Q2 2023 13F Holders as of 6/30/2023
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Type / Class
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Equity / LOAD EQUITY FUND
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Number of holders
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4
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Total shares
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21.1K
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Shares change
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-22.7K
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Total reported value, excl. options
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$643K
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Value change
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-$669K
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Number of buys
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2
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Number of sells
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-3
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Price
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$30.18
Significant Holders of AMERICAN FUNDS AMERICAN BALANCED A - LOAD EQUITY FUND as of Q2 2023
4 filings reported holding 024071102 - AMERICAN FUNDS AMERICAN BALANCED A - LOAD EQUITY FUND as of Q2 2023.
AMERICAN FUNDS AMERICAN BALANCED A - LOAD EQUITY FUND has 4 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 21.1K shares
.
Largest 6 shareholders include ARVEST TRUST CO N A (9.42K shares), Strategic Investment Solutions, Inc. /IL (6.97K shares), RE Dickinson Investment Advisors, LLC (3.25K shares), Coston, McIsaac & Partners (1.44K shares), ROTHSCHILD INVESTMENT CORP /IL (0 shares), and TOWER BRIDGE ADVISORS (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.
* 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.