Active Institutional Investors - Full List

List of institutional investors who are active in the last 9 months.
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# Name Latest Filing Quarter Latest Holding Count Latest AUM
7801 Wellington Wealth Strategies LLC. 2024Q4 65 $105.5M
7802 WELLS FARGO & COMPANY 2024Q4 6206 $408.46B
7803 Wells Financial Advisors INC 2024Q4 75 $72.84M
7804 Wells Trecaso Financial Group LLC 2024Q4 87 $304.43M
7805 Wellspring Financial Advisors LLC 2024Q4 144 $931.26M
7806 WENDELL DAVID ASSOCIATES INC 2024Q4 154 $1.01B
7807 Werba Rubin Papier Wealth Management 2024Q4 190 $419.53M
7808 Werlinich Asset Management LLC 2025Q1 59 $157.47M
7809 Wernau Asset Management Inc. 2024Q4 45 $102.76M
7810 WESBANCO BANK INC 2025Q1 613 $2.88B
7811 WESCAP Management Group Inc. 2024Q4 92 $388.73M
7812 Wescott Financial Advisory Group LLC 2024Q4 162 $911.68M
7813 Wesleyan Assurance Society 2024Q4 107 $1.31B
7814 WESPAC Advisors LLC 2024Q4 153 $128.15M
7815 WESPAC Advisors SoCal LLC 2024Q4 95 $413.14M
7816 WEST BANCORPORATION INC 2024Q4 95 $152.2M
7817 West Branch Capital LLC 2024Q4 535 $313.08M
7818 WEST CHESTER CAPITAL ADVISORS INC 2024Q4 59 $137.07M
7819 West Coast Financial LLC 2025Q1 162 $876.01M
7820 West Family Investments Inc. 2024Q4 283 $276.66M
7821 West Financial Advisors LLC 2025Q1 199 $462.73M
7822 WEST MICHIGAN ADVISORS LLC 2024Q4 227 $320.23M
7823 West Oak Capital LLC 2025Q1 303 $2.59M
7824 WEST PACES ADVISORS INC. 2025Q1 563 $439.01M
7825 West Tower Group LLC 2024Q4 76 $45.11M
7826 West Wealth Group LLC 2024Q4 88 $321.45M
7827 Westbourne Investment Advisors Inc. 2024Q4 84 $292.24M
7828 WESTBOURNE INVESTMENTS INC. 2024Q4 124 $169.1M
7829 WestBridge Capital Management LLC 2024Q4 1 $216.34M
7830 Westchester Capital Management Inc. 2024Q4 41 $397.58M
7831 Westchester Capital Management LLC 2024Q4 89 $1.6B
7832 WestEnd Advisors LLC 2024Q4 340 $3.93B
7833 Westend Capital Management LLC 2024Q4 224 $336.9M
7834 WESTERLY CAPITAL MANAGEMENT LLC 2024Q4 39 $180.81M
7835 WESTERN ASSET MANAGEMENT CO 2024Q4 5 $17.11M
7836 Western Financial Corp 2024Q4 120 $172.36M
7837 Western Pacific Wealth Management LP 2024Q4 209 $123.94M
7838 Western Standard LLC 2024Q4 23 $150.09M
7839 Western Wealth Management LLC 2024Q4 659 $1.53B
7840 WESTFIELD CAPITAL MANAGEMENT CO LP 2024Q4 239 $22.97B
7841 Westfuller Advisors LLC 2024Q4 80 $143.62M
7842 Westhampton Capital LLC 2024Q4 119 $195.77M
7843 WestHill Financial Advisors Inc. 2024Q4 74 $403.54M
7844 Westmount Partners LLC 2024Q4 214 $327M
7845 Westover Capital Advisors LLC 2024Q4 234 $448.15M
7846 Westpac Banking Corp 2024Q4 471 $1.51B
7847 WESTPORT ASSET MANAGEMENT INC 2024Q4 74 $208.97M
7848 Westside Investment Management Inc. 2024Q4 980 $474.43M
7849 Westwind Capital 2024Q4 40 $458.28M
7850 Westwood Global Investments LLC 2024Q4 1 $1.97B
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