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WCM Investment Management, LLC 
 CA
  SEC # 1061186

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169  SEC Filings
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  from  5/6/99  to  1/30/24  (2 Months Ago)

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Most-Recent Filing:    ‘SC 13G/A’ — Amendment to Statement of Acquisition of Beneficial Ownership by a “Passive” Investor — Schedule 13G — Filed as:  Offerer / Owner — Re:  CI&T Inc. 
 
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Filings
involving  WCM Investment Management, LLC 

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Forms
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, Documents
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& Exhibits
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 in  169 Filings
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 Filed as:  Filer / Offerer  or  Owner / Insider


        
Latest Filing  Type    Category    Description        Documents
     
1/30/24SC 13GOwnership:  Statements of Acquisitions of Beneficial Ownership by “Passive” Investors — Schedule 13G56
1/29/2413F-HROwnership:  Quarterly Holdings and Combination Reports by Money Managers — Form 13F — Assets Under Management
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113

Form-Specific Documents: 
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1/29/24INFO-TABLEPortfolio Securities Holdings – Info Tables — Form 13F — Assets Under Management
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48

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


13 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
2/21/2412/31/23  NA of 291  NA  
 KY
 
American Trust
2/14/2412/31/23  20 of 438  $35,162  
 UT
 
FJ Investments, LLC
2/13/2412/31/23  38 of 511  $65,470  
 NJ
 
Personal Cfo Solutions, LLC
2/9/2412/31/23  NA of 7,468  NA  
 GA
 
Advisory Services Network, LLC
1/30/2412/31/23  20 of 657  $50,781  
 FL
 
Dakota Wealth Management
1/23/2412/31/23  60 of 490  $24,624  
 IL
 
Alera Investment Advisors, LLC
4/25/233/31/23  NA of 5  NA  
 OH
 
Nationwide Fund Advisors
8/11/226/30/22  9 of 2,727  $1  
 SD
 
Dorsey & Whitney Trust Co. LLC
5/11/223/31/22  1 of 87  $0  
 FL
 
Element Pointe Advisors, LLC
11/24/219/30/21  17 of 1,192  $10  
 TN
 
First Mercantile Trust Co.
2/12/1412/31/13  NA of 164  NA  
 ND
 
Bell Bank
11/4/139/30/13  9 of 550  $2  
 FL
 
Banyan Partners, LLC
8/19/136/30/13  6 of 437  $1  
 MA
 
Silver Bridge Capital Management LLC [ formerly Hale & Dorr Capital Management 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 6
2023 14
2022 15
2021 8
2020 10
2019 11
2018 11
2017 11
2016 6
2015 4
2014 5
2013 4
2012 4
2011 4
2010 5
2009 4
2008 4
2007 5
2006 4
2005 4
2004 6
2003 4
2002 5
2001 4
2000 5
1999 6

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