Significant Ownership of HALBERT HARGROVE GLOBAL ADVISORS, LLC
- Large-stake filing summary
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- 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 signature
- Brenden P. Melrose - Chief Compliance Officer
- Manager location
- Long Beach, CA
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Manager
Names, identifiers, and filing context for this profile.
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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.