Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| KELLY LAWRENCE W & ASSOCIATES INC/CA | 02-14-2024 | 12-31-2023 | 246 | 416,729,292 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| BP PLC Spons ADR | COM | 151 | $43,577 | 1,231 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| Equity Residential | COM | 152 | $41,283 | 675 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| Constellation Brands Inc Cl A | COM | 153 | $41,097 | 170 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| ReInsurance Group Amer | COM | 154 | $40,445 | 250 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
