Loring Wolcott & Coolidge Fiduciary Advisors LLP/MA 

MA

  SEC # 932974

        

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1  Owner Relationship  (where the Issuers of the  Loring Wolcott & Coolidge Fiduciary Advisors LLP/MA-owned  securities are...)

        

and there are...  Recent Holdings Reports for this and 2 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
4/23/24			3/31/24				666		$10,061,657		MA	Loring Wolcott & Coolidge Fiduciary Advisors LLP/MA
							38		$29,770		MA	Moreno Evelyn V
							32		$7,913		MA	Page Arthur B
2/1/24			12/31/23				659		$10,094,343		MA	Loring Wolcott & Coolidge Fiduciary Advisors LLP/MA
											and 2 Other Managers
11/3/23			9/30/23				710		$8,933		MA	Loring Wolcott & Coolidge Fiduciary Advisors LLP/MA
											and 2 Other Managers
8/1/23			6/30/23				735		$9,360		MA	Loring Wolcott & Coolidge Fiduciary Advisors LLP/MA
											and 2 Other Managers
5/2/23			3/31/23				698		$8,727		MA	Loring Wolcott & Coolidge Fiduciary Advisors LLP/MA
											and 2 Other Managers
3/2/23			12/31/22				680		$8,082		MA	Loring Wolcott & Coolidge Fiduciary Advisors LLP/MA
											and 2 Other Managers
10/25/22			9/30/22				722		$7,689		MA	Loring Wolcott & Coolidge Fiduciary Advisors LLP/MA
											and 2 Other Managers
7/26/22			6/30/22				761		$8,137		MA	Loring Wolcott & Coolidge Fiduciary Advisors LLP/MA
											and 2 Other Managers

        

No  Issuer Relationships  (where the Owners of the  Loring Wolcott & Coolidge Fiduciary Advisors LLP/MA  securities are...)

        

No  Insider & Control Relationships  (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.)

4  Filing Agents and/or Registrants have submitted Filings for  Loring Wolcott & Coolidge Fiduciary Advisors LLP/MA:

Latest Filing				Filing Agentª, Registrant or SEC — SEC #			Filings
		Type
4/23/24		13F-HR			No Filing Agent:  Self-filed — 932974		104
5/2/23		13F-HR		MA	Boit C F David — 1308331		2
5/10/22		PX14A6G			Securex Filings/FA — 1214659		3
5/14/99		13F-HR		TX	Summit Financial Disclosure, LLC/FA — 1015402		1
Total:							110
__________  ª  Proprietary to SEC Info℠:  The SEC does not publish the names of SEC Filing Agents.