$211 Million is the total value of Court Place Advisors, LLC's 161 reported holdings in Q2 2017. The portfolio turnover from Q1 2017 to Q2 2017 was 5.8% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
JKHY | Sell | HENRY JACK & ASSOC INC | $9,740,000 | +11.1% | 93,768 | -0.4% | 4.62% | +7.4% |
ADP | Sell | AUTOMATIC DATA PROCESSING IN | $7,807,000 | -0.7% | 76,194 | -0.8% | 3.71% | -4.1% |
BRKB | Sell | BERKSHIRE HATHAWAY INC DELcl b new | $6,781,000 | +1.5% | 40,035 | -0.1% | 3.22% | -1.9% |
AET | Sell | AETNA INC NEW | $6,571,000 | +18.7% | 43,281 | -0.3% | 3.12% | +14.7% |
PG | Buy | PROCTER AND GAMBLE CO | $6,404,000 | -2.8% | 73,483 | +0.2% | 3.04% | -6.1% |
MSFT | Sell | MICROSOFT CORP | $5,954,000 | +3.8% | 86,381 | -0.9% | 2.83% | +0.2% |
GE | Buy | GENERAL ELECTRIC CO | $5,567,000 | -8.7% | 206,101 | +0.7% | 2.64% | -11.8% |
XOM | Sell | EXXON MOBIL CORP | $4,903,000 | -2.5% | 60,739 | -1.0% | 2.33% | -5.8% |
ORCL | Sell | ORACLE CORP | $4,737,000 | +7.8% | 94,479 | -4.1% | 2.25% | +4.2% |
SEIC | Sell | SEI INVESTMENTS CO | $4,687,000 | +6.5% | 87,157 | -0.1% | 2.22% | +2.9% |
CSCO | Buy | CISCO SYS INC | $4,547,000 | -4.1% | 145,272 | +3.6% | 2.16% | -7.3% |
INTC | Buy | INTEL CORP | $4,546,000 | -5.4% | 134,738 | +1.1% | 2.16% | -8.6% |
BIIB | Sell | BIOGEN INC | $3,861,000 | -1.2% | 14,228 | -0.4% | 1.83% | -4.5% |
HD | Sell | HOME DEPOT INC | $3,753,000 | +3.6% | 24,466 | -0.8% | 1.78% | +0.1% |
T | Sell | AT&T INC | $3,597,000 | -9.5% | 95,326 | -0.3% | 1.71% | -12.6% |
XLK | Buy | SELECT SECTOR SPDR TRtechnology | $3,512,000 | +2.7% | 64,179 | +0.0% | 1.67% | -0.8% |
SPGI | Sell | S&P GLOBAL INC | $3,171,000 | +10.4% | 21,720 | -1.1% | 1.50% | +6.7% |
CL | Sell | COLGATE PALMOLIVE CO | $3,115,000 | +0.9% | 42,017 | -0.4% | 1.48% | -2.4% |
CHKP | Sell | CHECK POINT SOFTWARE TECH LTord | $2,969,000 | +5.5% | 27,221 | -0.7% | 1.41% | +1.9% |
AFL | Sell | AFLAC INC | $2,750,000 | +6.8% | 35,400 | -0.4% | 1.30% | +3.2% |
PNC | Buy | PNC FINL SVCS GROUP INC | $2,709,000 | +3.9% | 21,692 | +0.0% | 1.29% | +0.4% |
PFE | Sell | PFIZER INC | $2,688,000 | -1.9% | 80,027 | -0.1% | 1.28% | -5.3% |
ROST | Buy | ROSS STORES INC | $2,656,000 | -10.0% | 46,000 | +2.7% | 1.26% | -13.0% |
LGND | Sell | LIGAND PHARMACEUTICALS INC | $2,652,000 | +14.6% | 21,844 | -0.1% | 1.26% | +10.7% |
ADS | Sell | ALLIANCE DATA SYSTEMS CORP | $2,643,000 | +2.6% | 10,298 | -0.5% | 1.25% | -0.9% |
TRN | Sell | TRINITY INDS INC | $2,496,000 | +4.2% | 89,046 | -1.3% | 1.18% | +0.7% |
