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Altabancorp

CUSIP: 021347109 | 131 institutional holders

Quarters

Q3 2021Q2 2021Q1 2021Q4 2020Q3 2020
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Institutional Holders — Q3 2021

BlackRock Inc.1,153,872
0.0% of portfolio›$51.0K
Davis Capital Partners, LLC990,283
2.2% of portfolio›$42.9K
Vanguard Group Inc725,018
0.0% of portfolio›$32.0K
Copperwynd Financial, LLC576,670
0.3% of portfolio›$25.5K
Dimensional Fund Advisors LP501,479
0.0% of portfolio›$22.1K
First Trust Capital Management L.P.367,764
2.5% of portfolio›$16.2K
State Street Corp333,821
0.0% of portfolio›$14.7K
Millennium Management LLC258,744
0.0% of portfolio›$11.4K
Nexpoint Asset Management, L.P.240,518
0.2% of portfolio›$10.6K
Magnetar Financial LLC213,257
0.0% of portfolio›$9.4K
Soltis Investment Advisors LLC188,391
0.0% of portfolio›$8.3K
Northern Trust Corp176,617
0.0% of portfolio›$7.8K
Ameriprise Financial Inc164,202
0.0% of portfolio›$7.3K
Goldman Sachs Group Inc161,427
0.0% of portfolio›$7.1K
Morgan Stanley134,400
0.0% of portfolio›$5.9K
Charles Schwab Investment Management Inc118,602
0.0% of portfolio›$5.2K
Mutual of America Capital Management LLC115,234
0.0% of portfolio›$5.1K
AQR Arbitrage LLC112,223
0.1% of portfolio›$5.0K
Diamond Hill Capital Management, LLC (Investment Advisor)110,020
0.0% of portfolio›$4.9K
Healthcare of Ontario Pension Plan Trust Fund84,900
0.0% of portfolio›$3.7K
Dynamic Advisor Solutions LLC77,521
0.0% of portfolio›$3.4K
Nuveen Asset Management, LLC71,812
0.0% of portfolio›$2.9K
Two Sigma Advisers, LP69,700
0.0% of portfolio›$3.1K
Stifel Financial Corp68,200
0.0% of portfolio›$3.0K
Parametric Portfolio Associates LLC64,831
0.0% of portfolio›$2.9K
Bank of New York Mellon Corp64,274
0.0% of portfolio›$2.8K
Truist Financial Corp53,954
0.0% of portfolio›$2.4K
Two Sigma Investments, LP43,359
0.0% of portfolio›$1.9K
S. Muoio & Co. LLC42,813
0.0% of portfolio›$1.9K
American Century Companies Inc42,307
0.0% of portfolio›$1.9K
EP Wealth Advisors, LLC41,054
0.0% of portfolio›$1.8K
Rosenthal | Henry Capital Advisors, Inc.39,081
1.3% of portfolio›$1.7M
Beam Wealth Advisors, Inc.38,995
0.2% of portfolio›$1.7K
Qube Research & Technologies Ltd37,222
0.0% of portfolio›$1.6K
Ergoteles LLC36,234
0.0% of portfolio›$1.6K
Credit Suisse AG/28,988
0.0% of portfolio›$1.3K
Swiss National Bank27,000
0.0% of portfolio›$1.2K
Alphasimplex Group, LLC26,013
0.0% of portfolio›$1.1K
Elevated Capital Advisors, LLC25,610
0.0% of portfolio›$1.1K
Rhumbline Advisers24,831
0.0% of portfolio›$1.1K
Debussy Capital Management LP23,547
0.0% of portfolio›$1.0K
NJ State Employees Deferred Compensation Plan20,000
0.0% of portfolio›$883
California State Teachers Retirement System19,790
0.0% of portfolio›$874
Boothbay Fund Management, LLC19,054
0.0% of portfolio›$841
Keeler Thomas Management LLC18,943
0.0% of portfolio›$836
D.A. Davidson & Co.15,800
