STARR LOREN M

PrivateCIK: 1217495
Location

JUPITER, FL

STARR LOREN M

4
AFFILIATED MANAGERS GROUP, INC.
Aug 18, 2026·Aug 18, 2026
2 txn

INVESCO LTD.

13F-HR

Holdings

Aug 14, 2026·Aug 14, 2026

BANK OF AMERICA CORP /DE/

4
NUVEEN MUNICIPAL HIGH INCOME OPPORTUNITY FUND
Aug 6, 2026·Aug 6, 2026
6 txn

BANK OF AMERICA CORP /DE/

4
NUVEEN MUNICIPAL HIGH INCOME OPPORTUNITY FUND
Aug 4, 2026·Aug 4, 2026
8 txn

STARR LOREN M

4
AFFILIATED MANAGERS GROUP, INC.
Aug 3, 2026·Aug 3, 2026
2 txn

PALANDJIAN TRACY P.

4
AFFILIATED MANAGERS GROUP, INC.
Aug 3, 2026·Aug 3, 2026
1 txn

MATOS RODRIGUEZ FELIX V.

4
AFFILIATED MANAGERS GROUP, INC.
Aug 3, 2026·Aug 3, 2026
1 txn

BANK OF AMERICA CORP /DE/

4
NUVEEN MUNICIPAL HIGH INCOME OPPORTUNITY FUND
Jul 28, 2026·Jul 28, 2026
2 txn

TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA

3
NUVEEN ENHANCED CORPORATE OPPORTUNITIES FUND
Jul 17, 2026·Jul 17, 2026
1 txn

NUVEEN FUND ADVISORS, LLC

3
NUVEEN ENHANCED CORPORATE OPPORTUNITIES FUND
Jul 17, 2026·Jul 17, 2026
1 txn

MOSCHNER ALBIN F

4
NUVEEN MUNICIPAL HIGH INCOME OPPORTUNITY FUND
Jun 29, 2026·Jun 29, 2026
2 txn

FRANQUI ANNETTE

4
AFFILIATED MANAGERS GROUP, INC.
Jun 3, 2026·Jun 3, 2026
1 txn

BANK OF AMERICA CORP /DE/

4
NUVEEN NEW YORK QUALITY MUNICIPAL INCOME FUND
May 21, 2026·May 21, 2026
2 txn

BANK OF AMERICA CORP /DE/

4
NUVEEN MUNICIPAL CREDIT OPPORTUNITIES FUND
May 20, 2026·May 20, 2026
2 txn

DAY JOHN

4
INVESCO MORTGAGE CAPITAL INC.
May 19, 2026·May 19, 2026
2 txn

LIU DON H

4
INVESCO MORTGAGE CAPITAL INC.
May 19, 2026·May 19, 2026
1 txn

JPMORGAN CHASE BANK, N.A.

4
INVESCO QUALITY MUNICIPAL INCOME TRUST
May 19, 2026·May 19, 2026
2 txn

INVESCO LTD.

13F-HR

Holdings

May 12, 2026·May 12, 2026

MATOS RODRIGUEZ FELIX V.

144
AFFILIATED MANAGERS GROUP, INC.
May 8, 2026·May 8, 2026
+4

JPMORGAN CHASE BANK, N.A.

4
INVESCO QUALITY MUNICIPAL INCOME TRUST
May 1, 2026·May 1, 2026
2 txn

WELLS FARGO & COMPANY/MN

4
NUVEEN NEW JERSEY QUALITY MUNICIPAL INCOME FUND
Apr 29, 2026·Apr 29, 2026
1 txn

PATEL CHEERAG B.

3
AFFILIATED MANAGERS GROUP, INC.
Apr 24, 2026·Apr 24, 2026
1 txn

CATES G. STALEY

3
AFFILIATED MANAGERS GROUP, INC.
Apr 6, 2026·Apr 6, 2026
1 txn

TRIVEDI HIMANI

4
NUVEEN ENHANCED CLO INCOME FUND
Apr 1, 2026·Apr 1, 2026
1 txn

VIRGILIO STEPHEN

4
NUVEEN MORTGAGE & INCOME FUND/MA/
Mar 24, 2026·Mar 24, 2026
1 txn
Page 1 of 63 · 1,565 total
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