Q4 2024 13F Holders as of 12/31/2024
-
Type / Class
-
Equity / CORNERCAP FUNDAM
-
Number of holders
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10
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Total 13F shares, excl. options
-
4.35M
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Shares change
-
-38.1K
-
Total reported value, excl. options
-
$181M
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Value change
-
-$1.59M
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Number of buys
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4
-
Number of sells
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-5
-
Price
-
$41.65
Significant Holders of ADVISOR MANAGED PORTFOLIOS - CORNERCAP FUNDAM (FUNL) as of Q4 2024
12 filings reported holding FUNL - ADVISOR MANAGED PORTFOLIOS - CORNERCAP FUNDAM as of Q4 2024.
ADVISOR MANAGED PORTFOLIOS - CORNERCAP FUNDAM (FUNL) has 10 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 4.35M shares
.
Largest 10 shareholders include EP Wealth Advisors, LLC (4.29M shares), GOLDMAN SACHS GROUP INC (32K shares), MONTAG A & ASSOCIATES INC (6.79K shares), Sage Mountain Advisors LLC (5.52K shares), DAVENPORT & Co LLC (5.28K shares), BUCKHEAD CAPITAL MANAGEMENT LLC (4.92K shares), WELLS FARGO & COMPANY/MN (2.79K shares), Royal Bank of Canada (2.7K shares), UBS Group AG (500 shares), and Geneos Wealth Management Inc. (126 shares).
This table shows the top 10 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.