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 |
|---|---|---|---|---|---|---|---|---|---|
| GARTNER INC | COM | 851 | $11,000 | 24 | 0.00 | 0.00 | 3 | 14.29 | 03-31-2024 |
| DRIVEN BRANDS HLDGS INC | COM | 852 | $11,000 | 698 | 0.00 | 0.00 | 530 | 315.48 | 03-31-2024 |
| CLOROX CO DEL | COM | 853 | $11,000 | 69 | 0.00 | 0.00 | 4 | 6.15 | 03-31-2024 |
| CHOICE HOTELS INTL INC | COM | 854 | $11,000 | 85 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
