Q1 2024 13F Holders as of 3/31/2024
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Type / Class
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Equity / LOAD EQUITY FUND
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Number of holders
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7
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Total 13F shares, excl. options
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25.9K
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Shares change
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+2.17K
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Total reported value, excl. options
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$1.44M
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Value change
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+$134K
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Number of buys
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7
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Number of sells
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-3
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Price
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$55.50
Significant Holders of AMERICAN FUNDS INVMT CO OF AMER A - LOAD EQUITY FUND as of Q1 2024
10 filings reported holding 461308108 - AMERICAN FUNDS INVMT CO OF AMER A - LOAD EQUITY FUND as of Q1 2024.
AMERICAN FUNDS INVMT CO OF AMER A - LOAD EQUITY FUND has 7 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 25.9K shares
.
Largest 10 shareholders include NORTH STAR ASSET MANAGEMENT INC (7.11K shares), TUCKER ASSET MANAGEMENT LLC (5.07K shares), Coston, McIsaac & Partners (4.78K shares), Fulton Bank, N.A. (4.16K shares), Game Plan Financial Advisors, LLC (2.71K shares), Westside Investment Management, Inc. (1.04K shares), Estabrook Capital Management (1.02K shares), Livelsberger Financial Advisory (0 shares), MOTCO (0 shares), and Main Street Group, LTD (0 shares).
This table shows the top 7 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.