Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| CUTTER & CO BROKERAGE INC | 04-30-2024 | 03-31-2024 | 209 | 407,142,987 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| QUANTA SVCS INC | COM | 201 | $384,598 | 1,480 | 0.00 | 0.00 | -99 | -6.27 | 03-31-2024 |
| PALANTIR TECHNOLOGIES | COM | 202 | $382,955 | 16,643 | 0.00 | 0.00 | 2,865 | 20.79 | 03-31-2024 |
| EVEREST GROUP LTD | COM | 203 | $378,403 | 952 | 0.00 | 952 | +Inf | 03-31-2024 | |
| EXXON MOBIL CORP | COM | 204 | $372,298 | 3,203 | 0.00 | 0.00 | -14 | -0.44 | 03-31-2024 |
