Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| STIFEL FINANCIAL CORP | 02-12-2024 | 12-31-2023 | 8601 | 79,466,463,412 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| EATON VANCE MUN INCOME 2028 | SHS | 3551 | $351,760 | 20,286 | 0.00 | 0.00 | -1,000 | -4.70 | 12-31-2023 |
| ISHARES TR | U.S. UTILITS ETF | 3552 | $350,024 | 4,378 | 0.00 | 0.00 | -13,830 | -75.96 | 12-31-2023 |
| WESTLAKE CORPORATION | COM | 3553 | $349,502 | 2,497 | 0.00 | 2,497 | +Inf | 12-31-2023 | |
| SIRIUS XM HOLDINGS INC | COM | 3554 | $348,563 | 63,721 | 0.00 | 0.00 | -1,854 | -2.83 | 12-31-2023 |
