Institutional Owners for OLLI
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| BEACON CAPITAL MANAGEMENT LLC | COM | 701 | $2,308 | 29 | 0.00 | 29 | +Inf | 03-31-2024 | |
| FARMERS & MERCHANTS INVESTMENTS INC | COM | 702 | $1,506 | 26 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
| DELTA ASSET MANAGEMENT LLC/TN | COM | 703 | $1,930 | 25 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
| RFP FINANCIAL GROUP LLC | OLLI | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
