Legacy Advisors, LLC

Q3 2023 13F Combination Report, Options Holdings

Signature - Title
Matthew Sgro - Director of Finance and CCO
Location
Plymouth Meeting, PA
Options holdings as of
September 30, 2023
Notional value $
$0
Number of holdings
0
Date filed
11/14/2023, 08:57 AM
Description
A portion of the US holdings for this investor are reported in this report and a portion are reported by other reporting manager(s).
Previous filing
Q2 2023 - Jul 20, 2023
Stock holdings
Showing options holdings, see here for stock holdings

Legacy Advisors, LLC didn't report any options holdings as of Q3 2023. Check stock holdings.

Filing 2023 Q3 compared to 2023 Q2 by default.
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.

Person Signing this Report on Behalf of Reporting Manager:

Name Title City, State Date
Matthew Sgro Director of Finance and CCO Plymouth Meeting, Pennsylvania 11/14/2023

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 $14.7B Boston, MA 028-03434
JENSEN INVESTMENT MANAGEMENT INC $12B Lake Oswego, OR 028-03495
Sterling Capital Management LLC $7.74B Charlotte, NC 028-11465
CONFLUENCE INVESTMENT MANAGEMENT LLC $7.48B St. Louis, MO 028-13334
TRILLIUM ASSET MANAGEMENT, LLC $4.07B Boston, MA 028-03125
Coho Partners, Ltd. $2.74B Berwyn, PA 028-11563
PARAMETRIC PORTFOLIO ASSOCIATES LLC Seattle, WA 028-04558