Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| ADVISORY RESEARCH INC | 08-13-2024 | 06-30-2024 | 197 | 531,617,926 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | MBS ETF | 251 | $1,608,328 | 17,518 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| AMERICAN EXPRESS CO | COM | 252 | $1,599,084 | 6,906 | 0.00 | 0.00 | -1,041 | -13.10 | 06-30-2024 |
| ARES MANAGEMENT CORPORATION | CL A COM STK | 253 | $1,586,698 | 11,905 | 0.00 | 0.00 | -10,521 | -46.91 | 06-30-2024 |
| ALAMO GROUP INC | COM | 254 | $1,568,245 | 9,065 | 0.00 | 0.00 | 75 | 0.83 | 06-30-2024 |
