Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
WINCH ADVISORY SERVICES LLC 01-18-2024 12-31-2023 446 301,531,932
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
GABELLI MULTIMEDIA TR INC COM Liquidated $0 0 0.00 0.00 0 0.00 12-31-2023
ESSENTIAL UTILITIES INC COM Liquidated $0 0 0.00 0.00 0 0.00 12-31-2023
EVGO INC CL A COM 603 $995 278 0.00 0.00 0 0.00 12-31-2023
OFFICE PROPERTIES INCOME TRUST SBI COM 604 $939 128 0.00 0.00 5 4.07 12-31-2023
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