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 |
|---|---|---|---|---|---|---|---|---|---|
| NOVO-NORDISK A S | ADR | 651 | $477,037 | 3,342 | 0.00 | 0.00 | 1,028 | 44.43 | 06-30-2024 |
| NEXTERA ENERGY INC | COM | 652 | $459,203 | 6,485 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| SUPERNUS PHARMACEUTICALS INC | COM | 653 | $448,490 | 16,766 | 0.00 | 0.00 | 1,069 | 6.81 | 06-30-2024 |
