Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| COASTAL BRIDGE ADVISORS LLC | 02-15-2024 | 12-31-2023 | 177 | 390,295,503 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| LAM RESEARCH CORP | COM | 201 | $271,791 | 347 | 0.00 | 0.00 | 5 | 1.46 | 12-31-2023 |
| BRISTOL-MYERS SQUIBB CO | COM | 202 | $267,890 | 5,221 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| SHELL PLC | SPON ADS | 203 | $266,745 | 4,054 | 0.00 | 0.00 | 28 | 0.70 | 12-31-2023 |
| BROADCOM INC | COM | 204 | $265,668 | 238 | 0.00 | 238 | +Inf | 12-31-2023 |
