Institutional investor 13F filings

The latest quarterly 13F filings from institutional investors.

Latest 13F filings

Latest 50 filings

Type	Filer	Filed	Period	$Total	#Holdings	#Opened	#Closed
13F-HR	Hofer & Associates.	26 Jan 23	Dec 2022	$100,300.00 mm	52	4	2
13F-HR	Barden Capital Management	26 Jan 23	Dec 2022	$97,590.00 mm	64	4	3
13F-HR	Chandler Asset Management	26 Jan 23	Dec 2022	$364,250.00 mm	22	0	4
13F-HR	Monarch Capital Management	26 Jan 23	Dec 2022	$326,060.00 mm	109	1	5
13F-HR	Viewpoint Investment Partners	26 Jan 23	Dec 2022	$63,650.00 mm	7	0	1
13F-HR	Acas	26 Jan 23	Dec 2022	$64,760.00 mm	72	4	6
13F-HR	Legacy Financial	26 Jan 23	Dec 2022	$333,760.00 mm	45	3	3
13F-HR	Comerica Bank	26 Jan 23	Dec 2022	$9,220,000.00 mm	1,976	50	53
13F-HR	Manning & Napier	26 Jan 23	Dec 2022	$8,120,000.00 mm	248	11	11
13F-HR	Symphony Financial	26 Jan 23	Dec 2022	$378,010.00 mm	187	22	26
13F-HR	Lauterbach Financial Advisors	26 Jan 23	Dec 2022	$112,210.00 mm	53	3	3
13F-HR	Rice Partnership	26 Jan 23	Dec 2022	$316,920.00 mm	113	3	12
13F-HR	McBroom & Associates	26 Jan 23	Dec 2022	$92,160.00 mm	35	2	1
13F-HR	Stephens Investment Management	26 Jan 23	Dec 2022	$1,650,000.00 mm	166	4	11
13F-HR	Vigilant Capital Management	26 Jan 23	Dec 2022	$1,120,000.00 mm	420	11	67
13F-HR	Westwood Management	26 Jan 23	Dec 2022	$727,860.00 mm	68	2	6
13F-HR	United Asset Strategies	26 Jan 23	Dec 2022	$717,450.00 mm	225	22	15
13F-HR	Oregon Public Employees Retirement Fund	26 Jan 23	Dec 2022	$7,740,000.00 mm	1,693	58	53
13F-HR	Accenture	26 Jan 23	Dec 2022	$253,910.00 mm	1	0	0
13F-HR	Empowered Funds	26 Jan 23	Dec 2022	$1,130,000.00 mm	430	166	50
13F-HR	True Signal	26 Jan 23	Dec 2022	$132,720.00 mm	74	74	0
13F-HR	Winch Advisory Services	26 Jan 23	Dec 2022	$225,640.00 mm	384	19	4
13F-HR	Howard Wealth Management	26 Jan 23	Dec 2022	$121,910.00 mm	111	5	10
13F-HR	Sterling Investment Advisors	26 Jan 23	Dec 2022	$146,250.00 mm	27	2	0
13F-HR	CENTRAL TRUST	26 Jan 23	Dec 2022	$3,240,000.00 mm	1,244	62	190
13F-HR	GFS Advisors	26 Jan 23	Dec 2022	$444,760.00 mm	134	3	9
13F-HR	Tufton Capital Management	26 Jan 23	Dec 2022	$454,550.00 mm	110	5	3
13F-HR	Greenup Street Wealth Management	26 Jan 23	Dec 2022	$237,840.00 mm	79	7	2
13F-HR	Alta Capital Management	26 Jan 23	Dec 2022	$1,310,000.00 mm	89	9	0
13F-HR	Supplemental Annuity Collective Trust of NJ	26 Jan 23	Dec 2022	$241,280.00 mm	216	4	2
13F-HR	Nationwide Fund Advisors	26 Jan 23	Dec 2022	$977,320.00 mm	3	0	1
13F-HR	NJ State Employees Deferred Compensation Plan	26 Jan 23	Dec 2022	$617,920.00 mm	483	16	10
13F-HR	New Jersey Better Educational Savings Trust	26 Jan 23	Dec 2022	$33,920.00 mm	76	11	0
13F-HR	Galibier Capital Management	26 Jan 23	Dec 2022	$493,150.00 mm	43	7	5
13F-HR	Stephenson National Bank & Trust	26 Jan 23	Dec 2022	$145,450.00 mm	244	21	9
13F-HR	Capital Investment Services of America	26 Jan 23	Dec 2022	$754,010.00 mm	60	2	4
13F-HR	Miller Wealth Advisors	26 Jan 23	Dec 2022	$129,510.00 mm	78	14	36
13F-HR	JLB & Associates	26 Jan 23	Dec 2022	$534,300.00 mm	75	3	1
13F-HR	Bigelow Investment Advisors	26 Jan 23	Dec 2022	$172,340.00 mm	145	11	3
13F-HR	Ballast Advisors	26 Jan 23	Dec 2022	$228,410.00 mm	179	5	3
13F-HR	Ursa Fund Management	26 Jan 23	Dec 2022	$28,000.00 mm	12	6	13
13F-HR	O'Shares Investment Advisers	26 Jan 23	Dec 2022	$0.00 mm	0	0	0
13F-HR	Long Run Wealth Advisors	26 Jan 23	Dec 2022	$277,970.00 mm	94	6	4
13F-HR	Cutler Investment Counsel	26 Jan 23	Dec 2022	$655,040.00 mm	130	6	2
13F-HR	Key FInancial	26 Jan 23	Dec 2022	$221,070.00 mm	1,171	0	9
13F-HR	American Financial Advisors	26 Jan 23	Dec 2022	$589,890.00 mm	124	4	2
13F-HR	ICW Investment Advisors	26 Jan 23	Dec 2022	$166,550.00 mm	124	2	0
13F-HR	Dumont & Blake Investment Advisors	26 Jan 23	Dec 2022	$168,490.00 mm	169	6	6
13F-HR	Integrity Financial	26 Jan 23	Dec 2022	$104,580.00 mm	192	9	1
13F-HR	Inspire Advisors	26 Jan 23	Dec 2022	$396,230.00 mm	185	56	24