Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| CAPTRUST FINANCIAL ADVISORS | 05-15-2023 | 03-31-2023 | 2311 | 22,759,711,430 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SOFI TECHNOLOGIES INC COM | Stock | 3901 | $168,844 | 27,816 | 0.00 | 0.00 | 2,037 | 7.90 | 03-31-2023 |
| HANCOCK JOHN PFD INCOME FD II COM | CEF | 3902 | $166,973 | 10,759 | 0.00 | 0.00 | 76 | 0.71 | 03-31-2023 |
| MFS INTER INCOME TR SH BEN INT | CEF | 3903 | $166,616 | 60,150 | 0.00 | 60,150 | +Inf | 03-31-2023 | |
| CREDIT SUISSE HIGH YIELD BD FD SH BEN INT | CEF | 3904 | $166,472 | 88,081 | 0.00 | 88,081 | +Inf | 03-31-2023 |
