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The company

AlTi Global, Inc.

ALTI · Nasdaq

FinancialsCapital Markets & Asset ManagementNot moving yet

ALTI stood above a rising 150-day average in 18 of the last 52 weekly readings, and has been out of that trend for the last 33 weeks. It is 25.7% below that average now. Capital Markets & Asset Management: 27% of its 97 stocks in an uptrend (−9 points in four weeks); Financials: 46% (−11 points in four weeks).

SEC filings

Statistics

Rotation: Not moving yet
Weeks in an uptrend: out for 33
Industry in uptrend: 27% -9 in 4 wk
Insider buys, 12 months: $0
Insider sales, 12 months: $0
Officials’ trades on record: 0
Institutions holding: 76 (-2)

In the rotation

Each square a week: lit when it closed above a rising 150-day average. 18 of 52 weeks.

17 Apr – 16 Oct

Capital Markets & Asset Management: A minority of its stocks are in an uptrend and the share has fallen sharply over four weeks. Financials: About half its stocks are in an uptrend and the share has fallen sharply over four weeks.

Money in and out

1 Nov 2024 – 1 Oct 2026

Open-market buys above the line and sales below, in dollars.

Congress and officials

No member of Congress or official has disclosed a trade in it.

Insiders

Buy orders, 12 months0

Sale orders, 12 months0

Buyers · sellers0 · 0

No open-market buy or sale by its insiders on record.

Lines filed since 2 January 2026, newest first; every insider’s older lines are on their own page.

Institutions

Holders76-2 on the quarter

New · exited15 · 16

Reported value$127.2M

Quarter to 30 Jun 2026, against 31 Mar 2026; newest filing 31 Aug 2026.

Manager	Shares	Change
Allianz SEunchanged · filed 10 Aug 2026	21,707,214$78.4M	00.0%
BlackRock, Inc.added · filed 7 Aug 2026	3,181,284$11.5M	+534,360+20.2%
VANGUARD CAPITAL MANAGEMENT LLCnew · filed 13 Aug 2026	2,014,518$7.3M	+2,014,518
GEODE CAPITAL MANAGEMENT, LLCadded · filed 12 Aug 2026	1,289,528$4.7M	+142,256+12.4%
STATE STREET CORPadded · filed 7 Aug 2026	847,248$3.1M	+11,540+1.4%
BlueCrest Capital Management Ltdadded · filed 14 Aug 2026	825,000$3.0M	+626,053+314.7%
AlTi Global, Inc.unchanged · filed 5 Aug 2026	773,167$2.8M	00.0%
NORTHERN TRUST CORPadded · filed 13 Aug 2026	400,719$1.4M	+70,002+21.2%
CHARLES SCHWAB INVESTMENT MANAGEMENT INCadded · filed 14 Aug 2026	369,491$1.3M	+22,501+6.5%
Sixth Street Partners Management Company, L.P.new · filed 14 Aug 2026	369,491$1.3M	+369,491