Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| STALEY CAPITAL ADVISERS INC | 02-12-2024 | 12-31-2023 | 181 | 2,009,532,871 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| NUVEEN NY AMT-FREE MUN | SHS | 201 | $279,045 | 26,500 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| D R HORTON | COM | 202 | $269,005 | 1,770 | 0.00 | 0.00 | -100 | -5.35 | 12-31-2023 |
| POOL CORPORATION | COM | 203 | $267,933 | 672 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| CNB FINL CORP PA COM | COM | 204 | $258,068 | 11,424 | 0.00 | 11,424 | +Inf | 12-31-2023 |
