MAI Capital Management

All 13F Portfolio Filings

Most recent 13F
Q1 2023
Location
Independence, OH
CIK
0001040197
Alternate names
MAI Wealth Advisors
All SEC filings
View on sec.gov
Quarter Holdings Value ($000) Form Type Date Filed Filing ID Name
Q1 2023 1,097 6,348,502 13F-HR 5/10/2023 000104019723000002 MAI Capital Management
Q4 2022 1,062 5,952,519 13F-HR 2/9/2023 000104019723000001 MAI Capital Management
Q3 2022 977 5,323,892 13F-HR 11/15/2022 000104019722000010 MAI Capital Management
Q2 2022 935 5,236,381 13F-HR 7/19/2022 000104019722000008 MAI Capital Management
Q1 2022 956 5,926,051 13F-HR 5/10/2022 000104019722000004 MAI Capital Management
Q4 2021 962 6,206,938 13F-HR 2/11/2022 000104019722000001 MAI Capital Management
Q3 2021 844 5,193,972 13F-HR 11/12/2021 000104019721000006 MAI Capital Management
Q2 2021 825 5,037,907 13F-HR 7/19/2021 000104019721000005 MAI Capital Management
Q1 2021 761 4,474,148 13F-HR 5/10/2021 000104019721000004 MAI Capital Management
Q4 2020 695 3,999,070 13F-HR 2/16/2021 000104019721000002 MAI Capital Management
Q3 2020 617 3,454,135 13F-HR 10/26/2020 000104019720000007 MAI Capital Management
Q2 2020 570 3,185,417 13F-HR 7/27/2020 000104019720000005 MAI Capital Management
Q1 2020 563 2,450,338 13F-HR 4/16/2020 000104019720000004 MAI Capital Management
Q4 2019 612 3,085,667 13F-HR 2/3/2020 000104019720000003 MAI Capital Management
Q3 2019 544 2,243,845 13F-HR 10/29/2019 000104019719000006 MAI Capital Management
Q2 2019 557 2,213,181 13F-HR 8/15/2019 000104019719000005 MAI Capital Management
Q1 2019 481 1,952,808 13F-HR 4/29/2019 000104019719000004 MAI Capital Management
Q4 2018 452 1,715,814 13F-HR 1/30/2019 000104019719000001 MAI Capital Management
Q3 2018 488 1,957,472 13F-HR 10/12/2018 000104019718000005 MAI Capital Management
Q2 2018 488 1,854,054 13F-HR 8/16/2018 000104019718000004 MAI Capital Management
Q1 2018 469 1,761,363 13F-HR 4/17/2018 000104019718000003 MAI Capital Management
Q4 2017 479 1,760,087 13F-HR 1/30/2018 000104019718000001 MAI Capital Management
Q3 2017 449 1,647,200 13F-HR 10/12/2017 000104019717000005 MAI Capital Management
Q2 2017 459 1,552,219 13F-HR 8/7/2017 000104019717000004 MAI Capital Management
Q1 2017 459 1,486,215 13F-HR 5/11/2017 000104019717000003 MAI Capital Management
Q4 2016 445 1,375,238 13F-HR 1/31/2017 000104019717000002 MAI Capital Management
Q3 2016 449 1,325,894 13F-HR 10/18/2016 000104019716000011 MAI Capital Management
Q2 2016 426 1,297,480 13F-HR 7/14/2016 000104019716000010 MAI Capital Management
Q1 2016 432 1,307,612 13F-HR 4/8/2016 000104019716000009 MAI Capital Management
Q4 2015 413 1,311,668 13F-HR 1/27/2016 000104019716000007 MAI Capital Management
Q3 2015 433 1,322,105 13F-HR 10/28/2015 000104019715000006 MAI Capital Management
Q2 2015 485 1,517,602 13F-HR 7/9/2015 000104019715000005 MAI Capital Management
Q1 2015 492 1,492,393 13F-HR 4/30/2015 000104019715000004 MAI Capital Management
Q4 2014 469 1,426,012 13F-HR 1/20/2015 000104019715000001 MAI Wealth Advisors
Q3 2014 399 1,040,669 13F-HR 10/16/2014 000104019714000007 MAI Wealth Advisors
Q3 2014 399 1,037,964 RESTATEMENT 10/16/2014 000104019714000008 MAI Wealth Advisors
Q2 2014 399 1,040,669 13F-HR 7/28/2014 000104019714000006 MAI Wealth Advisors
Q1 2014 403 993,324 13F-HR 4/28/2014 000104019714000005 MAI Wealth Advisors
Q4 2013 391 943,232 13F-HR 2/6/2014 000104019714000001 MAI Wealth Advisors