RTN | RAYTHEON CO | $2,320,000 | +5.9% | 14,369 | 0.0% | 1.10% | +2.3% | |
HAL | Buy | HALLIBURTON CO | $2,314,000 | -12.2% | 54,176 | +1.1% | 1.10% | -15.2% |
URI | Buy | UNITED RENTALS INC | $2,235,000 | +29.5% | 19,830 | +43.7% | 1.06% | +25.1% |
JPM | Sell | JPMORGAN CHASE & CO | $2,170,000 | +4.0% | 23,740 | -0.1% | 1.03% | +0.5% |
NVS | Sell | NOVARTIS A Gsponsored adr | $2,153,000 | +11.6% | 25,791 | -0.8% | 1.02% | +7.8% |
XLF | Buy | SELECT SECTOR SPDR TRsbi int-finl | $2,119,000 | +6.1% | 85,880 | +2.1% | 1.01% | +2.5% |
PEG | Buy | PUBLIC SVC ENTERPRISE GROUP | $2,115,000 | -3.0% | 49,174 | +0.0% | 1.00% | -6.3% |
MDY | Buy | SPDR S&P MIDCAP 400 ETF TRutser1 s&pdcrp | $2,087,000 | +2.4% | 6,572 | +0.7% | 0.99% | -1.1% |
BAC | BANK AMER CORP | $1,886,000 | +2.8% | 77,732 | 0.0% | 0.90% | -0.7% | |
MRK | Sell | MERCK & CO INC | $1,823,000 | +0.2% | 28,445 | -0.7% | 0.86% | -3.2% |
ABC | Sell | AMERISOURCEBERGEN CORP | $1,787,000 | +5.7% | 18,901 | -1.0% | 0.85% | +2.2% |
JNJ | JOHNSON & JOHNSON | $1,732,000 | +6.2% | 13,096 | 0.0% | 0.82% | +2.6% | |
VZ | Buy | VERIZON COMMUNICATIONS INC | $1,726,000 | -7.1% | 38,649 | +1.5% | 0.82% | -10.2% |
ABBV | Buy | ABBVIE INC | $1,619,000 | +21.3% | 22,331 | +9.0% | 0.77% | +17.1% |
UL | UNILEVER PLCspon adr new | $1,598,000 | +9.7% | 29,521 | 0.0% | 0.76% | +5.9% | |
LUV | Sell | SOUTHWEST AIRLS CO | $1,462,000 | +12.3% | 23,525 | -2.9% | 0.69% | +8.4% |
CDK | CDK GLOBAL INC | $1,437,000 | -4.5% | 23,147 | 0.0% | 0.68% | -7.7% | |
DIS | Buy | DISNEY WALT CO | $1,335,000 | -5.8% | 12,562 | +0.6% | 0.63% | -8.9% |
AAPL | APPLE INC | $1,311,000 | +0.2% | 9,105 | 0.0% | 0.62% | -3.3% | |
BAX | Sell | BAXTER INTL INC | $1,301,000 | +16.0% | 21,490 | -0.7% | 0.62% | +12.2% |
BRKA | BERKSHIRE HATHAWAY INC DELcl a | $1,274,000 | +2.0% | 5 | 0.0% | 0.60% | -1.5% | |
HDV | Sell | ISHARES TRcore high dv etf | $1,221,000 | -1.8% | 14,690 | -1.0% | 0.58% | -5.1% |
DOV | Sell | DOVER CORP | $1,218,000 | -1.1% | 15,178 | -1.0% | 0.58% | -4.5% |
MGA | Sell | MAGNA INTL INC | $1,197,000 | +6.5% | 25,840 | -0.8% | 0.57% | +2.9% |
KO | Sell | COCA COLA CO | $1,145,000 | +2.0% | 25,533 | -3.4% | 0.54% | -1.5% |
QCOM | Sell | QUALCOMM INC | $1,130,000 | -6.5% | 20,472 | -2.8% | 0.54% | -9.6% |
DOW | Sell | DOW CHEM CO | $1,120,000 | -0.9% | 17,754 | -0.1% | 0.53% | -4.1% |
PEP | PEPSICO INC | $1,119,000 | +3.2% | 9,687 | 0.0% | 0.53% | -0.4% | |
WFC | Buy | WELLS FARGO CO NEW | $1,112,000 | +6.9% | 20,068 | +7.4% | 0.53% | +3.3% |
