Institutional Owners for COF
Institution Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta (%) Period of Report
WOLF GROUP CAPITAL ADVISORS COM Liquidated $0 0 0.00 0.00 0 0.00 06-30-2024
CULLEN/FROST BANKERS INC DOMESTIC COMMON STOCK 702 $1,656,693 11,966 0.00 0.00 -460 -3.70 06-30-2024
IEQ CAPITAL LLC COM 703 $1,646,811 11,894 0.00 0.00 3,474 41.26 06-30-2024
TRANSFORM WEALTH LLC COM 704 $1,641,451 11,856 0.00 0.00 -274 -2.26 06-30-2024
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