Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| UNITED CAPITAL FINANCIAL ADVISORS LLC | 02-14-2024 | 12-31-2023 | 1060 | 12,050,975,120 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| NOMURA HOLDINGS INC | COMMON STOCK | 3651 | $202,125 | 44,817 | 0.00 | 44,817 | +Inf | 12-31-2023 | |
| HF SINCLAIR CORP | COMMON STOCK | 3652 | $201,719 | 3,630 | 0.00 | 3,630 | +Inf | 12-31-2023 | |
| ENI SPA | COMMON STOCK | 3653 | $200,999 | 5,910 | 0.00 | 5,910 | +Inf | 12-31-2023 | |
| FIRST INDUSTRIAL REALTY TRUST, CMN | COMMON STOCK | Liquidated | $0 | 0 | 0.00 | 0.00 | -1,068 | -20.23 | 12-31-2023 |