LOW | LOWES COS INC | $1,085,000 | -5.7% | 13,998 | 0.0% | 0.52% | -8.8% | |
BMY | Sell | BRISTOL MYERS SQUIBB CO | $1,071,000 | +2.0% | 19,216 | -0.5% | 0.51% | -1.6% |
UTX | UNITED TECHNOLOGIES CORP | $1,042,000 | +8.9% | 8,530 | 0.0% | 0.50% | +5.3% | |
NEE | Sell | NEXTERA ENERGY INC | $1,034,000 | +6.4% | 7,378 | -2.6% | 0.49% | +2.7% |
SNY | Sell | SANOFIsponsored adr | $942,000 | +5.6% | 19,661 | -0.3% | 0.45% | +2.1% |
IBM | INTERNATIONAL BUSINESS MACHS | $899,000 | -11.7% | 5,845 | 0.0% | 0.43% | -14.6% | |
MCD | Sell | MCDONALDS CORP | $897,000 | +16.2% | 5,857 | -1.7% | 0.43% | +12.4% |
FENY | Buy | FIDELITYmsci energy idx | $860,000 | -8.1% | 47,827 | +0.3% | 0.41% | -11.3% |
CAT | Buy | CATERPILLAR INC DEL | $844,000 | +16.6% | 7,857 | +0.6% | 0.40% | +12.6% |
GOOGL | ALPHABET INCcap stk cl a | $839,000 | +9.7% | 902 | 0.0% | 0.40% | +5.9% | |
UNP | Sell | UNION PAC CORP | $813,000 | +2.3% | 7,466 | -0.5% | 0.39% | -1.3% |
SO | Sell | SOUTHERN CO | $799,000 | -6.1% | 16,695 | -2.3% | 0.38% | -9.3% |
NKE | Buy | NIKE INCcl b | $786,000 | +22.8% | 13,327 | +16.0% | 0.37% | +18.8% |
FTEC | Sell | FIDELITYmsci info tech i | $765,000 | +1.3% | 17,900 | -2.5% | 0.36% | -2.2% |
FXI | ISHARES TRchina lg-cap etf | $763,000 | +3.1% | 19,225 | 0.0% | 0.36% | -0.5% | |
FISV | FISERV INC | $734,000 | +6.1% | 5,999 | 0.0% | 0.35% | +2.4% | |
AMGN | AMGEN INC | $732,000 | +5.0% | 4,248 | 0.0% | 0.35% | +1.5% | |
KR | Buy | KROGER CO | $727,000 | -15.3% | 31,189 | +7.2% | 0.34% | -18.2% |
GLW | Sell | CORNING INC | $702,000 | +10.9% | 23,350 | -0.4% | 0.33% | +7.1% |
CVX | Buy | CHEVRON CORP NEW | $701,000 | +9.4% | 6,718 | +12.6% | 0.33% | +5.7% |
IWV | ISHARES TRrussell 3000 etf | $654,000 | +3.0% | 4,540 | 0.0% | 0.31% | -0.6% | |
WY | WEYERHAEUSER CO | $614,000 | -1.4% | 18,340 | 0.0% | 0.29% | -4.9% | |
KMI | Buy | KINDER MORGAN INC DEL | $610,000 | +39.6% | 31,825 | +58.3% | 0.29% | +34.9% |
PPL | PPL CORP | $605,000 | +3.2% | 15,661 | 0.0% | 0.29% | -0.3% | |
FAST | Sell | FASTENAL CO | $601,000 | -16.6% | 13,800 | -1.4% | 0.28% | -19.5% |
ALK | Buy | ALASKA AIR GROUP INC | $601,000 | +36.0% | 6,695 | +39.6% | 0.28% | +31.3% |
EXC | Buy | EXELON CORP | $599,000 | +0.2% | 16,620 | +0.0% | 0.28% | -3.4% |
XLV | SELECT SECTOR SPDR TRsbi healthcare | $597,000 | +6.6% | 7,535 | 0.0% | 0.28% | +2.9% | |
UNH | UNITEDHEALTH GROUP INC | $586,000 | +13.1% | 3,158 | 0.0% | 0.28% | +9.4% | |
TJX | Buy | TJX COS INC NEW | $576,000 | +1.2% | 7,975 | +10.8% | 0.27% | -2.5% |
