,238	-50.02%	Jan 31, 2024
FINANCIAL INVESTORS TRUST	0.00%	250,442	250,442	-	Jan 31, 2024
FORUM FUNDS II	0.00%	3,134	-	-	Jan 31, 2024
FORUM FUNDS	0.00%	6,410	-	-	Jan 31, 2024
FIRST TRUST EXCHANGE-TRADED FUND IV	0.00%	605,000	-202,000	-25.03%	Jan 31, 2024
FIDELITY COVINGTON TRUST	0.00%	49,157	8,740	21.62%	Jan 31, 2024
VARIABLE INSURANCE PRODUCTS FUND II	0.00%	31,071	26,695	610.03%	Mar 31, 2024
Fidelity Commonwealth Trust II	0.00%	16,013	-65,402	-80.33%	Aug 31, 2023
GOLDMAN SACHS VARIABLE INSURANCE TRUST	0.00%	9,650	-	-	Mar 31, 2024
AdvisorShares Trust	0.00%	8,821	-	-	Mar 28, 2024
Brinker Capital Destinations Trust	0.00%	131,760	-32,239	-19.66%	Feb 29, 2024
VANGUARD INSTITUTIONAL INDEX FUNDS	0.00%	58,458	-4,618	-7.32%	Mar 31, 2024
RBB FUND, INC.	0.00%	147,242	3,929	2.74%	Feb 29, 2024
AMERICAN CENTURY STRATEGIC ASSET ALLOCATIONS INC	0.00%	19,417	4,611	31.14%	Jan 31, 2024
OLD WESTBURY FUNDS INC	0.00%	171,475	-25,715	-13.04%	Jan 31, 2024
VANGUARD WORLD FUND	0.00%	320,114	-95	-0.03%	Feb 29, 2024
Capitol Series Trust	0.00%	12,100	-	-	Jan 31, 2024
PENN SERIES FUNDS INC	0.00%	35,724	-12,237	-25.51%	Mar 28, 2024
VALIC Co I	0.00%	346,007	196,538	131.49%	Feb 29, 2024
INVESCO EXCHANGE-TRADED FUND TRUST	0.00%	98,029	-48,023	-32.88%	Jan 31, 2024
Principal Exchange-Traded Funds	0.00%	13,592	-34,650	-71.83%	Mar 31, 2024
JPMORGAN TRUST II	0.00%	1,103,949	-	-	Feb 29, 2024
Franklin Alternative Strategies Funds	0.00%	617,000	-	-	Feb 29, 2024
PFS FUNDS	0.00%	13,981	-	-	Jan 31, 2024
Virtus Strategy Trust	0.00%	20,651	-	-	Mar 28, 2024
North Square Investments Trust	0.00%	9,029	-	-	Jan 31, 2024
Voya VARIABLE PORTFOLIOS INC	0.00%	29,913	-5,259	-14.95%	Mar 31, 2024
MFS VARIABLE INSURANCE TRUST III	0.00%	15,163	-	-	Mar 31, 2024
RBC FUNDS TRUST	0.00%	104,410	104,410	-	Mar 28, 2024
STATE STREET VARIABLE INSURANCE SERIES FUNDS INC	0.00%	4,288	84	2.00%	Mar 31, 2024
SCHWAB STRATEGIC TRUST	0.00%	506,456	24,357	5.05%	Feb 29, 2024
Dunham Funds	0.00%	60,055	2,398	4.16%	Jan 31, 2024
Victory Portfolios II	0.00%	38,610	-	-	Mar 31, 2024
LoCorr Investment Trust	0.00%	18,700	-6,209	-24.93%	Mar 31, 2024
SunAmerica Specialty Series	0.00%	372	-	-	Apr 30, 2021
GPS Funds I	0.00%	3,514	-	-	Mar 31, 2024
NORTHERN LIGHTS FUND TRUST II	0.00%	7,162	-	-	Mar 31, 2024
RIVERPARK FUNDS TRUST	0.00%	5,033	928	22.61%	Dec 31, 2023
NORTHERN LIGHTS FUND TRUST III	0.00%	6,802	-	-	Jan 31, 2024
ADVISORS' INNER CIRCLE FUND	0.00%	13,062	-	-	Jan 31, 2024
VANGUARD QUANTITATIVE FUNDS	0.00%	2,600	-	-	Mar 31, 2024
ARTISAN PARTNERS FUNDS INC	0.00%	792,247	-	-	Mar 31, 2024
STATE STREET INSTITUTIONAL INVESTMENT TRUST	0.00%	32,400	-1,500	-4.42%	Mar 31, 2024
CLEARWATER INVESTMENT TRUST	0.00%	4,466	4,466	-	Mar 28, 2024
NORTHERN FUNDS	0.00%	57,775	-497	-0.85%	Mar 28, 2024
Franklin Alternative Strategies Funds	0.00%	224,000	-	-	Feb 29, 2024
OHIO NATIONAL FUND INC	0.00%	7,532	-	-	Mar 31, 2024
Voya INVESTORS TRUST	0.00%	20,455	-1,516	-6.90%	Mar 31, 2024
TRUST FOR PROFESSIONAL MANAGERS	0.00%	103,987	103,987	-	Feb 29, 2024
TIAA-CREF FUNDS	0.00%	957,464	360,131	60.29%	Jan 31, 2024
RUSSELL INVESTMENT CO	0.00%	92,849	19,562	26.69%	Jan 31, 2024
COLLEGE RETIREMENT EQUITIES FUND	0.00%	314,277	-791,233	-71.57%	Mar 31, 2024

