Institutional Owners for WAT
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| WELCH & FORBES LLC | COM | 451 | $1,232,637 | 3,744 | 0.00 | 0.00 | -50 | -1.32 | 12-31-2023 |
| O'SHAUGHNESSY ASSET MANAGEMENT LLC | COM | 452 | $1,279,847 | 3,718 | 0.00 | 0.00 | 607 | 19.51 | 03-31-2024 |
| ROUNDVIEW CAPITAL LLC | COM | Liquidated | $0 | 0 | 0.00 | 3,698 | +Inf | 03-31-2024 | |
| WEALTH ENHANCEMENT ADVISORY SERVICES LLC | COM | 454 | $1,246,309 | 3,621 | 0.00 | 0.00 | 146 | 4.20 | 03-31-2024 |
