Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| CURI RMB CAPITAL LLC | 08-13-2024 | 06-30-2024 | 526 | 4,170,659,603 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| TRIMBLE INC | COM | 351 | $1,578,118 | 28,221 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| COSTCO WHSL CORP NEW | COM | 352 | $1,563,901 | 1,840 | 0.00 | 0.00 | -1,096 | -37.33 | 06-30-2024 |
| EMERSON ELEC CO | COM | 353 | $1,545,426 | 14,029 | 0.00 | 0.00 | 9,977 | 246.22 | 06-30-2024 |
| NBT BANCORP INC | COM | 354 | $1,544,000 | 40,000 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
