Institutional Owners for DMLP
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| TOWERPOINT WEALTH LLC | COM UNIT | 51 | $936,891 | 29,434 | 0.00 | 0.00 | 1,483 | 5.31 | 12-31-2023 |
| ALBERT D MASON INC | UNIT LTD PARTN | 52 | $979,000 | 29,033 | 0.61 | 0.60 | 690 | 2.43 | 03-31-2024 |
| RAYMOND JAMES & ASSOCIATES | COM UNIT | 53 | $879,991 | 26,097 | 0.00 | 0.00 | 2,391 | 10.09 | 03-31-2024 |
| LEE FINANCIAL CO | COM UNIT | 54 | $824,994 | 24,466 | 0.00 | 0.00 | 3,193 | 15.01 | 03-31-2024 |
