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 |
|---|---|---|---|---|---|---|---|---|---|
| APPLE INC | COM | 301 | $1,303,948 | 6,191 | 0.00 | 0.00 | 725 | 13.26 | 06-30-2024 |
| BLOCK H & R INC | COM | 302 | $1,286,010 | 23,714 | 0.00 | 0.00 | 1,560 | 7.04 | 06-30-2024 |
| ENCOMPASS HEALTH CORP | COM | 303 | $1,272,266 | 14,830 | 0.00 | 0.00 | 941 | 6.78 | 06-30-2024 |
| VANGUARD INDEX FDS | MID CAP ETF | 304 | $1,233,500 | 5,095 | 0.00 | 0.00 | -410 | -7.45 | 06-30-2024 |
