Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| BEACON POINTE ADVISORS LLC | 05-14-2024 | 03-31-2024 | 1355 | 8,992,866,098 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| APPLE INC | COM | 1 | $336,906,064 | 1,964,696 | 0.00 | 0.00 | -104,908 | -5.07 | 03-31-2024 |
| LENNOX INTL INC | COM | 2 | $269,818,981 | 552,048 | 0.00 | 0.00 | -33,921 | -5.79 | 03-31-2024 |
| MICROSOFT CORP | COM | 3 | $268,966,500 | 639,300 | 0.00 | 0.00 | -2,945 | -0.46 | 03-31-2024 |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | 4 | $247,176,737 | 514,202 | 0.00 | 0.00 | 2,984 | 0.58 | 03-31-2024 |
