Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| STIFEL FINANCIAL CORP | 02-12-2024 | 12-31-2023 | 8601 | 79,466,463,412 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD WORLD FDS | UTILITIES ETF | 951 | $7,613,057 | 55,544 | 0.00 | 0.00 | 14,475 | 35.25 | 12-31-2023 |
| ISHARES TR | ESG AW MSCI EAFE | 952 | $7,593,477 | 100,525 | 0.00 | 0.00 | -1,225 | -1.20 | 12-31-2023 |
| HUBBELL INC | COM | 953 | $7,590,060 | 23,074 | 0.00 | 0.00 | -5,176 | -18.32 | 12-31-2023 |
| SONOCO PRODS CO | COM | 954 | $7,561,860 | 135,346 | 0.00 | 0.00 | -5,346 | -3.80 | 12-31-2023 |
