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Moneta Group Investment Advisors

Moneta Group Investment Advisors is an investment advisor in ST. Louis with $27.42B assets under management.

Company profile

Employees
Location
Fiscal year end
Former names
Moneta Group Investment Advisors Inc
SEC CIK
IRS number
201903821
SEC advisor number
801-34723
FINRA CRD number
104727
AUM ?
$27.42B (as of 24 Nov 21)
Accounts
29,892 (as of 24 Nov 21)
Employees
370 (140 investment advisory or research)
Address
Moneta Group Investment Advisors
100 SOUTH BRENTWOOD
SUITE 500
ST LOUIS
MO 63105
Phone
3147262300

Investment data

Data from SEC filings
Regulatory AUM / Assets Under Management
Number of accounts
Number of employees
Top 50 of 452 long holdings
End of quarter 30 Sep 21
Value
 
#Shares
 
Prev Q
 
Change
%, QoQ
$126.8M 1.22M 1.12M +8.9
$106.02M 1.72M 1.57M +9.3
$63.32M 289.45K 288.44K +0.4
$61M 210.21K 199.68K +5.3
$60.14M 590.84K 502.53K +17.6
$57.8M 134.17K 121.06K +10.8
$55.06M 406.74K 374.14K +8.7
$55.03M 1.2M 1.1M +9.9
$52.91M 484.57K 459.97K +5.3
$51.76M 365.8K 367.23K -0.4
$49.51M 246.39K 234.38K +5.1
$47.87M 624.45K 562K +11.1
$44.42M 103.51K 104.73K -1.2
$42.59M 362.29K 373.38K -3.0
$42.16M 178.08K 163.83K +8.7
$40.17M 541.05K 503.63K +7.4
$33.09M 320.16K 312.24K +2.5
$29.72M 75.36K 57.14K +31.9
$28.76M 945.56K 1.02M -7.2
Vanguard Intl Equity Index F (GLB EX US ETF)
$28.09M 498.78K 529.25K -5.8
$27.11M 537.22K 509.86K +5.4
$26.78M 94.97K 100.67K -5.7
$25.22M 651.58K 602.74K +8.1
$25.19M 340.75K 324.53K +5.0
$23.31M 85.06K 67.61K +25.8
$22.2M 743.79K 584.67K +27.2
$22.08M 296.76K 279.76K +6.1
$21.97M 8.24K 8.28K -0.5
$21.79M 82.84K 78.9K +5.0
$21.65M 73.76K 72.71K +1.4
$21.32M 97.48K 89.09K +9.4
$20.45M 73K 58.39K +25.0
$20.13M 135.95K 118.83K +14.4
$18.15M 76.79K 64.89K +18.3
$17.65M 126.4K 105.15K +20.2
$16.93M 62.02K 55.66K +11.4
$16.23M 240.53K 203.86K +18.0
$15.39M 98.31K 75.01K +31.1
$15.17M 104.28K 88.3K +18.1
$14.76M 520.23K 520.21K 0
Vanguard Intl Equity Index F (ALLWRLD EX US)
$14.69M 241.04K 226.25K +6.5
$14.69M 482.05K 429.65K +12.2
$14.61M 187.32K 183.19K +2.3
Vanguard Tax-managed Intl FD
$13.5M 267.44K 260.09K +2.8
$13.45M 4.09K 3.93K +4.3
$12.6M 74.43K 64.48K +15.4
$12.01M 54.06K 49.78K +8.6
$11.91M 74.35K 72.7K +2.3
$11.08M 4.14K 5.1K -18.8
$10.52M 206.86K 182.13K +13.6
Holdings list only includes long positions. Only includes long positions.

Calendar

6 Dec 21
31 Dec 21

Financial reports

No filings

Current reports

No filings

Registration and prospectus

No filings

Proxies

No filings

Other

No filings