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| Bahl & Gaynor Inc
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| |
|---|---|
| CRD # | 106139 |
| SEC # | 801-36951 |
| CIK # | 0000872259, 0000106139 |
| AUM | $18.0 BB (2024-06-17) |
| Employees | 67 (54% Investors, 46% Brokers) |
| Phone | 513-287-6100 |
| Address | 255 East Fifth Street Cincinnati, OH 45202 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($BB) |
|---|
| Sector | Form 13F Holdings | Cap ($BB) | Value ($BB) |
|---|---|---|---|
| AVGO | 201.3 | 1.0 | |
| LLY | 301.8 | 0.8 | |
| PG | 338.1 | 0.7 | |
| MSFT | 1,918.2 | 0.6 | |
| ABBV | 269.5 | 0.6 | |
| MRK | 232.4 | 0.5 | |
| PEP | 226.8 | 0.4 | |
| HD | 277.6 | 0.4 | |
| NEE | 150.2 | 0.4 | |
| CVX | 294.6 | 0.4 | |
| View All | |||
| Holdings by Sector ($BB) |
|---|
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 732 | 6.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 11 | 6.1 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 10 | 0.1 |
| (h) Charitable organizations | 77 | 4.9 |
| (i) State or municipal government entities | 3 | 0.1 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 1 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 15 | 0.2 |
| (n) Other | 0 | 0.0 |
| Total | 2,979 | 18.0 |
| By Discretionary | ||
| Discretionary | 2,939 | 17.7 |
| Non-Discretionary | 40 | 0.3 |
| Total | 2,979 | 18.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 18.0 | |
| Total | 2,979 | 18.0 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0000872259] | |
| D | [0000872259] |
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|---|---|---|
|
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✚
|
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|
Allworth Financial LP
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Baring International Investment Ltd
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17.5 | |
|
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TX | 17.0 |
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Wilmington Trust Investment Advisors Inc
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