Q4 2024 13F Holders as of 31 Dec 2024
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Type / Class
-
Equity / EAGLE CAPITAL SE
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Number of holders
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32
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Total 13F shares, excl. options
-
6,775,836
-
Shares change
-
+872,532
-
Total reported value, excl. options
-
$188,868,679
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Value change
-
+$24,344,464
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Number of buys
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17
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Number of sells
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9
-
Price
-
$27.85
Institutional Holders of 2023 ETF SERIES TRUST - EAGLE CAPITAL SE (EAGL) as of Q4 2024
As of 31 Dec 2024 2023 ETF SERIES TRUST - EAGLE CAPITAL SE (EAGL) had 32 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions held a total of 6,775,836 shares of stock of the company.
Largest 10 holders included COMMERCE BANK, Sendero Wealth Management, LLC, BURKETT FINANCIAL SERVICES, LLC, SENTINEL TRUST CO LBA, Red Door Wealth Management, LLC, CIBC Private Wealth Group LLC, BROWN ADVISORY INC, Summit Wealth Group, LLC, UMB Bank, n.a., and Prodigy Asset Management LLC.
This table shows 32 institutional shareholders of the security as of 31 Dec 2024.
| 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.