Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| LOWE BROCKENBROUGH & CO INC | 05-15-2024 | 03-31-2024 | 260 | 1,480,450,784 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| FEDERATED HERMES INC | CL B | 251 | $457,315 | 12,661 | 0.00 | 0.00 | -2,080 | -14.11 | 03-31-2024 |
| HUBBELL INC | COM | 252 | $451,159 | 1,087 | 0.00 | 0.00 | -13 | -1.18 | 03-31-2024 |
| ISHARES TR | S&P SML 600 GWT | 253 | $440,037 | 3,366 | 0.00 | 0.00 | 328 | 10.80 | 03-31-2024 |
| GENERAL MLS INC | COM | 254 | $418,421 | 5,980 | 0.00 | 0.00 | -258 | -4.14 | 03-31-2024 |
