CARY STREET PARTNERS INVESTMENT ADVISORY LLC

13F Filings History

Latest 13F report
Q4 2024 - Feb 14, 2025
Value $
$152M
Signature - Title
Nancy Oliver - Chief Compliance Officer
Location
Richmond, VA
Summary
This page shows a list of all the recent 13F filings made by CARY STREET PARTNERS INVESTMENT ADVISORY LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. CARY STREET PARTNERS INVESTMENT ADVISORY LLC reported 515 stock holdings with total value $152M as of Q4 2024. Top holdings included AAPL, MSFT, NVDA, SPYG, and ET.
Holdings Value

List of Other Managers Reporting for CARY STREET PARTNERS INVESTMENT ADVISORY LLC:

Name Holdings Value Location File Number
BlackRock, Inc. $4.93T New York, NY 028-24466
JPMORGAN CHASE & CO $1.26T New York, NY 028-00694
Nuveen Asset Management, LLC $354B Chicago, IL 028-14498
Neuberger Berman Group LLC $126B New York, NY 028-13573
Clearbridge Investments, LLC $123B New York, NY 028-11611
Boston Partners $82.1B Boston, MA 028-12484
Aristotle Capital Management, LLC $51.9B Los Angeles, CA 028-02634
FEDERATED HERMES, INC. $45.7B Pittsburgh, PA 028-04375
GW&K Investment Management, LLC $11.8B Boston, MA 028-04145
GARDNER RUSSO & QUINN LLC $8.85B Lancaster, PA 028-02635
Copeland Capital Management, LLC $5.38B Conshohocken, PA 028-14668
WestEnd Advisors, LLC $3.93B Charlotte, NC 028-11741
DEARBORN PARTNERS LLC $2.39B Chicago, IL 028-10306
BERKSHIRE ASSET MANAGEMENT LLC/PA $2.11B Wilkes Barre, PA 028-05034
GW HENSSLER & ASSOCIATES LTD $1.66B Kennesaw, GA 028-07746
Salomon & Ludwin, LLC $944M Richmond, VA 028-19163
Suncoast Equity Management $896M Tampa, FL 028-11066
SCHAFER CULLEN CAPITAL MANAGEMENT INC $491M New York, NY 028-04691
ATLANTA CAPITAL MANAGEMENT CO L L C Atlanta, GA 028-05936
Capital Group Companies, Inc. Los Angeles, CA 028-00218
EATON VANCE MANAGEMENT Boston, MA 028-04139
GOLDMAN SACHS ASSET MANAGEMENT, L.P. New York, NY 028-10981
JANUS HENDERSON INVESTORS US LLC Denver, CO 028-01343
PARAMETRIC PORTFOLIO ASSOCIATES LLC Seattle, WA 028-04558
WELLS FARGO INVESTMENT INSTITUTE, INC. Charlotte, NC 028-22080