Q3 2024 13F Holders as of 30 Sep 2024
-
Type / Class
-
Equity / COM
-
Total 13F shares
-
38,249
-
Share change
-
-7,904
-
Total reported value
-
$2,520,460
-
Price per share
-
$65.87
-
Number of holders
-
11
-
Value change
-
-$505,624
-
Number of buys
-
4
-
Number of sells
-
4
Institutional Holders of American Funds New Perspective - COM as of Q3 2024
As of 30 Sep 2024,
American Funds New Perspective - COM was held by
11 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
38,249 shares.
The largest 10 holders included
MOODY LYNN & LIEBERSON, LLC, Fulton Bank, N.A., Ethos Financial Group, LLC, IRONWOOD INVESTMENT MANAGEMENT LLC, Private Capital Advisors, Inc., NEVILLE RODIE & SHAW INC, Coston, McIsaac & Partners, TUCKER ASSET MANAGEMENT LLC, Eagle Bay Advisors LLC, and Alpine Bank Wealth Management.
This page lists
11
institutional shareholders reporting positions in this security
for the Q3 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.