Institutional Owners for URI
Institution Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta (%) Period of Report
ASSET MANAGEMENT ONE CO LTD COM 201 $26,648,620 36,955 0.00 0.00 1,630 4.61 03-31-2024
CRESTWOOD ADVISORS GROUP LLC Stock 202 $26,630,964 36,931 0.00 0.00 -1,311 -3.43 03-31-2024
BALDWIN BROTHERS LLC/MA COM 203 $25,930,405 35,959 0.00 0.00 -6,380 -15.07 03-31-2024
F&V CAPITAL MANAGEMENT LLC COM 204 $25,853,000 35,852 7.62 6.57 145 0.41 03-31-2024
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