Oak Ridge Investments LLC 

IL

  SEC # 1054554

        

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140  SEC Filings   from  11/21/00  to  1/16/24  (3 Months Ago)

List All Filings	or	Filer / Offerer   Owner / Insider   Issuer / Subject Company   Filing Agent
Most-Recent Filing:		‘13F-HR’ — Quarterly Holdings and Combination Report by a Money Manager — Form 13F — for 12/31/23 — Filed as:  Filer / Offerer
New-Filing E-Mail:			Send me notifications of all Filings involving  Oak Ridge Investments LLC

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Forms , Documents & Exhibits  in  140 Filings  Filed as:  Filer / Offerer  or  Owner / Insider

        

Latest Filing			Type		Category	Description		Documents
1/16/24			13F-HR		Ownership:		Quarterly Holdings and Combination Reports by Money Managers — Form 13F — Assets Under Management	96
2/13/18	OLD		SC 13G		Ownership:		Statements of Acquisitions of Beneficial Ownership by “Passive” Investors — Schedule 13G  OLD	44
					Form-Specific Documents:
1/16/24			INFO-TABLE		Portfolio Securities Holdings – Info Tables — Form 13F — Assets Under Management			45

History as a Money Manager:  Assets Under Management  ·  Related Money Managers

As Of			Quarter (Ended)		Holdings Form 13F				Assets (Millions)		Reporting Manager Manager with whom Investment Discretion is Shared
2/13/24			12/31/23		55	of	1,590		$585,678		MA	Integrated Wealth Concepts LLC
8/8/22			6/30/22		50	of	3,297		$0		NY	Oppenheimer Asset Management Inc.
8/14/20			6/30/20		NA	of	175		NA		MA	Argent Wealth Management LLC
5/1/19			3/31/19		NA	of	298		NA		CA	Algert Global LLC
2/15/17			12/31/16		150	of	5,473		$14		MT	D.A. Davidson & Co.

No Forms  nor  Documents  Filed re:  Issuer / Subject Company

        

        

Filings History

Year		# of Filings
2024		1
2023		4
2022		4
2021		5
2020		4
2019		4
2018		6
2017		11
2016		13
2015		11
2014		13
2013		8
2012		7
2011		5
2010		4
2009		4
2008		4
2007		6
2006		5
2005		4
2004		4
2003		5
2002		2
2001		1
2000		2
1999		3