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The latest quarterly 13F filings from institutional investors.
Latest 13F filings
Latest 50 filings
Period Filing $Total #Holdings #Opened #Closed
Sep 2021
13F-HR
TLW Wealth Management, LLC
8 Dec 21
$182.94M 17 0 0
Sep 2021
13F-HR
Homrich & Berg
8 Dec 21
$4.46B 471 16 31
Sep 2021
13F-HR
JB Capital LLC
8 Dec 21
$772.8M 297 297 0
Sep 2021
13F-HR
Guinness Asset Management LTD
7 Dec 21
$1.99B 99 5 5
Sep 2021
13F-HR
Guinness Atkinson Asset Management Inc
7 Dec 21
$215.25M 95 5 2
Sep 2021
13F-HR
Old Second National Bank Of Aurora
6 Dec 21
$370.74M 359 79 8
Sep 2021
13F-HR
Mcdaniel Terry & Co
6 Dec 21
$857.18M 87 1 4
Sep 2021
13F-HR
Aspen Investment Management Inc
6 Dec 21
$188.99M 138 8 13
Sep 2021
13F-HR
Fullen Financial Group
6 Dec 21
$175.08M 58 0 2
Sep 2021
13F-HR
Private Wealth Advisors, LLC
3 Dec 21
$323.98M 104 13 6
Sep 2021
13F-HR
Kingsview Wealth Management, LLC
3 Dec 21
$2.11B 835 61 80
Sep 2021
13F-HR
CLARET ASSET MANAGEMENT Corp
2 Dec 21
$583.42M 176 13 42
Sep 2021
13F-HR
Tealwood Asset Management Inc
2 Dec 21
$247.3M 131 15 14
Sep 2021
13F-HR
Eagle Capital Management, LLC
2 Dec 21
$368.12M 51 1 0
Sep 2021
13F-HR
Alexandria Capital, LLC
1 Dec 21
$1.08B 251 4 14
Sep 2021
13F-HR
Braun Stacey Associates Inc
1 Dec 21
$2.5B 128 10 13
Jun 2021
13F-HR
Morgan Jess S & Co Inc
30 Nov 21
$152.17M 40 0 4
Sep 2021
13F-HR
Pacific Capital Wealth Advisors, Inc
30 Nov 21
$314.88M 81 5 3
Mar 2021
13F-HR
Morgan Jess S & Co Inc
30 Nov 21
$152.17M 40 0 4
Dec 2020
13F-HR
Morgan Jess S & Co Inc
30 Nov 21
$152.17M 40 0 4
Sep 2021
13F-HR
HM Payson & Co
30 Nov 21
$4.11B 1111 37 45
Sep 2021
13F-HR
Whelan Financial
29 Nov 21
$109.39M 16 16 0
Sep 2020
13F-HR
Morgan Jess S & Co Inc
29 Nov 21
$152.17M 40 0 4
Jun 2020
13F-HR
Morgan Jess S & Co Inc
29 Nov 21
$152.17M 40 0 4
Mar 2020
13F-HR
Morgan Jess S & Co Inc
29 Nov 21
$152.17M 40 0 4
Sep 2021
13F-HR
New Harbor Financial Group, LLC
29 Nov 21
$143.35M 20 3 0
Sep 2021
13F-HR
Badgley Phelps Wealth Managers, LLC
29 Nov 21
$2.75B 170 170 0
Sep 2021
13F-HR
B.S. Pension Fund Trustee Ltd acting for the British Steel Pension Fund
29 Nov 21
$409.59M 23 0 0
Sep 2021
13F-HR
Patriot Financial Group Insurance Agency, LLC
24 Nov 21
$564.22M 1619 127 80
Sep 2021
13F-HR
First Mercantile Trust Co
24 Nov 21
$755.24M 841 44 61
Sep 2021
13F-HR
Bay Harbor Wealth Management, LLC
24 Nov 21
$236.96M 147 7 9
Sep 2021
13F-HR
Unified Trust Company, N.A.
23 Nov 21
$339.29M 74 4 2
Sep 2021
13F-HR
Cape Ann Savings Bank
22 Nov 21
$154.6M 76 1 4
Sep 2021
13F-HR
Seaport Global Asset Management LLC
22 Nov 21
$39.89M 204 24 23
Sep 2021
13F-HR
Liontrust Investment Partners LLP
22 Nov 21
$94.54B 225 48 48
Sep 2021
13F-HR
Comerica Bank
22 Nov 21
$16.43B 2046 36 177
Sep 2021
13F-HR
Coyle Financial Counsel LLC
19 Nov 21
$171.02M 63 9 2
Sep 2021
13F-HR
Swarthmore Group Inc
19 Nov 21
$384.72M 44 0 0
Sep 2021
13F-HR
CFS Investment Advisory Services, LLC
19 Nov 21
$729.86M 199 165 5
Sep 2021
13F-HR
Hanlon Investment Management, Inc.
19 Nov 21
$482.69M 127 16 21
Dec 2019
13F-HR
Morgan Jess S & Co Inc
19 Nov 21
$152.17M 40 0 4
Sep 2021
13F-HR
Lumbard & Kellner, LLC
18 Nov 21
$254.92M 97 8 8
Sep 2021
13F-HR
Cribstone Capital Management, LLC
18 Nov 21
$167.8M 333 51 24
Sep 2021
13F-HR
Auxier Asset Management
18 Nov 21
$591.07M 165 3 1
Sep 2021
13F-HR
Energy Opportunities Capital Management, LLC
18 Nov 21
$38.78M 40 2 2
Sep 2021
13F-HR
Orleans Capital Management Corp
18 Nov 21
$156.68M 66 0 1
Sep 2021
13F-HR
Personal Cfo Solutions, LLC
18 Nov 21
$487.98M 452 38 24
Sep 2021
13F-HR
Wealthsource Partners, LLC
18 Nov 21
$1.14B 506 57 15
Jun 2021
13F-HR
Wealthsource Partners, LLC
18 Nov 21
$1.14B 506 57 15
Sep 2021
13F-HR
Brick & Kyle, Associates
18 Nov 21
$197.15M 53 3 2