Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| PINNACLE ASSOCIATES LTD | 04-26-2024 | 03-31-2024 | 840 | 6,344,869,921 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SELECT SECTOR SPDR TR | SBI INT-UTILS | 851 | $305,378 | 4,652 | 0.00 | 0.00 | -189 | -3.90 | 03-31-2024 |
| GLOBAL X FDS | US INFR DEV ETF | 852 | $305,343 | 7,670 | 0.00 | 0.00 | 500 | 6.97 | 03-31-2024 |
| SIRIUS XM HOLDINGS INC | COM | Liquidated | $0 | 0 | 0.00 | 0.01 | -8,844 | -15.88 | 12-31-2023 |
| ENPHASE ENERGY INC | COM | 854 | $303,660 | 2,510 | 0.00 | 0.00 | 515 | 25.81 | 03-31-2024 |