ABT | ABBOTT LABS | $567,000 | +9.5% | 11,661 | 0.0% | 0.27% | +5.9% | |
O | Sell | REALTY INCOME CORP | $562,000 | -9.5% | 10,180 | -2.4% | 0.27% | -12.5% |
EEM | New | ISHARES TRmsci emg mkt etf | $561,000 | – | 13,561 | +100.0% | 0.27% | – |
STI | Buy | SUNTRUST BKS INC | $550,000 | +2.6% | 9,698 | +0.1% | 0.26% | -0.8% |
AMAT | APPLIED MATLS INC | $545,000 | +6.2% | 13,190 | 0.0% | 0.26% | +2.8% | |
EMR | Buy | EMERSON ELEC CO | $543,000 | +15.5% | 9,100 | +15.9% | 0.26% | +11.7% |
DE | Sell | DEERE & CO | $541,000 | +12.2% | 4,378 | -1.1% | 0.26% | +8.4% |
KMB | KIMBERLY CLARK CORP | $510,000 | -1.9% | 3,949 | 0.0% | 0.24% | -5.1% | |
DIA | Buy | SPDR DOW JONES INDL AVRG ETFut ser 1 | $504,000 | +3.5% | 2,364 | +0.1% | 0.24% | 0.0% |
SLB | Buy | SCHLUMBERGER LTD | $495,000 | +19.9% | 7,517 | +42.2% | 0.24% | +15.8% |
VCSH | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $496,000 | +0.4% | 6,200 | 0.0% | 0.24% | -3.3% | |
FNCL | Buy | FIDELITYmsci finls idx | $470,000 | +59.3% | 12,940 | +54.0% | 0.22% | +53.8% |
AGCO | Sell | AGCO CORP | $462,000 | +11.6% | 6,850 | -0.4% | 0.22% | +7.9% |
COST | Buy | COSTCO WHSL CORP NEW | $460,000 | -1.1% | 2,875 | +3.6% | 0.22% | -4.4% |
DD | Sell | DU PONT E I DE NEMOURS & CO | $457,000 | 0.0% | 5,662 | -0.4% | 0.22% | -3.6% |
RDN | RADIAN GROUP INC | $458,000 | -8.9% | 28,000 | 0.0% | 0.22% | -12.1% | |
WYND | WYNDHAM WORLDWIDE CORP | $446,000 | +19.3% | 4,438 | 0.0% | 0.21% | +15.2% | |
MO | Sell | ALTRIA GROUP INC | $439,000 | +1.9% | 5,889 | -2.5% | 0.21% | -1.9% |
F | Buy | FORD MTR CO DEL | $433,000 | +6.4% | 38,709 | +10.6% | 0.21% | +3.0% |
DBD | Buy | DIEBOLD NXDF INC | $428,000 | -5.7% | 15,275 | +3.4% | 0.20% | -9.0% |
BIVV | Sell | BIOVERATIV INC | $426,000 | +10.1% | 7,073 | -0.4% | 0.20% | +6.3% |
VTI | Buy | VANGUARD INDEX FDStotal stk mkt | $426,000 | +2.9% | 3,423 | +0.2% | 0.20% | -0.5% |
NOV | NATIONAL OILWELL VARCO INC | $393,000 | -17.8% | 11,930 | 0.0% | 0.19% | -20.4% | |
TEVA | Buy | TEVA PHARMACEUTICAL INDS LTDsponsored adr | $391,000 | +30.8% | 11,767 | +26.1% | 0.19% | +26.5% |
SHPG | Sell | SHIRE PLCsponsored adr | $392,000 | -10.3% | 2,371 | -5.6% | 0.19% | -13.5% |
ACN | ACCENTURE PLC IRELAND | $389,000 | +3.2% | 3,148 | 0.0% | 0.18% | 0.0% | |
AGN | ALLERGAN PLC | $380,000 | +1.9% | 1,562 | 0.0% | 0.18% | -1.6% | |
GSK | GLAXOSMITHKLINE PLCsponsored adr | $366,000 | +2.2% | 8,481 | 0.0% | 0.17% | -1.1% | |
TROW | Sell | PRICE T ROWE GROUP INC | $365,000 | +1.7% | 4,912 | -6.7% | 0.17% | -1.7% |
