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 |
|---|---|---|---|---|---|---|---|---|---|
| DOUGLAS ELLIMAN INC | COMMON STOCK | 3851 | $47,858 | 16,223 | 0.00 | 16,223 | +Inf | 12-31-2023 | |
| W&T OFFSHORE INC | COMMON STOCK | 3852 | $43,896 | 13,465 | 0.00 | 13,465 | +Inf | 12-31-2023 | |
| INVESCO SENIOR INCOME TRUST | MUTUAL FUND | 3853 | $41,923 | 10,225 | 0.00 | 0.00 | -195 | -1.87 | 12-31-2023 |
| INOTIV INC | COMMON STOCK | 3854 | $36,700 | 10,000 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
