Institutional Owners for GIS
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| AGF INVESTMENTS LLC | COM | 751 | $1,691,000 | 22,075 | 0.16 | 0.10 | 8,368 | 61.05 | 09-30-2022 |
| PERIGON WEALTH MANAGEMENT LLC | COM | 752 | $1,543,368 | 22,058 | 0.00 | 0.00 | -6,313 | -22.25 | 03-31-2024 |
| SOVEREIGN FINANCIAL GROUP INC | COM | 753 | $1,543,203 | 22,055 | 0.00 | 0.00 | -540 | -2.39 | 03-31-2024 |
| BARBARA OIL CO | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
