Institutional Owners for SJM
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | COM NEW | 201 | $5,532,920 | 50,742 | 0.00 | 0.00 | 2,411 | 4.99 | 06-30-2024 |
| VISIONARY WEALTH ADVISORS | COM NEW | 202 | $6,382,801 | 50,709 | 0.00 | 0.00 | 6,444 | 14.56 | 03-31-2024 |
| CREATIVE PLANNING | COM NEW | 203 | $5,506,880 | 50,503 | 0.00 | 0.00 | 5,520 | 12.27 | 06-30-2024 |
| HANDELSBANKEN FONDER AB | COM | 204 | $5,467,000 | 50,136 | 0.02 | 0.03 | -11,845 | -19.11 | 06-30-2024 |
