Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
POINTE CAPITAL MANAGEMENT LLC 02-06-2024 12-31-2023 154 143,912,000
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
ENERGY TRANSFER EQUITY L P COM UNIT LTD PARTNERSHIP Stock 51 $774,870 56,150 0.00 0.00 69 0.12 12-31-2023
ORACLE CORPORATION Stock 52 $772,591 7,328 0.00 0.00 751 11.42 12-31-2023
MONDELEZ INTL INC CL A Stock 53 $768,555 10,611 0.00 0.00 1,847 21.07 12-31-2023
EXXON MOBIL CORP COM Stock 54 $752,292 7,524 0.00 0.00 119 1.61 12-31-2023
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