Legacy Advisors, LLC

Q1 2025 13F Combination Report, Options Holdings

Signature - Title
Matthew Sgro - Director of Finance and CCO
Location
Plymouth Meeting, PA
Options holdings as of
March 31, 2025
Notional value $
$207K
Number of holdings
1
Date filed
4/22/2025, 05:38 PM
Description
A portion of the US holdings for this investor are reported in this report and a portion are reported by other reporting manager(s).
Previous filing
Q4 2024 - Feb 14, 2025
Next filing
Q2 2025 - Aug 7, 2025
Stock holdings
Showing options holdings, see here for stock holdings
Sym Company Class Option Share Change Activity * Price $ Shares Notional Value
Filing 2025 Q1 compared to 2024 Q4 by default.
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.

Person Signing this Report on Behalf of Reporting Manager:

Name Title City, State Date
Matthew Sgro Director of Finance and CCO Plymouth Meeting, Pennsylvania 4/22/2025

List of Other Managers Reporting for Legacy Advisors, LLC:

Name Holdings Value Location File Number
Trillium Asset Management, Llc $3.79B Boston, MA 028-03125
Congress Asset Management Co /Ma $15B Boston, MA 028-03434
Parametric Portfolio Associates Llc Seattle, WA 028-04558
Jensen Investment Management Inc $8.06B Lake Oswego, OR 028-03495
Lazard Asset Management Llc $74.1B New York, NY 028-10469
Sterling Capital Management LLC $6.83B Charlotte, NC 028-11465
Coho Partners, Ltd. $779M Berwyn, PA 028-11563
Confluence Investment Management Llc $7.01B St. Louis, MO 028-13334