ALTI

AlTi Global, Inc.

Investment AdviceNasdaq<br>Emerging growth company

Total Trades

33

Buys

11

Sells

19

Largest Trade

N/A

Insiders

13

Institutional Funds

58

Inst. Value

$1M+

Activist Filings

7

Insider Trades

InsiderTitleTypeValueSharesPriceDate
Keenan Patrick T.Principal Accounti…SELL$15K–$50K5K$3.47Jul 23, 2025
Moran Kevin P.President and COOSELL$50K–$100K29K$3.47Jun 5, 2025
Connell BrookePres, US Wealth MgmtSELL$50K–$100K21K$3.47Jun 5, 2025
Tiedemann MichaelCEOSELL$100K–$500K42K$3.47Jun 5, 2025
Graham Colleen AChief LegalSELL$50K–$100K23K$3.47Jun 5, 2025
Maliagros SpirosPres.SELL$15K–$50K8K$4.00Oct 21, 2024
Maliagros SpirosPres.SELL$15K–$50K6K$4.25Aug 29, 2024
IlWaddi Holdings10% OwnerBUY$15K–$50K4K$3.95Aug 23, 2024
Moran Kevin P.President and COOSELL$500K+138K$4.00Aug 22, 2024
Maliagros SpirosPres.SELL$15K–$50K6K$4.04Aug 22, 2024
Maliagros SpirosPres.SELL$1K–$15K2K$4.07Aug 19, 2024
Maliagros SpirosPres.SELL$15K–$50K6K$4.05Aug 19, 2024
Maliagros SpirosPres.SELL$15K–$50K6K$4.81Aug 1, 2024
Maliagros SpirosPres.SELL$15K–$50K6K$4.74Jul 3, 2024
IlWaddi Holdings10% OwnerBUY$50K–$100K20K$4.72Jun 10, 2024
ilWaddi Holdings10% OwnerBUY$100K–$500K31K$4.90Jun 6, 2024
Tiedemann MichaelCEOBUY$100K–$500K47K$4.86Jun 5, 2024
Maliagros SpirosPres.SELL$50K–$100K14K$5.04May 31, 2024
Tiedemann MichaelCEOBUY$100K–$500K63K$4.44May 23, 2024
Connell BrookePres, US Wealth MmgtEXERCISEN/A50KApr 4, 2024
Connell BrookePres, US Wealth MmgtSELL$50K–$100K15K$5.07Apr 4, 2024
Moran Kevin P.COOEXERCISEN/A150KApr 4, 2024
Moran Kevin P.COOSELL$50K–$100K20K$4.93Apr 4, 2024
FURLONG MARK FDirectorBUY$100K–$500K25K$5.43Apr 4, 2024
Maliagros SpirosPresidentEXERCISEN/A400KApr 4, 2024
Maliagros SpirosPresidentSELL$50K–$100K10K$5.08Apr 4, 2024
ilWaddi Cayman Holdings10% OwnerBUY$100K–$500K40K$5.07Apr 4, 2024
Grabowski Bertrand P.DirectorSELL$100K–$500K13K$9.50Jan 25, 2023
Karp Daniel JeremyDirectorSELL$100K–$500K13K$9.50Jan 25, 2023
Yu PeterDirectorBUY$100K–$500K25K$9.50Jan 24, 2023
Yu PeterDirectorBUY$100K–$500K27K$10.00Jan 18, 2023
Yu PeterDirectorBUY$1M+153K$9.48Jan 13, 2023
Yu PeterDirectorBUY$500K+62K$8.59Jan 10, 2023
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Institutional Ownership

13F filings as of Dec 31, 2025 · 58 funds holding

FundShares
ALLIANZ SE20.8M
GEODE CAPITAL MANAGEMENT, LLC976K
STATE STREET CORP776K
Yorkville Advisors Global, LP649K
BOKF, NA387K
CHARLES SCHWAB INVESTMENT MANAGEMENT INC356K
RAYMOND JAMES FINANCIAL INC183K
NewEdge Wealth, LLC120K
AlTi Global, Inc.74K
BARCLAYS PLC68K
DIMENSIONAL FUND ADVISORS LP62K
WELLS FARGO & COMPANY/MN49K
AQR CAPITAL MANAGEMENT LLC37K
Bank of New York Mellon Corp37K
JANE STREET GROUP, LLC36K
SIMPLEX TRADING, LLC35K
ALLIANCEBERNSTEIN L.P.32K
RHUMBLINE ADVISERS32K
DEUTSCHE BANK AG\30K
Brevan Howard Capital Management LP28K

Activist & 5%+ Owners

SC 13D/13G filings — investors holding 5%+ of outstanding shares

Islet Management, LP

SC 13G · Dec 29, 2025

5.3%

5.4M shares

Peter Yu

SC 13G · Nov 5, 2024

6.3%

579.9M shares

IlWaddi Holdings 2.

SC 13D/A · Aug 12, 2024

1.8B shares

IlWaddi Holdings 2.

SC 13D/A · Jun 21, 2024

1.8B shares

Citadel Advisors LLC

SC 13G/A · Feb 14, 2024

0.0%

6 shares

Peter Yu

SC 13D/A · Jun 10, 2023

10.4%

6.6M shares

Peter Yu

SC 13D/A · May 26, 2023

12.0%

7.0M shares

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