Biltmore Family Office LLC boosted its stake in Wells Fargo & Company () by 9.7% during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC).

Source: https://www.americanbankingnews.com/2023/05/01/biltmore-family-office-llc-has-395000-stake-in-wells-fargo-company-nysewfc.html

Brown has also indicated, on LinkedIn and elsewhere, that while at the Woods Family Office, he spent years advising famed Texas oilman T. Boone Pickens on renewable energy investments, and that he launched a joint venture with Pickens’ Mesa Power.

Source: https://qz.com/exactly-who-is-the-investor-behind-virgin-orbits-failed-1850288151

CVA Family Office LLC grew its stake in Autodesk, Inc. () by 111.8% during the third quarter, Holdings Channel.com reports.

Source: https://www.etfdailynews.com/2023/03/17/cva-family-office-llc-grows-holdings-in-autodesk-inc-nasdaqadsk/

CVA Family Office LLC grew its stake in shares of KKR & Co. Inc. by 56.8% in the 3rd quarter.

Source: https://www.americanbankingnews.com/2023/06/11/bokf-na-raises-stake-in-kkr-co-inc-nysekkr.html

CVA Family Office LLC increased its position in Biogen by 50.0% during the third quarter.

Source: https://www.etfdailynews.com/2023/04/05/allspring-global-investments-holdings-llc-boosts-stake-in-biogen-inc-nasdaqbiib/

CVA Family Office LLC increased its position in shares of PPG Industries by 312.5% in the third quarter.

Source: https://www.etfdailynews.com/2023/03/26/armstrong-advisory-group-inc-makes-new-46000-investment-in-ppg-industries-inc-nyseppg/

CVA Family Office LLC increased its stake in Corning by 563.6% during the 1st quarter.

Source: https://www.americanbankingnews.com/2023/08/13/california-state-teachers-retirement-system-sells-19374-shares-of-corning-incorporated-nyseglw.html

CVA Family Office LLC now owns 1,000 shares of the medical equipment provider’s stock valued at $39,000 after purchasing an additional 905 shares during the period.

Source: https://www.americanbankingnews.com/2023/06/01/aviva-plc-trims-position-in-boston-scientific-co-nysebsx.html

CVA Family Office LLC now owns 225 shares of the company’s stock worth $31,000 after acquiring an additional 81 shares in the last quarter.

Source: https://www.dailypolitical.com/2023/08/07/tfc-financial-management-inc-sells-194-shares-of-kimberly-clark-co-nysekmb.html

CVA Family Office LLC now owns 515 shares of the conglomerate’s stock valued at $34,000 after acquiring an additional 125 shares in the last quarter.

Source: https://www.etfdailynews.com/2023/05/24/dimensional-fund-advisors-lp-sells-27793-shares-of-itt-inc-nyseitt/

CVA Family Office LLC’s holdings in Chipotle Mexican Grill were worth $53,000 as of its most recent filing with the Securities and Exchange Commission.

Source: https://www.etfdailynews.com/2023/03/17/chipotle-mexican-grill-inc-nysecmg-position-increased-by-cva-family-office-llc/

Finally, Standard Family Office LLC bought a new position in shares of Mettler-Toledo International during the 3rd quarter valued at about $69,000.

Source: https://www.etfdailynews.com/2023/03/30/crossmark-global-holdings-inc-increases-holdings-in-mettler-toledo-international-inc-nysemtd/

Pathstone Family Office LLC increased its holdings in ICL Group by 15.3% in the 4th quarter.

Source: https://www.americanbankingnews.com/2023/11/15/bank-of-new-york-mellon-corp-grows-holdings-in-icl-group-ltd-nyseicl.html

Pathstone Family Office LLC lifted its position in Qurate Retail by 42.0% in the fourth quarter.

Source: https://www.americanbankingnews.com/2023/06/11/alpine-global-management-llc-invests-121000-in-qurate-retail-inc-nasdaqqrtea.html

Pathstone Family Office LLC now owns 19,370 shares of the industrial products company’s stock valued at $1,004,000 after acquiring an additional 259 shares during the period.

Source: https://www.etfdailynews.com/2023/08/10/4800-shares-in-silgan-holdings-inc-nyseslgn-purchased-by-versor-investments-lp/

Pathstone Family Office LLC purchased a new position in GATX in the fourth quarter valued at about $202,000.

Source: https://www.etfdailynews.com/2023/08/23/bank-of-new-york-mellon-corp-cuts-stock-holdings-in-gatx-co-nysegatx/

Pathstone Family Office LLC purchased a new stake in Arvinas in the fourth quarter valued at approximately $207,000.

Source: https://www.americanbankingnews.com/2023/08/31/arvinas-inc-nasdaqarvn-shares-purchased-by-tower-research-capital-llc-trc.html

Pathstone Family Office LLC raised its position in shares of Masimo by 91.1% in the 3rd quarter.

Source: https://www.etfdailynews.com/2023/07/11/dekabank-deutsche-girozentrale-increases-stake-in-masimo-co-nasdaqmasi/

Some of the more notable are Google Co-Founder Sergy Brin (Bayshore Global Management), Indian billionaire businessman Mukesh Ambani, and American hedge fund investor Ray Dalio (Dalio Family Office) according to the back-office service provider Empaxis.

Source: https://www.asiasentinel.com/p/singapore-chinese-family-office-supervision

Standard Family Office LLC purchased a new position in Church & Dwight during the third quarter valued at $49,000.

Source: https://www.etfdailynews.com/2023/04/09/fifth-third-bancorp-increases-stake-in-church-dwight-co-inc-nysechd/