Institutional Filings for Period: 2024-12-31

Filer name Portfolio Value Holdings Period of report Filed at
HUDSON CANYON CAPITAL MANAGEMENT $0.15B 53 2024-12-31 2025-01-31
DC INVESTMENTS MANAGEMENT, LLC $0.15B 92 2024-12-31 2025-02-14
FORTUNE 45 LLC $0.15B 25 2024-12-31 2025-02-13
OCO CAPITAL PARTNERS, L.P. $0.15B 3 2024-12-31 2025-02-14
NEW REPUBLIC CAPITAL, LLC $0.15B 234 2024-12-31 2025-01-29
LFA - LUGANO FINANCIAL ADVISORS SA $0.15B 193 2024-12-31 2025-02-10
LLOYD HARBOR CAPITAL MANAGEMENT, LLC $0.15B 17 2024-12-31 2025-02-14
BARNETT & COMPANY, INC. $0.15B 79 2024-12-31 2025-02-11
TEJARA CAPITAL LTD $0.15B 55 2024-12-31 2025-02-10
STRAIGHTLINE GROUP LLC $0.15B 51 2024-12-31 2025-02-13
EDGEROCK CAPITAL LLC $0.15B 67 2024-12-31 2025-02-04
PINGORA PARTNERS LLC $0.15B 224 2024-12-31 2025-02-14
SPAHN WEALTH & RETIREMENT LLC $0.15B 31 2024-12-31 2025-02-12
CARY STREET PARTNERS INVESTMENT ADVISORY LLC $0.15B 515 2024-12-31 2025-02-14
RENAISSANCE CAPITAL LLC $0.15B 25 2024-12-31 2025-01-24
VISIONARY HORIZONS, LLC $0.15B 89 2024-12-31 2025-01-28
ELKHORN PARTNERS LIMITED PARTNERSHIP $0.15B 42 2024-12-31 2025-02-13
VESEY STREET CAPITAL PARTNERS, L.L.C. $0.15B 1 2024-12-31 2025-02-05
ABLE WEALTH MANAGEMENT LLC $0.15B 96 2024-12-31 2025-02-03
INLIGHT WEALTH MANAGEMENT, LLC $0.15B 50 2024-12-31 2025-02-13
MORK CAPITAL MANAGEMENT, LLC $0.15B 121 2024-12-31 2025-02-14
RED TREE MANAGEMENT, LLC $0.15B 4 2024-12-31 2025-02-14
TREASURE COAST FINANCIAL PLANNING $0.15B 37 2024-12-31 2025-01-31
BOYAR ASSET MANAGEMENT INC. $0.15B 78 2024-12-31 2025-02-14
GRIFFITH & WERNER, INC. $0.15B 69 2024-12-31 2025-02-20
SmartTypes

Empowering investors with intelligent data analytics and market insights.

Quick Links
Connect With Us