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 |
|---|---|---|---|---|---|---|---|---|---|
| FERGUSON PLC NEW | SHS | 951 | $7,000 | 30 | 0.00 | 0.00 | 2 | 7.14 | 03-31-2024 |
| ARCH CAP GROUP LTD | ORD | 952 | $7,000 | 76 | 0.00 | 0.00 | 7 | 10.14 | 03-31-2024 |
| SPDR INDEX SHS FDS | DJ GLB RL ES ETF | 953 | $7,000 | 170 | 0.00 | 0.00 | -545 | -76.22 | 03-31-2024 |
| WAFD INC | COM | 954 | $7,000 | 247 | 0.00 | 247 | +Inf | 03-31-2024 |
