Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
COLUMN CAPITAL ADVISORS LLC 11-03-2023 09-30-2023 806 679,964,107
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
PROSPERITY BANCSHARES INC Stock 401 $37,551 688 0.00 0.00 -41 -5.62 09-30-2023
YORK WTR CO COM Stock 402 $37,490 1,000 0.00 0.00 0 0.00 09-30-2023
BROOKFIELD ASSET MGMT INC COM VOTING Stock 403 $36,961 1,182 0.00 0.00 0 0.00 09-30-2023
TRANSUNION COM Stock 404 $36,900 514 0.00 0.00 -41 -7.39 09-30-2023
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