Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| ADVISORY RESEARCH INC | 02-13-2024 | 12-31-2023 | 517 | 648,331,891 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| CymaBay Therapeutics, Inc. | COM | 151 | $2,338,026 | 98,985 | 0.00 | 0.00 | -5,555 | -5.31 | 12-31-2023 |
| Vanguard Intermediate-Term Corporate Bond ETF | ETF | 152 | $2,252,513 | 27,713 | 0.00 | 0.00 | -220 | -0.79 | 12-31-2023 |
| Spirit Aerosystems Holdings Inc. | COM | 153 | $2,173,212 | 68,383 | 0.00 | 0.00 | 13,443 | 24.47 | 12-31-2023 |
| Blackbaud, Inc. | COM | 154 | $2,118,688 | 24,437 | 0.00 | 0.00 | 6,282 | 34.60 | 12-31-2023 |
