Institutional investor 13F filings

The latest quarterly 13F filings from institutional investors.

Latest 13F filings

Latest 50 filings

Period	Filing	$Total	#Holdings	#Opened	#Closed
Sep 2022	13F-HR EP Wealth Advisors, LLC 2 Dec 22	$4.41 bn	342	32	234
Sep 2022	13F-HR Birmingham Capital Management Co Inc 2 Dec 22	$225.63 mm	97	4	4
Sep 2022	13F-HR Values First Advisors, Inc. 2 Dec 22	$139.16 mm	156	42	33
Sep 2022	13F-HR American Trust 2 Dec 22	$1.19 bn	321	24	58
Sep 2022	13F-HR Insight Wealth Partners, LLC 1 Dec 22	$101.58 mm	58	0	2
Sep 2022	13F-HR Garde Capital, Inc. 30 Nov 22	$773.50 mm	168	6	24
Sep 2022	13F-HR Bridgefront Capital, LLC 29 Nov 22	$97.58 mm	292	215	211
Sep 2022	13F-HR Awm Capital, LLC 29 Nov 22	$281.26 mm	59	6	4
Sep 2022	13F-HR Salem Capital Management Inc 29 Nov 22	$126.33 mm	55	0	2
Sep 2022	13F-HR Gould Capital, LLC 23 Nov 22	$115.63 mm	193	9	17
Sep 2022	13F-HR Toroso Investments, LLC 23 Nov 22	$2.41 bn	1111	98	111
Sep 2022	13F-HR FSB Premier Wealth Management, Inc. 23 Nov 22	$171.06 mm	129	7	3
Sep 2022	13F-HR Aurora Investment Counsel 23 Nov 22	$131.75 mm	113	31	38
Sep 2022	13F-HR Client 1ST Advisory Group, LLC 23 Nov 22	$160.82 mm	80	5	1
Sep 2022	13F-HR Invst, LLC 23 Nov 22	$583.34 mm	170	3	14
Sep 2022	13F-HR Eagle Bay Advisors LLC 22 Nov 22	$160.81 mm	918	21	178
Sep 2022	13F-HR Smith Chas P & Associates Pa Cpas 22 Nov 22	$1.18 bn	99	2	8
Sep 2022	13F-HR Gibson Wealth Advisors LLC 22 Nov 22	$86.98 mm	125	11	10
Sep 2022	13F-HR Dash Acquisitions Inc. 22 Nov 22	$178.95 mm	36	1	2
Sep 2022	13F-HR McMahon Financial Advisors, LLC 22 Nov 22	$269.97 mm	57	8	5
Sep 2022	13F-HR CVA Family Office, LLC 22 Nov 22	$368.38 mm	902	30	60
Sep 2022	13F-HR IHT Wealth Management, LLC 22 Nov 22	$1.32 bn	869	121	28
Sep 2022	13F-HR Continental Investors Services, Inc. 22 Nov 22	$2.58 bn	208	141	0
Sep 2022	13F-HR Coombe, Bender & Co LLC 22 Nov 22	$112.58 mm	77	1	2
Sep 2022	13F-HR Teachers Retirement System Of The State Of Kentucky 22 Nov 22	$8.53 bn	1707	64	107
Sep 2022	13F-HR Seaport Global Advisors, LLC 21 Nov 22	$24.52 mm	117	0	0
Sep 2022	13F-HR Capital Impact Advisors, LLC 21 Nov 22	$98.05 mm	237	13	2
Sep 2022	13F-HR Kalos Management, Inc. 21 Nov 22	$40.52 mm	22	0	86
Sep 2022	13F-HR Bray Capital Advisors 21 Nov 22	$319.27 mm	293	22	1
Sep 2022	13F-HR Integrated Investment Consultants, LLC 21 Nov 22	$251.19 mm	190	15	23
Sep 2022	13F-HR 17 Capital Partners, LLC 21 Nov 22	$73.01 mm	86	0	3
Sep 2022	13F-HR FourThought Financial, LLC 21 Nov 22	$676.72 mm	1403	95	55
Sep 2022	13F-HR ST Germain D J Co Inc 21 Nov 22	$1.49 bn	195	4	10
Sep 2022	13F-HR Sunbelt Securities, Inc. 21 Nov 22	$473.02 mm	420	6	23
Sep 2022	13F-HR Topel & Distasi Wealth Management, LLC 21 Nov 22	$176.00 mm	70	7	1
Sep 2022	13F-HR California State Teachers Retirement System 18 Nov 22	$59.18 bn	3076	16	40
Sep 2022	13F-HR CastleArk Alternatives, LLC 18 Nov 22	$11.68 mm	29	2	1
Sep 2022	13F-HR Industrial Alliance Investment Management Inc. 18 Nov 22	$3.40 bn	426	65	21
Sep 2022	13F-HR Ironwood Wealth Management, LLC. 18 Nov 22	$222.77 mm	28	0	0
Sep 2022	13F-HR Pasadena Private Wealth, LLC 18 Nov 22	$284.13 mm	98	15	9
Sep 2022	13F-HR Alamar Capital Management, LLC 18 Nov 22	$89.00 mm	69	8	0
Jun 2022	13F-HR Citizens Business Bank 18 Nov 22	$694.82 mm	242	9	13
Mar 2022	13F-HR Citizens Business Bank 18 Nov 22	$694.82 mm	242	9	13
Dec 2021	13F-HR Citizens Business Bank 18 Nov 22	$694.82 mm	242	9	13
Sep 2021	13F-HR Citizens Business Bank 18 Nov 22	$694.82 mm	242	9	13
Jun 2021	13F-HR Citizens Business Bank 18 Nov 22	$694.82 mm	242	9	13
Mar 2021	13F-HR Citizens Business Bank 18 Nov 22	$694.82 mm	242	9	13
Dec 2020	13F-HR Citizens Business Bank 18 Nov 22	$694.82 mm	242	9	13
Sep 2020	13F-HR Citizens Business Bank 18 Nov 22	$694.82 mm	242	9	13
Jun 2020	13F-HR Citizens Business Bank 18 Nov 22	$694.82 mm	242	9	13