Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| BALTIMORE-WASHINGTON FINANCIAL ADVISORS INC | 02-12-2024 | 12-31-2023 | 144 | 1,443,512,843 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| CONSTELLATION ENERGY CORP | COM | 201 | $240,326 | 2,056 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| MARATHON PETE CORP | COM | 202 | $236,684 | 1,595 | 0.00 | 0.00 | 106 | 7.12 | 12-31-2023 |
| ROCKWELL AUTOMATION INC | COM | 203 | $236,586 | 762 | 0.00 | 0.00 | -53 | -6.50 | 12-31-2023 |
| ABBVIE INC | COM | 204 | $221,452 | 1,429 | 0.00 | 1,429 | +Inf | 12-31-2023 |
