Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| CUTTER & CO BROKERAGE INC | 04-30-2024 | 03-31-2024 | 209 | 407,142,987 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| BERKSHIRE HATHAWAY INC B | COM | 1 | $58,781,547 | 139,783 | 0.01 | 0.01 | -3,652 | -2.55 | 03-31-2024 |
| NOVO NORDISK A S ADR | COM | 2 | $36,887,468 | 287,286 | 0.01 | 0.01 | -4,630 | -1.59 | 03-31-2024 |
| ENTERPRISE PRODUCTS | COM | 3 | $19,040,670 | 652,524 | 0.00 | 0.01 | 13,333 | 2.09 | 03-31-2024 |
| CANADIAN PACIFIC KANSAS CITY | COM | 4 | $16,424,363 | 186,280 | 0.00 | 0.00 | 15,511 | 9.08 | 03-31-2024 |
