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Gardner Russo & Quinn LLC 
 PA
  SEC # 860643


        
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127  SEC Filings
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  from  5/17/99  to  2/13/24  (6 Weeks Ago)

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Most-Recent Filing:    ‘13F-HR’ — Quarterly Holdings and Combination Report by a Money Manager — Form 13F — for 12/31/23 — Filed as:  Filer / Offerer 
 
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Filings
involving  Gardner Russo & Quinn LLC 

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Forms
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, Documents
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& Exhibits
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 in  127 Filings
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 Filed as:  Filer / Offerer  or  Owner / Insider


        
Latest Filing  Type    Category    Description        Documents
     
2/13/2413F-HROwnership:  Quarterly Holdings and Combination Reports by Money Managers — Form 13F — Assets Under Management
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107
3/27/09 OLDSC 13GOwnership:  Statements of Acquisitions of Beneficial Ownership by “Passive” Investors — Schedule 13G  OLD 20

Form-Specific Documents: 
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2/13/24INFO-TABLEPortfolio Securities Holdings – Info Tables — Form 13F — Assets Under Management
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43

History as a Money Manager:  Assets Under Management
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 ·  Related Money Managers


4 Related Managers who also Reported Holdings for this Manager

As Of
In descending order
  
 
Quarter
(Ended)
  Holdings
Form 13F
  Assets
(Millions)
  Reporting Manager
Manager with whom Investment Discretion is Shared
2/13/2412/31/23  11 of 79  $4  
 PA
 
Select Asset Management & Trust
5/10/213/31/21  7 of 92  $6  
 MA
 
PRW Wealth Management LLC
5/5/203/31/20  7 of 74  $5  
 FL
 
Omnia Family Wealth, LLC
11/5/189/30/18  6 of 253  $1  
 GA
 
Berman Capital Advisors, LLC


No Forms
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 nor  Documents
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 Filed re:  Issuer / Subject Company


        

        

Filings History

Year    # of Filings
In descending order
2024 1
2023 4
2022 4
2021 4
2020 4
2019 4
2018 4
2017 4
2016 4
2015 4
2014 4
2013 4
2012 4
2011 4
2010 4
2009 7
2008 7
2007 7
2006 10
2005 7
2004 5
2003 5
2002 5
2001 5
2000 7
1999 5

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