Institutional Owners for SPGI
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| CERTUITY LLC | COM | 1551 | $657,079 | 1,544 | 0.00 | 0.00 | 238 | 18.22 | 03-31-2024 |
| PAX FINANCIAL GROUP LLC | COM | 1552 | $656,486 | 1,543 | 0.00 | 0.00 | -99 | -6.03 | 03-31-2024 |
| ICON WEALTH ADVISORS LLC | COM | Liquidated | $0 | 0 | 0.06 | 1,535 | +Inf | 12-31-2023 | |
| FINEMARK NATIONAL BANK & TRUST | COM | 1554 | $653,065 | 1,535 | 0.00 | 0.00 | -2 | -0.13 | 03-31-2024 |
