Instititional Investors (Hedge Funds) Quarterly Holdings Reports
- 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
- 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
What is insider trading>>
- Peter Lynch
What is insider trading>>
SEC filing services are close in the weekend and during SEC holidays.
Hedge Fund Quarterly Reports
2024-10-07 16:00 EST - 2024-10-08 16:00 EST
| Reported DateTime | Reported Quarter | Filer Name |
| 2024-10-07 17:29:40 | 2024Q3 | Hurlow Wealth Management Group Inc. |
| 2024-10-07 17:29:15 | 2024Q3 | IMZ Advisory Inc |
| 2024-10-07 17:28:50 | 2024Q3 | CYPRESS FINANCIAL PLANNING LLC |
| 2024-10-07 17:28:42 | 2024Q3 | FORESIGHT CAPITAL MANAGEMENT ADVISORS INC. |
| 2024-10-07 17:28:23 | 2024Q3 | Stokes Capital Advisors LLC |
| 2024-10-07 17:27:06 | 2024Q2 | PAYDEN & RYGEL |
| 2024-10-07 17:26:02 | 2024Q3 | RPOA Advisors Inc. |
| 2024-10-07 17:25:38 | 2024Q3 | Divergent Planning LLC |
| 2024-10-07 17:25:00 | 2024Q3 | Sterling Group Wealth Management LLC |
| 2024-10-07 17:24:37 | 2024Q3 | Cohen Investment Advisors LLC |
| 2024-10-07 17:24:16 | 2024Q3 | Richard P Slaughter Associates Inc |
| 2024-10-07 17:24:14 | 2024Q3 | CAMELOT TECHNOLOGY ADVISORS INC. |
| 2024-10-07 17:23:49 | 2024Q3 | Foster Group Inc. |
| 2024-10-07 17:23:26 | 2024Q3 | Oak Asset Management LLC |
| 2024-10-07 17:23:06 | 2024Q3 | Salvus Wealth Management LLC |
| 2024-10-07 17:22:26 | 2024Q3 | Prosperity Planning Inc. |
| 2024-10-07 17:20:38 | 2024Q3 | SignalPoint Asset Management LLC |
| 2024-10-07 17:17:59 | 2024Q3 | MYECFO LLC |
| 2024-10-07 17:02:22 | 2024Q3 | Hoffman Alan N Investment Management |
| 2024-10-07 16:46:19 | 2024Q3 | Platte River Wealth Advisors LLC |
| 2024-10-07 16:46:03 | 2024Q3 | RK Asset Management LLC |
| 2024-10-07 16:41:57 | 2024Q1 | Smartleaf Asset Management LLC |
| 2024-10-07 16:37:38 | 2023Q3 | PAYDEN & RYGEL |
| 2024-10-07 16:34:04 | 2024Q3 | Schoolcraft Capital LLC |
| 2024-10-07 16:21:26 | 2024Q3 | Lakewood Asset Management LLC |
| 2024-10-07 16:17:57 | 2024Q3 | Founders Capital Management |
| 2024-10-07 16:16:54 | 2024Q3 | McLean Asset Management Corp |
| 2024-10-07 16:10:44 | 2024Q3 | Shotwell Rutter Baer Inc |
| 2024-10-07 16:07:09 | 2024Q3 | KWMG LLC |
| 2024-10-07 16:06:18 | 2024Q2 | LORD ABBETT & CO. LLC |
| 2024-10-07 16:05:12 | 2024Q1 | LORD ABBETT & CO. LLC |
| 2024-10-07 16:04:05 | 2023Q4 | LORD ABBETT & CO. LLC |
| 2024-10-07 16:02:59 | 2023Q3 | LORD ABBETT & CO. LLC |
| 2024-10-07 16:01:37 | 2023Q2 | LORD ABBETT & CO. LLC |
| 2024-10-07 16:00:25 | 2023Q1 | LORD ABBETT & CO. LLC |