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 |
|---|---|---|---|---|---|---|---|---|---|
| Signature Bk New York N Y Com | Stock | 801 | $38,000 | 142 | 0.01 | 0.01 | -13 | -8.39 | 09-30-2021 |
| Penske Automotive Grp Inc Com | Stock | 802 | $38,000 | 380 | 0.01 | 0.00 | 15 | 4.11 | 09-30-2021 |
| MARRIOTT VACATIONS WORLDWIDE C COM | Stock | 803 | $38,000 | 242 | 0.01 | 0.00 | 239 | 7966.67 | 09-30-2021 |
| Jacobs Engr Group Inc Com | Stock | 804 | $38,000 | 289 | 0.01 | 0.00 | 182 | 170.09 | 09-30-2021 |
