Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| FORUM FINANCIAL MANAGEMENT LP | 05-09-2024 | 03-31-2024 | 809 | 5,852,062,643 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| TRAVELERS COMPANIES INC | COM | 201 | $1,011,926 | 4,397 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| BUILDERS FIRSTSOURCE INC | COM | 202 | $1,011,677 | 4,851 | 0.00 | 0.00 | 200 | 4.30 | 03-31-2024 |
| KINDER MORGAN INC DEL | COM | 203 | $1,009,485 | 55,043 | 0.00 | 0.00 | -5,199 | -8.63 | 03-31-2024 |
| METLIFE INC | COM | 204 | $1,006,990 | 13,588 | 0.00 | 0.00 | -996 | -6.83 | 03-31-2024 |
