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Nichols & Pratt Advisers

Nichols & Pratt Advisers is an investment advisor in Boston with $1.91B assets under management.

Company profile

Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
43249229
SEC advisor number
801-47618
FINRA CRD number
107113
AUM ?
$1.91B (as of 29 Mar 21)
Accounts
659 (as of 29 Mar 21)
Employees
25 (10 investment advisory or research)
Address
Nichols & Pratt Advisers
50 CONGRESS STREET
BOSTON
MA 02109
Phone
6175236800

Investment data

Data from SEC filings
Regulatory AUM / Assets Under Management
Number of accounts
Number of employees
Top 50 of 103 long holdings
End of quarter 30 Sep 21
Value
 
#Shares
 
Prev Q
 
Change
%, QoQ
$93.97M 660.4K 673.29K -1.9
$89.44M 557.63K 562.96K -0.9
$74.65M 369.83K 376.1K -1.7
Alphabet Inc CL C
$67.7M 24.87K 24.96K -0.4
$64.04M 459.04K 462.77K -0.8
$63.26M 219.59K 225.16K -2.5
$60.88M 403.47K 406.31K -0.7
Mastercard Inc CL a
$55.22M 154.3K 154.06K +0.2
Merck & Co Inc
$47.12M 577.97K 581.68K -0.6
$36.29M 331.43K 330.19K +0.4
$33.03M 622.91K 635.65K -2.0
$32.13M 622.1K 629.53K -1.2
Kinder Morgan Inc
$31.61M 1.87M 1.88M -0.6
$28.67M 341.07K 341.43K -0.1
$27.78M 417.45K 419.22K -0.4
$26.2M 95.03K 98.15K -3.2
$25.33M 263.9K 263.94K -0.0
Accenture PLC CL a
$25.01M 77.05K 77.55K -0.6
Novartis Ag Sponsored Adr
$24.51M 298.73K 314.38K -5.0
$24.41M 44.98K 44.31K +1.5
$22.93M 7K 6.86K +2.0
Cisco Systems Inc
$22.17M 402.08K 412.59K -2.5
$21.82M 112.27K 113.8K -1.3
$20.51M 176.55K 178.11K -0.9
Linde PLC
$19.77M 66.39K 68.09K -2.5
Verizon Communications
$19.02M 350.24K 352.19K -0.6
At&t Inc
$17.49M 643.91K 643.37K +0.1
Medtronic PLC
$16.53M 130.24K 129.99K +0.2
$15.92M 295.93K 297.8K -0.6
$15.48M 58.08K 57.78K +0.5
$13.8M 122.54K 121.81K +0.6
$13.72M 158.79K 161.67K -1.8
$13.04M 101.3K 101.08K +0.2
$12.92M 209.18K 210.86K -0.8
$10.55M 110.98K 118.82K -6.6
$9.6M 44.98K 44.84K +0.3
$8.03M 148.38K 190.61K -22.2
$7.39M 28.74K 24.94K +15.2
Raytheon Technologies Corp
$6.98M 79.84K 87.87K -9.1
Alcon Inc
$6.86M 85.64K 86.1K -0.5
3M Co
$5.57M 31.51K 31.51K 0
Iqvia Holdings Inc
$5.52M 22.85K 21.51K +6.2
$5.38M 66.61K 62.76K +6.1
Exxon Mobil Corp
$5.36M 88.02K 88.29K -0.3
$5.17M 29.45K 29.2K +0.9
$4.87M 41.56K 41.57K -0.0
Global Payments Inc
$4.23M 26.46K 21.47K +23.2
$4.23M 14.82K 14.76K +0.4
JP Morgan Chase & Co
$3.86M 23.09K 23.09K 0
$3.25M 43.09K 77.02K -44.1
Holdings list only includes long positions. Only includes long positions.

Calendar

8 Dec 21
31 Dec 21

Financial reports

No filings

Current reports

No filings

Registration and prospectus

No filings

Proxies

No filings

Other

No filings