Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| PINNACLE ASSOCIATES LTD | 04-26-2024 | 03-31-2024 | 840 | 6,344,869,921 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| MONDELEZ INTL INC | CL A | 201 | $8,184,659 | 116,924 | 0.00 | 0.00 | -3,972 | -3.29 | 03-31-2024 |
| VANGUARD INDEX FDS | VALUE ETF | 202 | $8,108,091 | 49,786 | 0.00 | 0.00 | -259 | -0.52 | 03-31-2024 |
| PROLOGIS INC. | COM | 203 | $7,869,111 | 60,429 | 0.00 | 0.00 | -2,424 | -3.86 | 03-31-2024 |
| PROSHARES TR | S&P MDCP 400 DIV | 204 | $7,857,493 | 100,019 | 0.00 | 0.00 | -90,926 | -47.62 | 03-31-2024 |
