Latest filings (excl ownership)
MA-A
Municipal Advisor registration (firm) (update)
20 Mar 24
MA-A
Municipal Advisor registration (firm) (update)
28 Nov 23
MA-A
Municipal Advisor registration (firm) (update)
28 Nov 23
MA-A
Municipal Advisor registration (firm) (update)
28 Nov 23
MA-A
Municipal Advisor registration (firm) (update)
27 Nov 23
MA-A
Municipal Advisor registration (firm) (update)
2 Nov 23
MA-A
Municipal Advisor registration (firm) (update)
25 Oct 23
MA
Municipal Advisor registration (firm)
28 Feb 17
MA-I
Municipal Advisor registration (individual)
9 Jan 17
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
23 Apr 24
13F-HR
Quarterly holdings report by institutional manager
25 Jan 24
13F-HR
Quarterly holdings report by institutional manager
23 Oct 23
13F-HR
Quarterly holdings report by institutional manager
21 Jul 23
13F-HR
Quarterly holdings report by institutional manager
25 Apr 23
13F-HR
Quarterly holdings report by institutional manager
23 Jan 23
13F-HR
Quarterly holdings report by institutional manager
24 Oct 22
13F-HR/A
Quarterly holdings report by institutional manager (amended)
3 Aug 22
13F-HR
Quarterly holdings report by institutional manager
1 Aug 22
13F-HR
Quarterly holdings report by institutional manager
21 Apr 22
13F-HR
Quarterly holdings report by institutional manager
25 Jan 22
13F-HR
Quarterly holdings report by institutional manager
29 Oct 21
13F-HR
Quarterly holdings report by institutional manager
22 Jul 21
13F-HR
Quarterly holdings report by institutional manager
20 Apr 21
13F-HR
Quarterly holdings report by institutional manager
20 Jan 21
13F-HR
Quarterly holdings report by institutional manager
16 Oct 20
13F-HR
Quarterly holdings report by institutional manager
21 Jul 20
13F-HR
Quarterly holdings report by institutional manager
17 Apr 20
13F-HR
Quarterly holdings report by institutional manager
11 Feb 20
13F-HR
Quarterly holdings report by institutional manager
12 Nov 19
13F-HR
Quarterly holdings report by institutional manager
24 Jul 19
13F-HR
Quarterly holdings report by institutional manager
16 Apr 19
13F-HR
Quarterly holdings report by institutional manager
6 Feb 19
13F-HR
Quarterly holdings report by institutional manager
12 Oct 18
13F-HR
Quarterly holdings report by institutional manager
24 Jul 18
13F-HR
Quarterly holdings report by institutional manager
4 May 18
13F-HR
Quarterly holdings report by institutional manager
12 Feb 18
13F-HR
Quarterly holdings report by institutional manager
13 Oct 17
13F-HR
Quarterly holdings report by institutional manager
28 Jul 17
13F-HR
Quarterly holdings report by institutional manager
4 May 17
13F-HR
Quarterly holdings report by institutional manager
30 Jan 17
13F-HR
Quarterly holdings report by institutional manager
14 Nov 16
13F-HR
Quarterly holdings report by institutional manager
15 Aug 16
13F-HR
Quarterly holdings report by institutional manager
13 May 16
13F-HR
Quarterly holdings report by institutional manager
4 Feb 16
13F-HR
Quarterly holdings report by institutional manager
12 Nov 15
13F-HR
Quarterly holdings report by institutional manager
14 Aug 15
13F-HR
Quarterly holdings report by institutional manager
15 May 15
13F-HR
Quarterly holdings report by institutional manager
17 Feb 15
13F-HR
Quarterly holdings report by institutional manager
14 Nov 14