Institutional Owners for WMB
Institution Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta (%) Period of Report
CI INVESTMENTS INC COM 51 $138,143,000 3,544,846 0.55 0.71 -412,387 -10.42 03-31-2024
WESTWOOD HOLDINGS GROUP INC COM 52 $116,731,000 3,464,845 1.09 0.02 3,419,411 7526.11 09-30-2023
JANUS HENDERSON GROUP PLC COM 53 $119,445,132 3,428,898 0.00 0.00 -567,957 -14.21 12-31-2023
CITIGROUP INC COM 54 $131,873,961 3,383,987 0.00 0.00 47,827 1.43 03-31-2024
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