Alphatec's largest mutual fund holder by % of total assets is "ALGER FUNDS", owning 2.01M shares, compromising 2.09% of its total assets.

Alphatec Institutional Ownership Trends

Institutional Holdings Trend

Date	Holdings	Change %
30 Jun, 24	220	-5.98%
31 Mar, 24	234	12.50%
31 Dec, 23	208	2.46%
30 Sep, 23	203	-5.14%
30 Jun, 23	214	14.44%
31 Mar, 23	187	1.08%
31 Dec, 22	185	12.80%
30 Sep, 22	164	1.86%
30 Jun, 22	161	-3.59%
31 Mar, 22	167	-6.18%
31 Dec, 21	178	2.30%
30 Sep, 21	174	10.13%
30 Jun, 21	158	-3.07%
31 Mar, 21	163	6.54%
31 Dec, 20	153	48.54%
30 Sep, 20	103	11.96%
30 Jun, 20	92	-17.12%
31 Mar, 20	111	1.83%
31 Dec, 19	109	13.54%
30 Sep, 19	96	50.00%
30 Jun, 19	64	52.38%
31 Mar, 19	42	2.44%
31 Dec, 18	41	-4.65%
30 Sep, 18	43	16.22%
30 Jun, 18	37	76.19%
31 Mar, 18	21	-12.50%
31 Dec, 17	24	26.32%
30 Sep, 17	19	-17.39%
30 Jun, 17	23	-8.00%
31 Mar, 17	25	-7.41%
31 Dec, 16	27	3.85%
30 Sep, 16	26	-
31 Mar, 16	1	-

As of 30 Jun 24, 220 institutions are holding Alphatec's shares, representing a decrease of -5.98% compared to the previous quarter.

