CARY STREET PARTNERS INVESTMENT ADVISORY LLC

Q3 2024 13F Combination Report, Options Holdings

Signature - Title
Nancy Oliver - Chief Compliance Officer
Location
Richmond, VA
Options holdings as of
30 Sep 2024
Notional value
$0
Number of holdings
0
Filing time
30 Oct 2024, 12:23:30 UTC
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 2024 - 22 Jul 2024
Next filing
Q4 2024 - 14 Feb 2025
Stock holdings
Showing options holdings, see here for stock holdings

CARY STREET PARTNERS INVESTMENT ADVISORY LLC didn't report any options holdings as of Q3 2024. Check stock holdings.

Filing 2024 Q3 compared to 2024 Q2 by default. Changes are calculated vs the previous SEC filing.
* 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
Nancy Oliver Chief Compliance Officer Richmond, Virginia 30 Oct 2024

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

Name Holdings Value Location File Number
Boston Partners $96,580,125,383 Boston, MA 028-12484
CARY STREET PARTNERS FINANCIAL LLC $4,035,745,807 Richmond, VA 028-23044
CARY STREET PARTNERS ASSET MANAGEMENT LLC Richmond, VA 028-20685

Other Included Managers (24):

Num Name Location File Number
1 CARY STREET PARTNERS FINANCIAL LLC Richmond, VA
10 CARY STREET PARTNERS ASSET MANAGEMENT LLC Richmond, VA
115 Aristotle CM
120 Janus Henderson
130 Atlanta Capital Management
137 Berkshire AM
138 BlackRock
140 Boston Partners Boston, MA
150 Capital Group
187 Copeland CM
207 Dearborn
234 JP Morgan Investment Management Inc.
240 Federated
260 Goldman Sachs AM
265 GW Hennsler
295 Madison Invest
297 Neuberger
308 Nuveen AM
314 Parametric
350 Salomon Ludwin
360 Schafer Cullen
371 Suncoast Eq Mgmt
422 Gardner Russo
440 Clearstead Advisory Solutions