Institutional Owners for SJM
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| PARTHENON LLC | COM NEW | 201 | $5,736,777 | 45,577 | 0.00 | 0.00 | -463 | -1.01 | 03-31-2024 |
| WESTWOOD HOLDINGS GROUP INC | COM NEW | 202 | $5,555,000 | 45,194 | 0.05 | 0.05 | 6,539 | 16.92 | 09-30-2023 |
| CREATIVE PLANNING | COM NEW | 203 | $5,684,972 | 44,983 | 0.00 | 0.00 | -6,494 | -12.62 | 12-31-2023 |
| ABRDN PLC | COM NEW | 204 | $5,662,835 | 44,808 | 0.00 | 0.00 | 16,805 | 60.01 | 12-31-2023 |
