Advertisement
Screener

NICHOLS & PRATT ADVISERS LLP /MA Last Quarter Change: USA Funds, Sold Out

NICHOLS & PRATT ADVISERS LLP /MA quarter change: USA Funds, Sold out

In funds and trusts that are not on this site's ETF list (sponsor series, commodity pools, money market) (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, NICHOLS & PRATT ADVISERS LLP /MA opened 0 positions, added to 0, reduced 0, sold out of 0 and left 0 unchanged.

Two Form 13F-HR filings compared (SEC CIK 1141781): 2026-03-31 (filed 2026-04-29) and 2026-06-30 (filed 2026-08-05). 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 NameCountry13F ValueHoldings
ALBION FINANCIAL GROUP /UTUnited States$1.550B737
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/United States$1.551B1,550
Bristol Gate Capital Partners Inc.Canada$1.552B31
MUFG SECURITIES AMERICAS INC.United States$1.552B504
Plante Moran Financial Advisors, LLCUnited States$1.546B718
FIFTH THIRD SECURITIES, INC.United States$1.546B341
Boston Common Asset Management, LLCUnited States$1.553B186
VALLEY WEALTH MANAGERS, INC.United States$1.553B504
TRUSTMARK BANK TRUST DEPARTMENTUnited States$1.556B351
Charles Schwab Trust CoUnited States$1.542B165