Institutional Owners for SEIC
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| TORTOISE INVESTMENT MANAGEMENT LLC | COM | 701 | $6,597 | 100 | 0.00 | 100 | +Inf | 12-31-2023 | |
| SIMPLEX TRADING LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 95 | 9500.00 | 03-31-2024 |
| JFS WEALTH ADVISORS LLC | COM | 703 | $5,974 | 94 | 0.00 | 0.00 | -16 | -14.55 | 12-31-2023 |
| CARROLL FINANCIAL ASSOCIATES INC | Stock | 704 | $5,000 | 90 | 0.00 | 0.00 | -58 | -39.19 | 12-31-2021 |