0.0% of portfolio›$698
Commonwealth Equity Services, LLC15,653
0.0% of portfolio›$691
Winton Group Ltd14,263
0.0% of portfolio›$630
D. E. Shaw & Co., Inc.13,926
0.0% of portfolio›$615
Bank of America Corp13,822
0.0% of portfolio›$610
Iron Gate Global Advisors LLC13,327
0.0% of portfolio›$588
New York State Common Retirement Fund13,043
0.0% of portfolio›$576
AE Wealth Management LLC12,982
0.0% of portfolio›$573
Arrowstreet Capital, Limited Partnership10,545
0.0% of portfolio›$466
Deutsche Bank Ag\10,411
0.0% of portfolio›$460
Renaissance Technologies LLC10,040
0.0% of portfolio›$443
American International Group, Inc.9,871
0.0% of portfolio›$436
Cubist Systematic Strategies, LLC9,313
0.0% of portfolio›$411
JPMorgan Chase & Co9,060
0.0% of portfolio›$401
Norges Bank8,700
0.0% of portfolio›$384
Tudor Investment Corp ET AL8,305
0.0% of portfolio›$367
MetLife Investment Management, LLC7,011
0.0% of portfolio›$309.6K
Voya Investment Management LLC6,953
0.0% of portfolio›$307
Yakira Capital Management, Inc.6,851
0.0% of portfolio›$303
UBS Group AG6,025
0.0% of portfolio›$266
Alliancebernstein L.P.5,641
0.0% of portfolio›$249
Russell Investments Group, Ltd.5,621
0.0% of portfolio›$248
Metropolitan Life Insurance Co5,121
0.0% of portfolio›$226.1K
Stockman Wealth Management, Inc.5,100
0.0% of portfolio›$225
State of Wisconsin Investment Board4,800
0.0% of portfolio›$212
Legal & General Group Plc4,391
0.0% of portfolio›$194
Citigroup Inc3,686
0.0% of portfolio›$163
US Bancorp \de\2,397
0.0% of portfolio›$106
Royal Bank of Canada1,566
0.0% of portfolio›$69
Ameritas Investment Partners, Inc.1,248
0.0% of portfolio›$55
Lazard Asset Management LLC867
0.0% of portfolio›$38
Zurcher Kantonalbank (Zurich Cantonalbank)645
0.0% of portfolio›$28
Captrust Financial Advisors363
0.0% of portfolio›$16
Quadrant Capital Group LLC173
0.0% of portfolio›$8
Wells Fargo & Company145
0.0% of portfolio›$7
Berman Capital Advisors, LLC82
0.0% of portfolio›$3
Tower Research Capital LLC (TRC)60
0.0% of portfolio›$3
TCI Wealth Advisors, Inc.59
0.0% of portfolio›$3
PNC Financial Services Group, Inc.14
0.0% of portfolio›$1
Rockefeller Capital Management L.P.10
0.0% of portfolio›$0
Osaic Holdings, Inc.7
0.0% of portfolio›$0
Proequities, Inc.0
0.0% of portfolio›$0
StyleTurnoverLocationFiled
BlackRock Inc.
1,153,872$51.0K0.0%N/AN/ANew York, NY2021-11-09
Davis Capital Partners, LLC
990,283$42.9K2.2%N/AN/ASan Francisco, CA2021-11-10
Vanguard Group Inc
725,018$32.0K0.0%N/AN/AValley Forge, PA2021-11-12
Copperwynd Financial, LLC
576,670$25.5K0.3%GrowthMediumScottsdale, AZ2021-11-03
Dimensional Fund Advisors LP
501,479$22.1K0.0%IndexLowAustin, TX2021-11-12
First Trust Capital Management L.P.
367,764$16.2K2.5%MomentumVery HighChicago, IL2021-11-15
State Street Corp
333,821$14.7K0.0%IndexVery LowBoston, MA2021-11-15
Millennium Management LLC
258,744$11.4K0.0%CoreVery HighNew York, NY2021-11-15
Nexpoint Asset Management, L.P.
