Significant Ownership of HALBERT HARGROVE GLOBAL ADVISORS, LLC

Large-stake snapshot 1 signal
Large-stake filing summary
  • Recent SEC Schedule 13D/G filings for HALBERT HARGROVE GLOBAL ADVISORS, LLC focus on large-stake beneficial ownership disclosures and amendments.
  • Use this view to spot new large holders, amended positions, and activist-style ownership evidence.
Manager Names, identifiers, and filing context for this profile. 2 identity fields
Manager signature
Brenden P. Melrose - Chief Compliance Officer
Manager location
Long Beach, CA

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Significant Ownership of HALBERT HARGROVE GLOBAL ADVISORS, LLC

Sym Company Class Ownership Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
NTSX WisdomTree Trust US EFFICIENT COR 24% $312,117,134 5,703,895 HALBERT HARGROVE GLOBAL ADVISORS, LLC 31 Jan 2023
PIMCO Flexible Real Estate Income Fund Common Shares 16% 3,280,171 HALBERT HARGROVE GLOBAL ADVISORS, LLC 31 Dec 2024
SRRIX Stone Ridge Trust II Common Shares 9.2% 2,000,811 HALBERT HARGROVE GLOBAL ADVISORS, LLC 07 Feb 2025
LENDX Stone Ridge Trust V Common Shares 6.8% 2,541,756 HALBERT HARGROVE GLOBAL ADVISORS, LLC 31 Dec 2024

Schedules 13D/G Reported by HALBERT HARGROVE GLOBAL ADVISORS, LLC:

Sym Target Class Ownership Change Current shares Change Value Reporting name Form Report period Filing date
Schedule rows are parsed from SEC 13D/G filings. Open the linked filing or target page to verify the reported ownership and shares.
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