Waverly Advisors, LLC
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- Report Date
- 2025-03-31
- Filing Date
- 2025-05-15
- Total Holdings
- 1,171
- Total Value
- 8198989293
- Accession Number
- 0001398344-25-009517
- Form Type
- 13F-HR
- CIK
- 0001568787
- Manager Name
- Waverly Advisors, LLC
Data Enrichment
69% identified808 identified363 unidentified
Holdings
1,171 positions
Manager:
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Page 28 of 56
97717W760
Shares:
21753(-3.6%)
Value:
$1.4B(+1.1%)
46429B309
Shares:
86255
Value:
$1.4B
025072695
Shares:
30875(+0.0%)
Value:
$1.4B(-1.4%)
33739Q408
Shares:
23132(+144.2%)
Value:
$1.4B(+144.4%)
92189H201
Shares:
29193(-1.4%)
Value:
$1.3B(-2.6%)
72201R718
Shares:
13476(+0.2%)
Value:
$1.3B(+1.2%)
032108664
Shares:
17956(-0.3%)
Value:
$1.3B(-3.9%)
46435U663
Shares:
33566(-6.5%)
Value:
$1.3B(-14.6%)
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
(cusip97717W760)✕ | 21.8K | All Managers (Combined) | $1.4M | ||
Renasant Corp(RNSTcusip75970E107) | 41.7K | All Managers (Combined) | $1.4M | ||
(cusip46429B309)✕ | 86.3K | QoQ NEW(+86.3K) YoY NEW(+86.3K) | All Managers (Combined) | $1.4M | QoQ NEW(+$1.4M) YoY NEW(+$1.4M) |
(cusip025072695)✕ | 30.9K | All Managers (Combined) | $1.4M | ||
25.3K | All Managers (Combined) | $1.4M | |||
6.9K | All Managers (Combined) | $1.4M | |||
(cusip33739Q408)✕ | 23.1K | YoY NEW(+23.1K) | All Managers (Combined) | $1.4M | YoY NEW(+$1.4M) |
Oneok Inc /New/(OKEcusip682680103) | 13.7K | All Managers (Combined) | $1.4M | ||
25.9K | All Managers (Combined) | $1.4M | |||
14.1K | YoY NEW(+14.1K) | All Managers (Combined) | $1.3M | YoY NEW(+$1.3M) | |
Blackbaud Inc(BLKBcusip09227Q100) | 21.5K | YoY NEW(+21.5K) | All Managers (Combined) | $1.3M | YoY NEW(+$1.3M) |
21.9K | YoY NEW(+21.9K) | All Managers (Combined) | $1.3M | YoY NEW(+$1.3M) | |
4.0K | QoQ 0.00% (+0)YoY +0.07% (+3) | All Managers (Combined) | $1.3M | ||
(cusip92189H201)✕ | 29.2K | All Managers (Combined) | $1.3M | ||
64.4K | QoQ -0.01% (-8)YoY 0.00% (+0) | All Managers (Combined) | $1.3M | ||
10.2K | All Managers (Combined) | $1.3M | |||
31.1K | QoQ NEW(+31.1K) YoY NEW(+31.1K) | All Managers (Combined) | $1.3M | QoQ NEW(+$1.3M) YoY NEW(+$1.3M) | |
(cusip72201R718)✕ | 13.5K | QoQ +0.20% (+27)YoY NEW(+13.5K) | All Managers (Combined) | $1.3M | YoY NEW(+$1.3M) |
(cusip032108664)✕ | 18.0K | QoQ -0.27% (-50)YoY NEW(+18.0K) | All Managers (Combined) | $1.3M | YoY NEW(+$1.3M) |
(cusip46435U663)✕ | 33.6K | All Managers (Combined) | $1.3M |