ADBE | ADOBE SYS INC | $364,000 | +8.7% | 2,576 | 0.0% | 0.17% | +4.8% | |
TGT | Buy | TARGET CORP | $354,000 | +19.2% | 6,779 | +26.0% | 0.17% | +15.1% |
ORI | New | OLD REP INTL CORP | $352,000 | – | 18,000 | +100.0% | 0.17% | – |
DFS | Sell | DISCOVER FINL SVCS | $350,000 | -12.3% | 5,632 | -3.4% | 0.17% | -15.3% |
CWB | SPDR SERIES TRUSTblmbrg brc cnvrt | $345,000 | +3.0% | 6,959 | 0.0% | 0.16% | -0.6% | |
UPS | New | UNITED PARCEL SERVICE INCcl b | $344,000 | – | 3,106 | +100.0% | 0.16% | – |
CCI | CROWN CASTLE INTL CORP NEW | $343,000 | +5.9% | 3,426 | 0.0% | 0.16% | +2.5% | |
VYM | Buy | VANGUARD WHITEHALL FDS INChigh div yld | $324,000 | +1.2% | 4,140 | +0.6% | 0.15% | -1.9% |
ED | CONSOLIDATED EDISON INC | $324,000 | +3.8% | 4,014 | 0.0% | 0.15% | +0.7% | |
MDT | Sell | MEDTRONIC PLC | $315,000 | +6.1% | 3,545 | -3.9% | 0.15% | +2.7% |
GIS | Buy | GENERAL MLS INC | $313,000 | +6.1% | 5,649 | +13.0% | 0.15% | +2.8% |
NTG | Sell | TORTOISE MLP FD INC | $307,000 | -17.5% | 15,914 | -11.2% | 0.15% | -20.2% |
XLRE | Sell | SELECT SECTOR SPDR TRrl est sel sec | $301,000 | -3.8% | 9,360 | -5.6% | 0.14% | -7.1% |
SCHW | SCHWAB CHARLES CORP NEW | $297,000 | +4.9% | 6,925 | 0.0% | 0.14% | +1.4% | |
VNQ | VANGUARD INDEX FDSreit etf | $297,000 | +0.7% | 3,568 | 0.0% | 0.14% | -2.8% | |
KELYA | Sell | KELLY SVCS INCcl a | $296,000 | -2.0% | 13,200 | -4.3% | 0.14% | -5.4% |
BA | BOEING CO | $293,000 | +11.8% | 1,480 | 0.0% | 0.14% | +7.8% | |
SPY | Buy | SPDR S&P 500 ETF TRtr unit | $291,000 | +2.8% | 1,202 | +0.1% | 0.14% | -0.7% |
MAR | MARRIOTT INTL INC NEWcl a | $284,000 | +6.8% | 2,829 | 0.0% | 0.14% | +3.1% | |
WBA | New | WALGREENS BOOTS ALLIANCE INC | $280,000 | – | 3,578 | +100.0% | 0.13% | – |
BIP | New | BROOKFIELD INFRAST PARTNERSlp int unit | $280,000 | – | 6,835 | +100.0% | 0.13% | – |
CERN | CERNER CORP | $259,000 | +12.6% | 3,900 | 0.0% | 0.12% | +8.8% | |
MA | MASTERCARD INCORPORATEDcl a | $258,000 | +7.9% | 2,127 | 0.0% | 0.12% | +4.3% | |
BUD | ANHEUSER BUSCH INBEV SA/NVsponsored adr | $256,000 | +0.8% | 2,318 | 0.0% | 0.12% | -2.4% | |
TTE | TOTAL S Asponsored adr | $255,000 | -1.5% | 5,146 | 0.0% | 0.12% | -4.7% | |
SJI | SOUTH JERSEY INDS INC | $249,000 | -4.2% | 7,300 | 0.0% | 0.12% | -7.8% | |
NUE | NUCOR CORP | $243,000 | -3.2% | 4,199 | 0.0% | 0.12% | -6.5% | |
VTV | Sell | VANGUARD INDEX FDSvalue etf | $240,000 | -15.8% | 2,487 | -16.7% | 0.11% | -18.6% |
MKC | Sell | MCCORMICK & CO INC | $231,000 | -4.1% | 2,373 | -3.9% | 0.11% | -6.8% |