240,518$10.6K0.2%YieldVery HighDallas, TX2021-11-15
Magnetar Financial LLC
213,257$9.4K0.0%MomentumHighEvanston, IL2022-01-14
Soltis Investment Advisors LLC
188,391$8.3K0.0%CoreMediumSt. George, UT2021-11-09
Northern Trust Corp
176,617$7.8K0.0%IndexVery LowChicago, IL2021-11-15
Ameriprise Financial Inc
164,202$7.3K0.0%CoreMediumMinneapolis, MN2021-11-15
Goldman Sachs Group Inc
161,427$7.1K0.0%CoreMediumNew York, NY2022-01-20
Morgan Stanley
134,400$5.9K0.0%CoreLowNew York, NY2021-11-15
Charles Schwab Investment Management Inc
118,602$5.2K0.0%IndexVery LowSan Francisco, CA2021-11-16
Mutual of America Capital Management LLC
115,234$5.1K0.0%IndexLowNew York, NY2021-11-10
AQR Arbitrage LLC
112,223$5.0K0.1%Deep ValueVery HighGreenwich, CT2021-11-15
Diamond Hill Capital Management, LLC (Investment Advisor)
110,020$4.9K0.0%Deep ValueMediumColumbus, OH2021-11-15
Healthcare of Ontario Pension Plan Trust Fund
84,900$3.7K0.0%GARPHighToronto, Australia2021-11-10
Dynamic Advisor Solutions LLC
77,521$3.4K0.0%ETFLowPhoenix, AZ2021-10-28
Nuveen Asset Management, LLC
71,812$2.9K0.0%GrowthLowChicago, IL2021-11-12
Two Sigma Advisers, LP
69,700$3.1K0.0%GrowthHighNew York, NY2021-11-15
Stifel Financial Corp
68,200$3.0K0.0%CoreLowSt. Louis, MO2021-11-15
Parametric Portfolio Associates LLC
64,831$2.9K0.0%N/AN/ASeattle, WA2021-11-15
Bank of New York Mellon Corp
64,274$2.8K0.0%CoreLowNew York, NY2021-11-18
Truist Financial Corp
53,954$2.4K0.0%CoreLowCharlotte, NC2021-11-05
Two Sigma Investments, LP
43,359$1.9K0.0%ValueHighNew York, NY2021-11-15
S. Muoio & Co. LLC
42,813$1.9K0.0%N/AN/ANew York, NY2021-11-15
American Century Companies Inc
42,307$1.9K0.0%GARPMediumKansas City, MO2021-11-10
EP Wealth Advisors, LLC
41,054$1.8K0.0%ETFLowTorrance, CA2021-11-23
Rosenthal | Henry Capital Advisors, Inc.
39,081$1.7M1.3%Deep ValueLowMishawaka, IN2021-11-03
Beam Wealth Advisors, Inc.
38,995$1.7K0.2%ETFMediumCovington, LA2021-10-14
Qube Research & Technologies Ltd
37,222$1.6K0.0%ValueVery HighLondon, United Kingdom2021-11-12
Ergoteles LLC
36,234$1.6K0.0%N/AN/ANew York, NY2022-04-21
Credit Suisse AG/
28,988$1.3K0.0%N/AN/AZurich, Switzerland2021-11-12
Swiss National Bank
27,000$1.2K0.0%IndexVery LowZurich, Switzerland2021-11-08
Alphasimplex Group, LLC
26,013$1.1K0.0%N/AN/ACambridge, MA2021-11-15
Elevated Capital Advisors, LLC
25,610$1.1K0.0%ETFMediumSandy, UT2021-10-07
Rhumbline Advisers
24,831$1.1K0.0%IndexVery LowBoston, MA2021-11-12
Debussy Capital Management LP
23,547$1.0K0.0%GrowthVery LowChicago, IL2021-11-16
NJ State Employees Deferred Compensation Plan
20,000$8830.0%N/AN/ATrenton, NJ2021-10-26
California State Teachers Retirement System
19,790$8740.0%IndexVery LowWest Sacramento, CA2021-11-15
Boothbay Fund Management, LLC
19,054$8410.0%ValueVery HighNew York, NY2021-11-15
Keeler Thomas Management LLC
18,943$8360.0%CoreHighOrem, UT2021-10-15
D.A. Davidson & Co.
