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List All Filings | or | ||
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Most-Recent Filing: | ‘SC 13G’ — Statement of Acquisition of Beneficial Ownership by a “Passive” Investor — Schedule 13G — | ||
New-Filing E-Mail: |
Latest Filing | Type | Category | Description | Documents | |||||||
---|---|---|---|---|---|---|---|---|---|---|---|
2/9/24 | SC 13G | Ownership: | Statements of Acquisitions of Beneficial Ownership by “Passive” Investors — Schedule 13G | 845 | |||||||
2/9/24 | 13F-HR | Ownership: | Quarterly Holdings and Combination Reports by Money Managers — Form 13F — | 74 | |||||||
10/9/14 | OLD | 3 | Ownership: | Initial Statements of Beneficial Ownership of Securities by Insiders — Form 3 OLD | 7 | ||||||
6/28/10 | OLD | SC 14D9 | Ownership: | Tender-Offer Solicitation/Recommendation Statement — Schedule 14D-9 OLD | 1 | ||||||
11/14/07 | OLD | 13F-NT | Ownership: | Quarterly Holdings Notices by Money Managers — Form 13F OLD — | 8 | ||||||
9/28/06 | OLD | SC 13D | Ownership: | Statements of Acquisitions of Beneficial Ownership by “Active” Investors — Schedule 13D OLD | 3 | ||||||
Form-Specific Documents: | |||||||||||
2/9/24 | INFO-TABLE | Portfolio Securities Holdings – Info Tables — Form 13F — | 49 | ||||||||
General Exhibits: | |||||||||||
2/14/19 | OLD | EX-1 | Underwriting Agreements (and mislabeled “1st Exhibits”) OLD | 17 | |||||||
10/9/14 | OLD | EX-24 | Powers of Attorney OLD | 6 |
As Of | | Quarter (Ended) | Holdings Form 13F | Assets (Millions) | Reporting Manager Manager with whom Investment Discretion is Shared | |||||||||
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
4/29/24 | 3/31/24 | 24 | of | 92 | $31,217 |
| Unionview, LLC | |||||||
4/24/24 | 3/31/24 | 27 | of | 721 | $553,435 |
| Dakota Wealth Management | |||||||
4/24/24 | 3/31/24 | 18 | of | 119 | $1,005 |
| Wells Trecaso Financial Group, LLC | |||||||
2/13/24 | 12/31/23 | 1 | of | 234 | $201 |
| Full Sail Capital, LLC | |||||||
4/18/23 | 3/31/23 | 7 | of | 499 | $1 |
| Optas, LLC | |||||||
1/26/23 | 12/31/22 | NA | of | 6 | NA |
| Nationwide Fund Advisors | |||||||
8/14/20 | 6/30/20 | NA | of | 175 | NA |
| Argent Wealth Management LLC | |||||||
5/15/20 | 3/31/20 | NA | of | 1,246 | NA |
| CIBC Private Wealth Group, LLC | |||||||
1/29/20 | 12/31/19 | 8 | of | 1,278 | $0 |
| Cibc Bank USA [ formerly Private Bank & Trust Co. ] | |||||||
8/14/17 | 6/30/17 | 39 | of | 303 | $130 |
| Corient Capital Partners, LLC |
Year | # of Filings | |
---|---|---|
2024 | 11 | |
2023 | 19 | |
2022 | 31 | |
2021 | 42 | |
2020 | 49 | |
2019 | 48 | |
2018 | 47 | |
2017 | 57 | |
2016 | 74 | |
2015 | 71 | |
2014 | 55 | |
2013 | 38 | |
2012 | 36 | |
2011 | 39 | |
2010 | 45 | |
2009 | 66 | |
2008 | 70 | |
2007 | 64 | |
2006 | 152 |