Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| BALDWIN BROTHERS LLC/MA | 07-12-2024 | 06-30-2024 | 854 | 1,283,652,411 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| NEXTERA ENERGY PARTNERS LP | COM UNIT PART IN | 701 | $13,820 | 500 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| HERSHEY CO | COM | 702 | $13,787 | 75 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| UBS GROUP AG | SHS | 703 | $13,707 | 464 | 0.00 | 0.00 | 16 | 3.57 | 06-30-2024 |
| AMALGAMATED FINANCIAL CORP | COM | 704 | $13,700 | 500 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
