Institutional Owners for JEF
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| AM INVESTMENT STRATEGIES LLC | COM | 501 | $446,000 | 10,122 | 0.11 | 0.12 | 0 | 0.00 | 03-31-2024 |
| HMS CAPITAL MANAGEMENT LLC | COM | 502 | $391,245 | 9,682 | 0.00 | 0.00 | -101 | -1.03 | 12-31-2023 |
| 1900 WEALTH MANAGEMENT LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -1,690 | -15.00 | 03-31-2024 |
| WEALTH ENHANCEMENT ADVISORY SERVICES LLC | COM | 504 | $421,111 | 9,549 | 0.00 | 0.00 | 219 | 2.35 | 03-31-2024 |
