Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| COBBLESTONE CAPITAL ADVISORS LLC /NY/ | 05-03-2024 | 03-31-2024 | 282 | 1,588,126,516 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | MSCI KLD400 SOC | 151 | $770,189 | 7,640 | 0.00 | 0.00 | 500 | 7.00 | 03-31-2024 |
| LOWES COS INC | COM | 152 | $769,285 | 3,020 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| ILLINOIS TOOL WKS INC | COM | 153 | $742,738 | 2,768 | 0.00 | 0.00 | -54 | -1.91 | 03-31-2024 |
| CROWN HLDGS INC | COM | 154 | $738,070 | 9,312 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
