Institutional Owners for UTG
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| MARINER LLC | COM SH BEN INT | 51 | $1,010,763 | 37,491 | 0.00 | 37,491 | +Inf | 03-31-2024 | |
| FIRST TRUST ADVISORS LP | COM SH BEN INT | 52 | $981,246 | 36,396 | 0.00 | 0.00 | 1,484 | 4.25 | 03-31-2024 |
| KESTRA ADVISORY SERVICES LLC | COM SH BEN INT | 53 | $980,303 | 36,361 | 0.00 | 0.00 | 4,664 | 14.71 | 03-31-2024 |
| HIGHLANDER CAPITAL MANAGEMENT LLC | Equities | 54 | $854,477 | 31,955 | 0.00 | 0.19 | 12,400 | 63.41 | 12-31-2023 |
