Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT INC | 04-15-2024 | 03-31-2024 | 176 | 1,756,822,615 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| HONEYWELL INTL INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 306 | 25.44 | 03-31-2024 |
| SPDR SER TR | PRTFLO S&P500 HI | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| BRISTOL-MYERS SQUIBB CO | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 1,047 | 32.72 | 03-31-2024 |
| AMGEN INC | COM | Liquidated | $0 | 0 | 0.00 | 900 | +Inf | 03-31-2024 |
