Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| UNITED CAPITAL FINANCIAL ADVISORS LLC | 05-15-2024 | 03-31-2024 | 1077 | 12,137,318,857 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| CMS ENERGY CORPORATION | COMMON STOCK | 2601 | $473,685 | 7,850 | 0.00 | 0.00 | 436 | 5.88 | 03-31-2024 |
| HOLLY ENERGY PARTNERS, L.P CMN | COMMON STOCK | Liquidated | $0 | 0 | 0.00 | 0.00 | 3,894 | 22.24 | 12-31-2023 |
| CLOROX COMPANY | COMMON STOCK | 2603 | $469,589 | 3,067 | 0.00 | 0.00 | 538 | 21.27 | 03-31-2024 |
| ALBEMARLE CORPORATION | COMMON STOCK | 2604 | $465,042 | 3,530 | 0.00 | 0.00 | 582 | 19.74 | 03-31-2024 |
