Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| HM PAYSON & CO | 11-06-2023 | 09-30-2023 | 1314 | 4,265,892,423 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| MASTERBRAND INC | COMMON STOCK | 751 | $36,147 | 2,975 | 0.00 | 0.00 | 1,225 | 70.00 | 09-30-2023 |
| EVERCORE INC | CLASS A | 752 | $36,126 | 262 | 0.00 | 262 | +Inf | 09-30-2023 | |
| REGIONS FINANCIAL CORP NEW | COM | 753 | $36,120 | 2,100 | 0.00 | 0.00 | 2,000 | 2000.00 | 09-30-2023 |
| ISHARES TR | U.S. REAL ES ETF | 754 | $35,632 | 456 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
