Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| STIFEL FINANCIAL CORP | 02-12-2024 | 12-31-2023 | 8601 | 79,466,463,412 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| DISNEY WALT CO | COM | 151 | $125,145,156 | 1,386,030 | 0.00 | 0.00 | -315 | -0.02 | 12-31-2023 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 152 | $124,864,925 | 526,348 | 0.00 | 0.00 | -38,852 | -6.87 | 12-31-2023 |
| VANGUARD INDEX FDS | MID CAP ETF | 153 | $124,740,903 | 536,180 | 0.00 | 0.00 | -72,763 | -11.95 | 12-31-2023 |
| BLACKSTONE INC | COM | 154 | $122,814,549 | 938,094 | 0.00 | 0.00 | 16,747 | 1.82 | 12-31-2023 |