15,800$6980.0%CoreLowGreat Falls, MT2021-11-15
Commonwealth Equity Services, LLC
15,653$6910.0%ETFLowWaltham, MA2021-10-29
Winton Group Ltd
14,263$6300.0%ValueVery HighLondon, United Kingdom2021-10-28
D. E. Shaw & Co., Inc.
13,926$6150.0%GARPHighNew York, NY2021-11-15
Bank of America Corp
13,822$6100.0%CoreLowCharlotte, NC2021-11-15
Iron Gate Global Advisors LLC
13,327$5880.0%CoreLowNsl, UT2021-11-16
New York State Common Retirement Fund
13,043$5760.0%IndexLowAlbany, NY2021-11-02
AE Wealth Management LLC
12,982$5730.0%CoreMediumTopeka, KS2021-11-01
Arrowstreet Capital, Limited Partnership
10,545$4660.0%GARPHighBoston, MA2021-11-12
Deutsche Bank Ag\
10,411$4600.0%CoreMediumFrankfurt Am Main, Hong Kong2021-11-04
Renaissance Technologies LLC
10,040$4430.0%CoreHighNew York, NY2021-11-12
American International Group, Inc.
9,871$4360.0%Agg GrowthVery LowNew York, NY2021-11-19
Cubist Systematic Strategies, LLC
9,313$4110.0%ValueHighStamford, CT2021-11-15
JPMorgan Chase & Co
9,060$4010.0%GrowthMediumNew York, NY2021-11-12
Norges Bank
8,700$3840.0%CoreN/AOslo, Norway2022-11-14
Tudor Investment Corp ET AL
8,305$3670.0%CoreHighStamford, CT2021-11-17
MetLife Investment Management, LLC
7,011$309.6K0.0%CoreLowWhippany, NJ2024-05-17
Voya Investment Management LLC
6,953$3070.0%GrowthMediumAtlanta, GA2021-11-15
Yakira Capital Management, Inc.
6,851$3030.0%YieldVery HighWestport, CT2021-11-12
UBS Group AG
6,025$2660.0%CoreMediumZurich, Switzerland2021-11-15
Alliancebernstein L.P.
5,641$2490.0%GrowthMediumNashville, TN2021-11-10
Russell Investments Group, Ltd.
5,621$2480.0%CoreLowSeattle, WA2021-11-08
Metropolitan Life Insurance Co
5,121$226.1K0.0%ETFVery LowNew York, NY2023-06-21
Stockman Wealth Management, Inc.
5,100$2250.0%CoreLowBillings, MT2021-11-02
State of Wisconsin Investment Board
4,800$2120.0%CoreLowMadison, WI2021-11-12
Legal & General Group Plc
4,391$1940.0%IndexVery LowLondon, United Kingdom2021-11-15
Citigroup Inc
3,686$1630.0%CoreMediumNew York, NY2021-11-10
US Bancorp \de\
2,397$1060.0%IndexLowMinneapolis, MN2021-11-10
Royal Bank of Canada
1,566$690.0%CoreLowToronto, Australia2021-11-15
Ameritas Investment Partners, Inc.
1,248$550.0%CoreLowLincoln, NE2021-11-15
Lazard Asset Management LLC
867$380.0%CoreMediumNew York, NY2021-11-15
Zurcher Kantonalbank (Zurich Cantonalbank)
645$280.0%CoreLowZurich, Switzerland2021-11-15
Captrust Financial Advisors
363$160.0%IndexLowRaleigh, NC2021-11-16
Quadrant Capital Group LLC
173$80.0%CoreLowCincinnati, OH2021-11-12
Wells Fargo & Company
145$70.0%CoreLowSan Francisco, CA2021-11-15
Berman Capital Advisors, LLC
82$30.0%N/AN/AAtlanta, GA2021-10-07
Tower Research Capital LLC (TRC)
60$30.0%GARPVery HighNew York, NY2021-11-15
TCI Wealth Advisors, Inc.
59$30.0%ETFLowTucson, AZ2021-10-29
PNC Financial Services Group, Inc.
14$10.0%GrowthVery LowPittsburgh, PA2021-11-05
Rockefeller Capital Management L.P.
10$00.0%CoreLowNew York, NY2021-11-12
Osaic Holdings, Inc.
7$00.0%IndexLowScottsdale, AZ2021-11-05
Proequities, Inc.
0$00.0%GrowthVery LowBirmingham, AL2021-11-09