Q1 2024 13F Holders as of 31 Mar 2024
-
Type / Class
-
Equity / PREFERRED STOCKS
-
Total 13F shares
-
717,021
-
Share change
-
-30,993
-
Total reported value
-
$16,439,994
-
Price per share
-
$22.93
-
Number of holders
-
10
-
Value change
-
-$710,741
-
Number of buys
-
3
-
Number of sells
-
3
Institutional Holders of GOLDMAN SACHS PREFERRED - PREFERRED STOCKS (GSPRD) as of Q1 2024
As of 31 Mar 2024,
GOLDMAN SACHS PREFERRED - PREFERRED STOCKS (GSPRD) was held by
10 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
717,021 shares.
The largest 10 holders included
Atlas Wealth LLC, PNC Financial Services Group, Inc., Ethos Financial Group, LLC, TOWER BRIDGE ADVISORS, DELTA CAPITAL MANAGEMENT LLC, ATLAS CAPITAL ADVISORS LLC, LAFFER TENGLER INVESTMENTS, INC., Highlander Capital Management, LLC, BOYD WATTERSON ASSET MANAGEMENT LLC/OH, and ORG Partners LLC.
This page lists
10
institutional shareholders reporting positions in this security
for the Q1 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.