Institutional Owners for ADSK
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| MCDONALD PARTNERS LLC | COM | 1101 | $537,767 | 2,065 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | COM | 1102 | $501,082 | 2,058 | 0.00 | 0.00 | 54 | 2.69 | 12-31-2023 |
| SPIRE WEALTH MANAGEMENT | COM | 1103 | $535,163 | 2,055 | 0.00 | 0.00 | -87 | -4.06 | 03-31-2024 |
| BERMAN CAPITAL ADVISORS LLC | Stock | 1104 | $580,000 | 2,040 | 0.09 | 0.05 | 896 | 78.32 | 09-30-2021 |
