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Pflug Koory

Pflug Koory is an investment advisor in Omaha with $283.39M assets under management.

Company profile

Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
470833340
SEC advisor number
801-57982
FINRA CRD number
109268
AUM ?
$283.39M (as of 15 Feb 22)
Accounts
130 (as of 15 Feb 22)
Employees
3 (2 investment advisory or research)
Address
Pflug Koory
11312 Q ST
OMAHA
NE 68137
Phone
4026910988

Investment data

Data from SEC filings
Regulatory AUM / Assets Under Management
Number of accounts
Number of employees
Top 50 of 451 long holdings
End of quarter 30 Jun 22
Value
 
#Shares
 
Prev Q
 
Change
%, QoQ
$9.32M 68.19K 67.79K +0.6
$7.77M 1.9K 1.9K 0
$6.38M 22.77K 20.11K +13.2
$5.13M 18.8K 17.98K +4.5
$4.06M 15.81K 13.65K +15.9
$3.1M 17.85K 17.81K +0.2
$3.06M 70.58K 70.54K 0
$2.91M 55.45K 55.34K +0.2
$2.81M 5.17K 5.15K +0.4
$2.79M 8.54K 8.67K -1.4
$2.78M 15.68K 15.38K +2.0
$2.78M 30.56K 30.2K +1.2
$2.69M 7.75K 5.61K +38.2
$2.62M 51.56K 38.96K +32.3
$2.57M 17.9K 17.99K -0.5
$2.33M 13.05K 12.51K +4.3
$2.17M 23.84K 23.89K -0.2
$2.09M 13.64K 13.71K -0.5
$1.97M 110.76K 110.8K -0.0
$1.95M 9.13K 8.93K +2.2
$1.94M 17.06K 17.06K 0
$1.92M 20.76K 21.04K -1.3
$1.82M 8K 8K 0
$1.8M 7.74K 7.94K -2.5
$1.77M 60.87K 60.87K 0
$1.75M 12.4K 11.34K +9.4
$1.74M 40.76K 39.73K +2.6
$1.67M 9.99K 9.99K 0
$1.61M 42.99K 34.94K +23.0
$1.6M 3.33K 3.33K 0
$1.59M 14.61K 13.16K +11.0
$1.57M 3.65K 3.68K -0.8
$1.55M 20.07K 23.09K -13.1
Vanguard Admiral FDS Inc
$1.53M 11.5K 11.5K 0
$1.44M 10.1K 9.51K +6.3
$1.4M 8K 8K -0.0
$1.37M 4.99K 4.93K +1.2
$1.26M 14.84K 14.79K +0.3
$1.25M 27.12K 23.31K +16.3
$1.23M 9.68K 9.66K +0.2
$1.19M 37.84K 36.47K +3.8
$1.13M 12.84K 12.74K +0.7
$1.13M 16.16K 16.12K +0.2
$1.12M 4.55K 2.88K +57.7
$1.1M 7.59K 7.59K 0
$1.08M 23.38K 23.38K 0
$1.06M 13.64K 13.64K 0
$1.05M 8.09K 8.14K -0.6
$1.02M 11.41K 10.65K +7.1
$1.01M 465 435 +6.9
Holdings list only includes long positions. Only includes long positions.

Calendar

1 Oct 22
31 Dec 22
Financial reports
No filings
Current reports
No filings
Registration and prospectus
No filings
Proxies
No filings
Other
No filings