Institutional Owners for DEO
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| MARCUM WEALTH LLC | SPON ADR NEW | 951 | $318,750 | 2,143 | 0.00 | 0.00 | -200 | -8.54 | 03-31-2024 |
| PINNACLE WEST ASSET MANAGEMENT INC | COM | 952 | $370,000 | 2,135 | 0.36 | 2,135 | +Inf | 06-30-2023 | |
| ARETE WEALTH ADVISORS LLC | SPON ADR NEW | 953 | $310,505 | 2,132 | 0.00 | 2,132 | +Inf | 12-31-2023 | |
| WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | SPON ADR NEW | 954 | $317,032 | 2,131 | 0.00 | 0.00 | -1,473 | -40.87 | 03-31-2024 |
