Legacy Advisors, LLC

13F Filings History

Latest 13F report
Q3 2024 - Nov 13, 2024
Value $
$923M
Signature - Title
Matthew Sgro - Director of Finance and CCO
Location
Plymouth Meeting, PA
Summary
This page shows a list of all the recent 13F filings made by Legacy Advisors, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Legacy Advisors, LLC reported 376 stock holdings with total value $923M as of Q3 2024. Top holdings included MTZ, VERX, AAPL, IWB, and MSFT.
Holdings Value

List of Other Managers Reporting for Legacy Advisors, LLC:

Name Holdings Value Location File Number
LAZARD ASSET MANAGEMENT LLC $74.8B New York, NY 028-10469
CONGRESS ASSET MANAGEMENT CO /MA $14.8B Boston, MA 028-03434
JENSEN INVESTMENT MANAGEMENT INC $11B Lake Oswego, OR 028-03495
Sterling Capital Management LLC $7.3B Charlotte, NC 028-11465
CONFLUENCE INVESTMENT MANAGEMENT LLC $7.21B St. Louis, MO 028-13334
TRILLIUM ASSET MANAGEMENT, LLC $3.86B Boston, MA 028-03125
Coho Partners, Ltd. $2.17B Berwyn, PA 028-11563
PARAMETRIC PORTFOLIO ASSOCIATES LLC Seattle, WA 028-04558