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 |
|---|---|---|---|---|---|---|---|---|---|
| EXXON MOBIL CORP | COM | 451 | $864,091 | 7,506 | 0.00 | 0.00 | -40 | -0.53 | 06-30-2024 |
| WESTERN ALLIANCE BANCORP | COM | 452 | $863,524 | 13,746 | 0.00 | 0.00 | 902 | 7.02 | 06-30-2024 |
| ALLISON TRANSMISSION HLDGS I | COM | 453 | $837,936 | 11,040 | 0.00 | 0.00 | 693 | 6.70 | 06-30-2024 |
| JOHNSON & JOHNSON | COM | 454 | $812,503 | 5,559 | 0.00 | 0.00 | 653 | 13.31 | 06-30-2024 |