Shares Outstanding Trend

Date	Shares Outstanding	Change %
30 Jun, 24	93,415,230	0.47%
31 Mar, 24	92,974,641	1.64%
31 Dec, 23	91,474,278	29.13%
30 Sep, 23	70,840,986	0.15%
30 Jun, 23	70,733,578	19.98%
31 Mar, 23	58,955,024	9.33%
31 Dec, 22	53,926,288	5.44%
30 Sep, 22	51,143,516	1.47%
30 Jun, 22	50,400,556	-5.01%
31 Mar, 22	53,057,754	-0.52%
31 Dec, 21	53,335,787	0.02%
30 Sep, 21	53,322,461	19.73%
30 Jun, 21	44,536,607	1.25%
31 Mar, 21	43,986,988	3.79%
31 Dec, 20	42,379,266	68.11%
30 Sep, 20	25,209,556	1.66%
30 Jun, 20	24,797,382	1.19%
31 Mar, 20	24,506,026	-3.33%
31 Dec, 19	25,350,465	8.12%
30 Sep, 19	23,447,563	97.65%
30 Jun, 19	11,863,466	68.97%
31 Mar, 19	7,020,938	-13.08%
31 Dec, 18	8,077,106	-12.16%
30 Sep, 18	9,195,313	1.20%
30 Jun, 18	9,086,588	98.02%
31 Mar, 18	4,588,728	50.39%
31 Dec, 17	3,051,269	16.26%
30 Sep, 17	2,624,616	-7.35%
30 Jun, 17	2,832,705	25.49%
31 Mar, 17	2,257,365	9.81%
31 Dec, 16	2,055,738	59.02%
30 Sep, 16	1,292,763	-
31 Mar, 16	2,831	-

Alphatec (ATEC) has 93.42M shares outstanding as of 30 Jun 24, up 0.47% compared to the previous quarter.

Institutional Ownership Trend

Date	Ownership %	Change %
30 Jun, 24	66.26%	1.52%
31 Mar, 24	65.95%	1.41%
31 Dec, 23	68.39%	2.04%
30 Sep, 23	57.84%	1.63%
30 Jun, 23	59.58%	2.06%
31 Mar, 23	53.72%	1.97%
31 Dec, 22	52.17%	2.19%
30 Sep, 22	48.80%	2.03%
30 Jun, 22	49.00%	1.74%
31 Mar, 22	53.07%	1.73%
31 Dec, 21	55.44%	1.93%
30 Sep, 21	53.55%	2.62%
30 Jun, 21	45.20%	1.78%
31 Mar, 21	50.43%	1.67%
31 Dec, 20	54.99%	3.63%
30 Sep, 20	38.93%	2.57%
30 Jun, 20	38.92%	2.54%
31 Mar, 20	39.17%	1.66%
31 Dec, 19	48.53%	2.74%
30 Sep, 19	42.07%	6.57%
30 Jun, 19	25.31%	10.41%
31 Mar, 19	15.60%	2.98%
31 Dec, 18	22.87%	4.89%
30 Sep, 18	21.64%	3.03%
30 Jun, 18	26.70%	5.71%
31 Mar, 18	21.63%	9.87%
31 Dec, 17	14.81%	4.18%
30 Sep, 17	18.83%	2.86%
30 Jun, 17	25.64%	4.08%
31 Mar, 17	25.07%	4.37%
31 Dec, 16	23.95%	10.50%
30 Sep, 16	15.10%	-
31 Mar, 16	0.00%	-

As of 30 Jun 24, Alphatec is held by 66.26% institutional shareholders, representing a 1.52% growth compared to 31 Mar 24.

Institutional Increased Positions Trend

Date	Increased Positions	Change %
30 Jun, 24	117	-7.14%
31 Mar, 24	126	-3.82%
31 Dec, 23	131	24.76%
30 Sep, 23	105	-13.22%
30 Jun, 23	121	26.04%
31 Mar, 23	96	-5.88%
31 Dec, 22	102	22.89%
30 Sep, 22	83	-4.60%
30 Jun, 22	87	35.94%
31 Mar, 22	64	-30.43%
31 Dec, 21	92	4.55%
30 Sep, 21	88	3.53%
30 Jun, 21	85	30.77%
31 Mar, 21	65	-36.27%
31 Dec, 20	102	137.21%
30 Sep, 20	43	-10.42%
30 Jun, 20	48	-21.31%
31 Mar, 20	61	-12.86%
31 Dec, 19	70	-4.11%
30 Sep, 19	73	52.08%
30 Jun, 19	48	118.18%
31 Mar, 19	22	57.14%
31 Dec, 18	14	-39.13%
30 Sep, 18	23	-11.54%
30 Jun, 18	26	271.43%
31 Mar, 18	7	-50.00%
31 Dec, 17	14	55.56%
30 Sep, 17	9	12.50%
30 Jun, 17	8	-46.67%
31 Mar, 17	15	-6.25%
31 Dec, 16	16	-38.46%
30 Sep, 16	26	-
31 Mar, 16	1	-

117 institutional shareholders have increased their position in ATEC stock as of 30 Jun 24 compared to 126 in the previous quarter (a -7.14% decrease).

