Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| CAPITAL ADVISORS INC/OK | 04-29-2024 | 03-31-2024 | 312 | 4,660,987,346 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| LAUDER ESTEE COS INC | CL A | 351 | $246,640 | 1,600 | 0.00 | 0.00 | -43 | -2.62 | 03-31-2024 |
| CITIGROUP INC | COM NEW | 352 | $246,205 | 3,893 | 0.00 | 3,893 | +Inf | 03-31-2024 | |
| ISHARES TR | RUS 1000 ETF | 353 | $245,327 | 852 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| ZSCALER INC | COM | 354 | $243,292 | 1,263 | 0.00 | 1,263 | +Inf | 03-31-2024 |
