Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
HM PAYSON & CO 08-13-2024 06-30-2024 1373 5,504,522,257
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
ALLIANCEBERNSTEIN HLDG L P UNIT LTD PARTN 801 $33,790 1,000 0.00 0.00 0 0.00 06-30-2024
NEW YORK CMNTY BANCORP INC COM 802 $33,714 10,470 0.00 0.00 -30 -0.29 06-30-2024
ISHARES TR CONV BD ETF 803 $33,497 426 0.00 0.00 0 0.00 06-30-2024
ISHARES GOLD TR ISHARES NEW 804 $33,431 761 0.00 0.00 -43 -5.35 06-30-2024
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