Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| CAPITAL ADVISORS LTD LLC | 04-18-2024 | 03-31-2024 | 1548 | 767,113,000 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| AT&T INC | COM | 551 | $45,000 | 2,572 | 0.01 | 0.01 | -124 | -4.60 | 03-31-2024 |
| VANGUARD ADMIRAL FDS INC | SMLLCP 600 IDX | 552 | $44,000 | 437 | 0.01 | 0.01 | 0 | 0.00 | 03-31-2024 |
| FIDUS INVT CORP | COM | 553 | $44,000 | 2,250 | 0.01 | 0.01 | 0 | 0.00 | 03-31-2024 |
| ARCHER DANIELS MIDLAND CO | COM | 554 | $44,000 | 701 | 0.01 | 0.01 | 125 | 21.70 | 03-31-2024 |
