Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| BERMAN CAPITAL ADVISORS LLC | 10-06-2021 | 09-30-2021 | 2786 | 635,620,000 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| Southern Co Com | Stock | 201 | $306,000 | 4,961 | 0.05 | 0.04 | 1,212 | 32.33 | 09-30-2021 |
| Mercadolibre Inc Com | Stock | 202 | $306,000 | 183 | 0.05 | 0.02 | 115 | 169.12 | 09-30-2021 |
| Becton Dickinson & Co Com | Stock | 203 | $302,000 | 1,230 | 0.05 | 0.03 | 450 | 57.69 | 09-30-2021 |
| CSX Corp Com | Stock | 204 | $299,000 | 10,083 | 0.05 | 0.03 | 3,643 | 56.57 | 09-30-2021 |
