CARY STREET PARTNERS INVESTMENT ADVISORY LLC

Q4 2024 13F Detailed Holdings

Location
Richmond, VA
Holdings as of
12/31/2024
Value ($000)
$152,467
Num holdings
1,955
Date filed
2/14/2025
Form type
13F-HR
Prev filing
10/30/2024
Next filing
Note
Holdings broken out by “other managers” reported in original SEC filing, see here for holdings aggregated across other managers
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type Discretion Other Manager Sole Shared None

Other Managers

Num Name File Number
98 WELLS FARGO INVESTMENT INSTITUTE, INC.
115 Aristotle Capital Management, LLC
130 ATLANTA CAPITAL MANAGEMENT CO L L C
137 BERKSHIRE ASSET MANAGEMENT LLC/PA
138 BlackRock, Inc.
140 Boston Partners
150 Capital Group Companies, Inc.
180 Clearbridge Investments, LLC
187 Copeland Capital Management, LLC
207 DEARBORN PARTNERS LLC
222 EATON VANCE MANAGEMENT
240 FEDERATED HERMES, INC.
422 GARDNER RUSSO & QUINN LLC
260 GOLDMAN SACHS ASSET MANAGEMENT, L.P.
265 GW HENSSLER & ASSOCIATES LTD
238 GW&K Investment Management, LLC
120 JANUS HENDERSON INVESTORS US LLC
234 JPMORGAN CHASE & CO
291 Natixis Global Asset Management Participations 1
297 Neuberger Berman Group LLC
308 Nuveen Asset Management, LLC
314 PARAMETRIC PORTFOLIO ASSOCIATES LLC
350 Salomon & Ludwin, LLC
360 SCHAFER CULLEN CAPITAL MANAGEMENT INC
371 Suncoast Equity Management
370 WestEnd Advisors, LLC