Institutional Owners for PFE
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| LIVE OAK PRIVATE WEALTH LLC | COM | 751 | $6,078,194 | 219,034 | 0.00 | 0.00 | 40,803 | 22.89 | 03-31-2024 |
| BAILARD INC | COM | 752 | $6,078,205 | 219,034 | 0.00 | 0.00 | 1,839 | 0.85 | 03-31-2024 |
| PENDAL GROUP LTD | COM | 753 | $11,183,386 | 218,255 | 0.00 | 0.08 | 40,813 | 23.00 | 12-31-2022 |
| BAR HARBOR WEALTH MANAGEMENT | COM | 754 | $6,281,114 | 218,170 | 0.00 | 0.00 | -21,781 | -9.08 | 12-31-2023 |
