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Pittenger & Anderson Inc
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CRD # | 111033 |
SEC # | 801-49107 |
CIK # | 0001034886 |
AUM | $2.5 BB (2023-12-18) |
Employees | 14 (100% Investors, 0% Brokers) |
Phone | 402-328-8800 |
Address | 5533 S 27th Street Lincoln, NE 68512 |
Source | [IAPD] [EDGAR] [Website] [Twitter] |
Total AUM ($BB) |
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Sector | Form 13F Holdings | Cap ($BB) | Value ($BB) |
---|---|---|---|
FI | 0.4 | ||
MSFT | 1,918.2 | 0.1 | |
AAPL | 2,382.8 | 0.1 | |
COST | 207.6 | 0.0 | |
GOOGL | 1,475.1 | 0.0 | |
AMZN | 1,093.0 | 0.0 | |
WM | 61.8 | 0.0 | |
CTAS | 38.0 | 0.0 | |
ACN | 179.5 | 0.0 | |
V | 419.3 | 0.0 | |
View All |
Holdings by Sector ($BB) |
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AUM Breakdown | Accounts | AUM ($BB) |
---|---|---|
By Client Type | ||
(a) Individuals (other than high net worth individuals) | 582 | 0.2 |
(b) Individuals (high net worth individuals) | 260 | 0.9 |
(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 | 0 | 0.0 |
(g) Pension and profit sharing plans | 0 | 0.0 |
(h) Charitable organizations | 11 | 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 | 24 | 1.2 |
(n) Other | 0 | 0.0 |
Total | 2,009 | 2.5 |
By Discretionary | ||
Discretionary | 2,009 | 2.5 |
Non-Discretionary | 0 | 0.0 |
Total | 2,009 | 2.5 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 2.5 | |
Total | 2,009 | 2.5 |
EDGAR Form | CIK | 2011 - 2024 |
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13F-HR | [0001034886] |
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|
CA | 2.8 |
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Waters Parkerson & Co LLC
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Cardiff Park Advisors LLC
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Systematic Alpha Investments LLC
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NJ | 2.3 |
Zemenick & Walker Inc
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Charles D Hyman & Company
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FL | 2.2 |
Nichols & Pratt Advisers LLP
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MA | 2.2 |
Rock Harbor Partners LLC
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NY | 2.1 |