Q3 2023 13F Holders as of 30 Sep 2023
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Type / Class
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Equity / ARGENT MID CAP
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Number of holders
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4
-
Total 13F shares, excl. options
-
624K
-
Shares change
-
+44.3K
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Total reported value, excl. options
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$16.2M
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Value change
-
+$1.15M
-
Number of buys
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2
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Price
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$25.95
Significant Holders of EA SERIES TRUST - ARGENT MID CAP (AMID) as of Q3 2023
4 filings reported holding AMID - EA SERIES TRUST - ARGENT MID CAP as of Q3 2023.
EA SERIES TRUST - ARGENT MID CAP (AMID) has 4 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 624K shares
.
Largest 5 shareholders include MONETA GROUP INVESTMENT ADVISORS LLC (608K shares), ARGENT CAPITAL MANAGEMENT LLC (14.4K shares), UBS Group AG (933 shares), Retirement Group, LLC (27 shares), and WELLS FARGO & COMPANY/MN (1 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.