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AllianceBernstein (AB) Institutional Ownership

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$38.22 +1.45 (+3.95%)
As of 01/17/2025 03:59 PM Eastern
This is a fair market value price provided by Polygon.io. Learn more.

Institutional Ownership Changes (13F Filings) for AllianceBernstein (NYSE:AB)

Current
Institutional Ownership
Percentage
19.25%
Number of
Institutional Buyers
(last 12 months)
104
Total
Institutional Inflows
(last 12 months)
$159.74M
Number of
Institutional Sellers
(last 12 months)
55
Total
Institutional Outflows
(last 12 months)
$37.76M
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AB Institutional Buying and Selling by Quarter

AllianceBernstein Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
1/17/2025 Janney Montgomery Scott LLC102,131$3.79M0.0%+4.5%0.089%
1/16/2025 Koshinski Asset Management Inc.5,465$203K0.0%N/A0.005%
1/16/2025 UMB Bank n.a.1,300$48K0.0%-40.9%0.001%
1/15/2025 Ameritas Advisory Services LLC24,119$895K0.0%+3.3%0.021%
1/13/2025 Peddock Capital Advisors LLC5,780$214K0.1%N/A0.005%
1/10/2025 Wealth Enhancement Advisory Services LLC171,434$5.98M0.0%-0.8%0.149%
12/26/2024JPMorgan Chase & Co.2,454,364$85.63M0.0%+12.1%2.131%
12/13/2024B. Riley Wealth Advisors Inc.42,208$1.47M0.0%-22.2%0.037%
11/27/2024Franklin Resources Inc.413,165$14.92M0.0%+0.5%0.359%
11/25/2024Wilmington Savings Fund Society FSB5,150$180K0.0%N/A0.004%
11/25/2024World Investment Advisors LLC7,300$255K0.0%-11.3%0.006%
11/25/2024Sanctuary Advisors LLC19,071$679K0.0%+3.0%0.017%
11/19/2024Second Line Capital LLC7,907$276K0.1%+5.9%0.007%
11/15/2024Resources Management Corp CT ADV15,725$549K0.1%-1.9%0.014%
11/15/2024MML Investors Services LLC15,447$539K0.0%-5.5%0.013%
11/15/2024XTX Topco Ltd11,972$418K0.0%N/A0.010%
11/15/2024EP Wealth Advisors LLC9,225$322K0.0%N/A0.008%
11/15/2024Kovitz Investment Group Partners LLC10,843$378K0.0%-5.7%0.009%
11/15/2024Stifel Financial Corp208,120$7.26M0.0%+2.6%0.181%
11/15/2024Phase 2 Partners LLC60,905$2.13M1.3%N/A0.053%
11/15/2024HighTower Advisors LLC31,448$1.10M0.0%-43.2%0.027%
11/15/2024FSA Wealth Management LLC1,021$36K0.0%N/A0.001%
11/14/2024Captrust Financial Advisors7,587$265K0.0%+4.9%0.007%
11/14/2024Rockefeller Capital Management L.P.51,579$1.80M0.0%-61.8%0.045%
11/13/2024BNP Paribas Financial Markets31,329$1.09M0.0%+11.9%0.027%
11/13/2024FMR LLC2,613,381$91.18M0.0%+6.3%2.269%
11/13/2024D.A. Davidson & CO.137,735$4.81M0.0%-0.7%0.120%
11/13/2024The Manufacturers Life Insurance Company330,868$11.54M0.0%+20.9%0.287%
11/13/2024Horizon Kinetics Asset Management LLC25,874$903K0.0%N/A0.022%
11/13/2024Truvestments Capital LLC876$31K0.0%N/A0.001%
11/12/2024Citigroup Inc.645,685$22.53M0.0%+59.1%0.561%
11/8/2024Moors & Cabot Inc.52,962$1.85M0.1%-3.6%0.046%
11/8/2024Jennison Associates LLC878,323$30.65M0.0%+12.2%0.763%
11/8/2024Segall Bryant & Hamill LLC14,100$492K0.0%N/A0.012%
11/6/2024Sheaff Brock Investment Advisors LLC6,810$238K0.0%N/A0.006%
11/6/2024Nicola Wealth Management LTD.155,000$5.41M0.5%+44.9%0.135%
11/6/2024Kovack Advisors Inc.14,610$510K0.1%-10.1%0.013%
11/6/2024Oppenheimer & Co. Inc.19,262$672K0.0%-13.1%0.017%
11/5/2024Haverford Trust Co7,906$276K0.0%N/A0.007%
11/5/2024Aptus Capital Advisors LLC8,122$283K0.0%+8.1%0.007%
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11/5/2024GSA Capital Partners LLP22,537$786K0.1%N/A0.020%
11/5/2024Apollon Wealth Management LLC15,565$543K0.0%-2.5%0.014%
10/31/2024Sittner & Nelson LLC8,100$283K0.1%+285.7%0.007%
10/31/2024Concurrent Investment Advisors LLC11,297$394K0.0%-5.5%0.010%
