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Sheaff Brock Investment Advisors

Sheaff Brock Investment Advisors is an investment advisor in Indianapolis with $1.15B assets under management.

Company profile

Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
352145824
SEC advisor number
801-60978
FINRA CRD number
118739
AUM ?
$1.15B (as of 30 Mar 21)
Accounts
3,800 (as of 30 Mar 21)
Employees
28 (16 investment advisory or research)
Address
Sheaff Brock Investment Advisors
8801 RIVER CROSSING BLVD
SUITE 100
INDIANAPOLIS
IN 46240
Phone
317-705-5700

Investment data

Data from SEC filings
Regulatory AUM / Assets Under Management
Number of accounts
Number of employees
Top 50 of 498 long holdings
End of quarter 30 Sep 21
Value
 
#Shares
 
Prev Q
 
Change
%, QoQ
$156.37M 1.11M 1.25M -11.3
$57.45M 17.49K 17.93K -2.4
$17.38M 83.9K 23.07K +263.7
$16.77M 59.48K 73.14K -18.7
$16.53M 101.01K 100.08K +0.9
$15.87M 291.57K 305.85K -4.7
$13.17M 40.13K 29.37K +36.7
$13.04M 77.1K 75.98K +1.5
$12.52M 77.53K 82.58K -6.1
$11.99M 35.32K 33.22K +6.3
$11.59M 50.16K 54.83K -8.5
$10.82M 30.21K 29.58K +2.1
$10.01M 92.8K 82.35K +12.7
$10M 77.55K 78.97K -1.8
$9.2M 47.87K 47.49K +0.8
$8.61M 47.28K 47.22K +0.1
$8.51M 36.82K 38.99K -5.6
$8.48M 48.31K 48.26K +0.1
$8.36M 25K 25.41K -1.6
$8.03M 184.73K 187.21K -1.3
$7.87M 64.09K 59.5K +7.7
$7.87M 92.74K 11.8K +686.0
$7.75M 33.88K 37.36K -9.3
$7.62M 2.85K 2.8K +1.7
$7.61M 129.42K 128.23K +0.9
$7.48M 133.71K 132.51K +0.9
$7.35M 32.99K 18.09K +82.3
$7.2M 18.43K 18.56K -0.7
$7.18M 11.77K 11.64K +1.1
$7.15M 18.92K 19.25K -1.7
$7.08M 55.59K 56.06K -0.8
$6.95M 49.69K 81.1K -38.7
$6.78M 48.66K 56.24K -13.5
$6.73M 184.41K 183.23K +0.6
$6.67M 19.32K 19.32K 0
$6.63M 37.39K NEW
Seagate Technology HLDNGS PL
$6.55M 79.36K 13.16K +502.9
$6.41M 53.6K 53.48K +0.2
$6.39M 14.89K 16.68K -10.7
$6.36M 28.32K 27.79K +1.9
$6.33M 13.06K 13.01K +0.4
$6.29M 50.19K 49.78K +0.8
$6.16M 135.82K 135.98K -0.1
$5.97M 2.24K 2.13K +5.4
$5.95M 103.38K 153.79K -32.8
$5.88M 48.53K 48.42K +0.2
$5.79M 20.72K 20.66K +0.3
$5.77M 7.45K 7.53K -1.2
$5.74M 16.98K 16.67K +1.8
$5.7M 31.53K 31.54K -0.0
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