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MD |
Click to view... | Registrant | About | Filings | Files | Relationships | Names | Topics | Web | ||||||||||||||||||||||||||||||
As Of | | Quarter (Ended) | Holdings Form 13F | Assets (Millions) | Reporting Manager and Related Managers Managers with whom Investment Discretion is Shared | |||||||||
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
5/6/24 | 3/31/24 | 4,259 | $4,504,230 |
| Advisory Services Network, LLC | |||||||||
Not Allocated... |
| Brown Advisory LLC | ||||||||||||
and 36 Other Managers | ||||||||||||||
4/24/24 | 3/31/24 | 721 | $4,006,392 |
| Dakota Wealth Management | |||||||||
29 | $972,335 |
| Brown Advisory LLC | |||||||||||
and 15 Other Managers | ||||||||||||||
4/24/24 | 3/31/24 | 2,324 | $74,803,326 |
| Brown Advisory Inc. | |||||||||
1,237 | $62,953,540 |
| Brown Advisory LLC | |||||||||||
and 4 Other Managers |
Latest Filing | Registrant | Filings | |||||
---|---|---|---|---|---|---|---|
6/29/12 |
| Brown Advisory Funds | 1 |
Latest Filing | Group Member | Filings | ||||
---|---|---|---|---|---|---|
3/24/23 | • | Monica Marie Hausner | 1 | |||
3/24/23 | • | James Michael Dugan | 1 |
Latest Filing | Affiliate | Filings | ||||||||||
---|---|---|---|---|---|---|---|---|---|---|---|---|
Type | As Party | |||||||||||
6/22/23 | 144/A | Insider:³ |
| Steenland Douglas M | 3 | |||||||
6/14/23 | 144 | Insider:³ |
| Brooks Steven D | 3 | |||||||
Total: | 6 | |||||||||||
__________ | ||||||||||||
|
Latest Filing | Filing Agentª, Registrant or SEC — SEC # | Filings | |||||||
---|---|---|---|---|---|---|---|---|---|
Type | |||||||||
4/24/24 | 13F-NT |
| Advisor Consultant Network Inc — 1085146 | 56 | |||||
4/4/23 | MA-W | No Filing Agent: Self-filed — 1114667 | 57 | ||||||
3/24/23 | MA-I/A |
| Brown Advisory Investment Solutions Group LLC/FA — 1742043 | 2 | |||||
3/15/17 | 40-206A/A | No Filing Agent: SEC-filed by SEC #7 — 9999999997 | 2 | ||||||
6/29/12 | 40-APP |
| US Bancorp Fund Services LLC — 894189 | 1 | |||||
Total: | 118 | ||||||||
__________ ª Proprietary to SEC Info℠: The SEC does not publish the names of SEC Filing Agents. |