Goodwin Daniel L (CIK: 0001119191) is a financial institution headquartered at 2901 Butterfield Rd, , Oak Brook, Illinois 60523. The firm regularly files Form 13F with the U.S. Securities and Exchange Commission (SEC), disclosing its equity holdings and investment positions.
As of the latest reporting period (2023-09-30), the institution manages a portfolio valued at $206.81 M, comprising 94 distinct securities. Over its filing history, it has submitted 43 Form 13F reports.
To view the institution’s full SEC filing history:
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Q3 2023 — Top-10 concentration: 74.7%. Quarterly turnover: 1.4%. ▲ 8 new, +33 added, −11 reduced, ×5 exited.
| Name | Shares | Market Value | Weight | Change | Activity |
|---|---|---|---|---|---|
| 5.13 M | $109.97 M | 53.17% | |||
| 25,168 | $10.76 M | 5.20% | ▲ 2,081 | Add 9.0% | |
| 42,220 | $5.57 M | 2.69% | ▲ 4,320 | Add 11.4% | |
| 10,180 | $5.13 M | 2.48% | |||
| 34,655 | $4.41 M | 2.13% | ▲ 480 | Add 1.4% | |
| 27,450 | $3.98 M | 1.92% | ▼ 100 | Reduce -0.4% | |
| 24,900 | $3.77 M | 1.82% | |||
| 9,696 | $3.06 M | 1.48% | ▲ 960 | Add 11.0% | |
| 8,929 | $2.99 M | 1.45% | ▲ 1,725 | Add 24.0% | |
|
Nuveen Amt-Fr Muni Crdt
N/A
|
257,983 | $2.66 M | 1.29% | ▲ 2,300 | Add 0.9% |