Trillium Asset Management, LLC 

MA

  SEC # 884541

        

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175  SEC Filings   from  8/19/99  to  4/19/24  (4 Days Ago)

List All Filings	or	Filer / Offerer   Owner / Insider   Issuer / Subject Company   Filing Agent
Most-Recent Filing:		‘PX14A6G’ — Notice of an Exempt Non-Management Proxy Solicitation — Filed as:  Offerer / Owner — Re:  Travelers Companies, Inc.
New-Filing E-Mail:			Send me notifications of all Filings involving  Trillium Asset Management, LLC

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Forms , Documents & Exhibits  in  175 Filings  Filed as:  Filer / Offerer  or  Owner / Insider

        

Latest Filing			Type		Category	Description		Documents
4/19/24			PX14A6G		Proxy:		Notices of Exempt Non-Management Proxy Solicitations	76
2/8/24			13F-HR		Ownership:		Quarterly Holdings and Combination Reports by Money Managers — Form 13F — Assets Under Management	99
9/15/10	OLD		D		Registration:		Notice of an Exempt Offering of Securities — Form D  OLD	1
					Form-Specific Documents:
2/8/24			INFO-TABLE		Portfolio Securities Holdings – Info Tables — Form 13F — Assets Under Management			44
					Graphics:
4/19/24			GRAPHIC		Photos, Images and Graphs			90

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
2/13/24			12/31/23		58	of	1,590		$514,430		MA	Integrated Wealth Concepts LLC
2/12/24			12/31/23		10	of	3,386		$636		SD	Dorsey & Whitney Trust Co. LLC
4/18/23			3/31/23		NA	of	499		NA		CA	Optas, LLC

No Forms  nor  Documents  Filed re:  Issuer / Subject Company

        

        

Filings History

Year		# of Filings
2024		4
2023		12
2022		12
2021		9
2020		8
2019		10
2018		9
2017		10
2016		9
2015		8
2014		4
2013		9
2012		8
2011		7
2010		10
2009		8
2008		4
2007		5
2006		4
2005		4
2004		4
2003		5
2002		3
2001		4
2000		3
1999		2