Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| STIFEL FINANCIAL CORP | 02-12-2024 | 12-31-2023 | 8601 | 79,466,463,412 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | EXPANDED TECH | 551 | $19,356,214 | 47,718 | 0.00 | 0.00 | 3,706 | 8.42 | 12-31-2023 |
| HUBSPOT INC | COM | 552 | $19,301,821 | 33,248 | 0.00 | 0.00 | 4,371 | 15.14 | 12-31-2023 |
| ISHARES TR | S&P MC 400GR ETF | 553 | $19,279,878 | 243,362 | 0.00 | 0.00 | -43,242 | -15.09 | 12-31-2023 |
| PENTAIR PLC | SHS | 554 | $19,065,543 | 262,208 | 0.00 | 0.00 | 88,004 | 50.52 | 12-31-2023 |
