Colony Group, LLC

13F Filings History

Latest 13F report
Q3 2024 - Nov 14, 2024
Value $
$28.9B
Signature - Title
Vincent J. Gratch - Deputy CCO
Location
Boston, MA
Summary
This page shows a list of all the recent 13F filings made by Colony Group, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Colony Group, LLC reported 1552 stock holdings with total value $28.9B as of Q3 2024. Top holdings included DFAC, AAPL, MSFT, VOO, and DFAT.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 1,552 $28.9B +$10.5B -$11.6B -$1.17B DFAC, AAPL, MSFT, VOO, DFAT 13F-HR 11/14/2024, 01:34 PM
Q2 2024 1,239 $29.7B +$17.5B -$158M +$17.3B MSFT, VOO, AAPL, AMZN, IVV 13F-HR 8/14/2024, 06:29 PM
Q1 2024 981 $12.3B +$4.42B -$276M +$4.15B MSFT, VOO, IXUS, AAPL, BRKA 13F-HR 5/15/2024, 05:45 PM
Q4 2023 774 $7.63B $0 $0 VOO, IXUS, MSFT, BRKA, QUS 13F-HR 2/14/2024, 06:10 PM