Filing Research | ALX - ALEXANDERS INC Institutional Holdings

Snapshot holdings

17 / 17 loaded

#		Instrument	quantity
1	Ballentine Partners, LLC	Shares	827SH	$227.9K
2	Sumitomo Mitsui DS Asset Management Company, Ltd	Shares	733SH	$202.0K
3	Police & Firemen's Retirement System of New Jersey	Shares	605SH	$166.7K
4	SIGNATUREFD, LLC	Shares	274SH	$75.5K
5	EverSource Wealth Advisors, LLC	Shares	61SH	$16.8K
6	Farther Finance Advisors, LLC	Shares	46SH	$12.7K
7	GAMMA Investing LLC	Shares	40SH	$11.0K
8	IFP Advisors, Inc	Shares	38SH	$10.5K
9	MassMutual Private Wealth & Trust, FSB	Shares	21SH	$5.8K
10	Hughes Financial Services, LLC	Shares	14SH	$3.9K
11	Mirae Asset Global Investments Co., Ltd.	Shares	10SH	$2.8K
12	SJS Investment Consulting Inc.	Shares	10SH	$2.8K
13	SOA Wealth Advisors, LLC.	Shares	10SH	$2.8K
14	PARK AVENUE SECURITIES LLC	Shares	2.7KSH	$736
15	State of Alaska, Department of Revenue	Shares	1.1KSH	$291
16	TFC Financial Management, Inc.	Shares	1SH	$276
17	Capital Advisors, Ltd. LLC	Shares	17SH	$5

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

20 / 20 loaded

#		Instrument
1	Ballentine Partners, LLC new	Shares	+827	+$227.9K	$227.9K
2	Sumitomo Mitsui DS Asset Management Company, Ltd new	Shares	+733	+$202.0K	$202.0K
3	Police & Firemen's Retirement System of New Jersey unchanged	Shares	0	+$23.8K	$166.7K
4	SIGNATUREFD, LLC unchanged	Shares	0	+$10.8K	$75.5K
5	EverSource Wealth Advisors, LLC added	Shares	+17	+$6.4K	$16.8K
6	GAMMA Investing LLC added	Shares	+9	+$3.7K	$11.0K
7	Hughes Financial Services, LLC added	Shares	+10	+$2.9K	$3.9K
8	SJS Investment Consulting Inc. new	Shares	+10	+$2.8K	$2.8K
9	Farther Finance Advisors, LLC trimmed	Shares	-4	+$1.3K	$12.7K
10	MassMutual Private Wealth & Trust, FSB unchanged	Shares	0	+$827	$5.8K
11	IFP Advisors, Inc trimmed	Shares	-3	+$787	$10.5K
12	SOA Wealth Advisors, LLC. unchanged	Shares	0	+$394	$2.8K
13	PARK AVENUE SECURITIES LLC added	Shares	+494	+$222	$736
14	State of Alaska, Department of Revenue unchanged	Shares	0	+$41	$291
15	TFC Financial Management, Inc. unchanged	Shares	0	+$39	$276
16	Capital Advisors, Ltd. LLC unchanged	Shares	0	+$1	$5
17	True Wealth Design, LLC exited	Shares	-2	-$473	$0
18	Mirae Asset Global Investments Co., Ltd. trimmed	Shares	-37	-$8.3K	$2.8K
19	Sound Income Strategies, LLC exited	Shares	-37	-$8.4K	$0
20	Versant Capital Management, Inc exited	Shares	-57	-$13.5K	$0