Institutional Reduced Positions Trend

Date	Reduced Positions	Change %
30 Jun, 24	64	3.23%
31 Mar, 24	62	51.22%
31 Dec, 23	41	-19.61%
30 Sep, 23	51	-3.77%
30 Jun, 23	53	8.16%
31 Mar, 23	49	32.43%
31 Dec, 22	37	-9.76%
30 Sep, 22	41	10.81%
30 Jun, 22	37	-38.33%
31 Mar, 22	60	50.00%
31 Dec, 21	40	-9.09%
30 Sep, 21	44	4.76%
30 Jun, 21	42	-30.00%
31 Mar, 21	60	150.00%
31 Dec, 20	24	-22.58%
30 Sep, 20	31	63.16%
30 Jun, 20	19	-36.67%
31 Mar, 20	30	130.77%
31 Dec, 19	13	116.67%
30 Sep, 19	6	-14.29%
30 Jun, 19	7	-12.50%
31 Mar, 19	8	-33.33%
31 Dec, 18	12	20.00%
30 Sep, 18	10	400.00%
30 Jun, 18	2	-33.33%
31 Mar, 18	3	-50.00%
31 Dec, 17	6	500.00%
30 Sep, 17	1	-85.71%
30 Jun, 17	7	16.67%
31 Mar, 17	6	-14.29%
31 Dec, 16	7	-
30 Sep, 16	-	-
31 Mar, 16	-	-

64 institutional shareholders have reduced their position in ATEC stock as of 30 Jun 24 compared to 62 in the previous quarter (a 3.23% increase).

