Loomis Sayles & Co. LP 

MA

  SEC # 312348

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385  SEC Filings   from  11/6/00  to  2/13/24  (2 Months Ago)

List All Filings	or	Filer / Offerer   Owner / Insider   Issuer / Subject Company   Filing Agent
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:  SEI Investments Co.
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Forms , Documents & Exhibits  in  381 Filings  Filed as:  Filer / Offerer  or  Owner / Insider

        

Latest Filing			Type		Category	Description		Documents
2/13/24			SC 13G		Ownership:		Statements of Acquisitions of Beneficial Ownership by “Passive” Investors — Schedule 13G	262
2/13/24			13F-HR		Ownership:		Quarterly Holdings and Combination Reports by Money Managers — Form 13F — Assets Under Management	107
12/21/18	OLD		40-APP		Registration:		Application for an Exemption Order or Other Relief by an Investment Company  OLD	1
11/16/11	OLD		13F-NT		Ownership:		Quarterly Holdings Notices by Money Managers — Form 13F  OLD  — Assets Under Management	2
11/9/05	OLD		40-6C		Registration:		Applications for Exemptions and Other Relief by Investment Companies  OLD	2
9/19/02	OLD		SC 13D		Ownership:		Statements of Acquisitions of Beneficial Ownership by “Active” Investors — Schedule 13D  OLD	8
					Form-Specific Documents:
2/13/24			INFO-TABLE		Portfolio Securities Holdings – Info Tables — Form 13F — Assets Under Management			45

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		26	of	511		$66,339		NJ	Personal Cfo Solutions, LLC
2/6/24			12/31/23		114	of	2,015		$958		MA	Natixis Advisors, L.P.
4/25/23			3/31/23		NA	of	5		NA		OH	Nationwide Fund Advisors
7/29/21			6/30/21		10	of	112		$1		OH	Wells Trecaso Financial Group, LLC
8/16/19			6/30/19		34	of	2,236		$6,796		TX	United Services Automobile Association

No Forms  nor  Documents  Filed re:  Issuer / Subject Company

        

        

Filings History

Year		# of Filings
2024		3
2023		9
2022		9
2021		18
2020		12
2019		12
2018		15
2017		15
2016		18
2015		15
2014		12
2013		10
2012		15
2011		23
2010		23
2009		22
2008		21
2007		17
2006		29
2005		10
2004		9
2003		12
2002		20
2001		26
2000		7
1999		3