Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| CAPITAL ADVISORS INC/OK | 04-29-2024 | 03-31-2024 | 312 | 4,660,987,346 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| 3M CO | COM | 201 | $790,540 | 7,453 | 0.00 | 0.00 | -308 | -3.97 | 03-31-2024 |
| MCKESSON CORP | COM | 202 | $789,022 | 1,470 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| AXON ENTERPRISE INC | COM | 203 | $785,329 | 2,510 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| DUKE ENERGY CORP NEW | COM NEW | 204 | $782,760 | 8,094 | 0.00 | 0.00 | 49 | 0.61 | 03-31-2024 |
