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 |
|---|---|---|---|---|---|---|---|---|---|
| OAKTREE SPECIALTY LENDING CO | COM | 951 | $239,320 | 12,723 | 0.00 | 0.00 | 562 | 4.62 | 06-30-2024 |
| FS KKR CAP CORP | COM | 952 | $228,592 | 11,586 | 0.00 | 0.00 | 155 | 1.36 | 06-30-2024 |
| STELLANTIS N.V | SHS | 953 | $216,762 | 10,920 | 0.00 | 0.00 | 3,556 | 48.29 | 06-30-2024 |
| PROSHARES TR | S&P 500 DV ARIST | 954 | $214,466 | 2,231 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
