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List All Filings | or | ||
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Most-Recent Filing: | ‘13F-NT’ — Quarterly Holdings Notice by a Money Manager — Form 13F — for 12/31/23 — | ||
New-Filing E-Mail: |
As Of | | Quarter (Ended) | Holdings Form 13F | Assets (Millions) | Reporting Manager Manager with whom Investment Discretion is Shared | |||||||||
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2/14/24 | 12/31/23 | 11 | of | 647 | $654 |
| Waverly Advisors, LLC [ formerly WA Asset Management, LLC ] | |||||||
2/2/24 | 12/31/23 | 1,099 | of | 6,214 | $6,008,376 |
| Truist Financial Corp. [ formerly BB&T Corp. ] | |||||||
2/8/22 | 12/31/21 | 70 | of | 2,797 | $47 |
| Dorsey & Whitney Trust Co. LLC | |||||||
8/9/19 | 6/30/19 | 2 | of | 4,207 | $0 |
| Oppenheimer Asset Management Inc. | |||||||
8/2/17 | 6/30/17 | NA | of | 1,077 | NA |
| First Mercantile Trust Co. | |||||||
2/15/17 | 12/31/16 | 32 | of | 5,473 | $4 |
| D.A. Davidson & Co. |
Year | # of Filings | |
---|---|---|
2024 | 1 | |
2023 | 5 | |
2022 | 4 | |
2021 | 4 | |
2020 | 4 | |
2019 | 6 | |
2018 | 5 | |
2017 | 7 | |
2016 | 12 | |
2015 | 12 | |
2014 | 9 | |
2013 | 11 | |
2012 | 17 | |
2011 | 13 | |
2010 | 12 | |
2009 | 17 | |
2008 | 26 | |
2007 | 20 | |
2006 | 21 | |
2005 | 2 |