Institutional Owners for CRM
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| TOROSO INVESTMENTS LLC | COM | 551 | $18,601,618 | 91,733 | 0.00 | 0.44 | 21,483 | 30.58 | 09-30-2023 |
| BOSTON FAMILY OFFICE LLC | COM | 552 | $23,988,000 | 91,161 | 1.80 | 1.52 | -227 | -0.25 | 12-31-2023 |
| RDST CAPITAL LLC | COM | 553 | $18,306,978 | 90,280 | 0.01 | 0.01 | 6,280 | 7.48 | 09-30-2023 |
| TRAN CAPITAL MANAGEMENT LP | CS | 554 | $27,173,965 | 90,225 | 0.00 | 0.00 | 32,926 | 57.46 | 03-31-2024 |
