Q2 2024 13F Holders as of 6/30/2024
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Type / Class
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Equity / CORNERCAP FUNDAM
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Number of holders
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4
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Total 13F shares, excl. options
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15.2K
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Shares change
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-23.7K
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Total reported value, excl. options
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$589K
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Value change
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-$935K
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Number of buys
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2
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Number of sells
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-4
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Price
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$38.63
Significant Holders of ADVISOR MANAGED PORTFOLIOS - CORNERCAP FUNDAM (FUNL) as of Q2 2024
6 filings reported holding FUNL - ADVISOR MANAGED PORTFOLIOS - CORNERCAP FUNDAM as of Q2 2024.
ADVISOR MANAGED PORTFOLIOS - CORNERCAP FUNDAM (FUNL) has 4 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 15.2K shares
.
Largest 6 shareholders include Sage Mountain Advisors LLC (5.52K shares), Royal Bank of Canada (5.4K shares), JPMORGAN CHASE & CO (2.83K shares), NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO (1.5K shares), BUCKHEAD CAPITAL MANAGEMENT LLC (0 shares), and CITADEL ADVISORS LLC (0 shares).
This table shows the top 4 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.