Q4 2024 13F Holders as of 31 Dec 2024
-
Type / Class
-
Equity / OAKMARK U S LRG
-
Total 13F shares
-
952,079
-
Share change
-
+952,079
-
Total reported value
-
$22,382,226
-
Price per share
-
$23.51
-
Number of holders
-
10
-
Value change
-
+$22,382,227
-
Number of buys
-
10
Institutional Holders of HARRIS OAKMARK ETF TRUST - OAKMARK U S LRG (OAKM) as of Q4 2024
As of 31 Dec 2024,
HARRIS OAKMARK ETF TRUST - OAKMARK U S LRG (OAKM) was held by
10 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
952,079 shares.
The largest 10 holders included
Natixis Investment Managers, LLC, WEALTH ENHANCEMENT ADVISORY SERVICES, LLC, Western Pacific Wealth Management, LP, GTS SECURITIES LLC, NavPoint Financial, Inc., Cambridge Investment Research Advisors, Inc., ROTHSCHILD INVESTMENT LLC, JPMORGAN CHASE & CO, 1620 INVESTMENT ADVISORS, INC., and UBS Group AG.
This page lists
10
institutional shareholders reporting positions in this security
for the Q4 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.