Series 24: Institutional Investment Manager Reports: Form 13F

Taken from our Series 24 Online Guide

Institutional Investment Manager Reports: Form 13F

Any institutional investment manager that has discretion over $100 million or more in section 13(f) securities must file Form 13F. Form 13F is filed quarterly with the SEC and must be filed within 45 days of the end of each quarter. An institutional investment manager is any business entity that invests or trades securities for its own account, or is a person or business that exercises investment discretion over the accounts of others. Institutional investment ma

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