Altabancorp (ALTA) Ownership

44.16 ↑0.00 (0.00%)

As of September 30, 2021, 3:59pm EST.

Institutions
Mutual Funds

Institutional Ownership

BlackRock Inc is the biggest individual institutional holder of Altabancorp (ALTA), owning a total of 1.2 million shares. Combined, the top 20 institutional holders of ALTA own 37.18% of the company with a total of 7 million shares.

In the latest ownership report on June 30th 2021, the top 20 institutional holders increased their combined ownership of ALTA by 388 thousand shares. 11 institutions bought 772,739 total additional shares and increased their ownership by an average of 995.14%. However 6 institutions sold 384,421 total shares and decreased their ownership by an average of 13.3%.

Overall this is a positive sign as the number of shares owned by the top 20 institutional holders of Altabancorp increased by a net total of 388,318 in the latest quarter.

Institution Ownership Chart

Latest Institutional Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
BlackRock Inc	6.475%	3.429%	1,222,901	40,538	2021-06-30
DAVIS CAPITAL PARTNERS, LLC	5.243%	0.000%	990,283	0	2021-06-30
Vanguard Group Inc	3.755%	0.017%	709,156	123	2021-06-30
FJ Capital Management LLC	3.119%	-2.853%	589,000	-17,300	2021-06-30
Copperwynd Financial, LLC	3.053%	0.000%	576,670	0	2021-06-30
Dimensional Fund Advisors, Inc.	2.806%	-0.636%	529,896	-3,393	2021-06-30
State Street Corporation	1.751%	9.057%	330,675	27,461	2021-06-30
Ameriprise Financial Inc	1.551%	-1.409%	292,971	-4,186	2021-06-30
Geode Capital Management, LLC	1.476%	6.527%	278,812	17,084	2021-06-30
Magnetar Financial LLC	1.108%	0.000%	209,252	209,252	2021-06-30
Soltis Investment Advisors, LLC	1.011%	-0.060%	190,891	-114	2021-06-30
Northern Trust Corp	0.976%	4.498%	184,282	7,932	2021-06-30
Morgan Stanley - Brokerage Accounts	0.722%	10,918.100%	136,294	135,057	2021-06-30
Wasatch Advisors Inc.	0.691%	-73.289%	130,412	-357,817	2021-06-30
Mutual Of America Capital Management LLC	0.619%	0.000%	116,895	116,895	2021-06-30
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND	0.614%	0.000%	115,900	115,900	2021-06-30
Diamond Hill Capital Management Inc	0.583%	0.000%	110,020	0	2021-06-30
Charles Schwab Investment Management Inc	0.564%	4.947%	106,464	5,018	2021-06-30
Bank of New York Mellon Corp	0.551%	-1.525%	104,020	-1,611	2021-06-30
Cnh Partners, LLC	0.516%	0.000%	97,479	97,479	2021-06-30

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
BlackRock Inc	6.475%	3.429%	1,222,901	40,538	2021-06-30
DAVIS CAPITAL PARTNERS, LLC	5.243%	0.000%	990,283	0	2021-06-30
Vanguard Group Inc	3.755%	0.017%	709,156	123	2021-06-30
FJ Capital Management LLC	3.119%	-2.853%	589,000	-17,300	2021-06-30
Copperwynd Financial, LLC	3.053%	0.000%	576,670	0	2021-06-30
Dimensional Fund Advisors, Inc.	2.806%	-0.636%	529,896	-3,393	2021-06-30
State Street Corporation	1.751%	9.057%	330,675	27,461	2021-06-30
Ameriprise Financial Inc	1.551%	-1.409%	292,971	-4,186	2021-06-30
Geode Capital Management, LLC	1.476%	6.527%	278,812	17,084	2021-06-30
Magnetar Financial LLC	1.108%	0.000%	209,252	209,252	2021-06-30
Soltis Investment Advisors, LLC	1.011%	-0.060%	190,891	-114	2021-06-30
Northern Trust Corp	0.976%	4.498%	184,282	7,932	2021-06-30
Morgan Stanley - Brokerage Accounts	0.722%	10,918.100%	136,294	135,057	2021-06-30
Wasatch Advisors Inc.	0.691%	-73.289%	130,412	-357,817	2021-06-30
Mutual Of America Capital Management LLC	0.619%	0.000%	116,895	116,895	2021-06-30
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND	0.614%	0.000%	115,900	115,900	2021-06-30
Diamond Hill Capital Management Inc	0.583%	0.000%	110,020	0	2021-06-30
Charles Schwab Investment Management Inc	0.564%	4.947%	106,464	5,018	2021-06-30
Bank of New York Mellon Corp	0.551%	-1.525%	104,020	-1,611	2021-06-30
Cnh Partners, LLC	0.516%	0.000%	97,479	97,479	2021-06-30

Mutual Fund Ownership

Vanguard Total Stock Mkt Idx Inv is the biggest individual fund holder of Altabancorp (ALTA), owning a total of 370 thousand shares. Combined, the top 20 mutual fund holders of ALTA own 10.43% of the company with a total of 2 million shares.

