Institutional Owners for UTG
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| SECURITY NATIONAL TRUST CO | COM SH BEN INT | 251 | $37,000 | 1,066 | 0.01 | 0.01 | 0 | 0.00 | 09-30-2021 |
| CWM LLC | COM SH BEN INT | Liquidated | $0 | 0 | 0.00 | 0.00 | -89 | -7.78 | 12-31-2023 |
| PRIVATE TRUST CO NA | Com | 253 | $26,960 | 1,000 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| SONORA INVESTMENT MANAGEMENT LLC | COM SH BEN INT | 254 | $33,000 | 1,000 | 0.00 | 1,000 | +Inf | 09-30-2021 |
