Institutional Owners for UTG
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| BERGANKDV WEALTH MANAGEMENT LLC | COM SH BEN INT | 101 | $411,300 | 15,000 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
| NATIONS FINANCIAL GROUP INC /IA/ /ADV | CEF | 102 | $404,400 | 15,000 | 0.00 | 0.00 | -65,149 | -81.28 | 03-31-2024 |
| ATLANTA CONSULTING GROUP ADVISORS LLC | COM SH BEN INT | 103 | $366,535 | 13,595 | 0.00 | 13,595 | +Inf | 03-31-2024 | |
| ALL SEASON FINANCIAL ADVISORS INC | COM SH BEN INT | 104 | $357,935 | 13,277 | 0.00 | 13,277 | +Inf | 03-31-2024 |