In the latest ownership report on September 30th 2021, the top 20 fund holders increased their combined ownership of ALTA by 59 thousand shares. 4 funds bought 14,795 total additional shares and increased their ownership by an average of 2.87%. However 8 funds sold 73,940 total shares and decreased their ownership by an average of 8.08%.

Overall this is a negative sign as the number of shares owned by the top 20 mutual funds holding Altabancorp decreased by a net total of -59,145 in the latest report.

Mutual Funds Chart

Latest Mutual Fund Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Total Stock Mkt Idx Inv	1.961%	0.098%	370,303	363	2021-09-30
Vanguard Extended Market Index Investor	1.232%	3.650%	232,769	8,197	2021-09-30
DFA US Small Cap I	0.745%	0.000%	140,782	0	2021-09-30
Mutual of America Small Cap Growth	0.567%	-1.433%	107,123	-1,557	2021-09-30
Diamond Hill Small Cap Equity	0.567%	0.000%	107,100	0	2021-09-30
Diamond Hill Small Cap Inv	0.557%	0.000%	105,206	0	2021-09-30
DFA US Micro Cap I	0.459%	5.087%	86,763	4,200	2021-09-30
State St Russell Sm/Mid Cp® Indx NL Cl C	0.436%	0.000%	82,291	0	2021-09-30
Columbia Small Cap Value I	0.428%	-43.329%	80,848	-61,814	2021-09-30
Fidelity® Extended Market Index	0.416%	2.657%	78,625	2,035	2021-09-30
1919 Financial Services A	0.361%	0.000%	68,200	0	2021-09-30
State St Russell Sm Cap® Indx NL Cl C	0.343%	0.000%	64,718	0	2021-09-30
NT R2000 Value Index Fund - NL	0.315%	-5.691%	59,393	-3,584	2021-09-30
NT R2000 Index Fund - NL	0.308%	-5.527%	58,251	-3,408	2021-09-30
NT R2000 Index Fund - DC - NL - 2	0.237%	-3.604%	44,807	-1,675	2021-09-30
Vanguard Russell 2000 ETF	0.218%	-0.659%	41,175	-273	2021-09-30
Schwab Small Cap Index	0.202%	-2.015%	38,215	-786	2021-09-30
DFA US Core Equity 2 I	0.197%	0.000%	37,237	0	2021-09-30
NT R2000 Value Index Fund - L	0.180%	-2.416%	34,051	-843	2021-09-30

Top Mutual Funds

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Total Stock Mkt Idx Inv	1.961%	0.098%	370,303	363	2021-09-30
Vanguard Extended Market Index Investor	1.232%	3.650%	232,769	8,197	2021-09-30
DFA US Small Cap I	0.745%	0.000%	140,782	0	2021-09-30
Fidelity® Small Cap Index	0.696%	0.000%	131,366	0	2021-08-31
Mutual of America Small Cap Growth	0.567%	-1.433%	107,123	-1,557	2021-09-30
Diamond Hill Small Cap Equity	0.567%	0.000%	107,100	0	2021-09-30
Diamond Hill Small Cap Inv	0.557%	0.000%	105,206	0	2021-09-30
DFA US Micro Cap I	0.459%	5.087%	86,763	4,200	2021-09-30
State St Russell Sm/Mid Cp® Indx NL Cl C	0.436%	0.000%	82,291	0	2021-09-30
Columbia Small Cap Value I	0.428%	-43.329%	80,848	-61,814	2021-09-30
Fidelity® Extended Market Index	0.416%	2.657%	78,625	2,035	2021-09-30
1919 Financial Services A	0.361%	0.000%	68,200	0	2021-09-30
State St Russell Sm Cap® Indx NL Cl C	0.343%	0.000%	64,718	0	2021-09-30
NT R2000 Value Index Fund - NL	0.315%	-5.691%	59,393	-3,584	2021-09-30
NT R2000 Index Fund - NL	0.308%	-5.527%	58,251	-3,408	2021-09-30
NT R2000 Index Fund - DC - NL - 2	0.237%	-3.604%	44,807	-1,675	2021-09-30
Vanguard Russell 2000 ETF	0.218%	-0.659%	41,175	-273	2021-09-30
Schwab Small Cap Index	0.202%	-2.015%	38,215	-786	2021-09-30
DFA US Core Equity 2 I	0.197%	0.000%	37,237	0	2021-09-30
NT R2000 Value Index Fund - L	0.180%	-2.416%	34,051	-843	2021-09-30