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| Shufro Rose & Co LLC
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| |
|---|---|
| CRD # | 3403 |
| SEC # | 801-977 |
| CIK # | 0000908195 |
| AUM | $2.0 BB (2024-08-14) |
| Employees | 26 (35% Investors, 0% Brokers) |
| Phone | 212-754-5100 |
| Address | 600 Lexington Avenue New York, NY 10022 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($BB) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| MSFT | 1,918,222.4 | 51.0 | |
| LLY | 301,789.7 | 43.2 | |
| AAPL | 2,382,844.0 | 40.5 | |
| GLW | 27,449.9 | 37.5 | |
| CEF | 34.6 | ||
| TMO | 209,733.6 | 33.0 | |
| QCOM | 147,392.0 | 30.3 | |
| AVY | 13,410.9 | 26.1 | |
| FSK | 5,490.0 | 25.4 | |
| TXN | 142,156.2 | 25.3 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 774 | 0.3 |
| (b) Individuals (high net worth individuals) | 495 | 1.7 |
| (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 | 0 | 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 | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,324 | 2.0 |
| By Discretionary | ||
| Discretionary | 1,243 | 1.9 |
| Non-Discretionary | 81 | 0.1 |
| Total | 1,324 | 2.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.0 | |
| Total | 1,324 | 2.0 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0000908195] | |
| SC 13G | [0000908195] |
| Form 13D/13G Filer | Form 13D/13G Subject | Filed |
|---|---|---|
| Shufro Rose & Co LLC | Vishay Precision Group Inc | [2015-02-11] |
| Shufro Rose & Co LLC | Bar Harbor Bankshares | [2013-01-30] |
| Shufro Rose & Co LLC | Bar Harbor Bankshares | [2012-01-13] |
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