Blog Posts
Sand Hill Global Advisors, LLC's Q3 to Q4 2022 13F Holdings Comparison: Key Changes and Implications
Investors and financial analysts alike are always on the lookout for trends and shifts in the holdings of major investment firms. One such firm, Sand Hill Global Advisors, LLC, recently filed its Q3 2...
The Arlington Partners LLC is a popular hedge fund that uses its expertise in stock market investing to generate substantial returns for its investors. Like most hedge funds, it is required to file a...
Goelzer Investment Management, Inc. Q3 2022 vs. Q4 2022 13F Holdings ComparisonEvery quarter, institutional investment managers with over $100 million in assets under management are required to disclo...
As we near the end of 2022, Burleson & Company, LLC's Q3 and Q4 13F holdings comparison shows some interesting shifts in their portfolio. The data, which compares the number of shares owned and the va...
Private Wealth Partners, LLC recently submitted their Q3 2022 and Q4 2022 13F holdings comparison, which revealed some significant changes in their holdings. The data shows that Private Wealth Partner...
An Analysis of Cipher Capital LP's Q3 2022 vs. Q4 2022 13F Holdings ComparisonCipher Capital LP is a well-known global investment firm that specializes in a variety of investment strategies, including...
Sanctuary Wealth Management, L.L.C. recently released its Q3 2022 vs. Q4 2022 13F Holdings Comparison CSV, which outlines the changes in holdings of the fund between those two quarters. The CSV featur...
Menlo Advisors LLC Q4 2022 vs. Q1 2023 13F Holdings ComparisonMenlo Advisors LLC, a private investment management firm based in San Francisco, has just released its 13F filings for the fourth quarter...
Madison International Realty Holdings, LLC is a global real estate investment firm that specializes in the acquisition and management of commercial properties. The firm recently released its Q3 2022 v...
Starwood Capital Group Management, L.L.C. is a global private investment and real estate firm that manages and invests in a wide range of assets, including real estate, infrastructure, energy, and cre...
Northeast Financial Consultants Inc is a registered investment advisory firm that manages a variety of portfolios, including the 13F portfolio. The 13F portfolio is designed to track changes in the ho...
Investment firms are required by law to disclose their holdings at least once a quarter. These filings, known as Form 13Fs, provide the public with the opportunity to see what stocks hedge funds and o...
As an investor or someone interested in finance, one of the terms you hear often is the 13F filings. These filings are made by institutional investors managing over $100 million in assets under manage...
Naples Global Advisors, LLC is a prominent investment advisory firm based in Naples, Florida that specializes in creating customized investment portfolios for their clients. In their recent 13F filing...
As Two Sigma Investments, LP releases its Q3 2022 vs. Q4 2022 13F holdings comparison, the changes in its holdings have caught the eye of investors worldwide. The comparison report provides an overvie...
Rothschild & Co Asset Management Us Inc. Q3 2022 vs. Q4 2022: Notable Changes in HoldingsRothschild & Co Asset Management Us Inc. prides themselves on providing their clients with long-term investment...
Aristotle Atlantic Partners, LLC is a hedge fund that has experienced noteworthy changes in its holdings over Q3 and Q4 of 2022, according to the 13F holdings comparison CSV file. The CSV file include...
Credit Capital Investments LLC, a notable investment management firm, recently released its Q3 2022 vs. Q4 2022 13F holdings comparison, which summarizes the changes in its fund holdings over the last...
Rezny Wealth Management, Inc. Q3 2022 vs. Q4 2022 13F Holdings Comparison: A Comprehensive AnalysisRezny Wealth Management, Inc., recently released their Q3 2022 report, detailing the holdings of thei...
Liberty Capital Management, Inc. is a registered investment advisor based in Colorado that specializes in managing fixed-income and equity securities portfolios. The company recently filed its Q4 2022...
LaSalle Street Capital Management, LLC Q2 2019 vs. Q3 2019 13F Holdings ComparisonLaSalle Street Capital Management, LLC is an investment firm that manages over $346 million in total assets. Their Q2...
In the world of investing, one of the key metrics investors look at is the holdings of a particular fund. The 13F form is a quarterly report filed by institutional investment managers in the United St...
Guardian Point Capital, LP is a New York-based investment firm that focuses on global investment opportunities across diverse sectors such as technology, healthcare, real estate, and consumer goods. T...
In the world of investment and asset management, change is a constant. It is not uncommon for funds to undergo significant transformations in their portfolios, as managers seek to capitalize on new op...