Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| ADVISORY RESEARCH INC | 02-13-2024 | 12-31-2023 | 517 | 648,331,891 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| Autozone | COM | 201 | $1,732,359 | 670 | 0.00 | 0.00 | -76 | -10.19 | 12-31-2023 |
| First Merchants Corporation | COM | 202 | $1,712,169 | 46,175 | 0.00 | 0.00 | -9,465 | -17.01 | 12-31-2023 |
| Alphabet Inc-Cl A | COM | 203 | $1,694,160 | 12,128 | 0.00 | 0.00 | -16,244 | -57.25 | 12-31-2023 |
| SoFi Technologies Incorporated | COM | 204 | $1,676,525 | 168,495 | 0.00 | 0.00 | -43,012 | -20.34 | 12-31-2023 |
