Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| SILVERCREST ASSET MANAGEMENT GROUP LLC | 02-14-2024 | 12-31-2023 | 836 | 14,138,579,992 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| JEFFERIES GROUP INC NEW | COM | 951 | $585,743 | 14,495 | 0.00 | 0.00 | -830 | -5.42 | 12-31-2023 |
| DYNATRACE INC COM | COM | 952 | $583,378 | 10,667 | 0.00 | 0.00 | 6,278 | 143.04 | 12-31-2023 |
| KNIGHT-SWIFT TRANSN HLDGS INC | COM | 953 | $583,187 | 10,116 | 0.00 | 0.00 | 222 | 2.24 | 12-31-2023 |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | 954 | $575,103 | 6,932 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
