Q4 2023 13F Holders as of 12/31/2023
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Type / Class
-
Equity / Mutual Fund
-
Number of holders
-
2
-
Total shares
-
3.47K
-
Shares change
-
-11.8K
-
Total reported value, excl. options
-
$112K
-
Value change
-
-$367K
-
Number of buys
-
1
-
Number of sells
-
-2
-
Price
-
$32.29
Significant Holders of Oakmark Global Investor (OAKGX) - Mutual Fund as of Q4 2023
2 filings reported holding 413838830 - Oakmark Global Investor (OAKGX) - Mutual Fund as of Q4 2023.
Oakmark Global Investor (OAKGX) - Mutual Fund has 2 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 3.47K shares
.
Largest 4 shareholders include Livelsberger Financial Advisory (1.8K shares), DIVIDEND ASSETS CAPITAL, LLC (1.67K shares), Eagle Bay Advisors LLC (0 shares), and TRUST CO OF VERMONT (0 shares).
This table shows the top 2 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.