Swan Global Investments is an investment advisor in Durango with $2.55 bn assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
Former names
Swan Wealth Advisors, Inc.
SEC CIK
IRS number
841504885
SEC advisor number
801-70881
FINRA CRD number
114669
AUM ?
$2.11 bn
(as of 20 Mar 24)
Accounts
2,483
(as of 20 Mar 24)
Employees
18
(5 investment advisory or research)
Address
Swan Global Investments
1099 MAIN AVE.
SUITE 206
DURANGO
CO 81301
1099 MAIN AVE.
SUITE 206
DURANGO
CO 81301
Phone
9703828901
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
12 Feb 24
SC 13G/A
RETIREMENT GUYS FORMULA LLC
31 Jan 24
13F-HR
Quarterly holdings report by institutional manager
14 Nov 23
SC 13G/A
RETIREMENT GUYS FORMULA LLC
15 Aug 23
13F-HR/A
Quarterly holdings report by institutional manager (amended)
15 Aug 23
SC 13G/A
RETIREMENT GUYS FORMULA LLC
15 Aug 23
SC 13G/A
RETIREMENT GUYS FORMULA LLC
14 Aug 23
SC 13G
RETIREMENT GUYS FORMULA LLC
14 Aug 23
13F-HR/A
Quarterly holdings report by institutional manager (amended)
14 Aug 23
13F-HR
Quarterly holdings report by institutional manager
10 Aug 23
Institutional ownership, Q4 2023
13F holders | Current |
---|---|
Total holders | 27 |
Opened positions | 21 |
Closed positions | 53 |
Increased positions | 4 |
Reduced positions | 2 |
13F shares | Current |
---|---|
Total value | 45.08 bn |
Total shares | 312.85 k |
Total puts | 1.50 k |
Total calls | 3.40 k |
Total put/call ratio | 0.4 |
Largest owners | Shares | Value |
---|---|---|
Evanson Asset Management | 114.83 k | $38.54 bn |
Revisor Wealth Management | 76.50 k | $880.52 mm |
Raymond James Financial Services Advisors | 32.26 k | $371.32 mm |
Mirae Asset Global Investments | 24.17 k | $278.24 mm |
Aaron Wealth Advisors | 10.56 k | $121.58 mm |
Independent Investors | 10.00 k | $115.10 mm |
Gilman Hill Asset Management | 9.65 k | $3.42 bn |
Valley National Advisers | 7.39 k | $85.00 k |
Compagnie Lombard Odier SCmA | 5.90 k | $67.91 mm |
Cutler | 5.00 k | $57.00 k |