Institutional Owners for SHOP
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| ASSET DEDICATION LLC | Equities | 1501 | $139,000 | 1,808 | 0.01 | 0.02 | -1,312 | -42.05 | 03-31-2024 |
| LYNWOOD CAPITAL MANAGEMENT INC | CL A | 1502 | $131,189,000 | 1,700 | 0.78 | 1,700 | +Inf | 03-31-2024 | |
| LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | COMMON STOCK | 1503 | $116,761 | 1,655 | 0.00 | 0.00 | -100 | -5.70 | 03-31-2024 |
| GLEASON GROUP INC | COM | 1504 | $125,556 | 1,627 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
