INVESCO LTD. Top 13F Holdings - WhaleWisdom.com

Sep 30, 2024  · Invesco Ltd. is based out of Atlanta. Their last reported 13F filing for Q3 2024 included $517,950,029,199 in managed 13F securities and a top 10 holdings concentration of …


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$517950029199
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INVESCO LTD. Top 13F Holdings - WhaleWisdom.com

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Sep 30, 2024  · Invesco Ltd. is based out of Atlanta. Their last reported 13F filing for Q3 2024 included $517,950,029,199 in managed 13F securities and a top 10 holdings concentration of …

whalewisdom.com

$232708111
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INVESCO, LLC Top 13F Holdings - WhaleWisdom.com

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INVESCO, LLC. Invesco is based out of Des Plaines. Invesco is a large advisory firm with 183 clients and discretionary assets under management (AUM) of $232,708,111 (Form ADV from …

whalewisdom.com

$461906225
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ASTER CAPITAL MANAGEMENT (DIFC) LTD Top 13F Holdings

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Sep 30, 2024  · Aster Capital Management (difc) LTD is based out of Dubai. Their last reported 13F filing for Q3 2024 included $461,906,225 in managed 13F securities and a top 10 …

whalewisdom.com

$136800290
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CANNON ADVISORS, INC. Top 13F Holdings - WhaleWisdom.com

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Sep 30, 2024  · Cannon Advisors is a large advisory firm with 222 clients and discretionary assets under management (AUM) of $136,800,290 (Form ADV from 2024-03-22). Their last reported …

whalewisdom.com

$925262369
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CYPRESS FUNDS LLC Top 13F Holdings - WhaleWisdom.com

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Cypress Funds is a hedge fund with 3 clients and discretionary assets under management (AUM) of $925,262,369 (Form ADV from 2024-05-16). Their last reported 13F filing for Q3 2024 …

whalewisdom.com

$1446509912
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DIVERSIFIED ENTERPRISES, LLC Top 13F Holdings

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Sep 30, 2024  · Diversified Enterprises is a large advisory firm with 1491 clients and discretionary assets under management (AUM) of $1,446,509,912 (Form ADV from 2024-10-14). Their last …

whalewisdom.com

$170584347
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LEGACY INVESTMENT SOLUTIONS, LLC Top 13F Holdings

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Sep 30, 2024  · Legacy Investment Solutions is a large advisory firm with 1022 clients and discretionary assets under management (AUM) of $170,584,347 (Form ADV from 2024-03 …

whalewisdom.com

84%
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ALPINE BANK WEALTH MANAGEMENT Top 13F Holdings

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Sep 30, 2024  · Their last reported 13F filing for Q3 2024 included $625,854,689 in managed 13F securities and a top 10 holdings concentration of 61.84%. Alpine Bank Wealth Management's …

whalewisdom.com

$220000000
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ELIOS FINANCIAL GROUP INC. Top 13F Holdings

1 week from now

Sep 30, 2024  · Elios Financial Group is a large advisory firm with 269 clients and discretionary assets under management (AUM) of $220,000,000 (Form ADV from 2024-04-15). Their last …

whalewisdom.com

27%
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PRUDENTIAL FINANCIAL INC Top 13F Holdings - WhaleWisdom.com

1 week from now

Prudential Financial is a large advisory firm Their last reported 13F filing for Q2 2024 included $66,606,645,637 in managed 13F securities and a top 10 holdings concentration of 29.27%. …

whalewisdom.com

$1010455663027
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PGIM, INC. Top 13F Holdings - WhaleWisdom.com

1 week from now

PGIM, INC. Pgim is based out of Newark. Pgim is a hedge fund with 672 clients and discretionary assets under management (AUM) of $1,010,455,663,027 (Form ADV from 2024-03-29). …

whalewisdom.com


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