All Institutional Ownership Trend Data

Date	Holdings	Change %	Shares Outstanding	Change %	Ownership %	Change %	Increased Positions	Change %	Reduced Positions	Change %
30 Jun, 24	220	-5.98%	93,415,230	0.47%	66.26%	1.52%	117	-7.14%	64	3.23%
31 Mar, 24	234	12.50%	92,974,641	1.64%	65.95%	1.41%	126	-3.82%	62	51.22%
31 Dec, 23	208	2.46%	91,474,278	29.13%	68.39%	2.04%	131	24.76%	41	-19.61%
30 Sep, 23	203	-5.14%	70,840,986	0.15%	57.84%	1.63%	105	-13.22%	51	-3.77%
30 Jun, 23	214	14.44%	70,733,578	19.98%	59.58%	2.06%	121	26.04%	53	8.16%
31 Mar, 23	187	1.08%	58,955,024	9.33%	53.72%	1.97%	96	-5.88%	49	32.43%
31 Dec, 22	185	12.80%	53,926,288	5.44%	52.17%	2.19%	102	22.89%	37	-9.76%
30 Sep, 22	164	1.86%	51,143,516	1.47%	48.80%	2.03%	83	-4.60%	41	10.81%
30 Jun, 22	161	-3.59%	50,400,556	-5.01%	49.00%	1.74%	87	35.94%	37	-38.33%
31 Mar, 22	167	-6.18%	53,057,754	-0.52%	53.07%	1.73%	64	-30.43%	60	50.00%
31 Dec, 21	178	2.30%	53,335,787	0.02%	55.44%	1.93%	92	4.55%	40	-9.09%
30 Sep, 21	174	10.13%	53,322,461	19.73%	53.55%	2.62%	88	3.53%	44	4.76%
30 Jun, 21	158	-3.07%	44,536,607	1.25%	45.20%	1.78%	85	30.77%	42	-30.00%
31 Mar, 21	163	6.54%	43,986,988	3.79%	50.43%	1.67%	65	-36.27%	60	150.00%
31 Dec, 20	153	48.54%	42,379,266	68.11%	54.99%	3.63%	102	137.21%	24	-22.58%
30 Sep, 20	103	11.96%	25,209,556	1.66%	38.93%	2.57%	43	-10.42%	31	63.16%
30 Jun, 20	92	-17.12%	24,797,382	1.19%	38.92%	2.54%	48	-21.31%	19	-36.67%
31 Mar, 20	111	1.83%	24,506,026	-3.33%	39.17%	1.66%	61	-12.86%	30	130.77%
31 Dec, 19	109	13.54%	25,350,465	8.12%	48.53%	2.74%	70	-4.11%	13	116.67%
30 Sep, 19	96	50.00%	23,447,563	97.65%	42.07%	6.57%	73	52.08%	6	-14.29%
30 Jun, 19	64	52.38%	11,863,466	68.97%	25.31%	10.41%	48	118.18%	7	-12.50%
31 Mar, 19	42	2.44%	7,020,938	-13.08%	15.60%	2.98%	22	57.14%	8	-33.33%
31 Dec, 18	41	-4.65%	8,077,106	-12.16%	22.87%	4.89%	14	-39.13%	12	20.00%
30 Sep, 18	43	16.22%	9,195,313	1.20%	21.64%	3.03%	23	-11.54%	10	400.00%
30 Jun, 18	37	76.19%	9,086,588	98.02%	26.70%	5.71%	26	271.43%	2	-33.33%
31 Mar, 18	21	-12.50%	4,588,728	50.39%	21.63%	9.87%	7	-50.00%	3	-50.00%
31 Dec, 17	24	26.32%	3,051,269	16.26%	14.81%	4.18%	14	55.56%	6	500.00%
30 Sep, 17	19	-17.39%	2,624,616	-7.35%	18.83%	2.86%	9	12.50%	1	-85.71%
30 Jun, 17	23	-8.00%	2,832,705	25.49%	25.64%	4.08%	8	-46.67%	7	16.67%
31 Mar, 17	25	-7.41%	2,257,365	9.81%	25.07%	4.37%	15	-6.25%	6	-14.29%
31 Dec, 16	27	3.85%	2,055,738	59.02%	23.95%	10.50%	16	-38.46%	7	-
30 Sep, 16	26	-	1,292,763	-	15.10%	-	26	-	-	-
31 Mar, 16	1	-	2,831	-	0.00%	-	1	-	-	-

Alphatec Insider Shareholders Trades

Open Market Insider Trades

Date	Name	Relation	Role	Transaction	Buy/Sell	Shares	Price	Value	Shares Held
Aug 05, 2024	Demski David M	director	-	P-Purchase	Buy	40,000	$6.56	$262.40K	238,441
Aug 05, 2024	Valentine Keith	director	-	P-Purchase	Buy	39,000	$6.55	$255.45K	82,140
Jun 14, 2024	Marshall Tyson Eliot	officer	GENERAL COUNSEL & CORP. SEC.	S-Sale	Sell	50,232	$10.88	$546.52K	245,638
Apr 26, 2024	Koning John Todd	officer	CHIEF FINANCIAL OFFICER	S-Sale	Sell	37,500	$12.82	$480.75K	393,356
Mar 18, 2024	Bakst Evan	director	-	P-Purchase	Buy	15,000	$13.53	$202.95K	15,000

Open Market Insider Buys

Date	Name	Relation	Role	Transaction	Buy/Sell	Shares	Price	Value	Shares Held
Aug 05, 2024	Demski David M	director	-	P-Purchase	Buy	40,000	$6.56	$262.40K	238,441
Aug 05, 2024	Valentine Keith	director	-	P-Purchase	Buy	39,000	$6.55	$255.45K	82,140
Mar 18, 2024	Bakst Evan	director	-	P-Purchase	Buy	15,000	$13.53	$202.95K	15,000

