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
CARLYLE SECURED LENDING INC COM 3251 $481,697 32,199 0.00 0.00 740 2.35 12-31-2023
ARCHER AVIATION INC COM CL A 3252 $479,560 78,103 0.00 0.00 13,360 20.64 12-31-2023
BOK FINL CORP COM NEW 3253 $478,869 5,591 0.00 0.00 -80 -1.41 12-31-2023
F N B CORP COM 3254 $478,332 34,737 0.00 0.00 187 0.54 12-31-2023
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