Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| ZUCKERMAN INVESTMENT GROUP LLC | 05-15-2024 | 03-31-2024 | 147 | 881,963,672 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| Bird Global, Inc. | COM CL A | Liquidated | $0 | 0 | 0.00 | 2,846,500 | +Inf | 12-31-2023 | |
| ARK ETF TR | INNOVATION ETF | 102 | $790,513 | 15,785 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| ELI LILLY & CO | COM | 103 | $778,697 | 1,001 | 0.00 | 0.00 | 5 | 0.50 | 03-31-2024 |
| NOVO-NORDISK A S | ADR | 104 | $761,412 | 5,930 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
