Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| BEESE FULMER INVESTMENT MANAGEMENT INC | 04-08-2024 | 03-31-2024 | 225 | 1,062,868,725 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| LIBERTY BROADBAND CORP COM SER C | Stock | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| WEC ENERGY GROUP INC COM | Stock | 252 | $215,811 | 2,628 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| COLUMBIA FINL INC COM | Stock | 253 | $214,574 | 12,468 | 0.00 | 0.00 | -300 | -2.35 | 03-31-2024 |
| ACCENTURE PLC IRELAND SHS CLASS A | Stock | 254 | $213,858 | 617 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
