CARY STREET PARTNERS INVESTMENT ADVISORY LLC

Q4 2023 13F Detailed Holdings

Location
Richmond, VA
Holdings as of
12/31/2023
Value ($000)
$360,730
Num holdings
257
Date filed
2/5/2024
Form type
13F-HR
Prev filing
11/13/2023
Next filing
4/30/2024
SEC
View on sec.gov
Note
Holdings broken out by “other managers” reported in original SEC filing, see here for holdings aggregated across other managers
This filing has been restated, see here for the amended filing
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type Discretion Other Manager Sole Shared None

Other Managers

Num Name File Number
10 CARY STREET PARTNERS ASSET MANAGEMENT LLC
115 Aristotle CM
120 Janus Henderson
130 Atlanta Capital Management
137 Berkshire AM
150 Capital Group
187 Copeland CM
207 Dearborn
260 Goldman Sachs AM
265 GW Henssler
295 MadisonInvest
297 Neuberger
308 Nuveen AM
314 Parametric
350 Salomon Ludwin
360 Schafer Cullen
371 Suncoast Eq Mgmt
422 Gardner Russo
440 Wilbanks, Smith
1 CARY STREET PARTNERS FINANCIAL LLC