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Institutional Holdings
GDVOwnership Summary
Institutions Holding
6
Total Shares Held
375,523
Total Value Held
$323,294
Quarter
2026-06-30
Active Positions
Increased Positions
1
364,886 shares
Decreased Positions
0
0 shares
Held Positions
1
6,067 shares
New Positions
2
4,570 shares
Sold Out Positions
2
4,463 shares
| Institution | Shares | Value | Change | % of Portfolio | Reported |
|---|---|---|---|---|---|
| OAKWORTH CAPITAL, INC. | 6,067 | $178,370 | Unchanged | 0.01% | 2026-06-30 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | 4,312 | $126,773 | New position | 0.00% | 2026-06-30 |
| COHEN & STEERS, INC. | 364,886 | $10,728 | ▲ +10,000 | 0.02% | 2026-06-30 |
| JONES FINANCIAL COMPANIES LLLP | 258 | $7,423 | New position | 0.00% | 2026-06-30 |
| LANARK FINANCIAL, INC. | 0 | $0 | Sold out | 2026-06-30 | |
| Independence Bank of Kentucky | 0 | $0 | Sold out | 2026-06-30 |