Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| KLINGENSTEIN FIELDS & CO LP | 04-29-2024 | 03-31-2024 | 276 | 2,407,980,717 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| MICROSOFT CORP | COM | 1 | $102,014,129 | 242,475 | 0.00 | 0.00 | -6,011 | -2.42 | 03-31-2024 |
| BROADCOM INC | COM | 2 | $97,976,957 | 73,922 | 0.00 | 0.00 | -6,380 | -7.95 | 03-31-2024 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 3 | $91,959,735 | 218,681 | 0.00 | 0.00 | -2,424 | -1.10 | 03-31-2024 |
| DISNEY WALT CO | COM | 4 | $77,650,757 | 634,609 | 0.00 | 0.00 | -8,663 | -1.35 | 03-31-2024 |
