Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| MORGAN STANLEY | 02-13-2024 | 12-31-2023 | 44939 | 1,134,780,996,254 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| UFP TECHNOLOGIES INC | COM | 2751 | $24,917,242 | 144,834 | 0.00 | 0.00 | 47,818 | 49.29 | 12-31-2023 |
| JPMORGAN CHASE & CO | ALERIAN ML ETN | 2752 | $24,914,579 | 982,435 | 0.00 | 0.00 | 8,287 | 0.85 | 12-31-2023 |
| CHICOS FAS INC | COM | 2753 | $24,877,208 | 3,281,952 | 0.00 | 0.00 | 314,299 | 10.59 | 12-31-2023 |
| NUSHARES ETF TR | NUVEEN ESG LRGCP | 2754 | $24,868,420 | 357,973 | 0.00 | 0.00 | 34,524 | 10.67 | 12-31-2023 |
