Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| WEDMONT PRIVATE CAPITAL | 04-10-2024 | 03-31-2024 | 605 | 1,368,665,294 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| TRAVELERS COMPANIES INC | COM | 351 | $475,868 | 2,126 | 0.00 | 0.00 | 258 | 13.81 | 03-31-2024 |
| INGERSOLL RAND INC | COM | 352 | $474,606 | 5,076 | 0.00 | 0.00 | 459 | 9.94 | 03-31-2024 |
| WELLTOWER INC | COM | 353 | $474,352 | 5,156 | 0.00 | 0.00 | 123 | 2.44 | 03-31-2024 |
| M & T BK CORP | COM | 354 | $470,279 | 3,341 | 0.00 | 0.00 | -116 | -3.36 | 03-31-2024 |
