Company · Ownership research

Abacus Global Management, Inc. ABX

CIK 0001814287 · CUSIP 00258Y104

Insider trading Initial holdings Institutional holders

Quarter-end disclosures, not live holdings.

8 CUSIPs are reported under this ticker. This page covers the one most managers report; the others are not merged in.

Top 20 institutions

Weight means this stock's share of the manager's own portfolio.

By reported value

#	Manager	Value	Manager weight	Change vs prior	Source
01	Alta Fundamental Advisers LLC CIK 1641604 · View history	$1.74M 180,000 shares	0.93%	0(0.0%)Unchanged	SEC filing ↗ Feb 14, 2024	▾
02	AE Wealth Management LLC CIK 1697723 · View history	$360.90K 29,152 shares	0.00%	+29.15KNew	SEC filing ↗ Feb 14, 2024	▾
03	STEPHENS INC /AR/ CIK 757657 · View history	$241.50K 25,000 shares	0.00%	0(0.0%)Unchanged	SEC filing ↗ Feb 13, 2024	▾
04	GEODE CAPITAL MANAGEMENT, LLC CIK 1214717 · View history	$206.07K 21,092 shares	0.00%	+1.27K(+6.4%)Added	SEC filing ↗ Feb 13, 2024	▾
05	NORTHERN TRUST CORP CIK 73124 · View history	$129.91K 13,448 shares	0.00%	+13.45KNew	SEC filing ↗ Feb 13, 2024	▾
06	MORGAN STANLEY CIK 895421 · Amended · View history	$15.79K 1,635 shares	0.00%	-222(-12.0%)Reduced	SEC filing ↗ Aug 16, 2024	▾
07	CONCOURSE FINANCIAL GROUP SECURITIES, INC. CIK 752798 · View history	$0.00 0 shares	0.00%	0Unchanged	SEC filing ↗ Feb 7, 2024	▾

Showing 7 / 7 institutions. The complete set is available through the API.

Coverage & totals by quarter

Reporting institutions

Cancelled or null records excluded

Disclosed shares

270,327

Not deduplicated across managers

Disclosed value

$2.69M

Not market cap or free float

Reporting institutions by quarter

Counts also change with data coverage and reporting entities; they do not measure net buying. Distinct managers with a live stock row in this CUSIP; totals may include overlapping filings and are not a share of the company.

Abacus Global Management, Inc. · Q4 2023

Take these holdings further.

This page includes 7 of 7 reporting institutions. Sign in to look up the full history beyond 3 years, use advanced screening & filtering, download CSV, and get the complete set through the Akkru API.

Download CSV
Earlier quarters
Advanced screening & filtering
API & AI access

Already have an account?

＋ New accounts get free API credits to explore data beyond ownership filings.

For AI agents & developers

The initial HTML of this page carries its exact data as script#research-data (JSON): values, units, scope, preview limits and SEC sources. Read it directly, no script or API key needed; script#research-access says what needs an account. This page lists 7 of 7 reporting institutions; totals use the complete disclosed data.

Without an account: the last 3 years, with the row caps stated on the page. A free account opens all history on file on these pages and the CSV of what a page shows. Rows beyond the caps and bulk retrieval go through the authenticated API / MCP.

MCP  https://api.akkrudata.ai/mcp

get_institutional_security_holders
{"cusip":"00258Y104","quarter":"2023Q4","type":"positions","page_size":100}

Connect to MCP with OAuth and follow the returned pagination. Credits and usage limits depend on the account.

MCP endpoint: https://api.akkrudata.ai/mcp
API / MCP documentation: /documents
llms.txt: /llms.txt

Sources, coverage & how to read this data

Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.