Institutional Owners for PIM
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| BARD FINANCIAL SERVICES INC | CLOSED END MF | Liquidated | $0 | 0 | 0.00 | 21,540 | +Inf | 03-31-2024 | |
| COLDSTREAM CAPITAL MANAGEMENT INC | SH BEN INT | 52 | $63,800 | 20,000 | 0.00 | 20,000 | +Inf | 12-31-2023 | |
| RB CAPITAL MANAGEMENT LLC | SH BEN INT | Liquidated | $0 | 0 | 0.02 | 0.02 | 7,675 | 63.59 | 03-31-2024 |
| DAKOTA WEALTH MANAGEMENT | SH BEN INT | 54 | $59,280 | 18,525 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
