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As Of | | Quarter (Ended) | Holdings Form 13F | Assets (Millions) | Reporting Manager and Related Managers Managers with whom Investment Discretion is Shared | |||||||||
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2/14/24 | 12/31/23 | 647 | $2,670,253 |
| Waverly Advisors, LLC [ formerly WA Asset Management, LLC ] | |||||||||
11 | $654 |
| Sterling Capital Management LLC | |||||||||||
and 6 Other Managers | ||||||||||||||
2/2/24 | 12/31/23 | 6,214 | $62,829,300 |
| Truist Financial Corp. [ formerly BB&T Corp. ] | |||||||||
1,099 | $6,008,376 |
| Sterling Capital Management LLC | |||||||||||
and 2 Other Managers |
Latest Filing | Registrant | Filings | |||||
---|---|---|---|---|---|---|---|
7/28/11 |
| Sterling Capital Funds | 5 |
Latest Filing | Filing Agentª, Registrant or SEC — SEC # | Filings | |||||||
---|---|---|---|---|---|---|---|---|---|
Type | |||||||||
1/29/24 | 13F-NT | No Filing Agent: Self-filed — 1329883 | 200 | ||||||
11/13/15 | SC 13D/A | Securex Filings/FA — 1214659 | 2 | ||||||
7/28/11 | APP ORDR | No Filing Agent: SEC-filed by SEC #7 — 9999999997 | 2 | ||||||
7/12/11 | 40-APP/A |
| Donnelley Financial Solutions/FA — 950123 | 3 | |||||
11/15/05 | 13F-HR/A |
| Sterling Capital Management LLC — 1133527 | 1 | |||||
Total: | 208 | ||||||||
__________ ª Proprietary to SEC Info℠: The SEC does not publish the names of SEC Filing Agents. |