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 |
|---|---|---|---|---|---|---|---|---|---|
| HEICO CORPORATION | COMMON STOCK | 2901 | $360,782 | 1,889 | 0.00 | 0.00 | -7 | -0.37 | 03-31-2024 |
| STANLEY BLACK & DECKER, INC. | COMMON STOCK | 2902 | $359,986 | 3,676 | 0.00 | 0.00 | -436 | -10.60 | 03-31-2024 |
| GENMAB A/S SPONSORED ADR | COMMON STOCK | 2903 | $358,962 | 12,001 | 0.00 | 0.00 | 10 | 0.08 | 03-31-2024 |
| AFFILIATED MANAGERS GROUP, INC. | COMMON STOCK | 2904 | $358,320 | 2,140 | 0.00 | 0.00 | -145 | -6.35 | 03-31-2024 |
