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