Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
ZACKS INVESTMENT MANAGEMENT 02-14-2024 12-31-2023 610 8,118,022,830
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
MICROSOFT CORP COM 1 $369,853,105 983,547 0.00 0.00 -17 -0.00 12-31-2023
APPLE INC COM 2 $269,001,845 1,397,194 0.00 0.00 96,545 7.42 12-31-2023
JPMORGAN CHASE & CO COM 3 $188,619,375 1,108,873 0.00 0.00 15,273 1.40 12-31-2023
PROCTER AND GAMBLE CO COM 4 $161,799,030 1,104,129 0.00 0.00 40,279 3.79 12-31-2023
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