Institutional Owners for BCV
Institution Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta (%) Period of Report
ADVISORS ASSET MANAGEMENT INC COM 1 $2,226,751 139,259 0.00 139,259 +Inf 03-31-2024
SHAKER FINANCIAL SERVICES LLC COM 2 $2,005,882 125,446 0.00 0.00 58,480 87.33 03-31-2024
MORGAN STANLEY COM 3 $1,392,747 87,101 0.00 0.00 -7,856 -8.27 03-31-2024
UBS GROUP AG COM 4 $1,254,352 78,446 0.00 0.00 12,237 18.48 03-31-2024
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