Insider Sells

Date	Name	Relation	Role	Transaction	Buy/Sell	Shares	Price	Value	Shares Held
Aug 08, 2024	Lish Scott	officer	CHIEF OPERATING OFFICER	M-Exempt	Sell	11,500	$3.35	$38.52K	13,500
Aug 08, 2024	Lish Scott	officer	CHIEF OPERATING OFFICER	M-Exempt	Sell	60,000	$2.69	$161.40K	-
Jun 14, 2024	Marshall Tyson Eliot	officer	GENERAL COUNSEL & CORP. SEC.	S-Sale	Sell	50,232	$10.88	$546.52K	245,638
Apr 26, 2024	Koning John Todd	officer	CHIEF FINANCIAL OFFICER	S-Sale	Sell	37,500	$12.82	$480.75K	393,356

All Insider Owners Trades

Date	Name	Relation	Role	Transaction	Buy/Sell	Shares	Price	Value	Shares Held
Aug 08, 2024	Lish Scott	officer	CHIEF OPERATING OFFICER	M-Exempt	Buy	60,000	$2.69	$161.40K	580,861
Aug 08, 2024	Lish Scott	officer	CHIEF OPERATING OFFICER	M-Exempt	Buy	11,500	$3.35	$38.52K	520,861
Aug 08, 2024	Lish Scott	officer	CHIEF OPERATING OFFICER	M-Exempt	Sell	11,500	$3.35	$38.52K	13,500
Aug 08, 2024	Lish Scott	officer	CHIEF OPERATING OFFICER	M-Exempt	Sell	60,000	$2.69	$161.40K	-
Aug 05, 2024	Demski David M	director	-	P-Purchase	Buy	40,000	$6.56	$262.40K	238,441
Aug 05, 2024	Valentine Keith	director	-	P-Purchase	Buy	39,000	$6.55	$255.45K	82,140
Jul 31, 2024	Valentine Keith	director	-	A-Award	Buy	28,063	-	-	43,140
Jul 31, 2024	Valentine Keith	director	-	A-Award	Buy	15,077	-	-	15,077
Jul 31, 2024	Valentine Keith		-		Buy	-	-	-	-
Jun 14, 2024	Berkowitz Mortimer III	director	-	A-Award	Buy	16,747	-	-	665,419
Jun 14, 2024	WOODS WARD W JR	director	-	A-Award	Buy	16,747	-	-	139,160
Jun 14, 2024	Demski David M	director	-	A-Award	Buy	16,747	-	-	198,441
Jun 14, 2024	Pelizzon David R	director, 10 percent owner		A-Award	Buy	16,747	-	-	305,900
Jun 14, 2024	Blackford Quentin S.	director	-	A-Award	Buy	16,747	-	-	589,352
Jun 14, 2024	MCGINNIS KAREN K	director	-	A-Award	Buy	16,747	-	-	95,861
Jun 14, 2024	Bakst Evan	director	-	A-Award	Buy	16,747	-	-	1,105,785
Jun 14, 2024	Rydin Jeffrey P	director	-	A-Award	Buy	16,747	-	-	570,310
Jun 14, 2024	Marshall Tyson Eliot	officer	GENERAL COUNSEL & CORP. SEC.	S-Sale	Sell	50,232	$10.88	$546.52K	245,638
Apr 26, 2024	Koning John Todd	officer	CHIEF FINANCIAL OFFICER	S-Sale	Sell	37,500	$12.82	$480.75K	393,356
Mar 18, 2024	Bakst Evan	director	-	P-Purchase	Buy	15,000	$13.53	$202.95K	15,000

The last insider sell of Alphatec's stock was made by Lish Scott on Aug 08 2024, selling 11,500 shares at $3.35 per share (valued at $38.52K). The last insider buy of ATEC was made by Demski David M on Aug 05 2024, buying 40,000 shares at $6.56 per share (worth $262.40K).

