Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| PRIO WEALTH LIMITED PARTNERSHIP | 01-22-2024 | 12-31-2023 | 257 | 2,911,280,524 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| APPLE INC | COM | 1 | $263,599,087 | 1,369,133 | 0.01 | 0.01 | -13,895 | -1.00 | 12-31-2023 |
| MICROSOFT CORP | COM | 2 | $166,139,834 | 441,814 | 0.01 | 0.01 | 471 | 0.11 | 12-31-2023 |
| BROADCOM INC | COM | 3 | $123,802,679 | 110,909 | 0.00 | 0.00 | -3,636 | -3.17 | 12-31-2023 |
| ALPHABET INC | CAP STK CL C | 4 | $114,886,802 | 815,205 | 0.00 | 0.00 | 2,560 | 0.32 | 12-31-2023 |
