Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| JAMISON PRIVATE WEALTH MANAGEMENT INC | 04-26-2024 | 03-31-2024 | 521 | 591,508,213 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| MICROSOFT CORP | COM | 1 | $27,160,478 | 64,557 | 0.00 | 0.00 | 280 | 0.44 | 03-31-2024 |
| UNITED PARCEL SERVICE INC | CL B | 2 | $25,864,200 | 174,017 | 0.00 | 0.01 | 1,186 | 0.69 | 03-31-2024 |
| VULCAN MATLS CO | COM | 3 | $22,311,919 | 81,753 | 0.00 | 0.00 | 3 | 0.00 | 03-31-2024 |
| APPLE INC | COM | 4 | $20,003,145 | 116,650 | 0.00 | 0.00 | 679 | 0.59 | 03-31-2024 |
