Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| COBBLESTONE CAPITAL ADVISORS LLC /NY/ | 05-03-2024 | 03-31-2024 | 282 | 1,588,126,516 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SALESFORCE INC | COM | 201 | $443,036 | 1,471 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| TESLA INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -119 | -6.28 | 03-31-2024 |
| TRANE TECHNOLOGIES PLC | SHS | 203 | $439,193 | 1,463 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| TEGNA INC | COM | 204 | $436,054 | 29,187 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
