Institutional Owners for SRE
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| LOMBARD ODIER ASSET MANAGEMENT (SWITZERLAND) SA | COM | 1201 | $265,437 | 1,756 | 0.00 | 1,756 | +Inf | 03-31-2023 | |
| INDEPENDENCE BANK OF KENTUCKY | COM | 1202 | $126,062 | 1,755 | 0.00 | 0.00 | 1,657 | 1690.82 | 03-31-2024 |
| SPIDERROCK ADVISORS LLC | Ordinary Shares | 1203 | $118,000 | 1,700 | 0.01 | 0.01 | 0 | 0.00 | 12-31-2023 |
| BOSTON PRIVATE WEALTH LLC | COM | 1204 | $223,000 | 1,684 | 0.00 | 1,684 | +Inf | 12-31-2021 |