Alphatec Insider Ownership Trends

All Insider Trades Trend

Date	Buy	Sell	Buy/Sell Ratio
Q2 2027	-	-	-
Q3 2024	6	2	300.00%
Q2 2024	8	2	400.00%
Q1 2024	13	19	68.42%
Q4 2023	3	2	150.00%
Q3 2023	5	15	33.33%
Q2 2023	23	30	76.67%
Q1 2023	24	39	61.54%
Q4 2022	3	7	42.86%
Q3 2022	1	8	12.50%
Q2 2022	24	33	72.73%
Q1 2022	16	9	177.78%
Q4 2021	16	6	266.67%
Q3 2021	9	10	90.00%
Q2 2021	23	18	127.78%
Q1 2021	16	16	100.00%
Q4 2020	2	9	22.22%
Q3 2020	-	2	-
Q2 2020	22	4	550.00%
Q1 2020	5	8	62.50%

0 total buy trades, and 0 total sell trades (buy/sell ratio of 0%) were made by Alphatec's insiders, as of Q2 2027.

Open Market Insider Trades Trend

Date	Buy	Sell	Buy/Sell Ratio
Q2 2027	-	-	-
Q3 2024	2	-	-
Q2 2024	-	2	-
Q1 2024	2	15	13.33%
Q4 2023	1	1	100.00%
Q3 2023	4	10	40.00%
Q2 2023	4	13	30.77%
Q1 2023	3	27	11.11%
Q4 2022	-	3	-
Q3 2022	1	3	33.33%
Q2 2022	5	8	62.50%
Q1 2022	2	4	50.00%
Q4 2021	16	5	320.00%
Q3 2021	6	2	300.00%
Q2 2021	3	5	60.00%
Q1 2021	6	6	100.00%
Q4 2020	-	3	-
Q3 2020	-	2	-
Q2 2020	-	1	-
Q1 2020	4	5	80.00%

As of Q2 2027, Insider owners conducted 0 open market buy trades and 0 open market sell trades of Alphatec's stocks.

Alphatec Peer Ownership

Ticker	Company
FNA	Paragon 28, Inc.
OFIX	Orthofix Medical Inc.
SGHT	Sight Sciences, Inc.
ITGR	Integer Holdings Corporation
LUNG	Pulmonx Corporation
LIVN	LivaNova PLC
KIDS	OrthoPediatrics Corp.
SIBN	SI-BONE, Inc.
GMED	Globus Medical, Inc.
AORT	Artivion, Inc.
AXGN	AxoGen, Inc.
ESTA	Establishment Labs Holdings Inc.
RXST	RxSight, Inc.
CNMD	CONMED Corporation

ATEC Ownership FAQ

Who Owns Alphatec?

Alphatec is owned by institutional shareholders (66.26%), insiders (26.87%), and public (6.86%). The largest institutional shareholder of Alphatec is BLACKROCK INC. (5.88% of total shares) and the top mutual fund owner is ALGER FUNDS (2.09% of total shares).

Who are the major institutional shareholders of Alphatec?

Alphatec's major institutional shareholders are BLACKROCK INC., VANGUARD GROUP INC, FIRST LIGHT ASSET MANAGEMENT, LLC, AMERICAN CENTURY COMPANIES INC, and JPMORGAN CHASE & CO. The top five shareholders own together 19.05% of the company's share outstanding.

How many Alphatec shareholders are there?

As of Jun 2024, there are 220 institutional shareholders of Alphatec.

What percentage of Alphatec is owned by BLACKROCK INC?

BLACKROCK INC owns 8.29M shares of Alphatec, representing 5.88% of the company's total shares outstanding, valued at $86.66M (as of Jun 2024).

What percentage of Alphatec is owned by VANGUARD GROUP INC?

As of Jun 2024, VANGUARD GROUP INC holds 5.76M shares of Alphatec (ATEC), compromising 4.08% of the company, valued at $60.15M.

What percentage of Alphatec is owned by FIRST LIGHT ASSET MANAGEMENT, LLC?

FIRST LIGHT ASSET MANAGEMENT, LLC is the third largest holder of Alphatec. The company owns 5.33M of the company's shares outstanding (worth $55.68M).