Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| EAGLE GLOBAL ADVISORS LLC | 02-09-2024 | 12-31-2023 | 235 | 1,654,337,768 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ABBOTT LABS | COM | 251 | $428,172 | 3,890 | 0.00 | 0.00 | 420 | 12.10 | 12-31-2023 |
| ODDITY TECH LTD | SHS CL A | 252 | $423,423 | 9,100 | 0.00 | 9,100 | +Inf | 12-31-2023 | |
| ISHARES TR | SHRT NAT MUN ETF | 253 | $421,720 | 4,000 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| LOWES COS INC | COM | 254 | $415,056 | 1,865 | 0.00 | 0.00 | -125 | -6.28 | 12-31-2023 |
