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Massachusetts Financial Services Co./MA 
 MA
  SEC # 912938

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11,240  SEC Filings
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  from  2/10/94  to  3/15/24  (2 Weeks Ago)

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Most-Recent Filing:    ‘497K’ — Prospectus – Open-End Investment Company – Summary — Filed as:  Filing Agent — Filed by:  MFS Series Trust IX 
 
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Filings
involving  Massachusetts Financial Services Co./MA 

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Forms
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, Documents
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& Exhibits
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 in  2,815 Filings
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 Filed as:  Filer / Offerer  or  Owner / Insider


        
Latest Filing  Type    Category    Description        Documents
     
2/9/24SC 13GOwnership:  Statements of Acquisitions of Beneficial Ownership by “Passive” Investors — Schedule 13G2,689
2/8/2413F-HROwnership:  Quarterly Holdings and Combination Reports by Money Managers — Form 13F — Assets Under Management
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113
9/16/11 OLD40-APPRegistration:  Applications for Exemption Orders and Other Relief by Investment Companies  OLD 10
5/12/09 OLDAPP ORDRSEC:  Application for an SEC Exemption Order – ‘40-APP’ SEC Order  OLD 1
5/12/09 OLDAPP NTCSEC:  Application for an SEC Exemption Order – ‘40-APP’ SEC Notice  OLD 1
6/12/02 OLD40-6CRegistration:  Application for an Exemption or Other Relief by an Investment Company  OLD 1

Form-Specific Documents: 
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2/8/24INFO-TABLEPortfolio Securities Holdings – Info Tables — Form 13F — Assets Under Management
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52

General Exhibits: 
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5/2/95 OLDEX-1Underwriting Agreement or Conflict Minerals Report  (or mislabeled “1st Exhibit”)  OLD 1

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9/16/11 OLDGRAPHICPhotos, Images and Graphs  OLD 3

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


6 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
1/16/2412/31/23  92 of 146  $683,418  
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Financiere des Professionnels – Fonds d, investissement inc.
1/26/2312/31/22  NA of 6  NA  
 OH
 
Nationwide Fund Advisors
11/14/229/30/22  NA of 64  NA  
 PA
 
Penn Mutual Asset Management, LLC
8/16/196/30/19  53 of 2,236  $4,565  
 TX
 
United Services Automobile Association
11/14/179/30/17  75 of 1,719  $502  
 MA
 
Natixis Advisors, L.P.
8/15/166/30/16  NA of 1,064  NA  
 FL
 
B. Riley Wealth Advisors, Inc. [ formerly B. Riley Wealth Advisors ]


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 75
2023 187
2022 163
2021 190
2020 206
2019 293
2018 294
2017 324
2016 295
2015 335
2014 332
2013 381
2012 385
2011 510
2010 464
2009 347
2008 463
2007 438
2006 445
2005 433
2004 490
2003 638
2002 667
2001 574
2000 522
1999 410
1998 378
1997 345
1996 339
1995 265
1994 52

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