Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| TEXAS YALE CAPITAL CORP | 2-13-2024 | 12-31-2023 | 441 | 2,099,661,403 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| GAP INC | COM | 101 | $3,616,573 | 172,959 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| LOEWS CORP | COM | 102 | $3,603,370 | 51,780 | 0.00 | 0.00 | 9 | 0.02 | 12-31-2023 |
| CARLYLE GROUP INC | COM | 103 | $3,478,344 | 85,484 | 0.00 | 0.00 | 5,545 | 6.94 | 12-31-2023 |
| NOVO-NORDISK A S | ADR | 104 | $3,429,368 | 33,150 | 0.00 | 0.00 | 226 | 0.69 | 12-31-2023 |
