List of all securities held by Waldron Private Wealth LLC:

  1. Institutional investors with $100 million or more in holdings are required to report their portfolio holdings on a quarterly basis within 45 days of the end of a calendar quarter. The table below are the quarterly holdings reports filed by the company.
  2. Include common stocks, preferred stocks, call options, put options, and corporate notes or bonds.
  3. Include total shares owned, as well the security's market value if available.
  4. Portfolio values with missing quarterly reports are assigned zero.
  5. Shares are not adjusted for stock split.
"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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Quarter: 2023Q2
Report Date: 2023-08-07 12:15:08
Total Holdings: 377
Assets Under Management (AUM) :
$2,004,019,000 ($2B)
Reporting Manager: Benjamin Greenfeld
Title: Partner and Chief Investment Officer
Address:

44 ABELE ROAD
SUITE 400
BRIDGEVILLE, PA 15017

Additional Information:

Other Included Managers:
  1. Aperio
  2. Geode
  3. Berkshire
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