Institutional Owners for SJM
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| MORNINGSTAR INVESTMENT MANAGEMENT LLC | COM NEW | 951 | $243,000 | 1,934 | 0.03 | 0.03 | 0 | 0.00 | 03-31-2024 |
| SYMMETRY PARTNERS LLC | COM | 952 | $243,000 | 1,933 | 0.02 | 0.01 | 0 | 0.00 | 03-31-2024 |
| CULLEN/FROST BANKERS INC | DOMESTIC COMMON STOCK | 953 | $241,796 | 1,921 | 0.00 | 0.00 | -3,197 | -62.47 | 03-31-2024 |
| REVISOR WEALTH MANAGEMENT LLC | COM NEW | Liquidated | $0 | 0 | 0.00 | 1,920 | +Inf | 12-31-2023 |
