Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| BOSTON FAMILY OFFICE LLC | 08-12-2024 | 06-30-2024 | 265 | 1,387,716,000 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| Generac Holdings Inc. | COM | Liquidated | $0 | 0 | 0.02 | 0.06 | -3,791 | -58.51 | 06-30-2024 |
| Blackstone Group Inc. Class A | COM CL A | 252 | $338,000 | 2,732 | 0.02 | 0.03 | 0 | 0.00 | 06-30-2024 |
| Johnson Controls International PLC | COM | 253 | $332,000 | 4,999 | 0.02 | 0.02 | 0 | 0.00 | 06-30-2024 |
| Estee Lauder Companies Inc. Class A | CL A | 254 | $325,000 | 3,059 | 0.02 | 0.03 | -34 | -1.10 | 06-30-2024 |