10/30/2024Crestwood Advisors Group LLC280,961$9.80M0.2%+1,019.7%0.244%
10/29/2024 Janney Montgomery Scott LLC97,709$3.41M0.0%-3.6%0.085%
10/29/2024 Pure Financial Advisors LLC5,894$206K0.0%-6.1%0.005%
10/29/2024Farther Finance Advisors LLC1,426$50K0.0%+115.4%0.001%
10/28/2024Nadler Financial Group Inc.10,840$378K0.0%-21.7%0.009%
10/28/2024US Bancorp DE11,290$394K0.0%+8.1%0.010%
10/24/2024 Wealth Enhancement Advisory Services LLC172,749$6.03M0.0%-2.7%0.150%
10/23/2024Highland Capital Management LLC45,883$1.60M0.1%-14.8%0.040%
10/23/2024Moody Aldrich Partners LLC59,294$2.07M0.4%N/A0.051%
10/22/2024 International Assets Investment Management LLC90,714$31.65M0.0%N/A0.079%
10/22/2024Private Advisor Group LLC51,763$1.81M0.0%+3.4%0.045%
10/22/2024Sequoia Financial Advisors LLC19,219$671K0.0%N/A0.017%
10/18/2024 KMG Fiduciary Partners LLC46,433$1.62M0.1%+4.5%0.040%
10/15/2024NBC Securities Inc.736$25K0.0%+80.8%0.001%
10/11/2024Creative Planning15,005$524K0.0%+3.2%0.013%
10/11/2024Disciplined Equity Management Inc.54,843$1.91M1.2%-4.6%0.048%
10/9/2024 UMB Bank n.a.2,200$77K0.0%-18.5%0.002%
10/8/2024CWM LLC2,270$79K0.0%+740.7%0.002%
10/8/2024Axiom Advisory LLC7,950$272K0.0%N/A0.007%
9/5/2024Sanctuary Advisors LLC18,522$622K0.0%N/A0.016%
8/22/2024Cetera Investment Advisers128,951$4.36M0.0%+1.4%0.112%
8/21/2024Truist Financial Corp20,794$703K0.0%-2.1%0.018%
8/19/2024B. Riley Wealth Advisors Inc.54,271$1.83M0.0%+385.3%0.047%
8/16/2024Regal Investment Advisors LLC10,920$369K0.0%-3.4%0.009%
8/16/2024Second Line Capital LLC7,464$252K0.1%+24.0%0.006%
8/16/2024Northwestern Mutual Wealth Management Co.17,449$590K0.0%+7.1%0.015%
8/16/2024Northeast Financial Consultants Inc46,409$1.57M0.1%-4.8%0.040%
8/16/2024Creative Planning14,536$491K0.0%+21.5%0.013%
8/15/2024The Manufacturers Life Insurance Company273,695$9.25M0.0%+426.8%0.238%
8/15/2024Disciplined Equity Management Inc.57,493$1.94M1.3%+2.1%0.050%
8/14/2024Gateway Advisory LLC9,000$304K0.1%N/A0.008%
8/14/2024Resources Management Corp CT ADV16,025$541K0.1%-4.6%0.014%
8/14/2024EverSource Wealth Advisors LLC2,607$92K0.0%+79.3%0.002%
8/14/2024Epoch Investment Partners Inc.169,513$5.73M0.0%+5.5%0.147%
8/13/2024Sei Investments Co.160,489$5.42M0.0%+3.8%0.139%
8/12/2024Blair William & Co. IL6,689$226K0.0%N/A0.006%
8/12/2024Mercer Global Advisors Inc. ADV7,076$239K0.0%-8.4%0.006%
8/9/2024One Capital Management LLC8,029$271K0.0%N/A0.007%
8/8/2024Prevail Innovative Wealth Advisors LLC35,011$1.18M0.4%+18.7%0.030%
8/8/2024American Century Companies Inc.2,873,324$97.09M0.1%+8.9%2.495%
8/7/2024Wedbush Securities Inc.7,205$243K0.0%-47.6%0.006%
8/6/2024First Foundation Advisors58,450$1.98M0.1%+14.7%0.051%
8/6/2024General American Investors Co. Inc.79,344$2.68M0.2%-35.0%0.069%
8/5/2024Private Advisor Group LLC50,053$1.69M0.0%-0.7%0.043%
8/2/2024Belpointe Asset Management LLC21,499$726K0.1%-50.0%0.019%
8/2/2024Larson Financial Group LLC1,500$51K0.0%N/A0.001%
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8/1/2024D.A. Davidson & CO.138,658$4.69M0.0%-0.4%0.120%
7/31/2024Essex Financial Services Inc.6,995$236K0.0%N/A0.006%
7/31/2024Aptus Capital Advisors LLC7,512$254K0.0%-41.7%0.007%
7/31/2024Nicola Wealth Management LTD.107,000$3.62M0.4%+20.2%0.093%
7/31/2024Commonwealth Equity Services LLC64,058$2.17M0.0%-15.1%0.056%
7/31/2024Rothschild Investment LLC7,500$253K0.0%N/A0.007%
7/31/2024Blue Fin Capital Inc.40,691$1.38M0.3%-1.2%0.035%
7/29/2024F M Investments LLC13,465$455K0.0%N/A0.012%
7/26/2024Cambridge Investment Research Advisors Inc.73,604$2.49M0.0%-15.4%0.064%
7/25/2024Raymond James Trust N.A.9,546$323K0.0%+8.1%0.008%
(Data available from 1/1/2016 forward)

