Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
BOLLARD GROUP LLC 05-12-2023 03-31-2023 292 2,768,266,000
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
iShares Russell 1000 ETF ETF 151 $727,000 3,226 0.03 0.03 26 0.81 03-31-2023
Uber Technologies Inc COM 152 $725,000 22,863 0.03 0.02 1,028 4.71 03-31-2023
AbbVie Inc COM 153 $703,000 4,412 0.03 0.02 46 1.05 03-31-2023
Alphabet Inc Cap Stock Cl A COM 154 $656,000 6,320 0.02 0.03 0 0.00 03-31-2023
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