Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Feb 12, 2024 Q4 2023

Cheyne Capital Management (Uk) LLP

  • LLY
  • GOLD
  • SU
  • CVE
  • OXY
  • KMI
  • CRC
Cheyne Capital Management (Uk) LLP's Q4 2023 Portfolio
Portfolio Value 26.1 Million
Stocks 15
Filing on Feb 09, 2024 Q4 2023

Connolly Sarah T.

  • MSFT
  • NEE
  • PG
  • ABT
Connolly Sarah T.'s Q4 2023 Portfolio
Portfolio Value 1.11 Billion
Stocks 4
Filing on Feb 09, 2024 Q4 2023

Juniper Capital Advisors, L.P.

  • BTEGF
Juniper Capital Advisors, L.P.'s Q4 2023 Portfolio
Portfolio Value 338 Billion
Stocks 1
Filing on Feb 09, 2024 Q4 2023

Moreno Evelyn V

  • AAPL
  • MSFT
  • MDY
  • GOOG
  • AMZN
  • NVDA
  • AVLV
Moreno Evelyn V's Q4 2023 Portfolio
Portfolio Value 208 Million
Stocks 140
Filing on Feb 09, 2024 Q4 2023

Cohen Lawrence B

  • MSFT
  • AAPL
  • AMZN
  • GOOGL
  • AVLV
  • SPY
Cohen Lawrence B's Q4 2023 Portfolio
Portfolio Value 2.06 Billion
Stocks 6
Filing on Feb 09, 2024 Q4 2023

Lws Wealth Advisors, Inc.

  • IVV
  • IEFA
  • VIG
  • STIP
  • IVE
  • IEMG
  • MBB
Lws Wealth Advisors, Inc.'s Q4 2023 Portfolio
Portfolio Value 255 Million
Stocks 65
Filing on Feb 09, 2024 Q4 2023

Library Research LTD

  • PDD
  • GDS
  • BZ
Library Research LTD's Q4 2023 Portfolio
Portfolio Value 58.1 Million
Stocks 3
Filing on Feb 08, 2024 Q4 2023

Tamarack Advisers, LP

  • STRM
Tamarack Advisers, LP's Q4 2023 Portfolio
Portfolio Value 2.12 Billion
Stocks 1
Filing on Feb 08, 2024 Q4 2023

Adroit Compliance, LLC

  • ITOT
  • IGIB
  • VIG
  • IGSB
  • IQLT
  • IEI
  • IMTM
Adroit Compliance, LLC's Q4 2023 Portfolio
Portfolio Value 479 Billion
Stocks 46
Filing on Feb 08, 2024 Q4 2023

Wade G W & Inc

  • IWF
  • AAPL
  • DLN
  • MSFT
  • IVV
  • QQQ
  • USMV
Wade G W & Inc's Q4 2023 Portfolio
Portfolio Value 3.08 Billion
Stocks 417
Filing on Feb 07, 2024 Q4 2023

Wall Capital Group, Inc.

  • SPTM
  • SPSM
  • XLK
  • XLF
  • XLY
  • VNQ
  • XLI
Wall Capital Group, Inc.'s Q4 2023 Portfolio
Portfolio Value 88.2 Million
Stocks 23
Filing on Feb 07, 2024 Q4 2023

Kaizen Capital Partners LTD

  • DADA
  • YMM
  • HDB
  • GRAB
Kaizen Capital Partners LTD's Q4 2023 Portfolio
Portfolio Value 65.7 Billion
Stocks 4
Filing on Feb 07, 2024 Q4 2023

Kellner Capital, LLC

  • HES
  • SPLK
  • PXD
  • CPRI
  • SRC
  • SP
  • AYX
Kellner Capital, LLC's Q4 2023 Portfolio
Portfolio Value 55.5 Million
Stocks 18
Filing on Feb 06, 2024 Q4 2023

Charles Carroll Financial Partners, LLC

  • AAPL
  • URI
  • GOOG
  • MSFT
  • BLK
  • JPM
  • INTU
Charles Carroll Financial Partners, LLC's Q4 2023 Portfolio
Portfolio Value 92.9 Million
Stocks 38
Filing on Feb 06, 2024 Q4 2023

Provence Wealth Management Group

  • IVV
  • SPY
  • AAPL
  • IUSB
  • MSFT
  • QUAL
  • NVDA
Provence Wealth Management Group's Q4 2023 Portfolio
Portfolio Value 186 Million
Stocks 552
Filing on Feb 05, 2024 Q4 2023

Aton Ra Partners

  • DXCM
  • CRWD
  • SHOP
  • PLTR
  • TMDX
  • COIN
  • FOUR
Aton Ra Partners's Q4 2023 Portfolio
Portfolio Value 50.1 Million
Stocks 124
Filing on Feb 05, 2024 Q4 2023

First Ascent Asset Management, LLC

  • VOO
  • VTI
  • VTEB
  • DFAC
  • IUSB
  • SPDW
  • VXUS
First Ascent Asset Management, LLC's Q4 2023 Portfolio
Portfolio Value 892 Billion
Stocks 53
Filing on Feb 05, 2024 Q4 2023

Cannell & Co.

  • MSFT
  • GOOG
  • BRK-B
  • AMZN
  • AAPL
  • LOW
  • LH
Cannell & Co.'s Q4 2023 Portfolio
Portfolio Value 3.01 Billion
Stocks 269