Institutional Owners for BEN
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| WEST BRANCH CAPITAL LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| EARNEST PARTNERS LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| VENTURI WEALTH MANAGEMENT LLC | COM | 953 | $4,751 | 169 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| SHELL ASSET MANAGEMENT CO | COM | Liquidated | $0 | 0 | 0.00 | 0.02 | -17,156 | -99.06 | 03-31-2024 |
