Pullen Investment Management, LLC

13F Filings History

Latest 13F report
Q3 2024 - Oct 24, 2024
Value $
$137M
Signature - Title
Tyler Pullen - CCO
Location
Bradenton, FL
Summary
This page shows a list of all the recent 13F filings made by Pullen Investment Management, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Pullen Investment Management, LLC reported 100 stock holdings with total value $137M as of Q3 2024. Top holdings included VOO, VTI, SCHB, BRKB, and MSFT.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 100 $137M +$12.3M -$4.85M +$7.42M VOO, VTI, SCHB, BRKB, MSFT 13F-HR 10/24/2024, 12:03 PM
Q2 2024 99 $121M +$9.22M -$7.45M +$1.77M VOO, VTI, SCHB, MSFT, BRKB 13F-HR 7/26/2024, 04:42 PM
Q1 2024 97 $118M $0 $0 VOO, VTI, SCHB, MSFT, BRKB 13F-HR 5/1/2024, 03:53 PM