Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| NEWEDGE ADVISORS LLC | 02-13-2024 | 12-31-2023 | 3757 | 10,533,568,601 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| CHESAPEAKE UTILITY | Common Stock | 4301 | $26,105 | 247 | 0.00 | 0.00 | 112 | 82.96 | 12-31-2023 |
| LUMENT FINANCE | Common Stock | 4302 | $26,072 | 10,588 | 0.00 | 0.00 | -11,734 | -52.57 | 12-31-2023 |
| BOSTON BEER | Common Stock | 4303 | $25,918 | 75 | 0.00 | 0.00 | 18 | 31.58 | 12-31-2023 |
| TRANSUNION | Common Stock | 4304 | $25,908 | 377 | 0.00 | 0.00 | -83 | -18.04 | 12-31-2023 |