BDX | BECTON DICKINSON & CO | $231,000 | +6.5% | 1,182 | 0.0% | 0.11% | +2.8% | |
VEU | VANGUARD INTL EQUITY INDEX Fallwrld ex us | $227,000 | +4.6% | 4,547 | 0.0% | 0.11% | +0.9% | |
FB | Sell | FACEBOOK INCcl a | $225,000 | -1.3% | 1,493 | -6.9% | 0.11% | -4.5% |
D | DOMINION ENERGY INC | $224,000 | -1.3% | 2,918 | 0.0% | 0.11% | -5.4% | |
RHI | ROBERT HALF INTL INC | $224,000 | -2.2% | 4,680 | 0.0% | 0.11% | -6.2% | |
VOO | Buy | VANGUARD INDEX FDS | $224,000 | +3.2% | 1,008 | +0.4% | 0.11% | -0.9% |
CLX | CLOROX CO DEL | $224,000 | -1.3% | 1,682 | 0.0% | 0.11% | -5.4% | |
CMCSA | COMCAST CORP NEWcl a | $215,000 | +3.9% | 5,517 | 0.0% | 0.10% | 0.0% | |
PM | PHILIP MORRIS INTL INC | $215,000 | +4.4% | 1,827 | 0.0% | 0.10% | +1.0% | |
VNTV | New | VANTIV INCcl a | $213,000 | – | 3,360 | +100.0% | 0.10% | – |
DVMT | Sell | DELL TECHNOLOGIES INC | $212,000 | -6.2% | 3,477 | -1.2% | 0.10% | -9.0% |
EDI | Sell | STONE HBR EMERG MKTS TL INC | $212,000 | -10.5% | 13,900 | -9.7% | 0.10% | -12.9% |
AJG | GALLAGHER ARTHUR J & CO | $203,000 | +1.0% | 3,550 | 0.0% | 0.10% | -3.0% | |
UTG | New | REAVES UTIL INCOME FD | $203,000 | – | 5,909 | +100.0% | 0.10% | – |
NOK | NOKIA CORPsponsored adr | $185,000 | +13.5% | 30,049 | 0.0% | 0.09% | +10.0% | |
GLBZ | GLEN BURNIE BANCORP | $177,000 | -6.3% | 16,692 | 0.0% | 0.08% | -9.7% | |
CSQ | CALAMOS STRATEGIC TOTL RETN | $134,000 | +5.5% | 11,412 | 0.0% | 0.06% | +3.2% | |
ESV | ENSCO PLC | $78,000 | -42.6% | 15,200 | 0.0% | 0.04% | -44.8% | |
COP | Exit | Conoco Phillips | $0 | – | -4,027 | -100.0% | -0.10% | – |
UTF | Exit | Cohen & Steers Select Util Fd | $0 | – | -10,374 | -100.0% | -0.11% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2017-07-20
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
JACK HENRY & ASSOC INC | 40 | Q3 2023 | 5.8% |
MICROSOFT CORP | 40 | Q3 2023 | 7.6% |
PROCTOR & GAMBLE CO | 40 | Q3 2023 | 4.2% |
Cisco Systems Inc COM | 40 | Q3 2023 | 3.0% |
INTEL CORP | 40 | Q3 2023 | 3.0% |
EXXON MOBIL CORP | 40 | Q3 2023 | 4.2% |
SEI INVTS CO | 40 | Q3 2023 | 2.8% |
SPDR TECHNOLOGY ETF | 40 | Q3 2023 | 3.1% |
ORACLE CORP | 40 | Q3 2023 | 3.2% |
HOME DEPOT INC | 40 | Q3 2023 | 2.4% |
View Court Place Advisors, LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-04-26 |
13F-HR | 2024-01-31 |
13F-HR | 2023-11-01 |
13F-HR | 2023-08-01 |
13F-HR | 2023-05-08 |
13F-HR/A | 2023-02-14 |
13F-HR | 2023-02-13 |
13F-HR | 2022-11-14 |
13F-HR | 2022-08-15 |
13F-HR | 2022-05-13 |
View Court Place Advisors, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.