Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| INSTITUTIONAL & FAMILY ASSET MANAGEMENT LLC | 02-06-2024 | 12-31-2023 | 713 | 608,021,203 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SYSCO CORP | COM | 51 | $4,123,303 | 56,383 | 0.00 | 0.00 | -154 | -0.27 | 12-31-2023 |
| OCCIDENTAL PETE CORP | COM | 52 | $4,071,895 | 68,195 | 0.00 | 0.00 | -4,995 | -6.82 | 12-31-2023 |
| ILLINOIS TOOL WKS INC | COM | 53 | $3,962,381 | 15,127 | 0.00 | 0.00 | 35 | 0.23 | 12-31-2023 |
| GOLDMAN SACHS GROUP INC | COM | 54 | $3,920,352 | 10,162 | 0.00 | 0.00 | -2,235 | -18.03 | 12-31-2023 |
