Q4 2024 13F Holders as of 31 Dec 2024
-
Type / Class
-
Equity / CORNERCAP FUNDAM
-
Total 13F shares
-
4,347,788
-
Share change
-
-38,068
-
Total reported value
-
$181,103,705
-
Price per share
-
$41.65
-
Number of holders
-
10
-
Value change
-
-$1,591,373
-
Number of buys
-
4
-
Number of sells
-
5
Institutional Holders of ADVISOR MANAGED PORTFOLIOS - CORNERCAP FUNDAM (FUNL) as of Q4 2024
As of 31 Dec 2024,
ADVISOR MANAGED PORTFOLIOS - CORNERCAP FUNDAM (FUNL) was held by
10 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
4,347,788 shares.
The largest 10 holders included
EP Wealth Advisors, LLC, GOLDMAN SACHS GROUP INC, MONTAG A & ASSOCIATES INC, Sage Mountain Advisors LLC, DAVENPORT & Co LLC, BUCKHEAD CAPITAL MANAGEMENT LLC, WELLS FARGO & COMPANY/MN, Royal Bank of Canada, UBS Group AG, and Geneos Wealth Management Inc..
This page lists
10
institutional shareholders reporting positions in this security
for the Q4 2024 filing period.
| 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.