Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| MORAN WEALTH MANAGEMENT LLC | 05-13-2024 | 03-31-2024 | 409 | 3,085,914,767 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| NOVO-NORDISK A S | ADR | 1 | $56,515,260 | 440,150 | 0.00 | 0.00 | -10,446 | -2.32 | 03-31-2024 |
| TRANE TECHNOLOGIES PLC | SHS | 2 | $55,136,833 | 183,667 | 0.00 | 0.00 | -12,374 | -6.31 | 03-31-2024 |
| PARKER-HANNIFIN CORP | COM | 3 | $53,882,729 | 96,948 | 0.00 | 0.00 | -7,628 | -7.29 | 03-31-2024 |
| WILLIAMS SONOMA INC | COM | 4 | $53,639,232 | 168,927 | 0.00 | 0.00 | -22,961 | -11.97 | 03-31-2024 |
