Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
HM PAYSON & CO 11-06-2023 09-30-2023 1314 4,265,892,423
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
TYLER TECHNOLOGIES INC COM 51 $25,161,656 65,162 0.00 0.00 -549 -0.84 09-30-2023
WEX INC COM 52 $24,842,928 132,080 0.00 0.00 100,120 313.27 09-30-2023
PEPSICO INC COM 53 $22,054,172 130,159 0.00 0.00 -1,326 -1.01 09-30-2023
META PLATFORMS INC CL A 54 $19,086,675 63,578 0.00 0.00 8,659 15.77 09-30-2023
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