Operose Advisors LLC
Position in APAM — Artisan Partners Asset Management Inc.
CIK 1909750
MILWAUKEE, WI
Position in APAM
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,480,577
-$79,753 QoQ
Shares Held
42,878
0.0% QoQ
Ownership
0.053%
of shares outstanding
% of Portfolio
0.90%
of 13F equity value
Holder Rank
#113
of 378 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in APAM Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Operose Advisors LLC holds $4,889,679 across 21 Asset Management names. APAM ranks #1 (30.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | APAM |
Artisan Partners Asset Management Inc.
This page
|
42,878 | $1,480,577 | |
| 2 | NZF |
Nuveen Municipal Credit Income Fund
|
79,113 | $1,003,152 | |
| 3 | KYN |
Kayne Anderson Energy Infrastructure Fund, Inc.
|
38,146 | $527,559 | |
| 4 | JPC |
Nuveen Preferred & Income Opportunities Fund
|
44,465 | $350,384 | |
| 5 | BX |
Blackstone Inc.
|
2,650 | $311,825 | |
| 6 | ARCC |
Ares Capital Corp
|
16,624 | $308,042 | |
| 7 | TROW |
Price T Rowe Group Inc
|
2,000 | $227,380 | |
| 8 | CRBG |
Corebridge Financial, Inc.
|
6,000 | $171,780 |
All Filings in APAM
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,480,577 | 42,878 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $1,560,330 | 42,878 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $1,746,849 | 42,878 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $1,860,905 | 42,878 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,900,781 | 42,878 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $2,263,029 | 57,878 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $2,466,248 | 57,288 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $2,460,662 | 56,802 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $2,324,285 | 56,319 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $2,559,916 | 55,930 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $2,440,900 | 55,249 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $2,049,979 | 54,783 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $2,137,088 | 54,365 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $1,725,512 | 53,956 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $1,302,523 | 43,856 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $1,181,042 | 43,856 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,559,957 | 43,856 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $1,410,933 | 35,856 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $1,346,115 | 28,256 | Shares | Sole | 2022-02-14 | |
| No filing history on record for this holder in this stock. | ||||||