Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
MONETA GROUP INVESTMENT ADVISORS LLC 08-13-2024 06-30-2024 609 6,262,588,487
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
MATTERPORT INC COM CL A 801 $151,426 33,876 0.00 0.00 1,000 3.04 06-30-2024
WARNER BROS DISCOVERY INC COM SER A 802 $149,127 20,044 0.00 0.00 -12,780 -38.93 06-30-2024
NERDY INC CL A COM 803 $132,403 79,283 0.00 0.00 0 0.00 06-30-2024
MANHATTAN BRDG CAP INC COM 804 $126,967 24,702 0.00 0.00 7,168 40.88 06-30-2024
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