Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| DA DAVIDSON & CO | 02-09-2024 | 12-31-2023 | 1360 | 10,199,431,966 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| CANADIAN NAT RES LTD | COM | 1151 | $483,658 | 7,381 | 0.00 | 0.00 | 2,631 | 55.39 | 12-31-2023 |
| CORVEL CORP | COM | 1152 | $482,307 | 1,951 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| GARTNER INC | COM | 1153 | $481,785 | 1,068 | 0.00 | 0.00 | 175 | 19.60 | 12-31-2023 |
| CENTERSPACE | COM | 1154 | $481,391 | 8,271 | 0.00 | 0.00 | -4,588 | -35.68 | 12-31-2023 |
