Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| UNITED CAPITAL FINANCIAL ADVISORS LLC | 05-15-2024 | 03-31-2024 | 1077 | 12,137,318,857 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| REVVITY, INC. | COMMON STOCK | 3451 | $233,415 | 2,223 | 0.00 | 0.00 | -166 | -6.95 | 03-31-2024 |
| PTC INC. | COMMON STOCK | 3452 | $232,774 | 1,232 | 0.00 | 0.00 | 46 | 3.88 | 03-31-2024 |
| CHARLES RIVER LABORATORIES INTERNATIONAL, INC. | COMMON STOCK | 3453 | $231,391 | 854 | 0.00 | 0.00 | -45 | -5.01 | 03-31-2024 |
| HASBRO INC | COMMON STOCK | Liquidated | $0 | 0 | 0.00 | 4,530 | +Inf | 03-31-2024 |
