Institutional Owners for UTG
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| LOWE WEALTH ADVISORS LLC | COM | 151 | $245,487 | 8,650 | 0.00 | 0.00 | 450 | 5.49 | 03-31-2023 |
| HOLLOW BROOK WEALTH MANAGEMENT LLC | COM SH BEN INT | 152 | $232,746 | 8,633 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| WELLINGTON SHIELDS & CO LLC | CEF | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| CETERA ADVISORS LLC | COM SH BEN INT | Liquidated | $0 | 0 | 0.00 | 8,495 | +Inf | 12-31-2023 |
