Common Shares of Beneficial Interest Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| SIT INVESTMENT ASSOCIATES INC | 05/13/2026 | 2.28 M | $26.87 M | -0.61% | 54.19% |
| 1607 CAPITAL PARTNERS, LLC | 05/15/2026 | 61.58 K | $724.82 K | -13.25% | 1.46% |
| NOBLE WEALTH MANAGEMENT PBC | 04/02/2026 | 55.93 K | $658.31 K | 19.82% | 1.33% |
| UHLMANN PRICE SECURITIES, LLC | 04/16/2026 | 24.06 K | $283.20 K | 1.63% | 0.57% |
| JONES FINANCIAL COMPANIES LLLP | 05/15/2026 | 16.76 K | $194.27 K | -9.52% | 0.40% |
| MORGAN STANLEY | 05/15/2026 | 16.05 K | $188.95 K | -16.70% | 0.38% |
| CRESSET ASSET MANAGEMENT, LLC | 05/15/2026 | 14.10 K | $165.96 K | 0.00% | 0.33% |
| NARWHAL CAPITAL MANAGEMENT | 04/24/2026 | 13.35 K | $157.18 K | 100.00% | 0.32% |
| LOGAN STONE CAPITAL, LLC | 05/15/2026 | 11.98 K | $141.04 K | 100.00% | 0.28% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 05/15/2026 | 11.39 K | $134.01 K | 100.00% | 0.27% |
| CWM, LLC | 05/14/2026 | 10.60 K | $124.80 K | 8.42% | 0.25% |
| ADVISOR GROUP HOLDINGS, INC. | 05/15/2026 | 2.74 K | $32.29 K | -43.57% | 0.07% |
| UBS GROUP AG | 05/05/2026 | 582 | $6.85 K | 58,100.00% | 0.01% |
| GHP INVESTMENT ADVISORS, INC. | 04/21/2026 | 400 | $4.71 K | 100.00% | 0.01% |
| HIGHLINE WEALTH PARTNERS LLC | 04/06/2026 | 300 | $3.53 K | 0.00% | 0.01% |
| WELLS FARGO & COMPANY/MN | 05/11/2026 | 1 | $10 | 0.00% | 0.00% |
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Common Shares of Beneficial Interest institutional Ownership - FAQ's
During the previous two years, 28 institutional investors and hedge funds held shares of Common Shares of Beneficial Interest. The most heavily invested institutionals were:
SIT INVESTMENT ASSOCIATES INC: 2.28 M
1607 Capital Partners, LLC: 61,582
Noble Wealth Management PBC: 55,931
UHLMANN PRICE SECURITIES, LLC: 24,061
JONES FINANCIAL COMPANIES LLLP: 16,755
MORGAN STANLEY: 16,052
59.88% of Common Shares of Beneficial Interest stock is owned by institutional investors.
Institutional investors have bought a total of 2.62 M shares in the last 24 months. This purchase volume represents approximately $30.79 M in transactions.