Ticker: JIII CUSIP: 47103U712 Class: HENDERSON INCOME
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| Hidden Cove Wealth Management, LLC | 33,321 | $1,681 |
| QTR Family Wealth, LLC | 29,550 | $1,498 |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | 69,097 | $3,486 |
| Castle Rock Wealth Management, LLC | 6,684 | $337 |
| COMMONWEALTH EQUITY SERVICES, LLC | 13,179 | $665 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Townsend & Associates, Inc | 875,746 | 889,725 | +13,979 (+1.6%) |
| TRUIST FINANCIAL CORP | 4,970 | 5,273 | +303 (+6.1%) |
| CWM, LLC | 412 | 425 | +13 (+3.2%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| JANE STREET GROUP, LLC | 5,172 | 4,830 | -342 (-6.6%) |