Eagle Boston Investment Management Inc

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Eagle Boston Investment Management Inc
CRD #110649
SEC #801-55776
CIK #0000790502, 0001079161
AUM
Employees 24 (21% Investors, 17% Brokers)
Phone800-237-3101
Address880 Carillon Parkway
St Petersburg, FL 33716
Source [IAPD] [EDGAR] [Website] [Twitter]
Total AUM ($B)
3.02.41.81.20.60.01999200720152024
CIK Period
0000790502 0001079161
Sector Form 13F Holdings Value ($B)
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Apple Inc 6.0
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Amazon Com Inc 4.5
J P Morgan Chase & Co 4.2
Facebook Inc 2.8
Wal Mart Stores Inc 2.4
Alphabet Inc 2.3
VISA Inc 2.1
Home Depot Inc 2.0
Eaton Corp Ltd 2.0
AbbVie Inc 1.7
Johnson & Johnson 1.4
Motorola Inc 1.4
Verizon Communications Inc 1.3
Costco Wholesale Corp /NEW 1.3
Alphabet Inc 1.3
 
 
 
 
 
 
 
 
 
 
 
 
 
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AUM Breakdown Accounts AUM ($B)
By Client Type
(a) Individuals (other than high net worth individuals) 23 0.0
(b) Individuals (high net worth individuals) 0 0.0
(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 0.1
(g) Pension and profit sharing plans 6 0.8
(h) Charitable organizations 6 0.0
(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 1 0.0
(n) Other 0 0.0
Total 40 1.0
By Discretionary
Discretionary 17 1.0
Non-Discretionary 23 0.0
Total 40 1.0
By Non-United States Persons
Non-United States Persons 0.1
United States Persons 0.9
Total 40 1.0
EDGAR Form CIK 2011 - 2025
13F-HR [0000790502]
13F-NT [0000790502]
3 [0000790502]
4 [0000790502]
SC 13D [0000790502]
SC 13G [0000790502]
13F-HR [0001079161]
SC 13G [0001079161]
Form 13D/13G Filer Form 13D/13G Subject Filed
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Form 3/4/5 Subject 2011 - 2025
Eagle Asset Management Inc
Eagle Growth & Income Opportunities Fund
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