Institutional Owners for CRM
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| UNITED ASSET STRATEGIES INC | COM | 1701 | $2,180,543 | 7,240 | 0.00 | 0.00 | -61 | -0.84 | 03-31-2024 |
| M&G PLC | COM | 1702 | $2,177,735,000 | 7,235 | 0.01 | 7,235 | +Inf | 03-31-2024 | |
| 9258 WEALTH MANAGEMENT LLC | Stock | 1703 | $2,172,411 | 7,213 | 0.00 | 0.00 | 730 | 11.26 | 03-31-2024 |
| PINNACLE WEALTH MANAGEMENT LLC | COM | 1704 | $1,461,841 | 7,209 | 0.00 | 7,209 | +Inf | 09-30-2023 |
