Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| UNITED CAPITAL FINANCIAL ADVISORS LLC | 05-15-2024 | 03-31-2024 | 1077 | 12,137,318,857 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| LUCID GROUP, INC. | COMMON STOCK | 3901 | $48,256 | 16,932 | 0.00 | 0.00 | 3,697 | 27.93 | 03-31-2024 |
| DOUGLAS ELLIMAN INC | COMMON STOCK | Liquidated | $0 | 0 | 0.00 | 16,223 | +Inf | 03-31-2024 | |
| CHIMERA INVESTMENT CORPORATION | COMMON STOCK | 3903 | $47,808 | 10,371 | 0.00 | 0.00 | -10,322 | -49.88 | 03-31-2024 |
| BIG LOTS, INC. | COMMON STOCK | 3904 | $44,660 | 10,314 | 0.00 | 0.00 | -298 | -2.81 | 03-31-2024 |
