Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| WESTOVER CAPITAL ADVISORS LLC | 02-06-2024 | 12-31-2023 | 171 | 307,258,555 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| WILLIAMS COS INC | COM | 251 | $355,266 | 10,200 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| ONEOK INC NEW | COM | 252 | $351,171 | 5,001 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| CATERPILLAR INC | COM | 253 | $350,074 | 1,184 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| MARSH & MCLENNAN COS INC | COM | 254 | $349,194 | 1,843 | 0.00 | 0.00 | 53 | 2.96 | 12-31-2023 |
