Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
OPPENHEIMER ASSET MANAGEMENT INC 02-09-2024 12-31-2023 3250 7,188,180,614
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
INSULET CORP COM 401 $3,755,490 17,308 0.00 0.00 -5,263 -23.32 12-31-2023
KINSALE CAP GROUP INC COM 402 $3,755,346 11,213 0.00 0.00 80 0.72 12-31-2023
UNITED BANKSHARES INC WEST V COM 403 $3,744,862 99,730 0.00 0.00 29,492 41.99 12-31-2023
FIRSTCASH HOLDINGS INC COM 404 $3,728,399 34,398 0.00 0.00 -482 -1.38 12-31-2023
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