Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
DA DAVIDSON & CO 02-09-2024 12-31-2023 1360 10,199,431,966
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
INTEST CORP COM 1751 $187,680 13,800 0.00 0.00 2,750 24.89 12-31-2023
PETROLEO BRASILEIRO SA PETRO SPONSORED ADR 1752 $187,044 11,712 0.00 0.00 -378 -3.13 12-31-2023
AGNC INVT CORP COM 1753 $181,063 18,457 0.00 0.00 710 4.00 12-31-2023
NUVEEN PFD & INCOME OPPORTUN COM 1754 $179,789 26,596 0.00 26,596 +Inf 12-31-2023
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