MONETA GROUP INVESTMENT ADVISORS LLC quarter change: Foreign Bonds: Convertible Notes, New
In convertible notes that pay a coupon (depositary receipts and foreign shares traded over the counter), from the quarter ended 2026-03-31 to 2026-06-30, MONETA GROUP INVESTMENT ADVISORS LLC opened 0 positions, added to 0, reduced 0, sold out of 0 and left 0 unchanged.
Two Form 13F-HR filings compared (SEC CIK 1120927): 2026-03-31 (filed 2026-05-12) and 2026-06-30 (filed 2026-08-14). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.
No position of this class changed this way between the two filings.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| TCW GROUP INC | United States | $13.293B | 883 |
| Employees Provident Fund Board | Malaysia | $13.235B | 70 |
| Rokos Capital Management LLP | United Kingdom | $13.227B | 221 |
| Waverly Advisors, LLC | United States | $13.395B | 1,711 |
| Merit Financial Group, LLC | United States | $13.461B | 7,348 |
| TIAA Wealth Investment Management LLC | United States | $13.101B | 864 |
| Pinnacle Financial Partners, Inc. | United States | $13.071B | 2,572 |
| PICTON MAHONEY ASSET MANAGEMENT | Canada | $13.546B | 1,238 |
| Centiva Capital, LP | United States | $13.561B | 1,624 |
| National Mutual Insurance Federation of Agricultural Cooperatives | Japan | $12.986B | 41 |