Institutional Owners for DEO
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| GUGGENHEIM CAPITAL LLC | SPON ADR NEW | 501 | $1,253,560 | 8,403 | 0.00 | 0.00 | 100 | 1.20 | 09-30-2023 |
| KMG FIDUCIARY PARTNERS LLC | SPON ADR NEW | 502 | $1,236,309 | 8,312 | 0.00 | 0.00 | 540 | 6.95 | 03-31-2024 |
| CROSSMARK GLOBAL HOLDINGS INC | COM | 503 | $1,211,000 | 8,311 | 0.03 | 0.03 | 54 | 0.65 | 12-31-2023 |
| MODERA WEALTH MANAGEMENT LLC | SPON ADR NEW | 504 | $1,207,839 | 8,292 | 0.00 | 0.00 | -504 | -5.73 | 12-31-2023 |
