ALTABANCORP's ticker is ALTA and the CUSIP is 021347109.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $42,889,000 | 0.0% | 990,283 | 0.0% | 2.22% | -2.8% |
| Q2 2021 | $42,889,000 | +3.0% | 990,283 | 0.0% | 2.28% | -3.7% |
| Q1 2021 | $41,631,000 | +50.6% | 990,283 | 0.0% | 2.37% | +24.6% |
| Q4 2020 | $27,648,000 | +41.2% | 990,283 | +1.7% | 1.90% | +6.0% |
| Q3 2020 | $19,583,000 | – | 973,319 | – | 1.79% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Copperwynd Financial, LLC | 576,670 | $25,466,000 | 10.50% |
| First Trust Capital Management L.P. | 367,764 | $16,240,000 | 2.46% |
| DAVIS CAPITAL PARTNERS, LLC | 990,283 | $42,889,000 | 2.22% |
| NEXPOINT ASSET MANAGEMENT, L.P. | 240,518 | $10,621,000 | 1.83% |
| BEAM WEALTH ADVISORS, INC. | 38,995 | $1,722,000 | 1.48% |
| S. MUOIO & CO. LLC | 42,813 | $1,891,000 | 1.45% |
| Rosenthal {-} Henry Capital Advisors, Inc. | 39,081 | $1,725,816,000 | 1.30% |
| Soltis Investment Advisors LLC | 188,391 | $8,319,000 | 1.29% |
| ALPHASIMPLEX GROUP, LLC | 26,013 | $1,149,000 | 0.95% |
| Keeler Thomas Management LLC | 18,943 | $836,000 | 0.40% |