Institutional Owners for OLLI
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| DIVERSIFIED TRUST CO | COM | 451 | $357,109 | 4,488 | 0.00 | 0.00 | 852 | 23.43 | 03-31-2024 |
| FOX RUN MANAGEMENT LLC | COM | Liquidated | $0 | 0 | 0.00 | 4,485 | +Inf | 03-31-2024 | |
| BRINKER CAPITAL INVESTMENTS LLC | COM | 453 | $203,895 | 4,353 | 0.00 | 0.00 | 466 | 11.99 | 12-31-2022 |
| ALLIANCE WEALTH ADVISORS LLC /UT | COM | 454 | $343,345 | 4,315 | 0.00 | 0.00 | 49 | 1.15 | 03-31-2024 |
