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| Cannell & Co
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|---|---|
| CRD # | 106326 |
| SEC # | 801-27046 |
| CIK # | 0000016972 |
| AUM | $3.6 BB (2023-03-11) |
| Employees | 23 (43% Investors, 0% Brokers) |
| Phone | 212-752-5255 |
| Address | 545 Madison Avenue New York, NY 10022 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($BB) |
|---|
| CIK | Period |
|---|---|
| 0000016972 | |
| / | |
| Sector | Form 13F Holdings | Cap ($BB) | Value ($BB) |
|---|---|---|---|
| Microsoft Corp | 1,918.2 | 0.2 | |
| Alphabet Inc | 1,482.6 | 0.1 | |
| Apple Inc | 2,382.8 | 0.1 | |
| Lowes Companies Inc | 111.7 | 0.1 | |
| Analog Devices Inc | 77.2 | 0.1 | |
| Chesapeake Energy Corp | 11.3 | 0.1 | |
| Goldman Sachs Group Inc | 102.9 | 0.0 | |
| White Mountains Insurance Group Ltd | 3.7 | 0.0 | |
| GS Acquisition Holdings Corp | 3.6 | 0.0 | |
| Teck Resources Ltd | 17.9 | 0.0 | |
| Air Lease Corp | 3.6 | 0.0 | |
| Delta Air Lines Inc | 19.4 | 0.0 | |
| Green Plains Renewable Energy Inc | 1.6 | 0.0 | |
| Boeing Co | 82.1 | 0.0 | |
| Super Micro Computer Inc | 2.2 | 0.0 | |
| Crown Holdings Inc | 11.6 | 0.0 | |
| AbbVie Inc | 269.5 | 0.0 | |
| Walt Disney Co | 174.7 | 0.0 | |
| Perrigo Co Ltd | 5.5 | 0.0 | |
| Merck & Co Inc | 232.4 | 0.0 | |
| Uber Technologies Inc | 43.4 | 0.0 | |
| Abbott Laboratories | 187.3 | 0.0 | |
| Costco Wholesale Corp /NEW | 207.6 | 0.0 | |
| Fedex Corp | 62.2 | 0.0 | |
| Lockheed Martin Corp | 112.0 | 0.0 | |
| Denbury Resources Inc | 3.3 | 0.0 | |
| TJX Companies Inc /DE/ | 67.3 | 0.0 | |
| Laboratory Corp of America Holdings | 21.9 | 0.0 | |
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| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,131 | 3.2 |
| (b) Individuals (high net worth individuals) | 366 | 0.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 2 | 0.0 |
| (g) Pension and profit sharing plans | 12 | 0.0 |
| (h) Charitable organizations | 34 | 0.2 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 20 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 1,565 | 3.6 |
| By Discretionary | ||
| Discretionary | 1,565 | 3.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,565 | 3.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.1 | |
| United States Persons | 3.6 | |
| Total | 1,565 | 3.6 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0000016972] | |
| SC 13G | [0000016972] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Robertson Stephens Wealth Management LLC
✚
|
CA | 3.7 |
|
Boston Financial Management LLC
✚
|
MA | 3.7 |
|
Kovack Advisors Inc
✚
|
FL | 3.7 |
|
Clearwater Advisors LLC
✚
|
ID | 3.6 |
|
Weaver C Barksdale & Associates Inc
✚
|
TN | 3.6 |
|
Bolton Securities Corp
✚
|
MA | 3.6 |
|
FDX Advisors Inc
✚
|
IL | 3.6 |
|
Security Capital Research & Management Incorporated
✚
|
IL | 3.6 |
|
Kingsview Wealth Management LLC
✚
|
OR | 3.6 |
|
Financial Advocates Investment Management
✚
|
WA | 3.6 |