Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| KOVITZ INVESTMENT GROUP PARTNERS LLC | 02-07-2024 | 12-31-2023 | 411 | 6,034,157,158 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SPDR SER TR | PORTFOLIO INTRMD | 301 | $1,739,727 | 52,992 | 0.00 | 0.00 | 19,406 | 57.78 | 12-31-2023 |
| KKR & CO INC CL A | COM | 302 | $1,724,274 | 20,812 | 0.00 | 0.00 | -1,075 | -4.91 | 12-31-2023 |
| METTLER TOLEDO INTERNATIONAL | COM | 303 | $1,654,477 | 1,364 | 0.00 | 1,364 | +Inf | 12-31-2023 | |
| ACTIVISION BLIZZARD INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -3,457 | -16.80 | 12-31-2023 |
