Q2 2024 13F Holders as of 30 Jun 2024
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Type / Class
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Equity / MFA
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Number of holders
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5
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Total 13F shares, excl. options
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11.4K
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Shares change
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+7.48K
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Total reported value, excl. options
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$1.6M
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Value change
-
+$1.05M
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Number of buys
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1
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Number of sells
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-2
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Price
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$140.44
Significant Holders of OAKMARK INVESTOR - MFA as of Q2 2024
5 filings reported holding 413838103 - OAKMARK INVESTOR - MFA as of Q2 2024.
OAKMARK INVESTOR - MFA has 5 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 11.4K shares
.
Largest 5 shareholders include Fairfield Financial Advisors, LTD (7.68K shares), NEVILLE RODIE & SHAW INC (1.89K shares), NORTH POINT PORTFOLIO MANAGERS CORP/OH (1.58K shares), Game Plan Financial Advisors, LLC (195 shares), and Financial Gravity Asset Management, Inc. (89 shares).
This table shows the top 5 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.