Macquarie Investment Management Business Trust 

PA

  SEC # 727770

        

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248  SEC Filings   from  2/10/94  to  2/14/24  (2 Months Ago)

List All Filings	or	Filer / Offerer   Owner / Insider   Issuer / Subject Company   Filing Agent
Most-Recent Filing:		‘13F-NT’ — Quarterly Holdings Notice 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  Macquarie Investment Management Business Trust

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Forms , Documents & Exhibits  in  241 Filings  Filed as:  Filer / Offerer  or  Owner / Insider

        

Latest Filing			Type		Category	Description		Documents
2/14/24			13F-NT		Ownership:		Quarterly Holdings Notices by Money Managers — Form 13F — Assets Under Management	53
3/31/21	OLD		3		Ownership:		Initial Statements of Beneficial Ownership of Securities by Insiders — Form 3  OLD	2
11/10/14	OLD		SC 13G		Ownership:		Statements of Acquisitions of Beneficial Ownership by “Passive” Investors — Schedule 13G  OLD	128
2/8/11	OLD		13F-HR		Ownership:		Quarterly Holdings and Combination Reports by Money Managers — Form 13F  OLD  — Assets Under Management	53
7/13/07	OLD		40-6C		Registration:		Applications for Exemptions and Other Relief by Investment Companies  OLD	5
					General Exhibits:
4/12/07	OLD		EX-1		Underwriting Agreement or Conflict Minerals Report  (or mislabeled “1st Exhibit”)  OLD			1
					Graphics:
9/9/11	OLD		GRAPHIC		Photos, Images and Graphs  OLD			12

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
2/14/24			12/31/23		1,426	of	2,732		$78,202,267			Macquarie Group Ltd.
2/13/24			12/31/23		NA	of	511		NA		NJ	Personal Cfo Solutions, LLC
2/6/24			12/31/23		56	of	2,015		$69		MA	Natixis Advisors, L.P.
11/24/21			9/30/21		NA	of	1,192		NA		TN	First Mercantile Trust Co.
5/12/21			3/31/21		32	of	639		$5		WA	Bellevue Asset Management, LLC
5/13/19			3/31/19		40	of	13,869		$14			Russell Investments Group, Ltd.
11/9/16			9/30/16		74	of	10,960		$205			Emerald Acquisition Ltd.
4/29/16			3/31/16		70	of	11,009		$182		WA	Russell Frank Co

No Forms  nor  Documents  Filed re:  Issuer / Subject Company

        

        

Filings History

Year		# of Filings
2024		1
2023		4
2022		4
2021		5
2020		4
2019		4
2018		4
2017		5
2016		4
2015		5
2014		33
2013		25
2012		26
2011		8
2010		4
2009		6
2008		4
2007		7
2006		13
2005		6
2004		6
2003		5
2002		4
2001		5
2000		5
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1995		27
1994		24