Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| MOLONEY SECURITIES ASSET MANAGEMENT LLC | 01-30-2024 | 12-31-2023 | 458 | 629,803,836 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| MORGAN STANLEY | COM | 501 | $315,386 | 3,382 | 0.00 | 0.00 | 294 | 9.52 | 12-31-2023 |
| AMERIPRISE FINL INC | COM | 502 | $315,102 | 830 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| CATERPILLAR INC | COM | 503 | $314,563 | 1,064 | 0.00 | 0.00 | 46 | 4.52 | 12-31-2023 |
| FIRST TRUST EXCHANGE TRADED FU | COM | 504 | $312,496 | 15,500 | 0.00 | 0.00 | 485 | 3.23 | 12-31-2023 |
