Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| BRADLEY FOSTER & SARGENT INC/CT | 02-14-2024 | 12-31-2023 | 426 | 5,146,340,995 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| iShares DJ Select Dividend Ind | com | 351 | $761,930 | 6,500 | 0.00 | 0.00 | -403 | -5.84 | 12-31-2023 |
| Verisk Analytics Inc | com | 352 | $758,380 | 3,175 | 0.00 | 0.00 | 90 | 2.92 | 12-31-2023 |
| Thomson Reuters Corporation | com | 353 | $757,273 | 5,179 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| CCC Intelligent Solutions Hold | com | 354 | $741,683 | 65,117 | 0.00 | 0.00 | 37,792 | 138.31 | 12-31-2023 |