AB Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of AB shares?

During the previous two years, 215 institutional investors and hedge funds held shares of AllianceBernstein. The most heavily invested institutionals were American Century Companies Inc. ($97.09M), FMR LLC ($91.18M), JPMorgan Chase & Co. ($85.63M), International Assets Investment Management LLC ($31.65M), Jennison Associates LLC ($30.65M), UBS Group AG ($26.42M), and Citigroup Inc. ($22.53M).Learn more on AB's institutional investors.

What percentage of AllianceBernstein stock is owned by institutional investors?

19.25% of AllianceBernstein stock is owned by institutional investors. Learn more on AB's institutional investor holdings.

Which institutional investors have been buying AllianceBernstein stock?

Of the 171 institutional investors that purchased AllianceBernstein stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Crestwood Advisors Group LLC ($3.07M), American Century Companies Inc. ($1.99M), JPMorgan Chase & Co. ($1.78M), Jennison Associates LLC ($776.90K), Citigroup Inc. ($519.85K), CIBC Private Wealth Group LLC ($484.19K), and Natixis ($379.50K).

How much institutional buying is happening at AllianceBernstein?

Institutional investors have bought a total of 13,311,200 shares in the last 24 months. This purchase volume represents approximately $442.48M in transactions.

Which AllianceBernstein major shareholders have been selling company stock?

Of the 102 institutional investors that sold AllianceBernstein stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Crestwood Advisors Group LLC ($510.00K), The Manufacturers Life Insurance Company ($148.43K), Natixis ($147.10K), Cambridge Investment Research Advisors Inc. ($132.89K), UBS Group AG ($124.02K), Janney Montgomery Scott LLC ($102.66K), and Rockefeller Capital Management L.P. ($83.91K).

How much institutional selling is happening at AllianceBernstein?

Institutional investors have sold a total of 2,052,817 shares in the last 24 months. This volume of shares sold represents approximately $67.53M in transactions.



This page (NYSE:AB) was last updated on 1/20/2025 by MarketBeat.com Staff
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