Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| UNITED CAPITAL FINANCIAL ADVISORS LLC | 02-14-2024 | 12-31-2023 | 1060 | 12,050,975,120 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| GRACO INC | COMMON STOCK | 3401 | $235,792 | 2,718 | 0.00 | 2,718 | +Inf | 12-31-2023 | |
| CORNING INC | COMMON STOCK | 3402 | $235,588 | 7,737 | 0.00 | 0.00 | -5,185 | -40.13 | 12-31-2023 |
| RAMBUS INC | COMMON STOCK | 3403 | $234,507 | 3,436 | 0.00 | 3,436 | +Inf | 12-31-2023 | |
| HELMERICH & PAYNE INC | COMMON STOCK | 3404 | $233,546 | 6,448 | 0.00 | 0.00 | -1,012 | -13.57 | 12-31-2023 |
