Common Shares of Beneficial Interest Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| No Record found. | |||||
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Common Shares of Beneficial Interest institutional Ownership - FAQ's
During the previous two years, 138 institutional investors and hedge funds held shares of Common Shares of Beneficial Interest. The most heavily invested institutionals were:
Cambridge Investment Research Advisors, Inc.: 4.32 M
MIDLAND WEALTH ADVISORS, LLC: 4.03 M
Quadrant Private Wealth Management, LLC: 2.73 M
INDEPENDENT FINANCIAL GROUP, LLC: 1.12 M
B. Riley Wealth Advisors, Inc.: 609,920
Matisse Capital: 450,000
Institutional investors have bought a total of 20.96 M shares in the last 24 months. This purchase volume represents approximately $351.70 M in transactions.