Vault-13

ALVARIUM TIEDEMANN HLDNGS IN

COM CL A · CUSIP 02237A108

0 institutional holders -23 vs Q1 2023
—reported value*
0 new 0 added 0 reduced 23 sold out net sold ≈ $18.0m (-1.4m shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable.

Trends to Q2 2023

Institutional holders

Managers reporting a position, each quarter

0102030Q1 23: 23Q2 23: 00Q1 23Q2 23
Numbers
QuarterHolders
Q1 202323
Q2 20230

Biggest buyers

None

Biggest sellers

BlackRock Inc. Sold out -309,912-309.9k
VANGUARD GROUP INC Sold out -296,273-296.3k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Sold out -256,429-256.4k
GEODE CAPITAL MANAGEMENT, LLC Sold out -238,323-238.3k
CHARLES SCHWAB INVESTMENT MANAGEMENT INC Sold out -118,202-118.2k
NORTHERN TRUST CORP Sold out -41,012-41.0k
MORGAN STANLEY Sold out -41,010-41.0k
STATE STREET CORP Sold out -25,800-25.8k
BANK OF AMERICA CORP /DE/ Sold out -21,396-21.4k
HRT FINANCIAL LP Sold out -19,865-19.9k

Major shareholders (over 5%)

Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.

HolderStakeChangeShares Last filed
ALLIANZ SE 13D · may seek influence -1.2 pts · filed 2026-04-02
Stated purposeThe Reporting Person acquired the securities reported herein for investment purposes, subject to the following: The information set forth in Items 3 and 6 of this Schedule 13D is incorporated by reference in its entirety into this Item 4. The Reporting Person from time to time may enter into discussions with directors and officers of the Issuer, other stockholders, or third parties, including representatives of any of the foregoing, in connection with the Reporting Person's holdings in the Issuer. Such discussions may include one or more of management, the Board, other stockholders of the Issuer, and other persons to discuss the Issuer's business, operations, appointments to the Board, governance, performance, management, strategies, the Board's approach to strategic acq… Full filing
24.9% -1.2 pts 26.7m 2026-04-02

Holders, Q2 2023

#ManagerLocationShares Value% of their portfolioChangeShares change