Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| LAKE STREET ADVISORS GROUP LLC | 05-15-2023 | 03-31-2023 | 351 | 1,618,067,000 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| TRUIST FINL CORP | COM | 301 | $435,000 | 12,763 | 0.03 | 0.05 | -1,723 | -11.89 | 03-31-2023 |
| FULL TRUCK ALLIANCE CO LTD | SPONSORED ADS | 302 | $434,000 | 56,972 | 0.03 | 0.52 | -1,029,866 | -94.76 | 03-31-2023 |
| SUMITOMO MITSUI FINL GROUP I | SPONSORED ADR | 303 | $423,000 | 52,840 | 0.03 | 0.02 | 7,104 | 15.53 | 03-31-2023 |
| PEABODY ENERGY CORP | COM | 304 | $422,000 | 16,470 | 0.03 | 0.03 | 67 | 0.41 | 03-31-2023 |
