Institutional Owners for URI
Institution Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta (%) Period of Report
ROBERTSON STEPHENS WEALTH MANAGEMENT LLC COM 1251 $402,379 558 0.00 558 +Inf 03-31-2024
AMERICANA PARTNERS LLC COM 1252 $401,658 557 0.00 0.00 -6 -1.07 03-31-2024
DORSEY & WHITNEY TRUST CO LLC COM 1253 $401,658 557 0.00 0.00 30 5.69 03-31-2024
EVERHART FINANCIAL GROUP INC COM 1254 $398,053 552 0.00 0.00 20 3.76 03-31-2024
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