Institutional Owners for BEN
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| LMG WEALTH PARTNERS LLC | COM | 201 | $2,849,370 | 101,365 | 0.00 | 0.00 | 17,916 | 21.47 | 03-31-2024 |
| ROYAL LONDON ASSET MANAGEMENT LTD | COM | 202 | $2,837,339 | 100,937 | 0.00 | 0.00 | -1,650 | -1.61 | 03-31-2024 |
| GRIES FINANCIAL LLC | COM | Liquidated | $0 | 0 | 0.88 | 0.61 | 32,964 | 49.19 | 12-31-2023 |
| RUSSELL INVESTMENTS GROUP LTD | Common Stock | 204 | $2,730,934 | 97,636 | 0.00 | 0.00 | 27,193 | 38.60 | 03-31-2024 |
