Q4 2023 13F Holders as of 12/31/2023
-
Type / Class
-
Equity / LOAD EQUITY FUND
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Number of holders
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10
-
Total 13F shares, excl. options
-
24.7K
-
Shares change
-
+3.85K
-
Total reported value, excl. options
-
$1.25M
-
Value change
-
+$194K
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Number of buys
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7
-
Number of sells
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-1
-
Price
-
$50.40
Significant Holders of AMERICAN FUNDS INVMT CO OF AMER A - LOAD EQUITY FUND as of Q4 2023
11 filings reported holding 461308108 - AMERICAN FUNDS INVMT CO OF AMER A - LOAD EQUITY FUND as of Q4 2023.
AMERICAN FUNDS INVMT CO OF AMER A - LOAD EQUITY FUND has 10 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 24.7K shares
.
Largest 10 shareholders include NORTH STAR ASSET MANAGEMENT INC (6.79K shares), TUCKER ASSET MANAGEMENT LLC (4.78K shares), Coston, McIsaac & Partners (4.76K shares), Game Plan Financial Advisors, LLC (2.67K shares), Livelsberger Financial Advisory (1.05K shares), Westside Investment Management, Inc. (1.04K shares), Estabrook Capital Management (1.02K shares), Strategic Investment Solutions, Inc. /IL (950 shares), MOTCO (900 shares), and Main Street Group, LTD (703 shares).
This table shows the top 10 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.