Institutional Owners for SUI
Institution Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta (%) Period of Report
PLURIBUS LABS LLC COM 601 $276,000 1,733 0.50 1,733 +Inf 06-30-2022
ADVISORNET FINANCIAL INC REIT 602 $221,158 1,720 0.00 0.00 -190 -9.95 03-31-2024
STEPH & CO COM 603 $220,772 1,717 0.00 0.00 1,092 174.72 03-31-2024
SOMERSET TRUST CO Common Stock Liquidated $0 0 0.00 0.00 -21 -1.21 12-31-2023
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