Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| MOORS & CABOT INC | 05-08-2024 | 03-31-2024 | 911 | 1,844,665,463 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| EVERGY INC | COM | 701 | $602,393 | 11,285 | 0.00 | 0.00 | 724 | 6.86 | 03-31-2024 |
| HUMANA INC | COM | 702 | $602,253 | 1,737 | 0.00 | 0.00 | 206 | 13.46 | 03-31-2024 |
| SCHWAB STRATEGIC TR | INT-TRM U.S TRES | 703 | $602,236 | 12,278 | 0.00 | 0.00 | 4,759 | 63.29 | 03-31-2024 |
| DISCOVER FINL SVCS | COM | 704 | $597,963 | 4,561 | 0.00 | 0.00 | -20 | -0.44 | 03-31-2024 |
