Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| STIFEL FINANCIAL CORP | 02-12-2024 | 12-31-2023 | 8601 | 79,466,463,412 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| BAYTEX ENERGY CORP | COM | 3051 | $611,534 | 184,197 | 0.00 | 0.00 | -502,526 | -73.18 | 12-31-2023 |
| LIBERTY ALL STAR EQUITY FD | SH BEN INT | 3052 | $611,018 | 95,771 | 0.00 | 0.00 | 14,819 | 18.31 | 12-31-2023 |
| INVESCO EXCHANGE TRADED FD T | LARGE CAP GROWTH | 3053 | $610,425 | 7,856 | 0.00 | 0.00 | 906 | 13.04 | 12-31-2023 |
| BLACKROCK ENERGY & RES TR | COM | 3054 | $609,894 | 48,988 | 0.00 | 0.00 | 3,683 | 8.13 | 12-31-2023 |
