Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
BROWN ADVISORY INC 04-24-2024 03-31-2024 2324 74,803,326,224
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
NUVEEN AMT FREE QLTY MUN INC COM 1801 $194,943 17,610 0.00 0.00 6,352 56.42 03-31-2024
SUNRUN INC COM 1802 $190,794 14,476 0.00 0.00 0 0.00 03-31-2024
XEROX HOLDINGS CORP COM NEW 1803 $189,292 10,575 0.00 0.00 -750 -6.62 03-31-2024
EATON VANCE TAX-MANAGED DIVE COM 1804 $173,029 12,951 0.00 0.00 40 0.31 03-31-2024
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