Institutional Owners for CEF
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| JANNEY MONTGOMERY SCOTT LLC | ETF/Closed End | 51 | $4,409,000 | 254,568 | 0.02 | 0.01 | 98,044 | 62.64 | 09-30-2023 |
| SAPIENT CAPITAL LLC | TR UNIT | 52 | $5,174,781 | 254,414 | 0.00 | 0.00 | 43,834 | 20.82 | 03-31-2024 |
| TIAA TRUST NATIONAL ASSOCIATION | Closed-end Fund | 53 | $4,948,681 | 243,298 | 0.00 | 0.00 | -3,734 | -1.51 | 03-31-2024 |
| BENNICAS & ASSOCIATES INC | COM | 54 | $4,313,000 | 240,527 | 2.49 | 2.40 | -1,600 | -0.66 | 12-31-2022 |
