Q1 2024 13F Holders as of 31 Mar 2024
-
Type / Class
-
Equity / COM
-
Total 13F shares
-
48,066
-
Share change
-
+1,508
-
Total reported value
-
$2,907,386
-
Price per share
-
$60.60
-
Number of holders
-
10
-
Value change
-
+$105,177
-
Number of buys
-
3
-
Number of sells
-
3
Institutional Holders of American Funds New Perspective - COM as of Q1 2024
As of 31 Mar 2024,
American Funds New Perspective - COM was held by
10 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
48,066 shares.
The largest 10 holders included
MOODY LYNN & LIEBERSON, LLC, Private Capital Advisors, Inc., Fulton Bank, N.A., Ethos Financial Group, LLC, TUCKER ASSET MANAGEMENT LLC, IRONWOOD INVESTMENT MANAGEMENT LLC, CANANDAIGUA NATIONAL BANK & TRUST CO, Coston, McIsaac & Partners, Financial Gravity Asset Management, Inc., and Game Plan Financial Advisors, LLC.
This page lists
10
institutional shareholders reporting positions in this security
for the Q1 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.