Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| SEQUOIA FINANCIAL ADVISORS LLC | 04-30-2024 | 03-31-2024 | 1164 | 8,042,264,606 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| MEDALLION FINL CORP | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| INGERSOLL RAND INC | COM | 802 | $404,786 | 4,263 | 0.00 | 4,263 | +Inf | 03-31-2024 | |
| DT MIDSTREAM INC | COMMON STOCK | 803 | $403,043 | 6,596 | 0.00 | 0.00 | 1,643 | 33.17 | 03-31-2024 |
| PEMBINA PIPELINE CORP | COM | 804 | $402,854 | 11,399 | 0.00 | 0.00 | 526 | 4.84 | 03-31-2024 |
