Institutional Owners for URI
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| ISTHMUS PARTNERS LLC | COM | 1351 | $240,836 | 420 | 0.00 | 420 | +Inf | 12-31-2023 | |
| DESJARDINS GLOBAL ASSET MANAGEMENT INC | Common Stock | 1352 | $239,684 | 418 | 0.00 | 0.00 | 5 | 1.21 | 12-31-2023 |
| CONCURRENT INVESTMENT ADVISORS LLC | COM | 1353 | $300,865 | 418 | 0.00 | 0.00 | 15 | 3.72 | 03-31-2024 |
| OPAL WEALTH ADVISORS LLC | COM | 1354 | $301,424 | 418 | 0.00 | 418 | +Inf | 03-31-2024 |
