Series 24: 4.2.8.7. Institutional Investment Manager Reports: Form 13F

Taken from our Series 24 Online Guide

4.2.8.7. Institutional Investment Manager Reports: Form 13F

Form 13F is a report filed quarterly by institutional investment managers that have discretion over $100 million or more in Section 13(f) securities. It must then 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 account

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