Skip to content

ALTY GLOBAL X FDS

Follow

ALTERNATIVE INCM (fund)

20 managers (20 13F filers) reported a position in ALTY shares at 2024-12-31, 582,998 shares in all. 2 filers opened a position and 3 filers sold out during the quarter.

Managers
20
13F filers
20
New
2
Added
4
Reduced
6
Sold out
3
Shares held by filers
582,998

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
LPL Financial LLC361,341$4.19M<0.01%-16,38313F-HRTimeline
GTS SECURITIES LLC30,801$357K0.02%new13F-HRTimeline
Triumph Capital Management29,624$343K0.12%+59213F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC27,525$319K<0.01%+1,00013F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV26,675$309K<0.01%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN21,044$244K<0.01%+21,04313F-HRTimelineGroup
Kovack Advisors, Inc.18,684$217K0.02%-46813F-HRTimeline
Cambridge Investment Research Advisors,…11,600$134K<0.01%-3,30013F-HRTimeline
Cetera Investment Advisers11,312$131K<0.01%013F-HRTimeline
Rehmann Capital Advisory Group10,030$116K0.01%013F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/8,446$97.9K<0.01%+3,18813F-HRTimelineGroup
Founders Financial Alliance, LLC6,922$80.2K0.02%-17813F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.6,700$77.7K<0.01%-20,95513F-HR/ATimelineGroup
SBI Securities Co., Ltd.6,084$70.5K<0.01%13F-HRTimeline
Luminist Capital LLC4,761$55.2K0.1%13F-HRTimeline
AMERIFLEX GROUP, INC.777$9.24K<0.01%13F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY631$7.32K<0.01%013F-HR/ATimelineGroup
UBS Group AGin group UBS Group AG26$301<0.01%-6,36613F-HRTimelineGroup
Allworth Financial LP15$177<0.01%new13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.