Institutional Owners for BTO
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| MORGAN STANLEY | SH BEN INT NEW | 1 | $40,473,185 | 1,345,517 | 0.00 | 0.00 | 43,209 | 3.32 | 12-31-2023 |
| WELLS FARGO & COMPANY/MN | SH BEN INT NEW | 2 | $17,735,187 | 589,601 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS INC | SH BEN INT NEW | 3 | $12,131,890 | 410,138 | 0.00 | 0.00 | -10,645 | -2.53 | 03-31-2024 |
| JANNEY MONTGOMERY SCOTT LLC | ETF/Closed End | 4 | $5,597,000 | 213,148 | 0.02 | 0.02 | -852 | -0.40 | 09-30-2023 |
