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 |
|---|---|---|---|---|---|---|---|---|---|
| PALANTIR TECHNOLOGIES INC | CL A | 1401 | $305,066 | 17,704 | 0.00 | 0.00 | 57 | 0.32 | 12-31-2023 |
| PINNACLE WEST CAP CORP | COM | 1402 | $303,075 | 4,218 | 0.00 | 0.00 | -50 | -1.17 | 12-31-2023 |
| ARTISAN PARTNERS ASSET MGMT | CL A | 1403 | $303,075 | 6,860 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| UBS GROUP AG | SHS | 1404 | $302,913 | 9,803 | 0.00 | 9,803 | +Inf | 12-31-2023 |
