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 |
|---|---|---|---|---|---|---|---|---|---|
| ERIE INDTY CO | CL A | 3801 | $273,967 | 818 | 0.00 | 0.00 | -88 | -9.71 | 12-31-2023 |
| GLAUKOS CORP | COM | 3802 | $272,334 | 3,426 | 0.00 | 0.00 | -486 | -12.42 | 12-31-2023 |
| KKR REAL ESTATE FIN TR INC | COM | 3803 | $271,558 | 20,526 | 0.00 | 0.00 | -1,069 | -4.95 | 12-31-2023 |
| ISHARES TR | ESG AWRE USD ETF | 3804 | $271,493 | 11,667 | 0.00 | 0.00 | 1,333 | 12.90 | 12-31-2023 |
