Institutional Owners for URI
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| COOKSON PEIRCE & CO INC | CS | 851 | $1,333,000 | 1,849 | 0.07 | 0.06 | 24 | 1.32 | 03-31-2024 |
| LAIRD NORTON WETHERBY WEALTH MANAGEMENT LLC | COM | 852 | $1,316,026 | 1,825 | 0.00 | 0.00 | -30 | -1.62 | 03-31-2024 |
| FIRST TRUST DIRECT INDEXING LP | COM | 853 | $810,573 | 1,820 | 0.00 | 0.00 | 166 | 10.04 | 06-30-2023 |
| PROBITY ADVISORS INC | COM | 854 | $1,028,142 | 1,793 | 0.00 | 0.00 | -535 | -22.98 | 12-31-2023 |
