Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| COURT PLACE ADVISORS LLC | 04-26-2024 | 03-31-2024 | 154 | 310,014,098 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VISA INC | COM | 101 | $775,978 | 2,780 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| BRISTOL MYERS SQUIBB CO | COM | 102 | $767,503 | 14,153 | 0.00 | 0.00 | -800 | -5.35 | 03-31-2024 |
| SOUTHERN COMPANY | COM | 103 | $737,395 | 10,279 | 0.00 | 0.00 | -500 | -4.64 | 03-31-2024 |
| PFIZER INC | COM | 104 | $715,339 | 25,778 | 0.00 | 0.00 | -22,479 | -46.58 | 03-31-2024 |
