Institutional Owners for DELL
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| EVERCORE WEALTH MANAGEMENT LLC | CL C | 551 | $1,348,160 | 17,623 | 0.00 | 0.00 | -152 | -0.86 | 12-31-2023 |
| INSTITUTE FOR WEALTH MANAGEMENT LLC | CL C | 552 | $2,006,215 | 17,581 | 0.00 | 0.00 | 37 | 0.21 | 03-31-2024 |
| OSSIAM | CL C | 553 | $1,200,996 | 17,431 | 0.00 | 0.00 | 15,510 | 807.39 | 09-30-2023 |
| STAMOS CAPITAL PARTNERS LP | CL C | 554 | $1,320,390 | 17,260 | 0.00 | 0.00 | -32,190 | -65.10 | 12-31-2023 |
