Latest filings (excl ownership)
MA-W
Municipal Advisor notice of withdrawal
11 Jan 22
MA-I/A
Municipal Advisor registration (individual) (amended)
3 Nov 21
MA-I/A
Municipal Advisor registration (individual) (amended)
13 Sep 17
MA-I/A
Municipal Advisor registration (individual) (amended)
28 Jun 17
MA-I
Municipal Advisor registration (individual)
18 May 17
MA-I/A
Municipal Advisor registration (individual) (amended)
30 Aug 16
MA/A
Municipal Advisor registration (firm) (amended)
10 Apr 15
MA-A
Municipal Advisor registration (firm) (update)
23 Mar 15
MA-I
Municipal Advisor registration (individual)
3 Dec 14
MA-I
Municipal Advisor registration (individual)
3 Dec 14
MA-I
Municipal Advisor registration (individual)
3 Dec 14
MA
Municipal Advisor registration (firm)
28 Oct 14
Latest ownership filings
SC 13G/A
BlackRock Inc.
24 Jan 23
13F-HR
Quarterly holdings report by institutional manager
27 Oct 22
13F-HR
Quarterly holdings report by institutional manager
20 Jul 22
13F-HR
Quarterly holdings report by institutional manager
18 Apr 22
SC 13G/A
STATE STREET CORP
10 Feb 22
SC 13G
VANGUARD GROUP INC
9 Feb 22
SC 13G
BlackRock Inc.
3 Feb 22
13F-HR
Quarterly holdings report by institutional manager
19 Jan 22
13F-HR
Quarterly holdings report by institutional manager
22 Oct 21
13F-HR
Quarterly holdings report by institutional manager
9 Aug 21
13F-HR
Quarterly holdings report by institutional manager
5 May 21
13F-HR
Quarterly holdings report by institutional manager
9 Feb 21
13F-HR
Quarterly holdings report by institutional manager
23 Oct 20
13F-HR
Quarterly holdings report by institutional manager
31 Jul 20
13F-HR
Quarterly holdings report by institutional manager
11 May 20
13F-HR
Quarterly holdings report by institutional manager
13 Feb 20
13F-HR
Quarterly holdings report by institutional manager
12 Nov 19
13F-HR
Quarterly holdings report by institutional manager
6 Aug 19
13F-HR
Quarterly holdings report by institutional manager
9 May 19
13F-HR
Quarterly holdings report by institutional manager
8 Feb 19
13F-HR
Quarterly holdings report by institutional manager
6 Nov 18
13F-HR
Quarterly holdings report by institutional manager
7 Aug 18
13F-HR
Quarterly holdings report by institutional manager
4 May 18
13F-HR
Quarterly holdings report by institutional manager
2 Feb 18
13F-HR
Quarterly holdings report by institutional manager
27 Oct 17
13F-HR
Quarterly holdings report by institutional manager
28 Jul 17
13F-HR
Quarterly holdings report by institutional manager
28 Apr 17
13F-HR
Quarterly holdings report by institutional manager
7 Feb 17
13F-HR
Quarterly holdings report by institutional manager
10 Nov 16
13F-HR
Quarterly holdings report by institutional manager
5 Aug 16
13F-HR
Quarterly holdings report by institutional manager
4 May 16
13F-HR
Quarterly holdings report by institutional manager
29 Jan 16
13F-HR
Quarterly holdings report by institutional manager
9 Nov 15
13F-HR
Quarterly holdings report by institutional manager
5 Aug 15
13F-HR
Quarterly holdings report by institutional manager
6 May 15
13F-HR
Quarterly holdings report by institutional manager
4 Feb 15
13F-HR
Quarterly holdings report by institutional manager
30 Oct 14
13F-HR
Quarterly holdings report by institutional manager
4 Aug 14
13F-HR
Quarterly holdings report by institutional manager
9 May 14
13F-HR
Quarterly holdings report by institutional manager
5 Feb 14