Institutional Owners for BEN
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| BRIDGEWATER ASSOCIATES LP | COM | Liquidated | $0 | 0 | 0.00 | 8,868 | +Inf | 12-31-2023 | |
| RFG ADVISORY LLC | COM | 652 | $247,525 | 8,806 | 0.00 | 0.00 | 88 | 1.01 | 03-31-2024 |
| UNITED CAPITAL FINANCIAL ADVISORS LLC | COMMON STOCK | 653 | $245,372 | 8,729 | 0.00 | 0.00 | -1,242 | -12.46 | 03-31-2024 |
| REVISOR WEALTH MANAGEMENT LLC | COM | 654 | $258,320 | 8,671 | 0.00 | 0.00 | -2,451 | -22.04 | 12-31-2023 |
