Institutional Owners for UTG
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| MORGAN STANLEY | COM SH BEN INT | 1 | $19,893,947 | 737,906 | 0.00 | 0.00 | 11,158 | 1.54 | 03-31-2024 |
| BANK OF AMERICA CORP /DE/ | COM SH BEN INT | 2 | $18,145,226 | 673,043 | 0.00 | 0.00 | -57,251 | -7.84 | 03-31-2024 |
| WELLS FARGO & COMPANY/MN | COM SH BEN INT | 3 | $13,944,402 | 517,226 | 0.00 | 0.00 | 43,932 | 9.28 | 03-31-2024 |
| OSAIC HOLDINGS INC | COM SH BEN INT | 4 | $9,101,725 | 340,380 | 0.00 | 0.00 | -28,814 | -7.80 | 12-31-2023 |
