Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| CAPITAL ADVISORS INC/OK | 07-31-2024 | 06-30-2024 | 315 | 4,840,271,761 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| PFIZER INC | COM | 51 | $38,932,252 | 1,391,431 | 0.00 | 0.00 | 250,348 | 21.94 | 06-30-2024 |
| FREEPORT-MCMORAN INC | CL B | 52 | $38,020,783 | 782,321 | 0.00 | 0.00 | 15,784 | 2.06 | 06-30-2024 |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | 53 | $36,215,110 | 942,611 | 0.00 | 0.00 | -13,328 | -1.39 | 06-30-2024 |
| GE VERNOVA INC | COM | 54 | $35,698,606 | 208,143 | 0.00 | 208,143 | +Inf | 06-30-2024 |
