Confluence Investment Management LLC 

MO

  SEC # 1442056

        

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Relationships

        

1  Owner Relationship  (where the Issuers of the  Confluence Investment Management LLC-owned  securities are...)

        

and there are...  Recent Holdings Reports for this and 4 Related Money Managers

History:  Assets Under Management

As Of			Quarter (Ended)		Holdings Form 13F				Assets (Millions)		Reporting Manager and Related Managers Managers with whom Investment Discretion is Shared
4/17/24			3/31/24				597		$366,457		CA	Optas, LLC
							13		$315		MO	Confluence Investment Management LLC
											and 4 Other Managers
4/1/24			3/31/24				353		$7,436,065		MO	Confluence Investment Management LLC
							60		$93,808		IL	First Trust Advisors LP
2/9/24			12/31/23				7,468		$4,086,955		GA	Advisory Services Network, LLC
							155		$123,998		MO	Confluence Investment Management LLC
											and 36 Other Managers
10/10/23			9/30/23				349		$6,462		MO	Confluence Investment Management LLC
											and 1 Other Manager
7/3/23			6/30/23				354		$6,864		MO	Confluence Investment Management LLC
											and 1 Other Manager
4/21/23			3/31/23				156		$176		MI	West Michigan Advisors, LLC
							21		$27		MO	Confluence Investment Management LLC
											and 19 Other Managers
4/4/23			3/31/23				358		$6,789		MO	Confluence Investment Management LLC
											and 1 Other Manager
10/3/22			9/30/22				357		$5,993		MO	Confluence Investment Management LLC
											and 1 Other Manager
7/11/22			6/30/22				369		$6,417		MO	Confluence Investment Management LLC
											and 1 Other Manager

        

No  Issuer Relationships  (where the Owners of the  Confluence Investment Management LLC  securities are...)

        

1  Insider & Control Relationship  (Directors & Officers, Owners, Parent / Subs., et al.)

        

No  Joint-Filer Relationships  (Co-Filer Registrants:  Partners, Affiliates, et al.)

        

No  Group-Member Relationships  (Co-Filer Non-Registrants:  Partners, Affiliates, et al.)

        

Filing Agent Relationships  (SEC Filing Agents, Attorneys, Printers, et al. — Affiliates:  Directors & Officers, et al.)

5  Filing Agents and/or Registrants have submitted Filings for  Confluence Investment Management LLC:

Latest Filing				Filing Agentª, Registrant or SEC — SEC #			Filings
		Type
4/1/24		13F-HR		IL	Farmer Steven Patrick — 1636661		21
7/23/19		13F-HR		MO	Hanzlik Joseph J — 1442055		41
4/16/19		13F-HR		CA	Kochevar Anne — 1263919		1
7/14/09		13F-HR			No Filing Agent:  Self-filed — 1442056		3
8/6/08		3		IL	First Trust Portfolios L.P. — 875626		1
Total:							67
__________  ª  Proprietary to SEC Info℠:  The SEC does not publish the names of SEC Filing Agents.