Blog Posts
Northeast Investment Management released its Q3 and Q4 2022 13F Holdings comparison report, and there are some interesting changes in their holdings that we need to pay attention to. As we can see fro...
SPC Financial, Inc. is a registered investment advisor located in Oklahoma City, Oklahoma. The firm manages $610.8 million in total assets under management (AUM) and has approximately 1 advisor. SPC F...
Investors are always seeking information about the holdings of various funds to guide their investment decisions. Therefore, analyzing the changes in a fund's holdings over a period of time can provid...
Davenport & Co LLC Q3 2022 vs. Q4 2022 13F Holdings ComparisonDavenport & Co LLC recently released their Q3 2022 vs. Q4 2022 13F Holdings Comparison, which provides an overview of changes in the holdi...
Sanders Morris Harris LLC is an investment management company that offers a range of investment products designed to maximize returns and minimize risk for clients. The company released their Q4 2022...
Investment management is a complex process that requires careful analysis and informed decision-making. One of the key tools used by investment managers is the 13F filing, which provides a snapshot of...
Stringer Asset Management, LLC recently released its Q2 2022 vs. Q3 2022 13F Holdings Comparison, which highlights the changes in the fund's holdings over the past few months. The report shows that th...
Highlander Capital Management, LLC is a hedge fund with over $1 billion in assets under management. They recently released their Q3 2022 and Q4 2022 13F holdings comparison, which details changes to t...
Advanced Asset Management Advisors Inc Q3 2022 vs. Q4 2022 13F Holdings ComparisonThe third quarter of 2022 has come to an end, and the changes in holdings of Advanced Asset Management Advisors Inc ha...
Cardan Capital Partners, LLC is a registered investment advisor that manages $1.4 billion in assets. The company’s investment philosophy is built on the foundation of mutual trust, respect, and transp...
Summit Asset Management, LLC has released its Q3 2022 vs. Q4 2022 13F holdings comparison, which gives us an insight into the changes made in the holdings of this fund. The 13F report filed with the S...
Tower Bridge Advisors, a reputable investment firm, recently released its Q3 2022 vs. Q4 2022 13F Holdings Comparison. This report shows the changes in the firm's holdings for various stocks, includin...
Investment management is a complex and ever-changing field. It requires constant monitoring of the financial markets and the companies that make up those markets. One of the ways investment managers k...
Bowen Hanes & Co Inc Q3 2022 vs. Q4 2022 13F Holdings ComparisonBowen Hanes & Co Inc recently released their Q3 2022 vs. Q4 2022 13F Holdings Comparison report, which shows how the holdings of the com...
KLS Professional Advisors Group, LLC is a well-known investment management company operating with an aim of generating strong returns for its clients. In order to achieve this objective, the company c...
Investments are a crucial part of any financial strategy, and fund holdings provide a unique insight into how professionals are investing their money. Ingalls & Snyder LLC is a New York-based investme...
Avenir Corp is a successful hedge fund that operates out of New York City. The fund was started by Brian Flanagan in 2002, and today has over $6 billion in assets under management. The fund's investme...
Ferris Capital LLC, a registered investment advisor based in Washington, DC, recently released its 13F holdings comparison report for Q4 2021 versus Q1 2022. The report tracks changes in the firm's ho...
Compass Capital Management, Inc's latest quarterly 13F filing shows some changes to their holdings in Q4 2022 compared to the previous quarter. The 13F filings required by the SEC (Securities and Exch...
Elm Ridge Management, LLC, a New York-based hedge fund, recently filed its 13F form with the Securities and Exchange Commission (SEC) reporting its Q3 2022 and Q4 2022 holdings. The 13F form is a quar...
As we approach the end of the year, it's always interesting to see how investment portfolios have changed over the past few months. Alpha Cubed Investments, LLC has published their latest 13F holdings...
Searchlight Capital Partners, L.P. is a private equity firm that manages billions of dollars in assets across various funds. One of their funds, which is managed by a team of experienced investors, re...
As the third quarter of 2022 drew to a close, hedge fund NewEdge Advisors, LLC had made significant changes to its portfolio holdings. The company’s latest 13F filings reveal some of the notable chang...
Prescott General Partners LLC is a hedge fund that recently released its 13F filings for the third and fourth quarters of 2022. If you’re not familiar with the term, a 13F filing is a quarterly report...