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Nachman Norwood & Parrott

Nachman Norwood & Parrott is an investment advisor in Greenville with $2.02B assets under management.

Company profile

Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
260280019
SEC advisor number
801-112837
FINRA CRD number
293199
AUM ?
$2.02B (as of 28 Jun 21)
Accounts
2,979 (as of 28 Jun 21)
Employees
17 (8 investment advisory or research)
Address
Nachman Norwood & Parrott
1116 SOUTH MAIN ST
GREENVILLE
SC 29601
Phone
8644679800

Investment data

Data from SEC filings
Regulatory AUM / Assets Under Management
Number of accounts
Number of employees
Top 50 of 291 long holdings
End of quarter 30 Jun 21
Value
 
#Shares
 
Prev Q
 
Change
%, QoQ
$88.79M 224.86K 225.41K -0.2
$70.67M 297.76K 293.06K +1.6
$39.49M 175.29K 171.46K +2.2
$34.76M 637.48K 638.04K -0.1
$32.91M 853.52K 566.26K +50.7
$30.31M 307.79K 267.99K +14.9
$27.51M 185.66K 195.01K -4.8
$24.59M 178.87K 161.01K +11.1
$23.08M 292.09K 256.08K +14.1
$22.5M 78.44K 72.21K +8.6
Vanguard Charlotte FDS
$22.21M 389.02K 378.33K +2.8
Fidelity Merrimack STR TR
$20.64M 386.37K 366.65K +5.4
$20.35M 246.04K 229.38K +7.3
$19.85M 357.59K 351.99K +1.6
$18.57M 411.28K 362.18K +13.6
Vanguard Mun BD FDS
$16.39M 296.43K 246.82K +20.1
$15.55M 290.02K 279.91K +3.6
$14.87M 54.9K 55.13K -0.4
$12.38M 90.42K 90.8K -0.4
$12.29M 143.1K 129.58K +10.4
$11.83M 156.61K 221.56K -29.3
$9.39M 21.83K 22.31K -2.1
Vanguard Intl Equity Index F
$9.02M 166K 163.79K +1.3
$8.05M 110.75K 110.9K -0.1
$7.98M 69.33K 72.3K -4.1
$7.83M 104.55K 104.81K -0.2
$7.75M 122.82K 118.4K +3.7
$7.63M 46.31K 46.24K +0.2
$7.21M 68.78K 66.91K +2.8
$7.2M 53.39K 53.66K -0.5
$6.69M 67.72K 67.6K +0.2
$5.94M 22.12K 22.38K -1.2
$5.87M 80.04K 80.15K -0.1
$5.54M 17.38K 19.65K -11.6
$5.47M 6.84K 6.83K +0.2
$5.2M 32.77K 33.78K -3.0
$4.82M 1.4K 1.42K -1.5
$4.66M 31.56K 31.43K +0.4
$4.58M 69.07K 72.04K -4.1
$4.57M 141.9K 151.9K -6.6
$4.54M 70.74K 76.5K -7.5
$4.46M 42.62K 43.99K -3.1
$4.24M 36.55K 36.85K -0.8
$4.17M 26.81K 26.89K -0.3
$4.06M 66.7K 61.56K +8.4
$3.98M 22.62K 22.81K -0.8
$3.92M 39.35K 39.52K -0.4
$3.88M 14.63K 14.62K +0.1
$3.85M 19.85K 19.84K +0.1
$3.67M 75.5K 77.49K -2.6
Holdings list only includes long positions. Only includes long positions.

Calendar

5 Dec 21
31 Dec 21

Financial reports

No filings

Current reports

No filings

Registration and prospectus

No filings

Proxies

No filings

Other

No filings