Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| MOISAND FITZGERALD TAMAYO LLC | 04-16-2024 | 03-31-2024 | 579 | 653,805,398 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| BORGWARNER INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| MEDTRONIC PLC | SHS | Liquidated | $0 | 0 | 0.00 | 24 | +Inf | 03-31-2024 | |
| STEWART INFORMATION SVCS COR | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| STIFEL FINL CORP | COM | 854 | $1,955 | 25 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
