Institutional Owners for SCI
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| COPPELL ADVISORY SOLUTIONS LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 286 | 7.50 | 12-31-2023 |
| LEGACY CAPITAL WEALTH PARTNERS LLC | COM | 552 | $280,275 | 4,095 | 0.00 | 0.00 | -2,806 | -40.66 | 12-31-2023 |
| SIMON QUICK ADVISORS LLC | COM | 553 | $301,974 | 4,069 | 0.00 | 0.00 | 325 | 8.68 | 03-31-2024 |
| AUTUS ASSET MANAGEMENT LLC | COM | 554 | $232,000 | 4,019 | 0.04 | 0.05 | 0 | 0.00 | 09-30-2022 |
