Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| BRUCE G ALLEN INVESTMENTS LLC | 04-10-2024 | 03-31-2024 | 961 | 121,617,858 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SUN CMNTYS INC COM | REIT | 501 | $8,486 | 66 | 0.00 | 66 | +Inf | 03-31-2024 | |
| CINCINNATI FINL CORP COM | Stock | 502 | $8,444 | 68 | 0.00 | 68 | +Inf | 03-31-2024 | |
| LIBERTY GLOBAL LTD COM CL C | Stock | 503 | $8,432 | 478 | 0.00 | 478 | +Inf | 03-31-2024 | |
| OCCIDENTAL PETE CORP COM | Stock | 504 | $8,189 | 126 | 0.00 | 126 | +Inf | 03-31-2024 |
