Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| TRIUMPH CAPITAL MANAGEMENT | 04-25-2024 | 03-31-2024 | 225 | 245,268,897 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| COINBASE GLOBAL INC COM CL A | COM | 401 | $257,656 | 1,022 | 0.00 | 1,022 | +Inf | 03-31-2024 | |
| CATERPILLAR INC COM | COM | Liquidated | $0 | 0 | 0.00 | 864 | +Inf | 03-31-2024 | |
| FRANKLIN BSP RLTY TR INC COMMON STOCK | COM | 403 | $255,420 | 19,468 | 0.00 | 0.00 | -1,300 | -6.26 | 03-31-2024 |
| JANUS HENDERSON GROUP PLC ORD SHS | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -3,486 | -29.24 | 03-31-2024 |
