Filing Research | ALT - ALTIMMUNE INC Institutional Holdings

Snapshot holdings

25 / 25 loaded

#		Instrument	quantity
1	Hennion & Walsh Asset Management, Inc.	Shares	518.2KSH	$1.6M
2	Beirne Wealth Consulting Services, LLC	Shares	421.9KSH	$1.3M
3	BROWN WEALTH MANAGEMENT, LLC	Shares	236.1KSH	$717.9K
4	Summit Financial Wealth Advisors, LLC	Shares	103.3KSH	$314.0K
5	PVG ASSET MANAGEMENT CORP	Shares	66.1KSH	$201.0K
6	Police & Firemen's Retirement System of New Jersey	Shares	58.6KSH	$178.2K
7	Sequoia Financial Advisors, LLC	Shares	32.3KSH	$98.1K
8	China Universal Asset Management Co., Ltd.	Shares	31.0KSH	$94.1K
9	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	26.0KSH	$79.3K
10	EverSource Wealth Advisors, LLC	Shares	19.7KSH	$59.9K
11	PFG Investments, LLC	Shares	19.0KSH	$57.8K
12	Composition Wealth, LLC	Shares	17.0KSH	$51.7K
13	Abel Hall, LLC	Shares	11.5KSH	$35.0K
14	Mirae Asset Global Investments Co., Ltd.	Shares	8.7KSH	$26.4K
15	SBI Securities Co., Ltd.	Shares	8.1KSH	$24.5K
16	Activest Wealth Management	Shares	5.0KSH	$15.2K
17	Farther Finance Advisors, LLC	Shares	1.0KSH	$3.2K
18	MassMutual Private Wealth & Trust, FSB	Shares	1.0KSH	$3.0K
19	Wealth Enhancement Trust Services, Inc.	Shares	306SH	$930
20	Bogart Wealth, LLC	Shares	298SH	$906
21	ELEVATION WEALTH PARTNERS, LLC	Shares	286SH	$870
22	SJS Investment Consulting Inc.	Shares	234SH	$712
23	True Wealth Design, LLC	Shares	196SH	$596
24	GAMMA Investing LLC	Shares	134SH	$407
25	FIRST HORIZON CORP	Shares	3SH	$9

Manager changes2026-06-30 vs 2026-03-31

26 / 26 loaded

#		Instrument
1	Hennion & Walsh Asset Management, Inc. added	Shares	+316.2K	+$953.2K	$1.6M
2	Sequoia Financial Advisors, LLC new	Shares	+32.3K	+$98.1K	$98.1K
3	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC new	Shares	+26.0K	+$79.3K	$79.3K
4	Police & Firemen's Retirement System of New Jersey added	Shares	+23.2K	+$69.1K	$178.2K
5	Abel Hall, LLC new	Shares	+11.5K	+$35.0K	$35.0K
6	PVG ASSET MANAGEMENT CORP unchanged	Shares	0	+$26.4K	$201.0K
7	China Universal Asset Management Co., Ltd. added	Shares	+8.7K	+$25.6K	$94.1K
8	PFG Investments, LLC added	Shares	+5.5K	+$16.2K	$57.8K
9	Beirne Wealth Consulting Services, LLC added	Shares	+10.0K	+$13.9K	$1.3M
10	Mirae Asset Global Investments Co., Ltd. added	Shares	+2.2K	+$6.3K	$26.4K
11	Farther Finance Advisors, LLC added	Shares	+903	+$2.7K	$3.2K
12	Wealth Enhancement Trust Services, Inc. new	Shares	+306	+$930	$930
13	SJS Investment Consulting Inc. added	Shares	+218	+$662	$712
14	True Wealth Design, LLC new	Shares	+196	+$596	$596
15	GAMMA Investing LLC new	Shares	+134	+$407	$407
16	FIRST HORIZON CORP unchanged	Shares	0	$0	$9
17	ELEVATION WEALTH PARTNERS, LLC unchanged	Shares	0	-$11	$870
18	Bogart Wealth, LLC unchanged	Shares	0	-$12	$906
19	MassMutual Private Wealth & Trust, FSB unchanged	Shares	0	-$40	$3.0K
20	Activest Wealth Management unchanged	Shares	0	-$200	$15.2K
21	Composition Wealth, LLC unchanged	Shares	0	-$680	$51.7K
22	SBI Securities Co., Ltd. trimmed	Shares	-251	-$1.1K	$24.5K
23	Summit Financial Wealth Advisors, LLC unchanged	Shares	0	-$4.1K	$314.0K
24	BROWN WEALTH MANAGEMENT, LLC unchanged	Shares	0	-$9.4K	$717.9K
25	EverSource Wealth Advisors, LLC trimmed	Shares	-15.9K	-$49.9K	$59.9K
26	Keudell/Morrison Wealth Management exited	Shares	-18.5K	-$57.0K	$0