Common Shares Of Beneficial Interest Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| MOR WEALTH MANAGEMENT, LLC | 08/06/2026 | 38.90 K | $508.81 K | 42.94% | 19.45% |
| CHICAGO PARTNERS INVESTMENT GROUP LLC | 07/30/2026 | 34.96 K | $539.50 K | 4.73% | 17.48% |
| FLOW TRADERS U.S. LLC | 08/14/2026 | 15.39 K | $201.00 K | 100.00% | 7.69% |
| ADVISOR GROUP HOLDINGS, INC. | 08/14/2026 | 1.25 K | $16.35 K | 0.00% | 0.63% |
| UBS GROUP AG | 08/13/2026 | 600 | $7.85 K | 100.00% | 0.30% |
| INTEGRATED WEALTH CONCEPTS LLC | 08/12/2026 | 145 | $1.90 K | 100.00% | 0.07% |
| JPMORGAN CHASE & CO | 08/12/2026 | 6 | $81 | 100.00% | 0.00% |
| ANNIS GARDNER WHITING CAPITAL ADVISORS, LLC | 08/10/2026 | 0 | $0 | -100.00% | 0.00% |
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Common Shares Of Beneficial Interest institutional Ownership - FAQ's
During the previous two years, 8 institutional investors and hedge funds held shares of Common Shares Of Beneficial Interest. The most heavily invested institutionals were:
MOR Wealth Management, LLC: 38,900
Chicago Partners Investment Group LLC: 34,964
FLOW TRADERS U.S. LLC: 15,389
ADVISOR GROUP HOLDINGS, INC.: 1,250
UBS Group AG: 600
Integrated Wealth Concepts LLC: 145
45.63% of Common Shares Of Beneficial Interest stock is owned by institutional investors.
Institutional investors have bought a total of 91.25 K shares in the last 24 months. This purchase volume represents approximately $1.50 M in transactions.