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Eagle Asset Management Inc. 
 FL
  SEC # 790502

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734  SEC Filings
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  from  1/9/98  to  2/12/24  (2 Months Ago)

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Most-Recent Filing:    ‘13F-HR’ — Quarterly Holdings and Combination Report by a Money Manager — Form 13F — for 12/31/23 — Filed as:  Filer / Offerer 
 
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Filings
involving  Eagle Asset Management Inc. 

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Forms
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, Documents
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& Exhibits
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 in  721 Filings
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 Filed as:  Filer / Offerer  or  Owner / Insider


        
Latest Filing  Type    Category    Description        Documents
     
2/12/2413F-HROwnership:  Quarterly Holdings and Combination Reports by Money Managers — Form 13F — Assets Under Management
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121
5/8/23SC 13GOwnership:  Statements of Acquisitions of Beneficial Ownership by “Passive” Investors — Schedule 13G585
2/12/21 OLDSC 13E3Ownership:  Tender-Offer Statements by Certain Issuers – Going-Private Transactions — Schedule 13E-3  OLD 2
5/17/17 OLD40-APPRegistration:  Applications for Exemption Orders and Other Relief by Investment Companies  OLD 7
7/20/16 OLD4Ownership:  Statements of Changes in Beneficial Ownership of Securities by Insiders — Form 4  OLD 2
6/18/15 OLD3Ownership:  Initial Statement of Beneficial Ownership of Securities by an Insider — Form 3  OLD 1
9/29/14 OLDAPP ORDRSEC:  Application for an SEC Exemption Order – ‘40-APP’ SEC Order  OLD 1
9/3/14 OLDAPP NTCSEC:  Application for an SEC Exemption Order – ‘40-APP’ SEC Notice  OLD 1
12/11/13 OLDSC 13DOwnership:  Statement of Acquisition of Beneficial Ownership by an “Active” Investor — Schedule 13D  OLD 1

Form-Specific Documents: 
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2/12/24INFO-TABLEPortfolio Securities Holdings – Info Tables — Form 13F — Assets Under Management
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49

Additional Exhibits: 
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10/24/13 OLDEX-99Miscellaneous Exhibit  OLD 1

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5/17/17 OLDGRAPHICPhotos, Images and Graphs  OLD 7

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


14 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
4/12/24 New Holdings Report!3/31/24  NA of 201  NA  
 CA
 
Central Valley Advisors, LLC
3/14/2412/31/23  2 of 35  $498  
 FL
 
Golden Road Advisors LLC
2/13/2412/31/23  867 of 867  $1,803,545  
 CA
 
ClariVest Asset Management LLC
2/12/2412/31/23  63 of 155  $45,159  
 MS
 
Phillips Wealth Planners LLC
2/9/2412/31/23  41 of 7,468  $1,908  
 GA
 
Advisory Services Network, LLC
1/30/2412/31/23  14 of 657  $13,971  
 FL
 
Dakota Wealth Management
1/19/2412/31/23  2 of 112  $34  
 OH
 
Wells Trecaso Financial Group, LLC
1/17/2412/31/23  15 of 1,468  $893  
 MI
 
Schechter Investment Advisors, LLC
4/21/233/31/23  79 of 156  $75  
 MI
 
West Michigan Advisors, LLC
11/14/229/30/22  NA of 672  NA  
 CA
 
Corient Capital Partners, LLC
5/11/223/31/22  NA of 285  NA  
 NC
 
H.L. Ormond & Co., LLC
11/5/189/30/18  2 of 253  $0  
 GA
 
Berman Capital Advisors, LLC
2/12/1812/31/17  298 of 298  $9,005  
 FL
 
Carillon Tower Advisers, Inc.
2/15/1712/31/16  101 of 5,473  $5  
 MT
 
D.A. Davidson & 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 1
2023 12
2022 10
2021 12
2020 13
2019 30
2018 20
2017 17
2016 31
2015 57
2014 54
2013 63
2012 53
2011 38
2010 50
2009 39
2008 32
2007 25
2006 22
2005 19
2004 14
2003 15
2002 19
2001 19
2000 23
1999 26
1998 20

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