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  • Latest 13F

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
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