GW&K Investment Management, LLC 

MA

  SEC # 1082917

        

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98  SEC Filings   from  5/12/99  to  2/9/24  (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  GW&K Investment Management, LLC

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Forms , Documents & Exhibits  in  98 Filings  Filed as:  Filer / Offerer  or  Owner / Insider

        

Latest Filing			Type		Category	Description		Documents
2/9/24			13F-HR		Ownership:		Quarterly Holdings and Combination Reports by Money Managers — Form 13F — Assets Under Management	98
					Form-Specific Documents:
2/9/24			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		15	of	511		$11,623		NJ	Personal Cfo Solutions, LLC
2/13/24			12/31/23		145	of	3,250		$91,464		NY	Oppenheimer Asset Management Inc.
2/8/24			12/31/23		NA	of	1,038		NA		TX	Lee Financial Co.
8/2/21			6/30/21		31	of	917		$7		CA	San Francisco Sentry Investment Group (Ca)
1/31/20			12/31/19		NA	of	91		NA		OH	Wells Trecaso Financial Group, LLC
5/14/18			3/31/18		79	of	671		$0		IL	Archford Capital Strategies, LLC
2/14/18			12/31/17		90	of	1,122		$3		FL	Premia Global Advisors, LLC
7/18/13			6/30/13		NA	of	32		NA		NH	R&A Capital Management, LLC

No Forms  nor  Documents  Filed re:  Issuer / Subject Company

        

        

Filings History

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