Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| WAVERLY ADVISORS LLC | 02-14-2024 | 12-31-2023 | 647 | 2,670,252,606 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ADVANCED MICRO DEVICES INC | COM | 351 | $352,817 | 2,393 | 0.00 | 2,393 | +Inf | 12-31-2023 | |
| CHUBB LIMITED | COM | 352 | $350,760 | 1,552 | 0.00 | 1,552 | +Inf | 12-31-2023 | |
| BHP GROUP LTD | SPONSORED ADS | 353 | $340,788 | 4,989 | 0.00 | 4,989 | +Inf | 12-31-2023 | |
| ALLSTATE CORP | COM | 354 | $332,176 | 2,373 | 0.00 | 2,373 | +Inf | 12-31-2023 |
