Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
PATRON PARTNERS LLC 05-02-2024 03-31-2024 173 164,258,663
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
DISNEY WALT CO COM Stock 201 $230,526 1,884 0.00 0.00 -702 -27.15 03-31-2024
CSX CORP COM Stock 202 $224,867 6,066 0.00 6,066 +Inf 03-31-2024
CATERPILLAR INC COM Stock 203 $224,255 612 0.00 612 +Inf 03-31-2024
BROADRIDGE FINL SOLUTIONS INC COM Stock 204 $215,103 1,050 0.00 1,050 +Inf 03-31-2024
logo   

Please upgrade to premium to see all results. Signup if you don't have an account.

Login Signup
Debug Info- Version: 2.6