Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| WELCH & FORBES LLC | 02-06-2024 | 12-31-2023 | 366 | 6,620,253,499 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| WELLS FARGO CO NEW | COM | 151 | $3,348,538 | 68,032 | 0.00 | 0.00 | -5,444 | -7.41 | 12-31-2023 |
| INTUITIVE SURGICAL INC | COM NEW | 152 | $3,341,553 | 9,905 | 0.00 | 0.00 | -49 | -0.49 | 12-31-2023 |
| MARSH & MCLENNAN COS INC | COM | 153 | $3,305,116 | 17,444 | 0.00 | 0.00 | -1,260 | -6.74 | 12-31-2023 |
| INVESCO QQQ TR | UNIT SER 1 | 154 | $3,298,682 | 8,055 | 0.00 | 0.00 | -170 | -2.07 | 12-31-2023 |
