Q1 2015 13F Holders as of 31 Mar 2015
-
Type / Class
-
Equity / MFA
-
Number of holders
-
8
-
Total 13F shares, excl. options
-
301K
-
Shares change
-
+144K
-
Total reported value, excl. options
-
$19.8M
-
Value change
-
+$9.49M
-
Number of buys
-
3
-
Number of sells
-
-2
-
Price
-
$65.99
Significant Holders of OAKMARK INVESTOR - MFA as of Q1 2015
9 filings reported holding 413838103 - OAKMARK INVESTOR - MFA as of Q1 2015.
OAKMARK INVESTOR - MFA has 8 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 301K shares
.
Largest 10 shareholders include FDx Advisors, Inc. (142K shares), Janney Montgomery Scott LLC (89K shares), ALBION FINANCIAL GROUP /UT (18.6K shares), Endurance Wealth Management, Inc. (17.5K shares), WEDGEWOOD INVESTORS INC /PA/ (16.7K shares), OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC (7.46K shares), GOFEN & GLOSSBERG LLC /IL/ (6.63K shares), KARPAS STRATEGIES LLC (3.36K shares), Fairpointe Capital LLC (0 shares), and National Asset Management, Inc. (0 shares).
This table shows the top 8 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.