Instititional Investors (Hedge Funds) Quarterly Holdings Reports

  1. Institutional investors with $100 million or more in assets are required to report their portfolio holdings on a quarterly basis within 45 days of the end of a calendar quarter
  2. Portfolio holdings include common stocks, preferred stocks, call options, put options, and corporate notes or bonds.
"Insiders might sell their shares for any number of reasons, but they buy them for only one: they think the price will rise"
- Peter Lynch
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Hedge Fund Quarterly Reports

2024-04-26 16:00 EST - 2024-04-29 16:00 EST


Reported DateTimeReported QuarterFiler Name
2024-04-26 17:20:072024Q1JNBA Financial Advisors
2024-04-26 17:07:032023Q4Prestige Wealth Management Group LLC
2024-04-26 17:06:042023Q3Prestige Wealth Management Group LLC
2024-04-26 17:05:192023Q2Prestige Wealth Management Group LLC
2024-04-26 17:04:152023Q1Prestige Wealth Management Group LLC
2024-04-26 17:02:332024Q1EQUITEC PROPRIETARY MARKETS LLC
2024-04-26 16:45:512024Q1BELLEVUE ASSET MANAGEMENT LLC
2024-04-26 16:43:422024Q1Crestone Asset Management LLC
2024-04-26 16:38:072024Q1Northwest Bancshares Inc.
2024-04-26 16:34:452024Q1RENAISSANCE GROUP LLC
2024-04-26 16:26:182024Q1Prestige Wealth Management Group LLC
2024-04-26 16:22:002024Q1GUNN & Co INVESTMENT MANAGEMENT INC.
2024-04-26 16:21:412024Q1RIVERBRIDGE PARTNERS LLC
2024-04-26 16:20:352024Q1Altos Ventures Management Inc.
2024-04-26 16:16:232024Q1Zoom Video Communications Inc.
2024-04-26 16:10:552024Q1StrongBox Wealth LLC