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Boston Partners 
 MA
  SEC # 1386060

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701  SEC Filings
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  from  4/18/07  to  2/13/24  (6 Weeks Ago)

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  Filer / Offerer   Owner / Insider   Issuer / Subject Company   Filing Agent   
 
Most-Recent Filing:    ‘SC 13G’ — Statement of Acquisition of Beneficial Ownership by a “Passive” Investor — Schedule 13G — Filed as:  Offerer / Owner — Re:  Allegion plc 
 
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Forms
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, Documents
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& Exhibits
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 in  701 Filings
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 Filed as:  Filer / Offerer  or  Owner / Insider


        
Latest Filing  Type    Category    Description        Documents
     
2/13/24SC 13GOwnership:  Statements of Acquisitions of Beneficial Ownership by “Passive” Investors — Schedule 13G608
2/7/2413F-HROwnership:  Quarterly Holdings and Combination Reports by Money Managers — Form 13F — Assets Under Management
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85
6/30/15 OLD13FCONPOwnership:  Quarterly Holdings and Combination Reports by Money Managers – Confidential Treatment Requested — Form 13F  OLD  — Assets Under Management
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4
10/11/11 OLD4Ownership:  Statements of Changes in Beneficial Ownership of Securities by Insiders — Form 4  OLD 2
4/18/07 OLD3Ownership:  Initial Statements of Beneficial Ownership of Securities by Insiders — Form 3  OLD 2

Form-Specific Documents: 
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2/7/24INFO-TABLEPortfolio Securities Holdings – Info Tables — Form 13F — Assets Under Management
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50

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


7 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
2/5/2412/31/23  183 of 14,778  $303,436  
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Russell Investments Group, Ltd.
1/29/2412/31/23  146 of 29,559  $229,620  
 NY
 
Bank of New York Mellon Corp.
5/11/223/31/22  NA of 285  NA  
 NC
 
H.L. Ormond & Co., LLC
11/15/219/30/21  NA of 2,527  NA  
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AMP Capital Investors Ltd.
8/13/196/30/19  NA of 28  NA  
 IL
 
Strategic Wealth Partners Group, LLC
11/9/169/30/16  107 of 10,960  $166  
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Emerald Acquisition Ltd.
4/29/163/31/16  97 of 11,009  $163  
 WA
 
Russell Frank Co


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 15
2023 24
2022 28
2021 30
2020 36
2019 49
2018 65
2017 72
2016 78
2015 61
2014 40
2013 40
2012 39
2011 50
2010 29
2009 19
2008 19
2007 7

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