VAN WELLINGTON ADM #571 - MFD

Q1 2023 13F Holders as of 3/31/2023

Type / Class
Equity / MFD
Number of holders
7
Total 13F shares, excl. options
60.6K
Shares change
+30.2K
Total reported value, excl. options
$4.13M
Value change
+$2.06M
Number of buys
3
Price
$68.18

Significant Holders of VAN WELLINGTON ADM #571 - MFD as of Q1 2023

7 filings reported holding 921935201 - VAN WELLINGTON ADM #571 - MFD as of Q1 2023.
VAN WELLINGTON ADM #571 - MFD has 7 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC). These institutions hold a total of 60.6K shares .
Largest 7 shareholders include NORTH STAR ASSET MANAGEMENT INC (17.5K shares), FERGUSON WELLMAN CAPITAL MANAGEMENT, INC (16K shares), TOWER BRIDGE ADVISORS (12.8K shares), Wallington Asset Management, LLC (5.42K shares), NORTHSTAR ASSET MANAGEMENT LLC (4.96K shares), RE Dickinson Investment Advisors, LLC (2.96K shares), and Coston, McIsaac & Partners (1.04K 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.