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 |
|---|---|---|---|---|---|---|---|---|---|
| GALLAGHER ARTHUR J & CO | COM | 451 | $797,119 | 3,074 | 0.00 | 0.00 | 218 | 7.63 | 06-30-2024 |
| DONALDSON INC | COM | 452 | $794,173 | 11,098 | 0.00 | 0.00 | -157 | -1.39 | 06-30-2024 |
| VERACYTE INC | COM | 453 | $789,178 | 36,418 | 0.00 | 0.00 | 8,680 | 31.29 | 06-30-2024 |
| MARATHON PETE CORP | COM | 454 | $780,487 | 4,499 | 0.00 | 0.00 | -391 | -8.00 | 06-30-2024 |
